Melissa Dupuis

Melissa Dupuis Email and Phone Number

Entrepreneur for life @ Athena Property Management
730 El Camino Way,
Melissa Dupuis's Location
St. Catharines, Ontario, Canada, Canada
About Melissa Dupuis

Specializing in business effectiveness and process improvement, leading partners and aligning teams to execute on strategic change management initiatives. Dedication to empowering others to achieve results and deliver a first-rate client experience. With a career spanning 15 years in the financial industry, a full transition into real estate investing and management has taken these skills and levelled up to build businesses from the ground up. The best is yet to come.

Melissa Dupuis's Current Company Details
Athena Property Management

Athena Property Management

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Entrepreneur for life
730 El Camino Way,
Website:
athena-pm.com
Employees:
40
Melissa Dupuis Work Experience Details
  • Athena Property Management
    Executive
    Athena Property Management Sep 2020 - Present
    St Catharines, Ontario, Canada
    Focusing on asset management in real estate, our company manages multi unit residential properties in Niagara and Hamilton + surrounding areas; we also have a condominium management division offering coverage from Niagara to Toronto
  • Cibc
    Senior Consultant, Sales & Effectiveness
    Cibc Nov 2016 - Sep 2020
    Toronto, Ontario, Canada
    Actively partnering with the MIC leadership team and support partners to identify, recommend, develop, implement and execute strategies, initiatives and continuous improvement (CI) activities to enhance the client experience and support MIC national expansion and growth. Strategies, initiative and CI work includes continuing to build MIC's value proposition, enhancing the MIC discovery and advice processes and procedures, ensuring compliance with regulatory procedures pertaining to MFDA licensing, reporting and analytics, marketing, learning, people change management and communications.
  • Cibc
    Mobile Investment Consultant
    Cibc May 2014 - Nov 2016
    Niagara Region
    As one of the very first MIC's, I was part of the proof-of-concept of this role and instrumental in moving it towards a pilot program and now our team is rapidly expanding across CIBC nationally. The focus of this role is to provide tailored financial advice via values-based planning, targeting the investment and retirement planning needs of our clients.A proactive approach to sourcing new clients and growing our existing client base is key. I participate in community events and also work in partnership with branch based advisors to identify and analyze clients needs and goals and recommend suitable solutions and strategies. Developing strong branch and mobile sales relationships is essential to my role, which is built on a partnership to deliver a superior client experience together with advice that is 'best in class'.
  • Rbc Royal Bank
    Senior Account Manager
    Rbc Royal Bank Mar 2008 - May 2014
    Provide wide range of financial advice to clients, with commitment to delivering a differentiated client experience.
  • Hsbc Finance
    Account Executive
    Hsbc Finance Mar 2007 - Mar 2008
    Providing borrowing solutions to clientele who do not fit standard bank lending criteria, sourcing new clients from retail services database, management of contacts to source new business.
  • Brian C. Smith Professional Corporation
    Bookkeeper
    Brian C. Smith Professional Corporation Feb 2003 - Jun 2007
    All bookkeeping, account reconciliation and payroll administration, drafting of legal documentation and reports to clients, management and fulfillment of law society requirements for timely mortgage discharges, disbursement of client trust funds, etc.

Melissa Dupuis Skills

Banking Public Speaking Lines Of Credit Retirement Planning Portfolio Management Sourcing Investments Relationship Management Mortgage Lending Negotiation Credit Risk Finance Commercial Banking Wealth Management Account Reconciliation Mutual Funds New Business Development Credit Customer Service Management Coaching Credit Analysis Retail Banking Loans

Melissa Dupuis Education Details

  • Csi
    Csi
    Pfp
  • Csi
    Csi
    Mutual Funds License
  • Csi
    Csi
    Canadian Securities Course, July 2014

Frequently Asked Questions about Melissa Dupuis

What company does Melissa Dupuis work for?

Melissa Dupuis works for Athena Property Management

What is Melissa Dupuis's role at the current company?

Melissa Dupuis's current role is Entrepreneur for life.

What schools did Melissa Dupuis attend?

Melissa Dupuis attended Csi, Csi, Csi.

What skills is Melissa Dupuis known for?

Melissa Dupuis has skills like Banking, Public Speaking, Lines Of Credit, Retirement Planning, Portfolio Management, Sourcing, Investments, Relationship Management, Mortgage Lending, Negotiation, Credit Risk, Finance.

Who are Melissa Dupuis's colleagues?

Melissa Dupuis's colleagues are Christine Frantz, Kimberly Niebla, Alexandra Ward, Thong V., Beth Kronauge, Marina Terada, Ricardo Avalos.

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