Ashley Ealdama, Cmp Email & Phone Number

Canada

Toronto, Canada Area

• Manage and coordinate all aspects of annual, national and regional specific events (external and internal). • Coordinate Advisor Channel Sales’ participation in Dealer Conferences/Events.• Generate reporting/sales analytics to support programs/events.• Business and Risk Management (Compliance- NI 81-105 Sales Practice Guidelines).• Conduct administrative duties to support events operations.

Toronto, Ontario, Canada

Toronto, Ontario, Canada

• Effectively delivers the organizational elements of successful event management for the Central Canada team• Manages specific event budgets and prepares detailed post event reporting• Review and submit all Portfolio Manager requests from Central Canada, liaise with Events Manager and maintain an up to date record of all requests for Central Canada• Partner with the Regional Sales Manager to coordinator and support all event expectations including overall theme, creative look, and ensure specific details are consistent with manager/client expectations and needs• Provide sales and administrative support for designated District Sales Team through the management of the Wholesaler calendar, the coordination of territory sales events and effective communication and follow up with financial advisors• Responsible for training and act as a mentor for the new Sales Coordinators hired on the sales team • Search Warden for the sales team during building evacuations

Toronto, Ontario, Canada

• Coordinate 5-6 events (presentations/dinners) on a monthly basis with the downtown core Broker advisors and liaise with Events for Portfolio Manager access• Coordinate the Regional Team Meetings for our Central Canada Team in Toronto on a monthly basis• Work closely with the Manager Regional Sales to coordinate events for prospect clients• Responsible for training and act as a mentor for the new Sales Coordinators hired on the sales team • Provide sales and administrative support for designated District Sales Teams through the management of the Wholesaler calendar, the coordination of territory sales events and effective communication and follow up with financial advisors• Act as Regional Sales Coordinator to approve Co-op Marketing for the sales teams in Toronto • Health and Safety officer for the sales team; CPR and AED certified

Toronto, Ontario, Canada

• Responsible for providing project management services which include partnering with multiple business partners, liaising with internal and external clients and suppliers, and effectively planning and overseeing the successful execution of all event initiatives for Fidelity Canada• Assist in delivering high quality programs for senior executives, sales teams and their clients as well as Fidelity employees that meet the standards set by the department• Confidently deliver on-site event execution while dealing with unforeseen challenges and occasional obstacles• Manage specific Event budgets and prepare detailed post event reporting to support return on investment analysis, compliance and business entertainment workplace guidelines reporting and monthly promo forecast reporting

Toronto, Ontario, Canada

• Review personal and business accounts for evidence of fraudulent activity• Prepare reports and escalate information to the appropriate parties within Royal Bank• Social committee representative; work alongside 10 co-workers for organizing functions to take place within our department• Charity Trust Champion for National Fraud Detection Group and Enterprise Anti-Money Laundering Terrorist Unit; responsible for leading the charity fundraisers that the bank supports such as CHUM City Christmas Wish Foundation, CN Tower Stair Climb for United Way and Ride for JDRF (Juvenile Diabetes Research Foundation).• Royal Performance Committee; work alongside 8 co-workers to organize quarterly celebrations done within the department.

Mississauga, Ontario, Canada

• Processed financial and non financial transactions for clients; Relief for the Operations Support Officer and Customer Assistant Officer• Mentor for Customer Service Representative’s hired within the Hourly Shared training program• Privacy officer for the front sales support team• Charity Champion for the branch; responsible for leading any charities that the bank supports and organizing functions that took place within the branch throughout the year• Health and Safety Officer for the branch; ensuring the branch was a safe place for clients and staff