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Overview
9
9
years of post-secondary education
Work History
Vice-President, Sales and Production
California Pictures Inc.
Los Angeles
Director of Sales, Production and Distribution
California Pictures Inc.
Los Angeles
Outside Sales Representative, Business Solutions Division
Canon Canada Inc.
Toronto
Assigned territory in Greater Toronto area; targeting small to medium businesses.
Monthly quota to obtain: 45K
Achieved 75% of monthly sales quota.
Dealt with a wide range of businesses including: media and marketing companies, Law and Consulting companies as well as Manufacturing and Steel.
Range of products sold – large multifunctional colour and Black and white printing systems; business management software; faxes and third-party software.
60% of sales were new business; 40% with existing customers.
Average sale size: 25K
Average sales cycle: six to eight weeks.
Dealt with Senior Executives, CIO’s and CEO’s.
Consultative sales approach rather than transactional.
Cost Analysis and PowerPoint Financial presentational for key strategic customers.
Worked alongside the Client Executives in an Account Management role dealing with Major Accounts.
Liaison between end client and recruited consultants.
Key Accounts dealt with: CIBC, TD Bank, Royal Bank, Telus, Rogers and Sun Life Financial.
Organized and responded to National RFP’s.
Responsible for signing up Vendors/Partners.
Event Organizer: Annual Client Hockey Tournament, Annual Charity Auction and specialized client golf tournaments.
Project Management: initiated projects that catered to improving client relationships.
Leader in IT and Recruitment in Canada
Investment Banking Associate
Friedman Billings Ramsey & Co
Investment Banking Associate
Friedman Billings Ramsey & Co
Barrington
Independent capital markets professional
Mergers and acquisitions advisory
IPO's
Corporate restructuring and liability management
Selling capital market services to corporations, financial sponsors and investors across all industry verticals
Manage portfolios of private wealth with advice and strategies catered to each client.
Analyzed financial data to support investment decisions and client presentations.
Collaborated with senior bankers on structuring financing solutions for clients.
Assisted in valuation analysis using various financial modeling techniques.
Contributed to investment presentations delivered to institutional and wealth management clients.
Participated in development and delivery of proposals to prospective new client relationships.
Prepared and presented research and recommendations on stock market trends and economic forecasts to assist with making informed portfolio decisions.
Analyzed investment performance, portfolio attributes, benchmark composition, and performance attribution to assess role and fit of investment strategies.
Met with prospective investment managers to evaluate manager staff, investment processes, operational competency, and compliance and legal framework.
Conducted industry and market research and assisted in business development efforts.
Negotiated contracts with counterparties on behalf of clients.
Participated in client meetings and conference calls with investors.
Reviewed legal documents related to transactions.
Education
CFA Level 1 And 2 - Certificate Finance Analyst
University of Toronto
Toronto
01.2010 - 01.2011
Fundraising and Volunteer Management Certificate -
George Brown College
04.2006 - 12.2007
Bachelor of Arts - Business Administration
University of Western Ontario, IVEY BUSINESS ADMINISTRATION
London
01.2000 - 04.2006
Bachelor Degree - Anthropology
University of Western Ontario
Skills
Excellent selling skills
Interpersonal skills
Motivated
Driven by success
Professional
Team leader
Broad understanding of business practices
Administrative systems
Proficiency in Microsoft Word
Proficiency in Excel
Proficiency in CRM Systems
Proficiency in Power Point
Proficiency in Visio
Proficiency in database systems
JD Edwards
Gift
Connect
Organizational skills
Effective communication skills
Detail oriented
Multi-tasker
Building customer relationships
Sales strategy
Client relationship
Financial presentations
Account management
References
Reference Name, Reference Title, Company, Contact Information
Leadership Experience
Are you president of your fraternity, head of the condo board, or a team lead for your favorite charity? You’re a natural leader—tell it like it is!
Timeline
CFA Level 1 And 2 - Certificate Finance Analyst
University of Toronto
01.2010 - 01.2011
Fundraising and Volunteer Management Certificate -
George Brown College
04.2006 - 12.2007
Bachelor of Arts - Business Administration
University of Western Ontario, IVEY BUSINESS ADMINISTRATION
01.2000 - 04.2006
Vice-President, Sales and Production
California Pictures Inc.
Director of Sales, Production and Distribution
California Pictures Inc.
Outside Sales Representative, Business Solutions Division