-Develop and maintain trusted value-driven advisor relationships with accounts as assigned.-Addressed customer feedback, including suggestions or complaints, and worked with relevant departments to resolve issues and improve customer experience.-Responded to customer complaints and concerns with tact and diplomacy to ensure customer satisfaction.-Provided timely and accurate information to customers regarding product/service features, prices, availability, and any other relevant details.-Hosted meetings with key professors to understand their needs and suggested the adaptation of additional products and services within the Stock Trak portfolio.-Investigated and resolved any client requests including technical issues, troubleshooting them, and escalating those that require more advanced technical assistance.-Stayed up to date with any changes to products or services offered by the company, as well as industry trends in financial education.-Collaborated with other departments to ensure the timely resolution of customer issues.-Effective project-managed skills to ensure the successful delivery of financial literacy education programs.-Delivered compelling sales presentations and provided onboarding assistance to new clients.Acted as a liaison between the client and the development team to gather clients' requirements and create detailed briefs for their requested deliverables.-Implemented custom landing pages, and other client-facing digital assets using WordPress and basic coding languages like HTML and CSS.-Improved StockTrak options trading pit by testing and adding complex options strategies.-Participated in Business development meetings and training to improve customer service and product development.-Worked with internal data analysts to produce weekly, monthly, and quarterly performance reports using Excel and other reporting tools to provide clients with detailed insights into their campaigns' results.

Self-employed, part-time trader managing personal portfolio and generating revenue.• Increased personal portfolio earnings, over last eight years, by an average of 3% - 5%• Developed risk management techniques to minimize overall portfolio risk • Improved momentum entry techniques to execute complex options strategies • Developed considerable knowledge of several key industry sectors including, financial, retail, oil and information technology• Analyzed stock market trends, conditions, and developments to formulate effective and profitable trading strategies; minimized risk through careful management of positions• Executed complex options strategies to capture short term gains

A premium charcoal grill restaurant, serving Mediterranean-style cuisine, with staff of 4 employees.Managed all requirements of restaurant operations including, staff selection and training, menu selection, establishing service standards, ensuring customer and supplier relations, food quality and inventory control, promoting the business through social media and weekly promotions and maintaining employee payroll and sales records.

E*Trade Canada was an online discount stock brokerage firm for self-directed investors and is now known as Scotia iTrade. • Surpassed team goal of taking over 60 calls a day when standard was 40-45 • Resolved complex and difficult customer problems regarding trading issues and developed an excellent reputation for working with previously dissatisfied clients• Assisted in converting high net worth leads and new investors to E*TRADE clients• Trained 5 new bilingual employees on company customer service and trading policies and procedures• Assisted walk-in clients concerning their accounts, or the opening of new accounts

Centract is a provider of technology-based mortgage services and products to financial institutions, corporations, and other mortgage originators. • Achieved and exceed over 50 inbound calls a day and minimized waiting time for clients to not exceed 3 minutes• Reduced and resolved complex disputes between appraisers and financial institutions • Established strong working relationships with lenders, appraisers and major Canadian banks such as; BMO, TD, CIBC, RBC and Scotiabank • Managed assigned accounts in CAPS Order Entry and CANOE, on a daily basis, and performed the appropriate follow-up and status updates• Logged client complaints and ensured prompt resolution of issues

Industrial Alliance is the fifth largest Canadian insurance company with a diversified business ranging from wealth management to group pensions.• Expanded company’s marketing and sales initiatives to target and attract multi-ethnic communities which served to grow the client base and increase sales• Prospected, sold and delivered investment, insurance, financial and estate planning products to existing and prospective clients• Established excellent, long-term working relationships with clients by delivering high-level service and support• Recorded data into financial planning software and produced insurance and investment plans

Metex provides financial planning, foreign exchange and related investment services to investors. This was a 1-year employment contract.• Customized and contributed new trading strategies, to maximize firm’s profits and to minimize losses, through the use of market information and innovative charting analysis• Increased and improved customer awareness of portfolio risk management through daily market updates• Increased and assisted management in winning new accounts via the conduct of in-house investment seminars and developed training material to help educate clients concerning risk vs. rewards in the foreign currency market• Executed trades of major currencies such as; U.S., GBP and Euro, and participated in direct calls to corporate, institutional and commercial clients