Results-oriented individual with a passion for continuous learning and innovation. Known for leveraging analytical thinking and creativity to solve problems and deliver high-impact solutions in fast-paced environments.
Insightful professional in financial services field, known for high productivity and efficient task completion. Possess specialized skills in market analysis and risk management.
Overview
19
19
years of professional experience
Work History
Technical Support Analyst
Apple iOS/Teleperformance
Calgary, Canada
03.2025 - 05.2025
Technical support analyst, client success for Apple iOS, iCloud, and other Apple products.
Personal technical troubleshooting experience for iOS products.
Remote work, Microsoft Teams, and internal Apple software called 'Core'.
Use analytical skills to isolate and resolve complex technical issues through appropriate troubleshooting methodologies.
Navigating through multiple systems and tools simultaneously, and researching, comprehending, and delivering solutions and success to Apple clients in real time.
Provided technical assistance to resolve customer inquiries and problems related to software, hardware, and network issues.
Responded promptly to help desk requests from customers regarding their technical queries or concerns.
Documented repair processes and helped streamline procedures for future technical support actions.
Supported customers with online billing, access, and account issues.
Retail and ECommerce Manager/Inventory Management
MNPS Multinational Parts Supply- Machines and Engineering
Calgary, AB
06.2023 - 12.2023
Managed online sales and inventory for over 10,000 items across various platforms, mainly ebay.
Executed marketing strategies on multiple channels, enhancing visibility and engagement.
Collaborated with clients to streamline distribution and shipping processes across North America.
Coordinated with warehouse team to ensure order accuracy and optimal stock levels.
Utilized 'ERA' software for effective inventory management and enterprise resource planning.
Tracked inventory levels across all sales platforms to prevent stock shortages.
Conducted A/B testing on product listings to optimize performance through reviews and visuals.
Analyzed competitor sales data to recommend new items for inventory.
Created monthly reports for senior management summarizing operational performance metrics.
Established processes to ensure efficient workflow throughout the organization.
Monitored budgets and expenditures to ensure cost-effectiveness while maintaining quality standards.
Analyzed customer feedback data to develop action plans for improving services offered.
EBay Side Business Owner
eBay
Calgary, AB
01.2006 - 05.2025
eBay reseller of a variety of items, alone and independently.
Part-time business run by one person: myself.
Over 3,600 items sold, shipped mainly to North America, with some global distribution.
Art prints, memorabilia, vinyl records, musical instruments, video games, and toys.
I know other platforms like Reverb, Discogs, Kijiji, Amazon, and some Shopify.
I know PPC, Pay Per Sale (PPS), and Facebook Ads.
Google Analytics and other analytic software.
Set up and maintain email marketing.
Conducted market research to identify new opportunities for growth.
Analyzed competitor's pricing and product offerings in order to remain competitive within the market.
Accounting Technician
TSPC Accounting Corporation
Calgary, Canada
01.2019 - 03.2019
Accounting duties and functions with a variety of software: ATOM (Accounting Office Management). Software, CRM software, QuickBooks Online, and XERO Accounting.
AP/AR, bank reconciliation, journal, ledger, profile, tax prep.
Generated reports for management review using accounting software programs such as QuickBooks.
Regional Distribution Center Logistics/eCommerce Associate
Walmart Ecommerce & Logistics
Calgary, Canada
01.2018 - 12.2018
Storage, distribution and inventory management, monitor flow of goods and ensure correct items are fulfilling orders.
Labelling, scanning, tracking in Computer Terminals/reorder point using WMS software. Reporting & categorizing, 2,000+ CPG Items
Processing requests, inventory controls quality standards for evaluations
Managed multiple tasks simultaneously while maintaining attention to detail.
Helped customers locate items within the store using the inventory system.
Business Development/B2B Sales/Account Management
RiskX Insurance Brokers
Calgary, Canada
07.2017 - 12.2017
Prospecting for business to promote insurance purchases.
