David Sugimura Email & Phone Number

Toronto, Ontario, Canada

• Identified and managed existing high priority brokers • Managed overall pricing margins and broker profitability • Applied the appropriate credit risk and pricing analysis when assisting with underwriting requests • Supported new business development activities• Developed and maintained strong relationships with brokers • Prepared incoming quote requests • Proactively performed follow-up on renewal and lost quotes from the prior year and assisted with loan submissions

Toronto, Canada Area

- TD Commercial Banking at Commercial National Accounts- Managing two large construction portfolios- Main point of contact for all customer requests- Specialized in credit support, including, LIBORs, BAs, CDORs, Prime Loans and Letters of Credit- Spear headed account openings and on-boarding of net new entities- Assisted with processing large wire payment transactions- Worked with multiple financial institutions on syndicated deals- Main point of contact for updating signor changes- Expert in updating AML/KYC policy and maintaining compliant client relationships

Toronto, Canada Area

- Worked at TD Asset Management under TD Wealth- Worked on 2 Wholesaling teams covering Northern Ontario and GTA East and Eastern Ontario- Prospected advisors and helped to increase sales through booked meetings and client events- When booking meetings, pitched unique meeting, catering to advisor's previous correspondence and talked to them about our products- Created kits and presentations from scratch and engaged in value add conversations with advisors- Worked on proposals and engaged with advisors about product materials

Thornhill, On

- Worked in a branch and gave advise to clients- Became mutual fund licensed and was able to give sound investment advice- Helped clients with setting up their day to day banking needs- Worked on deals to help clients secure Real Estate Lending like mortgages and home equity lines of credits- Worked with various TD partners including Financial Planners, Investment Specialists, Private Bankers, and Investment Advisors

North York, On

- Worked on the front lines of TD helping customers with transactions - Serviced clients and provided Legendary Experiences- Trained new CSRs on the basics of how to complete transactions and have legendary customer interactions- Learned the various products TD offers and learned how to see which product suits a customer best- Learned the basics of the financial industry and the retail banking industry as a whole

Scarborough, On

- Worked as an intern as a key graphic designer for the company- Was tasked with making various different online banners for different artists distributed by the company- Had designs published on the various websites, musicvalutz.com, countryvoice.com, universalmusic.ca and many more- Contributed to a large portion of the graphics used by the company for commercial use- Produced on average, banner sets containing up to 10 different sizes within one work day- Was a strong part of the marketing team for all of UMC and was one of three graphic designers for the whole company

Canadian Securities Course

Investment Funds In Canada

Diploma In Media Communications, Digital Communication And Media/Multimedia

Bachelor Of Applied Arts, Mass Communication/Media Studies