Devon Mahussier Email & Phone Number

Vancouver, British Columbia, Canada

Promotion awarded upon graduation of Fidelity’s competitive Sales Development Program. I have been given my own territory of 50-75 clients whom Fidelity has not previously partnered with to act as their external wholesaler, in addition to my responsibilities as a Business Development Manager. It is my responsibility to build new relationships with these.

Vancouver, Canada Area

• Regularly consult with investment advisors to tailor portfolio solutions on a per-client basis
• Perform portfolio analysis in order to provide accurate and insightful information
• Emphasize prospecting and qualification of new clients, resulting in over $15 million in net sales in 2017
• Maintain a territory of over 400 clients in a professional and personalized basis
• Host and entertain clients at a variety of events and gatherings to strengthen personal relationships
• Present to groups of advisors on a range of subjects, from macro-economic themes to fund specific information

Vancouver

• Worked directly with a wholesaler and internal wholesaler in developing client relationships
• Scheduled meetings and follow-up calls on a daily basis for the external wholesaler
• Supported the inside wholesaler by making prospecting calls to qualify potential sales opportunities
• Responsible for planning and executing large client events, including branch presentations and business entertainment
• Successfully completed 3 phases of the Sales Development Program

• Analyzed and compared competitor fund performance, asset allocation, investment style, and volatility
• Made pro-active outbound zero-asset calls to generate new business for the 8 sales teams
• Generated over $150 million worth of portfolio proposals based off of risk tolerance, investment horizon and income needs of clients contributing to sales targets
• Compiled summaries of market developments and Portfolio Manager commentary for teams to use in their communications with clients

Vancouver

• Leveraged strong communication skills, product knowledge, and high attention to detail to facilitate new debt financing for clients in the construction sector
• Utilized asset based valuation and detailed cash flow analysis to provide accurate lending figures for privately held mid-market companies
• Built strong product knowledge of commercial loans and leases, and leveraged this knowledge when communicating with prospective and existing clients
• Coordinated new contracts with account managers and documentation specialists to ensure that all financial and contractual figures were accurate

-Dealt with daily landscaping and turf management issues-Operated large machinery including tractors and excavators-Delegated tasks to junior employees to improve aesthetic appeal of course-Succesfully completed large scale drainage and paving projects

Bachelor Of Business Administration - Bba, Finance

Passed Level I Of Cfa Program (December, 2016)