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, PE01.2021
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