Dee Persaud Email & Phone Number

Toronto, On, Ca

Scotiabank/Scotiamcleod, Head Office, Toronto

A highly experienced, accomplished and motivated leader with a focus on results and accountability with strongly developed leadership, strategic, management and communication skills in the wealth management industry. Possess strong knowledge of the investment industry and emerging product and distribution trends. Expertise includes strong ability to conceptualise and implement new initiatives, professional leadership and organization skills to guide, motivate and train staff, lead project teams, strong analytical and problem solving skills and client relationship management experience. Possess strong oral and written communication skills, interpersonal and presentation skills to develop and manage stakeholder and partner relationships. Possess sound knowledge of budget management, planning practices, project methodologies and techniques. Ability to mentor, coach and motivate people effectively, empowering individuals through positive reinforcement, to be high quality performers in demanding, dynamic, multi-tasking and rapidly changing environments. Recognized as forward thinking and as a creative self-starter with strong team building skills and an ability to work independently and within teams.

Regional Manager, Investments, Ontario Region.

Toronto, Ontario

ROYAL BANK OF CANADA Senior Manager, Private Banking, Wealth Management Mandate: Lead, develop and manage a team to build and manage a key group of accounts within the affluent market segment. Build long-term, outstanding client relationships by understanding each client’s wealth management and business needs and providing customized solutions to deliver results.  Developed portfolios through strategic, analytical and results-oriented leadership. Displayed strong communication skills with a proven ability to build and maintain strategic partnership with key stakeholders. Conscientiously supported centre’s goals and objectives, and played a significant role in helping the centre become the 5th largest in Canada within its first three years of operation. Utilized strong management and business planning skills and well developed analytical and organizational skills to provide strategic oversight and coordinate project planning for multiple large scale planning projects and initiatives. Managed client relationships and provided excellent service, which resulted in an ability to secure an average of one referral from each new client and build the most profitable portfolio in the centre.Bank Manager/Commercial Account Manager, Toronto Region Responsibility for managing the personal and commercial business of the largest back branch in the Toronto East Region with a staff of 38. Managed four bank branches.Mentored, coached and motivated staff effectively, empowering them through positive reinforcement, to be high quality performers in demanding bank branch location. Promoted punctuality and good work habits and to be polite and considerate of clients and co-workers alike. Actively engaged in succession planning and provided continuing education opportunities for staff. Developed a reputation for integrity, fairness, compassion and honesty with both staff and clients.

Chartered Financial Planner, Banking, Corporate, Finance, And Securities Law, A+

Banking designation of Chartered Financial Planner

Ficb, Banking And Financial Support Services, A

Certified Financial Planner, International Business, A+

Bachelor'S Degree, Business Administration, Management And Operations

Bachelor Of Business Administration (Bba), International Economics