• Increased our profitability by providing innovative trust and custodial software solutions to support institutional, commercial, and high-net-worth digital asset clients valued in the hundreds of millions in terms of deal size.• Executed strategic sales, relationship development, and marketing initiatives to build our client base, drive revenue growth, and promote our unique in-house developed custodial and digital asset suite of services.• Leveraged our key competitive and… Show more • Increased our profitability by providing innovative trust and custodial software solutions to support institutional, commercial, and high-net-worth digital asset clients valued in the hundreds of millions in terms of deal size.• Executed strategic sales, relationship development, and marketing initiatives to build our client base, drive revenue growth, and promote our unique in-house developed custodial and digital asset suite of services.• Leveraged our key competitive and regulatory strengths to develop innovative solutions, bolstering institutional digital asset adoption and leading the industry as Canada's first and only qualified digital asset custodian. Show less

• Appointed by Bitbuy and WonderFi (WNDR.TSX) executives as the organization's first Private Wealth Manager, tasked with devising business development strategies and piloting the implementation of new trading technologies for Coinberry Limited.• Directed and led the strategic expansion of our corporate and wealth programs to build robust solutions for high-net-worth and business clients. Generated $50M+ in new trade volume during a bear market.• Profitably increased registered… Show more • Appointed by Bitbuy and WonderFi (WNDR.TSX) executives as the organization's first Private Wealth Manager, tasked with devising business development strategies and piloting the implementation of new trading technologies for Coinberry Limited.• Directed and led the strategic expansion of our corporate and wealth programs to build robust solutions for high-net-worth and business clients. Generated $50M+ in new trade volume during a bear market.• Profitably increased registered users (accredited investors including high-net-worth individuals, businesses, and institutions), developing new revenue streams and a trusted, recognizable brand. Show less

• Grew and developed accredited investor relationships and facilitated professional trading and Over-the-Counter (OTC) services on our brokerage platform. Commissioned to bring our Private Wealth brand to market.• Conferred knowledge of blockchain technology, emerging cryptocurrencies, and decentralized finance (DeFi) applications within the FinTech domain. Adoption and sales growth results led us to acquisition status.• Advanced our Over-the-Counter (OTC) trading desk offerings… Show more • Grew and developed accredited investor relationships and facilitated professional trading and Over-the-Counter (OTC) services on our brokerage platform. Commissioned to bring our Private Wealth brand to market.• Conferred knowledge of blockchain technology, emerging cryptocurrencies, and decentralized finance (DeFi) applications within the FinTech domain. Adoption and sales growth results led us to acquisition status.• Advanced our Over-the-Counter (OTC) trading desk offerings to enhance our institutional and accredited client services, and strengthen our market presence. Show less

• Built projects, presentations, and proposals to introduce services and products primarily to high-net-worth, Nesbitt Burns Wealth Management clients and established a profitable book of business.• Delivered a suite of personal and commercial products to affluent clients by leveraging my knowledge of wealth management principles, banking, lending, and portfolio management.• Managed a book of 500+ high-net-worth client accounts, providing holistic advice to develop new business,… Show more • Built projects, presentations, and proposals to introduce services and products primarily to high-net-worth, Nesbitt Burns Wealth Management clients and established a profitable book of business.• Delivered a suite of personal and commercial products to affluent clients by leveraging my knowledge of wealth management principles, banking, lending, and portfolio management.• Managed a book of 500+ high-net-worth client accounts, providing holistic advice to develop new business, build loyalty, and deliver professional after-sales support. Show less

• Maintained a book of clients and provided specialized advisory on matters pertaining to investments, loans, mortgages, trust and estate arrangements, and business financing.• Collaborated with Small Business Bankers and Financial Planners to explore methods of attaining new business and developing effective wealth management strategies.• Attended six weeks of supplemental off-role training at the BMO “Institute for Learning”.

• Rated “Outstanding” in my annual performance review during my first year for excellence across the dimensions of customer experience and sales success.• Worked effectively in a fast-paced environment with teams across the district, handling large volumes of transactions and participating in various community events.