Adam V. Email & Phone Number

Perth, ON, CA

Kitchener, Ontario, Canada

Perth, Ontario, Canada

Customer facing role, with focus in sales of banking, investments, estate, and lending products offered by the Bank of Montreal.Managed bank’s relationship with retail clients, working on finding financial solutions for customers and deepening the bank’s relationship with customers.Worked with partners in Financial Planning, Commercial & Business Banking.

Ottawa, Ontario, Canada

Worked on the Domestic Credit Team for EDC’s credit insurance products. Tasked with managing reports from reinsurance partner to align risk appetite between the two organizations. Role involved significant communication with both internal underwriters and Business Team as well as EDC’s reinsurance partner to ensure decisions were correct, communicated to.

Ottawa, Ontario

Served in Budgeting and Internal Reporting, responsible for resource allocation and budget management within the department as well as forecasting budgets and expenditures.Used primarily SAP based budgeting and forecasting tools (business warehouse, business planning and consolidation, and web intelligence).Worked individually or in small groups to.

Waterloo, Ontario, Canada

Worked in both team and individual environments on financial analyses, reading income statements, preparing reports and risk analyses of companies working with FedDevAssisted clients facing funding difficulties due to financing issues arising from the COVID-19 pandemicManaged database of tasks and clients, ensuring that the critical information needed from.

Honours Bachelor Of Commerce - Bcom, Finance

Graduated Magna Cum Laude with an Honours Bachelor of Commerce in Finance.

High School Diploma

Activities and Societies: Honour role student from 2014 to 2017