Summary
Overview
Work History
Education
Skills
Websites
Additional Information
Timeline
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Taoufik Touti

Strategist & Data-Driven Analyst
Montreal

Summary

Multilingual and analytically-driven investment strategy professional with 5+ years of experience delivering data-centric solutions to Canada’s top financial institutions. Proven track record of securing $25M+ in strategic technology partnerships (2024) with banks such as BMO and TD Bank. Known for synthesizing complex data into actionable insights, supporting resilience and optimization strategies for financial clients. Currently transitioning from a successful career in tech and financial systems into investment banking, with the goal of leveraging deep industry insight and analytical expertise in a high-impact capital markets environment.

Overview

6
6
years of professional experience
4
4
Languages

Work History

Sr. Client Executive – Banking & Financial Services

IBM
12.2023 - Current
  • Secured a 107% ($25M+) of target in software/hardware deals across 2 of the largest banks through solution-oriented client engagement.
  • Introduced net-new technologies into the banks enterprise infrastructure, deepening institutional partnerships.
  • Spearheaded cyber-resilience initiatives, positioning IBM Technology as a key solution for the banks data strategy.

Senior Advisor / Strategist – MP Claude Guay Campaign (LEV Riding)

Liberal Party of Canada
02.2025 - 04.2025
  • Directed a successful data-driven campaign strategy resulting in a 20-point lead victory.
  • Applied polling analysis and demographic segmentation to optimize resource deployment.
  • Advised on all campaign phases including voter outreach and impact strategy.

Ecosystem & Channels Strategist

IBM
01.2021 - 12.2023
  • Designed go-to-market strategies and co-selling programs with financial partners, increasing YOY market share.
  • Delivered consistent over-performance: exceeded revenue targets by 7% (2021) and 11% (2022).
  • Led technical architecture and solution scoping on $5M+ B2B initiatives in the financial sector.


Client Technical Specialist – Hybrid MultiCloud

IBM
06.2019 - 01.2021
  • Conducted advanced analytics to assess data resilience strategies, reducing client recovery times from 23 days to 12 hours.
  • Co-developed the 'Cyber Resilience Assessment Tool,' generating a 9% increase in sales pipeline for financial services.
  • Achieved 125% of MBO targets in 2019 and 113% in 2020.


Education

B.Eng. - Systems & Industrial Engineering, Advanced Applied Mathematics

Concordia University – Gina Cody School of Engineering & Computer Science
Montreal, QC

Skills

  • Capital Markets Exposure
  • Data Analysis
  • Financial Modeling
  • Excel
  • Power BI
  • Client Advisory
  • Relationship Management
  • Banking
  • Financial Services
  • Deal Structuring
  • Strategic Planning
  • Advanced Applied Mathematics
  • Systems Thinking

Additional Information

  • Graduated with Distinction from IBM’s Global Sales School, New York.
  • On-track to pass CSC & CPH on August 2025 & L1 CFA in December 2025.
  • Former bartender during university – honed client-facing, multitasking, and people skills in high-pressure settings.

Timeline

Senior Advisor / Strategist – MP Claude Guay Campaign (LEV Riding)

Liberal Party of Canada
02.2025 - 04.2025

Sr. Client Executive – Banking & Financial Services

IBM
12.2023 - Current

Ecosystem & Channels Strategist

IBM
01.2021 - 12.2023

Client Technical Specialist – Hybrid MultiCloud

IBM
06.2019 - 01.2021

B.Eng. - Systems & Industrial Engineering, Advanced Applied Mathematics

Concordia University – Gina Cody School of Engineering & Computer Science

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Taoufik ToutiStrategist & Data-Driven Analyst