Providing lending and insurance advice and solutions highly customized to the high net worth client by leveraging deep commercial/private banking background and experience with sophisticated insurance and tax/estate planning strategies. Working collaboratively with the advisor and professional community and internal partners in providing residential & commercial real estate, business, and specialized lending (with significant expertise in Immediate Financing Arrangements), along with Insurance… Show more Providing lending and insurance advice and solutions highly customized to the high net worth client by leveraging deep commercial/private banking background and experience with sophisticated insurance and tax/estate planning strategies. Working collaboratively with the advisor and professional community and internal partners in providing residential & commercial real estate, business, and specialized lending (with significant expertise in Immediate Financing Arrangements), along with Insurance and other wealth and estate planning solutions. Show less

Acting as the first Senior Private Banker in MPW, spearheaded the business development strategy including the establishment of the value proposition, new client onboarding and collaboration with the Advisor and Broker community and internal partners to enhance awareness.* Capitalized on deep industry expertise and abilities to surpass all historical records for total sales by an individual contributor at the bank and received the President’s Club Award for Top Bank Sales Nationally for… Show more Acting as the first Senior Private Banker in MPW, spearheaded the business development strategy including the establishment of the value proposition, new client onboarding and collaboration with the Advisor and Broker community and internal partners to enhance awareness.* Capitalized on deep industry expertise and abilities to surpass all historical records for total sales by an individual contributor at the bank and received the President’s Club Award for Top Bank Sales Nationally for the past 2 years.* Negotiated, structured, and closed some of the most complex and large cases in the bank's history.* Created relationships and onboarded over 150 HNW and UHNW households including some of the wealthiest households in the bank's history. Show less

Participated in the Transitional Leadership Program as an emerging leader, developed and executed the business plan, and sourced, closed, and managed loan opportunities and consulting mandates with Canadian entrepreneurs.* Provided ongoing mentorship, conducted weekly individual meetings and created customized development plans for new hires across Ontario after being hand-picked by Senior Management to act as a BDC Coach.* Acting as a Marketing Champion, created the… Show more Participated in the Transitional Leadership Program as an emerging leader, developed and executed the business plan, and sourced, closed, and managed loan opportunities and consulting mandates with Canadian entrepreneurs.* Provided ongoing mentorship, conducted weekly individual meetings and created customized development plans for new hires across Ontario after being hand-picked by Senior Management to act as a BDC Coach.* Acting as a Marketing Champion, created the e-Marketing strategy for the entire district, drove up to 100 leads annually, segmented centers of influence, tailored messaging and tracked results for continuous improvement.* Selected to act as a District Manager, overseeing high-performing teams and completing rotations in Training & Underwriting Centers; developed a large network of COIs promoting BDC’s programs & services.* Spearheaded the BDC Underwriting Center Alignment Diagnostic project, leading a team in analyzing the alignment of management practices in the Underwriting Center to the bank’s defined core values. Presented to positive acclaim from VP, Operations and several recommendations were validated by subsequent policy changes. * Ranked amongst the top 3% across Canada in YOY results at 175%-200% of target in consulting mandates such as strategic plans and operational improvement, and amongst the top 5% in customer satisfaction. Show less

Managed portfolio of over 150 business owners’ credit, investment and cash management needs. Role included analyzing and writing cases for business loans, lines of credit, letters of credit, etc. while mitigating risk & driving bank profitability. Also developed financial plans and provided relevant investment & credit services.

Managed all financial services and grew a high net worth member portfolio of over $150 million

Responsible for servicing personal and business members’ credit and investment needs. As Business Champion, also trained peers in business banking sales, service, & product knowledge. Was the main branch contact and understudy to the Commercial Account Manager.