Relationship Manager originating and managing client relationships for High Net Worth Clients. Leveraging over 30 years of financial market experience in Canada, USA and Asia.Claret Asset Management specializes in offering portfolio management services to high net worth clients. We are completely independent and free of conflicts of interest. Claret was founded in 1996 with the objective of answering the growing needs of private investors. Our offices are located in the heart of… Show more Relationship Manager originating and managing client relationships for High Net Worth Clients. Leveraging over 30 years of financial market experience in Canada, USA and Asia.Claret Asset Management specializes in offering portfolio management services to high net worth clients. We are completely independent and free of conflicts of interest. Claret was founded in 1996 with the objective of answering the growing needs of private investors. Our offices are located in the heart of downtown Montreal with 37 employees, including 5 portfolio managers. In 2018, we opened an office in Toronto, Ontario. Claret manages $1.7 billion in assets and we are privileged to work with more than 1,000 clients (households).Fondée en 1996, Claret se spécialise dans la gestion de portefeuille de placements afin de répondre aux besoins grandissants d’une clientèle d’investisseurs privés à valeur nette élevée. Nous sommes une firme indépendante et libre de conflit d’intérêts. Nos bureaux sont situés au cœur du centre-ville de Montréal et trente-sept employés, dont cinq gestionnaires de portefeuille, y travaillent. En 2018, nous avons ouvert un bureau à Toronto, Ontario. Nous gérons un actif total de 1.7 milliard et avons la chance de travailler avec plus de 1 000 clients (unités familiales). Show less

Universal mCloud is a publicly listed company with a mission to use the latest secure, cloud, mobile and IoT technologies to bring together people, data and knowledge to improve the health and performance of energy assets.

Responsible for Relationship Management, Business Development and Client Services. Led introduction of Salesforce and eSentire and upgrading of technology to improve the firm's infrastructure. Focus on using data to enhance client service and the firm's client reporting.

Worked for a Deputy Chairman's 3 person team providing integrated delivery of all the bank's businesses targeted at the wealthiest 250 families in the country. Major responsibility were for client due diligence, credit, lending and capital markets products.

1987 - 1990 Cleveland - Multinational Banking 1990 - 1994 Jakarta - Local & Multinational Banking 1994 - 2000 Hong Kong - Derivatives Marketing 2000 - 2007 Singapore - Local Currency Capital Markets 2007 - 2009 Toronto - Private BankingExperience in Credit, Capital Markets, Business Development and Relationship Management. Executives landmark transactions for clients.