I am a Financial Services Industry professional, currently enrolled to write the Level 2 CFA exam on November 29th, 2021. I have over 15 years of experience encompassing every facet of the industry: from personal credit and investing to commercial lending and cash management, to Life and Home and Auto Insurance . I have a proven ability to build profitable relationships with bankers, venture capitalists and clients. Apart from this, I am experienced in finance, project management, cash management, risk analysis, creditor/debtor management, investment analysis and relationship management. While working as a mortgage specialist, I distinguished myself as a skilled professional with consistent and significant achievements. I enjoy exceeding targets and have driven the initiative of building strong business network and nurturing relationship with partners. In addition to this, I have identified potential new business avenues by mining the sale-by-owner setup, Grapevine. I have been credited by the regional Vice President, for achieving top sales pipeline within a short time. During my tenure at Mortgage Brokers Ottawa, I showcased exceptional working style resulting in a strong recommendation to join to the company again in 2013. During my stay at RBC, I rolled out new investment strategies suiting the goals, investment horizons and risk tolerances of each client. I have a strong track record in implementing initiatives to improve financial operations. I am a hands-on leader with open management style and am effective at creating a team environment. I have demonstrated strengths in determining and documenting enterprise wide risk management procedures for an organization and identifying key controls points.I can be contacted at Jcwatson1168@hotmail.com