David W. Email & Phone Number

Montreal, Quebec, Canada

Magog, Quebec, Canada

Montreal, Quebec, Canada

-Part of the analyst rotation program, spent 9 months in the Investor Relations & Treasury department, improving the presentation development process through historical data optimization and use of tools to develop compelling visuals.-Assisted in preparing MD&A and the review of financial statements on a quarterly basis, prepared script for earnings.

Magog, Quebec, Canada

• Provide financial advice and match financial products with customers' needs and goals.
• Develop long-term rapport with customers and foster profitable relationships.
• Monitor market trends, identify, and pursue potential customer leads, and meet sales goals.
• Discuss customers' financial concerns, questions, and needs.

- Assigned to Convertible arbitrage portfolio, researched and analyzed convertible bonds demonstrating asymmetric opportunities.- Developed convertible bond pricing model & opportunity identification tool allowing us to filter through the bond universe more efficiently. Developed fixed income & credit pricing models & worked on capital structure arbitrage.

-Restructured Student Council with respect to Ontario Government's student choice legislation. Together we limited risk and ensured the longevity of the student council when threatened by significant reduction to funding.-Oversaw finance department for a $500,000/year events corporation with 40+ employees, including 6 full-time staff. Led operations for.

Montreal, Canada Area

As part of a consulting program taken at Western University, I served on a team of consultants for 3M Canada. Working with the Global Director of Quality my team was tasked with coming up with innovative solutions that 3M could apply to streamline and improve its customer service process

Bachelor'S Managment And Organizational Studies, Specialization In Accounting, Major In Political Studies:Globalization And Governance

Education record