I lead the market strategy for Business Development and Market Engagement across GTA and Ontario for TD's 2SLGBTQ+ Business Development Team. This involves developing and leading the strategy for a team of ~30 experienced Bankers across TD Retail, Wealth, Small Business and Commercial Banking in market to develop business. My focus is on leading our strategy for business development, community engagement, creating & cultivating meaningful relationships within the wider 2SLGBTQ+… Show more I lead the market strategy for Business Development and Market Engagement across GTA and Ontario for TD's 2SLGBTQ+ Business Development Team. This involves developing and leading the strategy for a team of ~30 experienced Bankers across TD Retail, Wealth, Small Business and Commercial Banking in market to develop business. My focus is on leading our strategy for business development, community engagement, creating & cultivating meaningful relationships within the wider 2SLGBTQ+ community in Toronto & Ontario through strategic business development planning. My goal is to ensure our TD Advisors are able to connect the 2SLGBTQ+ community to quality financial solutions and advice within our Retail Banking, Commercial, Small Business Banking and Wealth Management divisions — while ensuring the nuances, and challenges that face the 2SLGBTQ+ community in particular are understood by our Bankers.Skills/Accountabilities: -Leadership & Strategy-Market & Business Development Strategy-Sales Management / Pipeline Management-Coaching & Training Advisors-Recruitment (Assisting Talent Acquisition)-Public Speaking & Presentation Creation-Social Media Strategy, Content Creation-Digital Marketing & CommunicationsOther:-Member of "Forever Proud" Business Banking Employee Resource Group for 2SLGBTQ+ Colleague Engagement.-Member and Unit Representative for "Advancing Together" Business Banking Employee Wellness/Engagement Committee.-Informally and formally mentoring several colleagues in regards to personal career development plans.-Proud to Lead Program Participant 2024 (Through The Humphrey Group; Focused on Leadership, communication and organization problem solving). Show less

As a Commercial Analyst, I worked with a Commercial Banking Relationship Manager team to manage a diverse portfolio of large commercial business Borrowers and Deposit clients.I was responsible for structuring credit and the underwriting of all credit applications, annual reviews and interim request/reviews, as well as overseeing the monitoring and control of the portfolio which involves testing financial covenants, reviewing monthly, quarterly, and annual financial reporting.I… Show more As a Commercial Analyst, I worked with a Commercial Banking Relationship Manager team to manage a diverse portfolio of large commercial business Borrowers and Deposit clients.I was responsible for structuring credit and the underwriting of all credit applications, annual reviews and interim request/reviews, as well as overseeing the monitoring and control of the portfolio which involves testing financial covenants, reviewing monthly, quarterly, and annual financial reporting.I completed detailed due diligence reports on all clients which involves financial analysis, sensitivity/stress testing and a deep understanding of business operations. I was required to understand risks associated with various industries and businesses and how they are mitigated. Awards/Recognition:- Summit Award - Q3 2022-ACE Award "Achievement in Credit Excellence" - Q1 2022 Show less

I was a dedicated relationship manager for a portfolio of medium/large business clients with TD. My portfolio consists of clients within a variety of industries with complex banking, financing and treasury needs. These companies typically had revenues between $5MM and $50MM and have financing between $1MM-$5MM on my portfolio.I was specifically responsible for providing all credit, lending/financing to these companies as well as overseeing the complete relationship. My team included a… Show more I was a dedicated relationship manager for a portfolio of medium/large business clients with TD. My portfolio consists of clients within a variety of industries with complex banking, financing and treasury needs. These companies typically had revenues between $5MM and $50MM and have financing between $1MM-$5MM on my portfolio.I was specifically responsible for providing all credit, lending/financing to these companies as well as overseeing the complete relationship. My team included a dedicated Manager, Cash Management who supports my clients with their treasury, deposit, and banking automation needs. We also have a dedicated Client Services Officer and Cash Management Service Officer to assist our clients with daily administration needs and customer service.Individual Awards & Recognition:ACE Award- Achievement in Credit Excellence - Q4 F2019.Advancing Together Quarterly Award Q1 F2020Senior Vice President (SVP) Pick - Q4 F2020 Summit AwardACE Award- Achievement in Credit Excellence - Q3 F2021.Annual Summit Award F2021Additional Involvement:Midtown Toronto Advancing Together Unit Rep: representing our unit (~45 employees) in a larger Business Bank organization dedicated to improving employee work life balance, focused on Diversity, Career Experience, Community Involvement and Work/Life balance. Show less

As an Account Manager, Small Business with TD Business Banking, I managed two retail branches in the downtown Toronto Financial District as a relationship manager and managed a diverse portfolio of 250 Small Business Clients. My primary focus was to expand current business relationships and acquire new business relationships through community engagement and referrals. I provided specialized advice on business financing, credit and cash management services to support my clients needs.

I worked as the senior financial advice provider at a TD Canada Trust retail branch downtown Toronto. I worked with personal and small business clients on their full financial needs and was their primary contact for large and complex investment and credit needs including Mortgages, Home Equity Lines of Credit, Business lending and credit and all investment products (Mutual Funds, GIC's and Direct Investing). For this position, I was Registered with the Ontario Securities Commission as an… Show more I worked as the senior financial advice provider at a TD Canada Trust retail branch downtown Toronto. I worked with personal and small business clients on their full financial needs and was their primary contact for large and complex investment and credit needs including Mortgages, Home Equity Lines of Credit, Business lending and credit and all investment products (Mutual Funds, GIC's and Direct Investing). For this position, I was Registered with the Ontario Securities Commission as an Investment Services Branch Manager for TD Investment Services Inc. Show less

Canada’s 2SLGBTQI+ Business Education Foundation's mission is to empower and uplift the 2SLGBTQI+ community by developing the business leaders of tomorrow. We achieve this by providing opportunities and access to education, training, and support. We strive to foster inclusivity in professions, vocations, and industries through financial assistance, scholarship programs, grants for educational initiatives, and the promotion of mentorship and internship programs. Our commitment extends to… Show more Canada’s 2SLGBTQI+ Business Education Foundation's mission is to empower and uplift the 2SLGBTQI+ community by developing the business leaders of tomorrow. We achieve this by providing opportunities and access to education, training, and support. We strive to foster inclusivity in professions, vocations, and industries through financial assistance, scholarship programs, grants for educational initiatives, and the promotion of mentorship and internship programs. Our commitment extends to conducting and disseminating research to enhance educational opportunities. Additionally, we aim to alleviate poverty among 2SLGBTQI+ individuals in Canada and beyond by offering financial assistance for entrepreneurs and enhancing economic opportunities. Show less

Established LinkedIn’s professional network for 2SLGBTQ+ community members looking for information on careers, networking, events, mentorship and more.

The Pride and Remembrance Association is a leading not for profit volunteer-run organization dedicated to supporting Toronto's 2SLGBTQ+ community. Each year, The Pride and Remembrance Association selects community charities who receive 100 per cent of the charitable pledges that are raised. Since 1996, the Pride and Remembrance Run has raised more than $2.4 million dollars to benefit over two dozen 2SLGBTQ+ organizations across the country.