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Experienced in Corporate Strategy, Business Consulting and Sales with a demonstrated history of working in the Entertainment, Sustainability, and Wealth Management industries.
Certified Responsible Investing Specialist (RIS) with an eye to the global implementation of Environmental, Social & Governance (ESG) best practices.
Strong communicator and team player, proficient in Business Decision Models, Brand Management, and Strategic Planning.
Related to the Smith Business Consulting role
• Manage Financial Advisors across Northern & Eastern Ontario • Selected as 1 of 5 RSC's, Nationally, to participate in Desjardins' 1st annual Wholesaler Development Program - WDP 2023
Company: Desjardins Investments
I worked there from 7/2022 until now
Manage 6 Territories spanning Ontario and Montreal: Report directly to each respective Inside Sales Rep and Wholesaler • Facilitate ~$1B in Annual Sales: Achieved a Record $73M Single-Sale with independently produced Product Proposal Deck • Strategically acquire Product Performance Data by leveraging Internal CRM and 5 bespoke platforms, to enhance Client Portfolios and deliver desired ROI • Coordinate Business Promotional Activities with 3rd Party Vendors, Portfolio Managers and Clients, while
Company: Dynamic Funds
I worked there from 6/2021 until 6/2022
• Responsible for grading all student deliverables and exams while ensuring academic integrity to confirm course standards • Coordinate and conduct 90 min TA Sessions, providing support, and reinforce student understanding of course content • Report Directly to Professor Paul Roman
Company: Smith School of Business at Queen's University
I worked there from 8/2019 until 1/2021
Company: Entertainment One
I worked there from 1/2020 until 8/2020
DC • Secured two key sponsorships and panel speakers for live case competition • Negotiated winning prize for delegates: two tickets to concert of choice in Canada SC • Identified a disruptor in the current Film and Television market as key note speaker (Secured J. Miles Dale) • Established relationship with Cinespace Studios CEO: Jim Mirkopoulos. Secured Studio Tours in Toronto WC • Designed innovative case brief's for competitive Workshops • Secured executive teams from SCENE and Live Nation
Company: Queen's Conference on the Entertainment Industry
I worked there from 3/2017 until 1/2020
• Reported to VP of Strategy & Operations, developing and delivering brand management strategies for UK and International clients • Focused on supply chain sustainability and CSR of Global brands • Sustainability Consultancy: Management of supply chain, Innovative technology, Traceability of raw materials
Company: Eco-Age
I worked there from 6/2019 until 8/2019
Provide high-value, high-impact consulting services to leaders of the region's small and medium-sized business, not-for-profit, and public organizations • Tasked with formulating a feasible housing mix to combat the affordable house crisis in Prince Edward County (PEC), Ontario • Collected research data through innovative search parameters • Designed proprietary surrey, distributed to core demographic, collected data, defined outcomes • Presented findings to our client, and to community at PEC’s
Company: Queen's Business Consulting
I worked there from 1/2019 until 5/2019
• As a Commerce Student I was given the opportunity by the Con-Ed faculty to develope and execute an engaging curriculum on the instruments of the orchestra for 30 4th grade students • My class was hand-selected to lead a performance - song and dance - at the Grand Theatre for the Catholic Schoolboard
Company: École Catholique Cathédral
I worked there from 1/2019 until 4/2019
ECO-AGE® is a sustainability consulting firm with a global roster of clients building responsible business practices by offering value-driven business strategies, delivering financial performance and benefits to people and the planet.
Company: Eco-Age
I worked there from 6/2018 until 8/2018