• Ranked #7 out of 590 associates across the region utilizing leveraging strong client management skills.• Provided personalized financial advice and business services for high-value branch customers, including capital access, credit application, account management, and other banking services. • Optimized loan portfolios for clients, calculating interest rates, LTV ratios, and monthly payment totals

• Increased online presence by 25% and enhanced brand visibility by automating marketing funnels and analyzing ROI, KPI, and click-through rates using SQL, spreadsheets, and Tableau.• Boosted portfolio returns by 10% to 25% through effective portfolio management, using financial forecasting, scenario analysis, and stress testing for optimized asset allocation and informed investment exits.• Provided data-driven insights on growth, cost optimization, and investment ROI to inform executive team and drive overall business strategy.

• Grew Annual Average Revenue (AAR) from zero to $4M within 2 years, as the direct P&L owner of branch, overseeing 10 in new hires and significant reorganization of the business• Secured coverage across 80% of retail customers within the geographical area and developed 70+ local accounts in Calgary through on-boarding full sales team and developing targeted go-to-market strategy.• Reported directly to national executives, including collaboration on regional strategy, reporting and analytics

• Launched a Canadian PPE business partnering with Jianzheng Medical (China), managing logistics and sales, importing over $400k in class-1 medical equipment for resale within the Western Canadian market