Dave Duric Email & Phone Number

Calgary, Alberta, Canada

Maintains and continues to build relationship with senior members in various industries that enter the currency markets.

Calgary, Ab

Relationship builder and assisting in managing FX exposure with a variety of solutions.

Calgary, Ab

As one of four FX Traders in the Calgary branch office of Cambridge Mercantile, for the last four years I generated 50% of branch office revenue, consistently meeting or exceeding budget goals. My annual portfolio consisted of 150+ accounts, all of which I prospected and cultivated into a long-term trusted relationship.I had the experience of dealing with CFOs, VPs, Treasury Managers, Accountants, and entrepreneurs across industry sectors to analyze and assess their FX and hedging requirements. Some of my responsibilities included: Researched and developed new business opportunitiesAnalyzed market watch reportsLiaise with product specialist, and consult clients on best trading strategiesMentored and trained new employeesReported to the head office particulars of deals made with clients Remarkable ability to coordinate with various clients Familiarity with professional trading activities Solid understanding of managing complex client accounts Ensured compliance to all risk managementMaintained optimal level of customer services at all times Monitored completed trades

Calgary, Canada Area

Pursued new business opportunities through networking, prospecting and market analysis as well as assisted in the start up of the firms Foreign Exchange office in the Canadian market. Responsibilities:Customized sales approach to specific needs of prospective clientsCold called and arranged meetings with decision makers to discuss the services AFEX could provideIssued drafts or wired funds on request to clients supplierRegularly reported on account activity to the head office

Calgary, Canada Area

Communicated with Heath and Safety Managers from various industry sectors to help manage their safety awareness by selling and marketing Bongarde Media products.Responsibilities:Follow up on generated leads and developed new accounts Sold and marketed products of industry-leading safety training material to senior decision makersRegularly analyzed methods and evaluated strategies to refine sales approach and surpass company sales targetsTrained on Bongarde Media products to assess interest from decision makers so to help achieve awareness in their safety programResolve quality assurance issues

Calgary, Canada Area

Collected outstanding debts owed to clients and arranged payment options suitable to the debtor whilst also providing exemplary customer service.Responsibilities:Liason between client and debtor to have arranged a mutually agreeable payment schedule.Met monthly targetsPrepared reports and correspondence relative to collections, staus of accounts and payment recordsCommunicated with and counseled clients, providers and other parties regarding debts owed under provincial laws and regulations

Toronto, Canada Area

Responsible for providing front line customer service as well as dispatching trucks to appropriate locations.Duties included: Persued new business opportunities and maintained strong customer relationsScheduled and dispatched service crews and trucks to appropriate locations according to customer requests. Disney on Ice was one of my clientsFollowed up to ensure customer satisfaction and to schedule future services. Addressed any questions or complaints to appropriate personnel or departments within the organization

Windsor, On

Responsible for the commercial success of Casino Tavern. Duties ranged from front-of-house work to staff recruitment, marketing, accounting and stock control. Duties Included: Interacted with customers (including serving food and drink) and ensuring that high standards of customer service was maintainedOversaw that health and safety was practiced at all times in the pub, kitchen and other areas Received and acted on customer feedback to improve the overall running of the venueRegular stock checks, placed orders with suppliers and restocked inventory as necessaryEnsured regular maintenance of the premises, which included cleaning and repairsRecruited, trained and mentored staff Maintained relations with members of the local community, the police and liquor licensing authorities