Michelle Heaphy Email and Phone Number
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As a Private Banker, I enable/empower high net worth clients to achieve more, worry less, and save time, when addressing financial matters. With more than 30+ years of experience in finance, it is really gratifying to be able to provide highly customized financing solutions to my clients. With Scotia Wealth Management's customized Total Wealth Credit Solution, my clients gain the benefit of capturing various types of wealth holdings, so they don't need to sell anything to buy something else.If you are a high net worth individual looking for a simplified approach to borrowing, then we should have a conversation.
Oakville Symphony
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Director Board Of DirectorsOakville Symphony Feb 2024 - PresentOakville, Ontario, CanadaThe Oakville Symphony has a long history of over 55 years in our community. We inspire a passion for music, establish a nurturing space for musicians, and contribute to the cultural enrichment of our diverse community. We strive to foster a vibrant and inclusive environment for all.
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Director And Team Lead, Private BankingScotia Wealth Management Nov 2015 - PresentOakville, OnIn my role as Director and Team Lead, I direct a dedicated team of private bankers, managers of associates, and associates to help high net worth clients and families make their lives better by securing and simplifying their financial matters. As a Private Banker, I help high net worth professionals and business owners use credit strategically and provide day-to-day banking services to address their immediate financial needs and prepare for life's evolving changes.Here's some things I can help my clients with:> staying up to date on the latest developments and market trends in banking and wealth > financial planning> advising clients on credit strategies and ways to mitigate the risks of using credit> ease and speed of managing your banking relationship -
Director, Financial Institutions Group, Corporate Banking CanadaScotiabank Global Banking And Markets Nov 2013 - Nov 2015Toronto, Canada AreaAs a Corporate Banker, I managed a portfolio of 40 federal, provincial and crown agency counterparties, along with a variety of financial institutions accounts (insurance companies, mortgage originators, asset managers and pension funds). I helped my clients with complex credit and banking needs including:> capital markets trading lines> negotiating terms of counterparty specific ISDA agreements> credit facilities, including term and revolving credit -
Director, Corporate BankingScotiabank - Global Banking And Markets Apr 2010 - Oct 2013Toronto, OntarioAs a Corporate Banker for non-borrowing clients, I actively cross-sold the bank's full suite of products to a diverse portfolio of 110+ Canadian corporate clients across all industry sectors including financial services, retail, mining, and real estate.Some highlights included:> successfully negotiating and executing 9 new ISDAs and 21 amendments, translating into expanded trading revenue for all clients. Was also the first financial institution to execute an ISDA/CSA with a top 10 Canadian insurance company, which led to an exclusive trading relationship for 6+ months.> Increased revenue year-over-year by 30%.
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Director, Member RecruitmentWomen In Capital Markets 2008 - 2012Toronto, Ontario, CanadaAs a member of the Board of Directors, I managed new member initiatives. As part of my mandate, I successfully crossed the 1,000 member mark in 2010.As well, I was Co-Chair, Vinifera - 2007-2008, WCM's annual charity fundraising Gala. Both years the event sold out, raising over $400,000 in sponsorship donations.
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Director, Ontario Corporate - Gtb SalesScotiabank Jul 2007 - Apr 2010Toronto, Ontario, CanadaAs Director, Ontario Corporate Sales, I managed a team of 10 sales professionals that developed and presented cash management, trade finance and procurement card solutions to Ontario-based corporations.Some highlights include:> consistently surpassed assigned sales targets for each of fiscal 2008 and 2009> successfully navigated the financial crisis by effectively managing client cashflow needs -
Vp, Money MarketsTd Securities Jun 2000 - Jan 2006Toronto, Ontario, CanadaAs a VP, Money Markets, I effectively priced and distributed the asset-backed commercial paper (ABCP) program, which totaled $18 billion to institutional, commercial and retail clients, which included the active management of an interest rate hedging program.I also successfully provided pricing and distribution of corporate commercial paper (US and Canada), provincial and crown debt.I stream-lined P&L reporting by developing an efficient database spreadsheet program which is still used by the money market desk (2023 update). -
Senior DealerCredit Lyonnais 1995 - 1999Toronto, Canada AreaAs a sales focused relationship manager, I successfully established an independent treasury service-marketing desk whose product group included foreign exchange and money markets.My contributions included> increased foreign exchange volumes by 40%, deposit volumes by 400%, and profits by 200% during 1998, despite asset constraints and credit concerns.> successfully pivoted from money market focused sales to foreign exchange sales having no previous experience
Michelle Heaphy Skills
Michelle Heaphy Education Details
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Finance
Frequently Asked Questions about Michelle Heaphy
What company does Michelle Heaphy work for?
Michelle Heaphy works for Oakville Symphony
What is Michelle Heaphy's role at the current company?
Michelle Heaphy's current role is Director and Team Lead, Private Banking at Scotia Wealth Management | Credit specialist for high net worth clients.
What is Michelle Heaphy's email address?
Michelle Heaphy's email address is mi****@****ank.com
What is Michelle Heaphy's direct phone number?
Michelle Heaphy's direct phone number is (800) 472*****
What schools did Michelle Heaphy attend?
Michelle Heaphy attended York University.
What skills is Michelle Heaphy known for?
Michelle Heaphy has skills like Capital Markets, Commercial Banking, Credit, Portfolio Management, Trade Finance, Cash Management, Fixed Income, Banking, Trading, Credit Analysis, Risk Management, Treasury.
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