Sunstone guides entrepreneurs forward in their business. From starting up to selling, we specialize advising, training and ensuring you get the most value out of your business. We bring experience in helping thousands of entrepreneurs across the province of Alberta and beyond. If you are a business owner who is experiencing change and struggling to manage, we can assist in providing focus and forward momentum. www.sunstonestrategic.com

Leading the Entrepreneur Education strategy - growing, supporting and co-creating entrepreneurial education and tools, through expanding ATB X, Level Up and other advisory experiences and projects. I also worked to operationalize many of our offerings to be able to be utilized and grown by other parts of the bank. ATB X is a customized, growth-focused program delivered by businesses, for businesses, through experts, connections and community.You choose what you need to level up your business and we introduce you to the Xperts—entrepreneurs, business owners and community partners—who know from experience how to run a business. They’ll share their wins, failures, tips and tools so you can grow your business faster through mentorship and weekly working sessions.ATB X is the place to grow your business—because no one succeeds alone.

Being an entrepreneur is one of the loneliest things a person can do. In this role I worked as a coach to entrepreneurs all across Southern Alberta who were looking to develop their skills or grow their business.Services ranged from one on one coaching to strategy development as well as education, presentations and developing my own content. Also operated as a community connector and catalyst to ensure the Entrepreneur Center was a hub in the community.

As a Business Analyst I work with entrepreneurs to develop business plans and offer advice to ensure their business is as successful as possible. I also work with clients to facilitate lending, and help get them to the point where they can run their own business. I also operate as the Project Coordinator for the Chinook Entrepreneur Challenge.

As a Field Analyst I was responsible for maintaining a dealer network over a large territory. My responsibilities included the scheduling and execution of audits to ensure dealer compliance and minimize the risk to GE Capital.

In this role I was responsible for maintaining a group of clients in both their business and personal banking needs. I did both banking and lending, as well as mutual fund investing.

In this role I facilitated financial transactions between clients and the Royal Bank. I advised clients on financial matters from budgeting and saving to debt and investing. I maintained a network of strong clients and built a sales pipeline to ensure continued financial growth.