Joel Wilson, Mba Email & Phone Number

Canada

Parkland County, Alberta, Canada

Parkland County, Alberta, Canada

In my current role, I work with a cross departmental team that is leading the Economic Development and Diversification strategy for Parkland County. We support business attraction, growth, retention and ultimately job creation in the region with concierge service and coordination. Our team works diligently to connect Parkland County resources with businesses seeking to expand and scale in the region. We achieve this by providing Corporate end-users with access to the resources, advice, programs, networks, and partnerships that will help their companies succeed in Parkland County.

Edmonton, Alberta, Canada

Similar day-to-day roles and responsibilities to my previous role as a Client Relationship Manager, with a refined focus on originating, structuring and underwriting creative financing, payments/cash management and risk hedging solutions for companies in the upper mid market - with loans up to $25MM (often focusing on cash flow and M&A financing solutions).

Edmonton, Canada Area

As a Client Relationship Manager in Central/Northern Alberta, I specialized in helping my portfolio of mid-market business clients achieve their goals. I provided trusted advice and innovative solutions to support these businesses to finance day-to-day business requirements, manage cash flow, finance growth, increase efficiency, reduce costs, strategically manage risk related to commodity prices, trade finance and currency fluctuations. To achieve this, I focused on originating, structuring and underwriting creative debt solutions for my growing portfolio of mid market business clients - specifically focusing on the $1-$6MM lending space.

Edmonton, Canada Area

One of 40 successful candidates across Canada admitted to Scotiabank's Commercial Banking Accelerate Program. In each assignment, I held the role of an Associate, working alongside the Directors and Senior Relationship Managers on deal structuring, credit underwriting, risk mitigation and account management/business development activities.Assignments 1-5# 1 (Sept. 2018 - Feb. 2019): Commercial DistributionA role responsible for providing mid to large-sized businesses (~$1-25 Million in Deal Size) full lending (operating/term loans, traditional owner-occupied real estate, income property lending), deposit, risk hedging and cash management solutions. #2 (Feb. 2019 - June 2019): Roynat CapitalA role responsible for providing non-traditional financing solutions to Canadian mid-market businesses via senior term, subordinated term, mezzanine and private equity debt/equity solutions. Roynat specializes in assisting clients to grow their business, execute mergers/acquisitions/divestitures, restructure debt/equity and arrange strategic partnerships.#3 (June 2019 - July 2019): Payments and Cash ManagementA role responsible for aiding mid-market businesses to more effectively manage their cash flow via cash concentration services, balance management, receivables/payables services, deposit services, trade finance services and foreign exchange services.#4 (July 2019 - Aug. 2019): Real Estate BankingA role that provides custom real estate financing to large development companies, real estate investors and real estate builders such as project finance and investment solutions (i.e.: bridge financing, income property lending, construction financing), performance guarantee solutions and working capital solutions.#5 (Sept. 2019) - Global Risk ManagementA role working alongside and providing recommendations to Senior Risk Managers, while applying Scotiabank and Roynat's risk appetite and risk management framework on credit applications ranging from $1-$80 Million.

Edmonton, Canada Area

Coordinated and supported marketing plan management for K-Days, the Canadian Derby, Canadian Finals Rodeo and other major events. This included leading in the development and coordination of collateral pieces, social media strategy, post-event financial analysis and promotional plan execution. Worked closely with internal stakeholders to assess needs and make recommendations before coordinating with media buyers, graphic/web design team and other specialists to achieve deliverables. Aided in coordination of musical artist performances, fan engagement and radio station activations for 22 acts over the course of a 10 day 816,000 guest festival.

Edmonton, Canada Area

As a member of an intern consulting group, we provided an actionable plan for the Shaw Conference Centre to restructure their full food and beverage business delivery model. Our deliverables included market research, business process analysis, operational recommendations and change management strategies.

Edmonton, Canada Area

· Preparation of buy-side search mandates and acquisition criteria for clients;· Outreach to intermediaries in the search for potential acquisition targets;· Assistance with marketing efforts including preparation of presentations; and· Preparation of valuation schedules and other required analysis to complete acquisitions.

Edmonton, Canada Area

· Sourcing, preparing and editing content (article and whitepapers) for the site;· Managing other staff members including editorial and data entry;· Project management of assignments with private equity groups across North America· Assistance with marketing initiatives to grow the site and target potential clients.

Working as a frontline representative to the financial industry, I was responsible for first and foremost providing exceptional customer service to our well-established clientele (ranked #1 in district for customer service), and adding new clientele, at one of the most powerful financial institutions in the nation. My duties included, but were not limited to, check cashing, depositing, administrating wire transfers, providing service/analysis on customer accounts, issuing negotiable items (cashier's checks, traveler's cheques, money orders, federal draft issuances, etc.), processing payments, promotion of Scotiabank's financial products, generating business referrals for offerings such as mutual funds, mortgages and estate planning, balancing all debit and credit transactions and many more. I gained a strong grasp of the functioning of the banking industry, while honing my business skills.

Edmonton Ab

I was a jack of all trades business intern learning the ins and outs of these three growing corporations. I was responsible for organizing marketing campaigns that touched over 100,000 people through facilitating trade fairs, managing flyer teams consisting of 15-20 people, a strong social media presence and other types of guerrilla marketing. I also became affluent in logistics preparations for events, tracking and accounting mechanisms on Excel and other Microsoft Office Programs and being a confident sales associate with "cold-call" presentations.

Edmonton, Ab

I was a customer service specialist required to be on the cutting-edge of the hockey equipment world dealing with many high stress situations, learning how to manage inventory and being a knowledgeable sales person in a highly-trusted hockey giant. Marketing and visual presentation of our product was also very valuable in creating a positive environment where our customers could get reliable advice and products.

Master Of Business Administration - Mba, Magna Cum Laude, Finance, General, 3.9

Activities and Societies: Graduated Magna Cum Laude with research focuses in Strategic Management Accounting, Project Management.

Bachelor'S Degree, Bachelor Of Management, High Distinction, 3.93

Minor in Physical Education and Sports Studies

Highest Gpa In High School

Activities and Societies: Graduated with a fully bilingual diploma (French and English), along with being chosen as our graduation's.