Delivered leadership, mentorship, and executive vision of business development strategies, and sales operating plans, as well as the development and facilitation of brand and marketing strategies to deliver substantial market share and profitability growth. Developed campaign and brand awareness strategies with an emphasis on relationship building and business improvements.Key Impact: Developed trading strategies for existing trading staff• Conducted training sessions with back office… Show more Delivered leadership, mentorship, and executive vision of business development strategies, and sales operating plans, as well as the development and facilitation of brand and marketing strategies to deliver substantial market share and profitability growth. Developed campaign and brand awareness strategies with an emphasis on relationship building and business improvements.Key Impact: Developed trading strategies for existing trading staff• Conducted training sessions with back office to improve client onboarding process• Outlined risk areas for compliance, accuracy and productivity• Provided management consulting services to clients through business transactions• Provided consulting on expanding banking relationships in foreign markets• Provided management consulting to build an online trading platform Show less

Handpicked to lead strategic initiatives in relationship building, sales and business development efforts – exponentially contributed to the overall success of sales by meeting and exceeding sales goals while consistently exceeding customer service experience goals. Achieved business plans and helped identify objectives, strategies & action plans to improve sales & earningsKey Impact: Consulted and advised on New Market Expansion (Vancouver, British Columbia)• Consulted foreign exchange… Show more Handpicked to lead strategic initiatives in relationship building, sales and business development efforts – exponentially contributed to the overall success of sales by meeting and exceeding sales goals while consistently exceeding customer service experience goals. Achieved business plans and helped identify objectives, strategies & action plans to improve sales & earningsKey Impact: Consulted and advised on New Market Expansion (Vancouver, British Columbia)• Consulted foreign exchange trades on best business practices• Managed and tested the update of the AR/AP systems • Used process improvement, automation and worked across teams to discover hidden opportunities to reduce cost and increase tam accuracy• Automated 75% of the monthly account’s entry, increased efficiency by 300%• Created procedural and instructional manuals to address process inconsistencies• Consulted on building and improving the online trading portal, AFEX Direct. Show less

Spearheaded a high-performing team working with incorporated professionals, businesses and high net worth/ultra-high net worth Canadians, providing unique solutions that addressed the areas of foreign exchange solutions that supported in the areas of taxation and estate planningKey Impact: Continuously contributed to the generation of new solution-driven ideas and strategies to optimize work processes and increased revenues from $5 million to $15 million annually.• Focused on quality… Show more Spearheaded a high-performing team working with incorporated professionals, businesses and high net worth/ultra-high net worth Canadians, providing unique solutions that addressed the areas of foreign exchange solutions that supported in the areas of taxation and estate planningKey Impact: Continuously contributed to the generation of new solution-driven ideas and strategies to optimize work processes and increased revenues from $5 million to $15 million annually.• Focused on quality, service delivery and eliminated operational deficiencies• Expanded market penetration and contributed to company profit by formulating and executing solution sales strategies• Identified opportunities within the organization for improving productivity and operational efficiencies by installing a system by which employees can measure and realize improvements• Assisted in the incorporation of foreign exchange OTC solutions• Evaluated and increased operational effectiveness of the organization through the implementation of continuous training methods of foreign exchange solutions Show less

Delivered leadership, mentorship, and executive vision of business development strategies, and sales operating plans, as well as the development and facilitation of brand and marketing strategies to deliver substantial market share and profitability growth. Developed campaign and brand awareness strategies with an emphasis on relationship building and business improvements.Key Impact: Developed trading strategies for existing trading staff• Conducted training sessions with back office… Show more Delivered leadership, mentorship, and executive vision of business development strategies, and sales operating plans, as well as the development and facilitation of brand and marketing strategies to deliver substantial market share and profitability growth. Developed campaign and brand awareness strategies with an emphasis on relationship building and business improvements.Key Impact: Developed trading strategies for existing trading staff• Conducted training sessions with back office to improve client onboarding process• Outlined risk areas for compliance, accuracy and productivity• Provided management consulting services to clients through business transactions• Provided consulting on expanding banking relationships in foreign markets• Provided management consulting to build an online trading platform Show less

• In 2016, I led an AFEX office expansion in Vancouver. This appointment included locating and securing office space, sourcing and signing of human capital, negotiating lease agreements and creating brand agreements in the Vancouver area. As a result of my efforts and consultation, this office generated $1M in monthly revenue within the first 6 months.

Brought on board to achieve revenue and market share targets via developing business from new prospects and untapped markets. Built and managed trust-based relationships with stakeholders, industry partners, and clients from CFO/CEO/COO level decision makers to front-line associates to retain existing loyalty and to develop new businessKey Impact: Supervised 12 traders delivering over 114% of year over year growth• Identified and offered f/x derivative instruments to new and existing… Show more Brought on board to achieve revenue and market share targets via developing business from new prospects and untapped markets. Built and managed trust-based relationships with stakeholders, industry partners, and clients from CFO/CEO/COO level decision makers to front-line associates to retain existing loyalty and to develop new businessKey Impact: Supervised 12 traders delivering over 114% of year over year growth• Identified and offered f/x derivative instruments to new and existing clients and negotiated and closed Option Contracts.• Worked closely with large fortune 500 clients in developing and proposing cash management solutions.• Facilitated daily, weekly and monthly meetings to drive revenue and sales targets• Conducted one on one mentoring sessions to maximize effectiveness of performance management strategies• Developed and championed effective business relationships and communications with customers and business partners. Show less

Key Impact: Number 1 Business Development Executive in the company• Engaged with companies who are actively dealing in cross border payments• Positioning Equity Financial with respect to foreign exchange and cross border payment solutions• Meeting with C-Level executives to discuss hedging and risk management solutions• Attended high-level business summits for networking purposes