Summary
Overview
Work History
Education
Skills
Timeline
Generic

TROY ALLEN

Charlottetown,PE

Summary

A dedicated and experienced professional with 30 years of experience in operations management, financial advisory, and professional sales. A background in critical thinking and problem-solving, with a track record of achieving milestones and pursuing professional goals. Skilled in management, client relations, and a range of technical proficiencies.

Overview

16
16
years of professional experience

Work History

Program Officer

Island Investment and Development Incorporation
04.2019 - Current
  • Authenticated net worth documents for applicants of the Provincial Nominee Program.
  • Verified applicant declarations, paying close attention to their education, employment, and financial history.
  • Conducted in-person interviews to validate and assess applicants' business acumen and commitment to establishing a successful venture in Prince Edward Island.
  • Provided consultative guidance to clients, assisting them through the business startup process and initial year of operation.
  • Evaluated applicant business performance and residency requirements, leading to successful nominations on behalf of the province.

Integrity Officer

Island Investment and Development Incorporation
01.2020 - 01.2022
  • Verified company criteria for participation in the Atlantic Immigration Pilot Program through investigations, site visits, and interviews.
  • Created detailed case reports and recommendations for management and directors.
  • Drafted and forwarded acceptance or decline letters to interested companies.

Financial Advisor

Sun Life Financial
01.2015 - 01.2019
  • Interviewed clients to collect data and develop comprehensive risk profiles and investment strategies.
  • Designed personalized investment portfolios to align with clients' personal and retirement goals.

Operations Manager

St. James Gate Restaurant
01.2010 - 01.2015
  • Trained and managed a team of 35 employees in the food and beverage industry.
  • Coordinated and executed events for up to 300 guests, including corporate functions and weddings.
  • Managed daily operations, including inventory, payroll, bookkeeping, and human resources.

Education

New Managers Certificate -

UPEI
01.2023

No Degree - Computer Applications Development

Holland College
Charlottetown, PE
01.2021

Canadian Investment Funds Course - undefined

01.2015

LLQP Life Insurance Exam Course - undefined

01.2014

Canadian Securities Course - Canadian Conduct and Practices

01.2008

E-Commerce and Database Design Computer Programming - undefined

01.2007

Coursework towards Bachelor of Business Administration - undefined

UPEI
01.1993

Skills

  • Operations Management
  • Critical Thinking & Problem-Solving
  • Client Relations & Interviewing
  • Financial Advisory
  • Human Resources
  • Team Leadership
  • Bookkeeping & Payroll

Timeline

Integrity Officer

Island Investment and Development Incorporation
01.2020 - 01.2022

Program Officer

Island Investment and Development Incorporation
04.2019 - Current

Financial Advisor

Sun Life Financial
01.2015 - 01.2019

Operations Manager

St. James Gate Restaurant
01.2010 - 01.2015

Canadian Investment Funds Course - undefined

LLQP Life Insurance Exam Course - undefined

Canadian Securities Course - Canadian Conduct and Practices

E-Commerce and Database Design Computer Programming - undefined

Coursework towards Bachelor of Business Administration - undefined

UPEI

New Managers Certificate -

UPEI

No Degree - Computer Applications Development

Holland College

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TROY ALLEN