Taimur Hussain

May 2016 - March 2020

• Lead generation: Identify and develop strategic relationships with prospective clients in lower- middle market, between $10MM-$50MM+ in revenue across North America
• Use of Salesforce to effectively manage tasks and leads, and track team progress
• Identify new business opportunities through prospecting, setup clients for success based on their business needs
• Focused on Merger & Acquisition (M&A) Advisory from the beginning to the end of the transaction
• Worked independently, managed and utilized available resources with maximum potential
• Found and implemented creative ways in successfully growing business and effective team building strategies
• Identifying client and/or business needs through means of financial analysis and target company revenues
• Establishing trust with clients, identifying their needs, stressing urgency in their approach to accomplish growth objectives while prioritizing and maximizing firm's value

• Wealth Management
• Managed book of 120+ households – with 200+ clients, minimum portfolio value of $500,000
• Performed KYC to build client’s investor profile and determine concentration of Equity versus Fixed Income split and level of overall portfolio risk by asking targeted questions
• Portfolio reviews, analysis and recommendations provided while effectively managing risk according to client’s Investor Profile, typically done semi-annually
• Effectively managed and nurtured existing client relationships by offering sound advice through adviceDirect platform
• Educated clients on their investment options
• Analyzed client’s financial situation and offered internal solutions accordingly through Wealth Plan referrals
• Used Salesforce to effectively organize and manage book tasks and sales opportunities
• Utilized professional communication, research and qualifying skills to maintain database of new clients

• Nurture client relationships and build loyalty by providing efficient, effective and legendary client experience while being 100% compliant with Investment Industry Regulatory Organization of Canada (IIROC), Mutual Funds Dealers Association (MFDA) & Ontario Securities Commission (OSC) as Licensed IR
• Provide added value for clients by offering personalized, relevant investment solutions
• Going above and beyond their unstated needs
• Placing trades for clients in GIC’s, Stocks, ETF’s, Bonds, Money Market Funds, Options within Registered & Non-Registered investment accounts
• Provide expert knowledge and technical solutions on TD Platforms and offering step-by-step guidance on how to access resource tools
• Asset gathering from other financial institutions, bringing new business through means of account transfers
• Team Engagement Lead: Responsible for organizing team building activities and performances