• Managed daily operations, personnel, and processes, ensuring the successful completion of both ongoing and new projects.• Conducted a comprehensive review of the top ten client projects, identifying several high-value projects that were behind schedule and prioritizing their timely completion for early success.• Delivered a key milestone by updating the business's website and resolving substantial long-standing overdue receivables within the first four weeks.• Co-authored and presented market viability research, equipment and technology recommendations, and comprehensive marketing strategies for car wash operators.• Improved project productivity by implementing a new project management system.• Analyzed and optimized the existing digital and social media presence, including the website, LinkedIn, and Facebook, to better promote the brand and product offerings.• Developed new website content and consistently created and posted monthly updates on LinkedIn to engage and inform the target audience.

• Planned and led the development, delivery and maintenance of a SAAS registration and communication platform to meet unique needs of our client sports organizations.• On joining, examined organizational structure and detected huge backlog of client tickets requiring swift and decisive action.• Fortified client relations by meeting in-person with top ten clients over the first eight weeks to discuss their needs, seek their opinions and ideas, and resolve issues discovered.• Uncovered interpersonal friction and communications breakdown based on past grievances between team members requiring rapid resolution.• Progressively changed all team members. The result was higher quality more engaged team and a payroll cost reduction of $200K without compromising business operations or customer service.• Led the transition from a physical office to a virtual office, successfully eliminating the office lease and associated costs.• Managed six direct reports.

• Assessed the demand for wheelchair transportation in Hamilton and successfully launched the business.• Sourced and leased a wheelchair-accessible van and engaged a dispatch service to initiate operations.• Established a strong reputation within three months as a reliable owner-operator, earning respect from both clients and competitors.• Met with the Mayor of Hamilton and his staff to advocate for the inclusion and regulation of ride-sharing services such as Uber within city bylaws.• Addressed the Hamilton City Council General Issues Committee, contributing to a review of mobility transit options in the community.• Conducted a thorough analysis and determined that the business model would not scale profitably, leading to a strategic decision to wind down operations.

• Serviced a portfolio of sixty ultra-high-net-worth clients, representing the bank's most significant and profitable private banking relationships.• Analyzed each client's unique circumstances to understand their unique investment needs and risk tolerance.• Developed tailored financial strategies that aligned with each client's unique banking and investment needs.• Negotiated terms of banking transactions on behalf of clients such as loan agreements or lines of credit.• Key Contribution: Identified and resolved a critical security defect in a $100M secured line of credit.• Collaborated with internal departments such as credit, estate planning, legal, and compliance on projects related to client services.• Managed one associate.

• Successfully developed a portfolio of $11 million in private client assets, generating $550,000 in gross revenue over 36 months.• Managed a $17 million portfolio of impaired private client assets, implementing strategic workouts to minimize the firm's liabilities.• Sourced, financed, and managed the installation of a custom CRM system to enhance client relationship management and operational efficiency.• Constructed and managed diverse investment portfolios utilizing various financial instruments.• Supervised and mentored one associate, fostering a collaborative and high-performance team environment.

• Achieved an average monthly sales volume of $8 million through the sale of investment funds.• Collaborated with three IIROC client firms to market proprietary investment processes.• Conducted frequent travel across Canada to deliver presentations at branch meetings and one-on-one sessions with investment advisors.• Managed and optimized a discretionary marketing budget to support sales initiatives.• Utilized CRM software for ongoing campaigns, interviewing, and segmenting investment advisors.• Partnered with an inside sales associate to strategically segment and target investment advisors.• Supervised one associate, providing guidance and support to enhance team performance.

• Collaborated within a multi-disciplinary team to develop and market innovative investment products.• Supported the Senior Vice President in the marketing and sales of royalty trust LP units.• Assisted equity syndication contacts in drafting and refining investment term sheets, offering memorandums, and marketing materials.• Led the development and implementation of an advisor-focused website, enhancing advisor engagement and resource accessibility.• Traveled extensively across Canada to deliver personalized presentations to investment advisors, fostering strong client relationships and driving sales.