For over forty years, at Caldwell Securities Ltd., we foster long-term relationships with our clients and we believe preserving and growing your wealth is achieved through a personalized, customized and flexible financial plan. My Business Development Analyst duties include:• Acting as a resource and (highly respected) subject matter expert in consulting with Investment Advisory teams and sharing best practices. This includes conducting gap analyses, assessing team business practices to identify improvement and growth opportunities, providing advice for action/business plans, and supporting teams in overcoming barriers to change and monitoring for results.• Sourcing, capturing and staying abreast of the external market conditions, industry best practices and sales management techniques in order to be able to apply these in consulting sessions with Investment Advisors and leadership teams.• Suggest business development techniques such as targeted e-mail and call campaigns to help Investment Advisors increase their Assets under Management (AUM).

Caldwell Investment Management Ltd.is a 100% employee controlled firm that has been providing investment solutions to individual and institutional clients for over 30 years. We offer our products (which include Mutual Funds and Offering Memorandum products) to our internal team of Investment Advisors. My role revolves around promoting our products to external Investment Advisors.My Business Development and Sales duties include:- Speaking to Investment Advisors to see if our products are a good fit for their clients- Initiating e-mail campaigns to provide relevant monthly updates for our clients- Booking meetings including branch presentations on behalf of our Portfolio Managers and Client Portfolio Strategists.- Answering questions from our Investment Advisor clients- September 2018 "Hot Stuff" award winner for Sales If you would like more information on how our Products may benefit your clients, please do not hesitate to connect with me.

SavvySkirts is a dynamic marketing and consulting agency focused on effectively marketing to women. I am supporting this boutique firm as a strategic marketing relationship consultant with a particular focus on driving strategy and business development.

Blue Topaz Solutions: currently specializing in providing marketing and sales services to organizations on a contract basis. Recent contract descriptions follow below on my Linked-In Profile. As the owner of Blue Topaz solutions, I was formerly an executive business consultant, program author and workshop facilitator specializing in training and coaching sales and service professionals with a team approach to create client satisfaction and loyalty. I offered the following workshops and services: • Outbound Selling for inside sales teams focusing on developing consultative sales skills, maximizing regional coverage and sharpening time management skills to exceed the potential of an inside sales team• Authentic Service for sales and service teams to teach the A,B,C’s of client service to simplify the process to fully satisfy clients with each interaction and create client loyalty• Upfront Persuasion through Presentation is a highly acclaimed workshop developed by Ray deAvila and Judie Knoerle to improve your ability to effectively influence and persuade an audience to take action• Personal coaching and consulting for individual sales and service representatives

As Manager, Client Affairs, I was responsible for driving growth by introducing the exclusive Latremoille Group to business owners and successful professionals. This seasoned team specializes in understanding and defining what business owners and affluent families want their money to do for them, as they prepare for life events such as retirement, the sale of a business or estate planning.My role was comprised of a number of tasks and processes aimed at developing and implementing growth opportunities including:• Creating e-mail templates for prospecting and follow up• Developing call scripts and conducting outbound call campaigns to generate leads• Documenting best practice procedures for Salesforce (CRM) marketing campaigns• Inbound Marketing strategies such as maximizing lead generation to the website through content marketing

As Sales and Marketing Lead my role was comprised of a number of tasks and processes aimed at developing and implementing growth opportunities including:• Creating e-mail templates for prospecting and follow up• Developing call scripts and conducting outbound call campaigns to generate leads• Documenting best practice procedures for Salesforce (CRM) marketing campaigns• Analyzing Salesforce marketing tools and suggesting customized enhancements• Training new staff as requiredTrez Capital Corporation is one of Canada's leading non-bank commercial lenders providing short term mortgage financing on industrial, commercial and multi-unit residential properties across Canada. Trez Capital, based in Vancouver and Toronto with $1.4 billion in AUM, manages money for some of Canada's largest pension funds and more recently has focused on the Investment Advisor distribution network.

As Sales/Marketing Lead, I was primarily focused on lead generation activities including outbound calling and e-mailing. My responsibilities included contacting prospective clients to search out new business opportunities. In addition to Sales and Marketing activities, I helped build prospecting lists and create a Marketing Plan for a new Product launch. Epimatic is a consulting firm focused on selling and supporting Microsoft Dynamics NAV based Enterprise Resource Planning (ERP) solutions to small and medium enterprises in south western Ontario.

As an independent executive business consultant and trainer with more than 21 years of experience in selling, facilitating and coaching within the financial services industry, I was an associate with Partners in Performance. Partners in Performance is a dedicated group of consultants and leadership coaches who help clients create breakthrough results by unleashing the power of intention, creating clarity of focus and honing your company’s ability to execute with excellence.I offered workshops including Outbound Selling and Outbound Sales Support, a unique approach to inside sales and support training, and Authentic Service, a customer service program that simplifies the process to fully satisfy customers, creating customer loyalty.

The objective of this two-day workshop for all professionals presenting information to either internal or external audiences is to develop targeted and persuasive presentations with the ability to deliver in a credible manner. Workshops include intensive practice sessions, participant specific application, videotaping with individual review and self-assessment, one-on-one coaching and group feedback.

The objective of this two-day workshop for inside sales professionals is to develop consultative selling skills, build strategies to maximize regional coverage and perfect time management skills to leverage the full potential of any inside sales team. Workshop participants practice these new skills through role-playing, group exercises and call coaching.Outbound Selling recognizes the need for an integrated sales approach and focuses on the unique skill set required for telephone sales. Training reinforces that today’s internal salespeople are tomorrow’s external sales force. Participant benefits:• Learn to determine which clients you should be spending the most time servicing • Learn to turn prospects into producers • Learn to collaborate with top clients to identify goals and targets • Communicate flawlessly with your “road” partner to appear identical in the eyes of your clientsManagement benefits:• Participants will return to their desks refocused, recharged and ready to sell• Power of teamwork provides highly effective skill set training tailored to fit the needs of your Sales force• Telephone audit reports (before and after workshop) available on request• Post workshop telephone coaching to reinforce new behaviours is available

The goal of Authentic Service is to get back to service basics. Our A, B, C's of customer service simplify a process to fully satisfy your customers in each and everyinteraction, leading to customer loyalty. The "A" in Authentic Service stands for Attitude, the "B" for Building Capacity and the "C" for Continuous Improvement.

• Enhanced existing relationships with Dealer clients by identifying business needs and promoting new MRS products and services in order to meet those needs• Established contact with new Dealer clients with the objective of developing the relationship, gaining their support and trust, and entering into new partnering arrangements

• Managed the inside sales team to ensure support of the outside sales managers' territories by recognizing new MRS supporters and provide follow-up support after sales meetings• Developed outbound sales call standards to evaluate performance, conducted call coaching sessions and monitored training requirements• Designed and implemented campaigns and contests to motivate staff to surpass call volumes (team reached 120% of targets for two consecutive years)

• Created and maintained a comprehensive guide to conducting business with MRS "MRS...Your Partner in Success"• Developed and facilitated MRS University, a full-day, industry accredited training sessions to Financial Advisors and Sales Assistants

• Managed the day-to-day functions of the client services team (one supervisor, 15 client service representatives and two support staff)• Worked with operational and marketing areas to analyze and create more efficient workflows