SaaS-Promoting HR Cloud Software Humi (Toronto-based) as a part of added value to organizations' insurance needs.
Salesforce, Humi Software tutorials for working with clientele.
Account management. Insurance accounts.
Completed day-to-day duties accurately and efficiently.
Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Credit Specialist
Cash Slab Credit Fix
Calgary, Canada
05.2017 - 09.2017
CRM Software: V-Tiger Software, prospecting leads and inquiries with regard to credit history for clients in the USA.
Selling and advising clients on products to boost credit scores and establish positive credit histories.
Approving clients for tradelines of revolving credit.
Screening credit history and assessments acquire information to send to Equifax, TransUnion, and Experian, issuing credit or approving credit from $2,500 to $25,000 for clients.
Evaluated customer payment patterns to determine creditworthiness and recommend actions accordingly.
Reviewed credit applications to assess credit worthiness of potential customers.
Maintained a database of customer information including names, addresses, contact information, account numbers.
Provided recommendations for appropriate credit limits and terms.
Foreign Exchange Specialist
Firma Foreign Exchange Trading Global Payments
Calgary, Canada
09.2016 - Current
Assisting clients with daily market insights, foreign exchange trading, and processing global payments.
Financial solutions to simplify international trade.
Servicing businesses in a variety of industries helps increase their profitability.
Working with purchasing, accounts payable, and accounts receivable for businesses.
Reducing risk exposure, hedging, and derivatives (vanilla, swaps, forwards, etc.)
Trading many global currencies and making global payments for small to large-sized businesses. Volumes range from thousands to millions.
Generating leads, contacts, cold calls, internet contacts, and building business for new and old clients for foreign currency transactions.
CRM Salesforce is the software used for the sales component.
Analyze economic data (interest rates, gold, oil/commodity prices, U.S. Fed policy, Bank of Canada, QE).
Training in KYC, AML, FINTRAC, compliance forms, regulations, and onboarding.
When working with clients to assist with cash flow forecasting, risk forecasting.
Cash and liquidity management. Duties ensure the right amount of funds at the right time.
Managing global payments and wiring money via ACH, SWIFT, etc.
Managing risk and hedging options: spots, forwards, swaps, and other derivatives.
Working and supporting multiple banks for cross-border payments for many currency pairs in daily workflows. Mostly CAD, USD.
We manage large financial transactions using financial software, MetaTrader 5, Excel, Salesforce, and others.
Analyze economic data (interest rates, gold, oil/commodity prices, U.S. Fed policy, Bank of Canada, QE).
Developed excellent rapport with custom builders to expand opportunities for growth.
Facilitated payments between parties located in different countries using a variety of payment methods.
Monitored market trends to identify potential opportunities for profitable investments.
Foreign Exchange Specialist
Calforex FX Currency Exchange
Calgary, Canada
05.2016 - 09.2016
Assisting clients with daily market insights with foreign exchange trading and processing global payments
Financial solutions to simplify international trade
Servicing businesses in a variety of industries, help increasing their profitability
Working with purchasing, accounts payable and accounts receivable for businesses
Setting up over-the-counter online trading platforms for people that trade under our 10K minimum
Prospecting leads using CRM Salesforce, qualifying, compliance and onboarding 50-100 contacts a day, juggling 1000 leads at a time from all over Canada
Trading many global currencies for small to large size businesses. Volumes thousands to millions
Market research for main global currencies, given to clients, training in KYC, AML, FINTRAC, compliance forms, regulations and onboarding
We spent most of the day on the phone talking with clients, prospects, other branches, head office and compliance. I remain professional and courteous at all times.
We manage large financial transactions. Using Financial Software, Meta Trader 5 excel, CRM SalesForce and other software specific to individual businesses
Updated records of foreign exchange transactions in the internal database.
Built strong relationships with banks, brokers, and other financial institutions involved in international money transfers.
