Dylan Jones Email & Phone Number

Vancouver, Bc, Ca

Vancouver, British Columbia

Vancouver, British Columbia, Canada

Vancouver, British Columbia, Canada

- Worked in the Audit and Accounting group during tax season, worked a minimum of 50 billable hours a week.- Completed audit engagements including compilations and reviews.- Prepared individuals T1s and corporations T2s.- Created synoptic journals for various clients using Excel to allow for the manager to easily analyze the information.

Vancouver, British Columbia, Canada

- Assisting Investment Advisors in a variety of ways including researching companies and mutual funds to find alternatives in their current portfolio.- Cold called potential clients to invite them to a seminar on retirement planning, had a success rate of 17%.- Understanding the marketing strategy behind each advisor and applying this to their online presence through website design, social media and other selling techniques.- Created and presented an intro to investing… Show more - Assisting Investment Advisors in a variety of ways including researching companies and mutual funds to find alternatives in their current portfolio.- Cold called potential clients to invite them to a seminar on retirement planning, had a success rate of 17%.- Understanding the marketing strategy behind each advisor and applying this to their online presence through website design, social media and other selling techniques.- Created and presented an intro to investing presentation to kids of clients- Researched mutual fund alternatives and presented them on an spreadsheet to easily compare.- Compared various companies and ideas for clients and presented them in a way that was easy to understand based on the clients investment knowledge. Show less

South Surrey, British Columbia, Canada

- Supported the credit analysis of European high yield bond fund, invested in 32 different corporate issuers.- In-depth analysis of several credits in different sectors, build up a historical income statement, balance sheet and cash flow model along with quarterly projections of cash flow generation.- Stress tested projections to ensure the investments were able to meet their financial commitments and be in a position to refinance at the bond’s maturity.

South Surrey, British Columbia, Canada

- Joined this tech start-up two months after the idea conception for the senior-friendly technology platform.- Involved with writing up the original business and surveying potential customers initially.- Supported the programmer with content ideas and feedback- Helped present at the first beta test installation.

South Surrey, Bc

- Orchestrated a positive welcoming environment, showing a quick and meaningful understanding of conflict resolution, producing a high level of employee satisfaction.- Established an efficient hard-working, pleasant environment in which critical thinking skills were apparent. Trained incoming team members in high-class hospitality procedures creating a team that can work well together.- Created an interactive dining experience for guests by communicating with them in a personal… Show more - Orchestrated a positive welcoming environment, showing a quick and meaningful understanding of conflict resolution, producing a high level of employee satisfaction.- Established an efficient hard-working, pleasant environment in which critical thinking skills were apparent. Trained incoming team members in high-class hospitality procedures creating a team that can work well together.- Created an interactive dining experience for guests by communicating with them in a personal and relatable way, resulting in positive comments and increased overall customer service ratings. Show less

South Surrey, Bc

- Managed reservations by phone and by walk-in, organizing where and when guest will be seated according to the availability and kitchen output, in order for guests to have the best experience possible.- Governed dining room with strong organizational skills focusing on balancing between the guests and business needs, resulting in a high level of structure through the restaurant.- Greeted and seated guests with a goal of maximizing efficiency and output of the restaurant.

South Surrey, Bc

- Organized and assembled activities for the residents each week, creating an enjoyable time and positive environment. - Assisted in special events that took place on holidays, lending a hand with each step in the process as needed.- Worked well with co-workers to ensure the residents were enjoying themselves and creating a high level of customer service.

Bachelor Of Commerce - Bcom, Business/Commerce, General

4 Month - Exchange, Corporate Finance Specialization