• Qualify, onboard and deliver impactful, customized fitness solutions for older adults aged 50-85+.• Change Management: Adapt inclusive training methods as biomechanical and neurological challenges present themselves to improve physical and cognitive function.• Learning Delivery: Design content and facilitate over 3,000 hours of online & in-person small group and individual training programs. • Assessment Methodology: Evaluate fitness levels quarterly, review goals, monitor progress, coach and help break through plateaus.• Collaboration: Partner with clients’ healthcare experts to improve outcomes, help with recovery and prevent further injuries.• Thought Leadership: Coach and mentor those entering the health & fitness field to enhance the industry.• Subject matter proficient in a variety of health disorders and conditions such as dementia, depression, hypertension, osteoporosis, arthritis, lupus, knee, shoulder & back injuries.

Designed and delivered individualized training sessions with an eye towards education, and coaching while achieving incremental client fitness and retention results.Interfaced effectively with diverse members of the community. Ensured proper gym protocols and health & safety policies were followed.

• Led the Canadian and US Client Service teams for a Boston-based global asset manager supporting over 400 relationships and 700 institutional investment accounts worth C$120B in AUM.• Exemplifying a culture of service excellence, supported the management of separate and pooled fund account transitions through the onboarding, servicing, and offboarding lifecycle. • Responsible for managing escalations and reporting requirements in both English and French.• Serving as player-coach, oversaw staff development plans (learning objectives, activities & assessments) across several age cohorts, motivating teams, driving performance and rallying people around a common vision.• Drove complex CRM and standardized work process projects with broad operational impact across local and global channels.• Grew strategic relationships inside and outside the firm to remain abreast of trends and influence decision-making.• Tracked team budgets, authorized expenditures, provided KPI feedback, and enhanced disaster recovery plans.• Partnering with Internal Audit, developed procedures to reduce risk, enhance service, and increase effectiveness.• Ensured local and global regulatory frameworks were being clearly communicated to clients and effectively followed.

• With a strong customer service orientation, proactively supported over 400 investment accounts in the wealth management channel worth C$450M in AUM across direct, broker as well as institutional business channels. • Qualified prospective clients, on-boarded new private wealth accounts and effectively responded to daily requests.• Liaised with back office dealers during fund launches and when placing daily unit orders.• Penned RFP client service-related responses, provided back up materials during OSC audits and due diligence meetings.• Trained and supervised the private division client service team. Charged with performance appraisals.• Bilingually promoted the firm’s good name and reputation including its complex alternative strategy product line.

• Reviewed & recommended over $200M in French grant funding requests from Producers across Canada.• Wrote briefing documents highlighting key financial, legal & creative data for the Board of Directors.• Nurtured critical partnerships and educated applicants on guidelines, policies and procedures.

• Reviewed funding applications including e.g. budgets, legal agreements, scripts & marketing plans financed by the Government of Canada through the Department of Canadian Heritage and the Canadian cable industry. • Managed over 100 key account relationships in both French and English through the full lifecycle of projects, communicating effectively with Producers, Broadcasters, and other Provincial funding partners.• Analyzed and recommended over $80M in funding requests by Canadian television and film producers. • Supported the launch of 2 new funding initiatives (Aboriginal & French-language Producers).• Trained and supervised 8 junior Analysts. • Co-designed and streamlined a CRM system project that tracked key stakeholders' FAQs.