Ensured compliance with all applicable rules and regulations when executing forex orders.
Foreign Exchange Specialist
AXIOM Foreign Exchange Trading and Global Payments
Calgary, Canada
09.2015 - 03.2016
Assisting clients with daily market insights, foreign exchange trading, and processing global payments.
Updated records of foreign exchange transactions in the internal database.
Reviewed currency exchange rates and advised clients on the most suitable options for their needs.
Financial solutions to simplify international trade
Servicing businesses in a variety of industries helps increase their profitability.
Working with purchasing, accounts payable, and accounts receivable for businesses.
Reducing risk exposure, hedging, and derivatives (vanilla, swaps, forwards, etc.)
Trading many global currencies and making global payments for small to large-sized businesses. Volumes range from thousands to millions.
Generating leads, contacts, cold calls, internet contacts, and building business for new and old clients for foreign currency transactions.
CRM Salesforce is the software used for the client management component.
Analyze economic data (interest rates, gold, oil/commodity prices, US Fed Policy, Bank of Canada, QE)
Training in KYC, AML, FINTRAC, compliance forms, regulations, and onboarding.
When working with clients to assist with cash flow forecasting, risk forecasting.
Cash and liquidity management. Duties ensure the right amount of funds at the right time.
Managing global payments and wiring money via ACH, SWIFT, etc.
Managing risk and hedging options: spots, forwards, swaps, and other derivatives
Working and supporting multiple banks for cross-border payments for many currency pairs in daily workflows. Mostly CAD, USD.
We manage large financial transactions using financial software, MetaTrader 5, Excel, Salesforce, and others.
Developed strategies to mitigate risks associated with fluctuating currency values.
Education
MBA - Master's in Business Administration, Finance/ Energy Management Focus
University of Phoenix
Vancouver, BC
12.2010
B.Sc. - Human Kinetics, Exercise Physiology
University of British Columbia
Vancouver, British Columbia, Canada
05.2005
B.A. - Psychology, Minor: Family Studies
University of British Columbia
British Columbia, Canada
05.2002
Skills
MS Office (Word, Outlook, Excel, SharePoint, Project, PowerPoint, MS Teams, Visio)
CRM Salesforce
CRM Vtiger
MetaTrader 5
XERO Accounting
QuickBooks Online
Era (Enterprise Resource Management)
Apple iOS core
eBay reseller
Technical troubleshooting
Remote assistance
Documentation practices
Client relationship management
Inventory management
Foreign exchange trading
Risk management
Market analysis
CRM software
Global payments processing
Regulatory compliance
Attention to detail
Lead generation
Personal Information
Canadian
United States
Timeline
Technical Support Analyst
Apple iOS/Teleperformance
03.2025 - 05.2025
Retail and ECommerce Manager/Inventory Management
MNPS Multinational Parts Supply- Machines and Engineering
06.2023 - 12.2023
Accounting Technician
TSPC Accounting Corporation
01.2019 - 03.2019
Regional Distribution Center Logistics/eCommerce Associate
Walmart Ecommerce & Logistics
01.2018 - 12.2018
Business Development/B2B Sales/Account Management
RiskX Insurance Brokers
07.2017 - 12.2017
Credit Specialist
Cash Slab Credit Fix
05.2017 - 09.2017
Foreign Exchange Specialist
Firma Foreign Exchange Trading Global Payments
09.2016 - Current
Foreign Exchange Specialist
Calforex FX Currency Exchange
05.2016 - 09.2016
Foreign Exchange Specialist
AXIOM Foreign Exchange Trading and Global Payments
09.2015 - 03.2016
EBay Side Business Owner
eBay
01.2006 - 05.2025
MBA - Master's in Business Administration, Finance/ Energy Management Focus
Clinical Nurse Leader South Island Surgical Center at Vancouver Island Health AuthorityClinical Nurse Leader South Island Surgical Center at Vancouver Island Health Authority