- Solely responsible in newly created role for daily Procurement activities; generating "firm commitment" Purchase Orders for senior level approval for the entire TD Bank Canadian Corporate and Retail Real Estate Portfolio.- Cognizant of New Location Builds and Openings; Relocations, 2:1 and 3:1 consolidations and closures, (shrinking physical footprint trend) within TD Tririga Real Estate Database. This also while to establish, maintain and adhere to executive level approved project budgets and provide transparency to Tririga users.- Utilizing past experience with IBM Tririga software, worked in unison with long-standing external software firm developers; to tailor the US version of the procurement modules to enhance Tririga for the specific changes and needs for the Canadian side of the TD Bank Real Estate Portfolio.- Revisited TD Canadian Procurement modules to revise, and correct update payment background reporting accounting requirements per new IFRS tax guidelines internally implemented in 2021.- Processed multiple unique streams of data output source files to Accounts Payable group and follow-up; ensuring vendors were paid (as best) per Internal Service Level agreements.- Dealt directly with external vendor companies to verify, create and maintain vendor payment data and method in Oracle payables database; working with TD Accounts Payable requirements.- Worked in close tandem with newly established Process Improvement team of internal Black-Belt Six Sigma experts -- to focus on a weekly complex, and established (3 or more unique contacts per batch) payable procedure to vested and contracted facilities management partner. Also to ensure sizable costs above internal TD thresholds could receive additional information and due diligence from Senior Level and Executives before approval.

- Previously managed a portfolio of approximately 280 Commercial Real Estate leases; specifically, in the Metro East (downtown GTA) of Canada, and in the two states of Pennsylvania and Maryland in the United States.- Commercial Real Estate portfolio with an annual outflow of approximately $75-85 million CAD from TD Bank Group to various Landlords and established REIT's across Canada and the United States.- Scrutinized Annual Reconciliation Statements with a high degree of accuracy to ensure next to zero deviations from Legal Agreements among billings and dispute differences, to recognize and record cost savings/avoidance to TD Bank.- Recognized cost savings/avoidance for TD Bank Group of approximately $300,000 - $400,000 annually in last four years in the Lease Analyst role.- Worked in cooperation with TD's Facility Management Partners (BGIS/CBRE) and TD Construction groups – ensuring a great experience for the Client and adherence to legal documentation/dates for branches under development.

- Provided advanced option trading and support for the thinkorswim platform by telephone, chat and e-mail.- Delivered expert option trading knowledge to clients and associates while keeping a focus on growing client relationships and ultimately the size of their business book.- As a subject matter expert - facilitated multiple training courses for regular licensed traders on such topics as advanced option strategies, margin lending and day trading rules.- Toured CBOE and CME trading floors in Chicago. Attended conferences in Washington, DC representing company to promote products and services to existing clients.- Personally initiated a Process Improvement Project to change the structure and method of reporting data to the Call Centre’s 15 Managers and 2 Senior Managers. With progress, presented idea and received further data reporting support from Directors in TDA (Omaha) - to accomplish an estimated $18,000-$23,000 in productivity savings annually for the Canadian TDA Call Centre.

- Managed, audited, and acted in a Supervisory capacity over all aspects of the 12 member Credit Risk team in sync with the Risk Manager. - Directly oversaw the effective risk management and maintenance of approximately $3.5 billion of firm margin loans to clients.- Resolved client escalations from analysts while attempting to provide balance in solutions from both the firm and client’s perspective.- Direct contact for support to department upper management and front-line associates for any complicated margin, trading or risk issues.

- Maintained an expert level of knowledge on a variety of trading topics including margin calls, day trading rules, trading restrictions; stock and option position maintenance requirements. - Reviewed and managed various firm risk reports on a daily basis.- Analyzed potential high-risk issues to firm and provided balanced resolutions to ensure minimal risk to firm while attempting to mitigate a potentially negative client experience.- Selected by manager as one of two analysts in the London center to exclusively service high-value Private Client Services (PCS) Accounts

- Successfully obtained Series 7 and Series 63 accreditation to trade U.S. Securities and kept current with the brokerage business.- Professionally served customers in a prompt and efficient manner by providing accurate information regarding market developments, brokerage accounts and products/services.