Providing specialized advice, creating and implementing financial plans and providing portfolio/investment management expertise.

Providing specialized advice, creating and implementing financial plans and providing portfolio/investment management expertise. Top Performer 2020, 2021

Providing financial solutions to clients, while walking them to and through all stages of life. Specializing in investment solutions.

Provide investment management and financial advisory services to those with a net worth exceeding 1 million dollars.

Provide investment management and financial advisory services to those with a net worth exceeding 1 million dollars.

Supervision of team of 5 support officers setting up products like mortgages, loans and other credit products.

Management and collection of a portfolio of overdue and closed credit products. Negotiated resolutions or recommended advancement to legal.

Assistant to the Principal Trust Specialist and the VP of Policy and Procedure within RBC Estate and Trust Services. Populated reports, summarized and documented litigation and performed other duties to assist in day to day operations.

Perform administrative duties and populate revenue reports for a team of 21 sales reps. Assist the Regional Manager in the day to day operations of the office and various magazines. Take training on, then teach the sales team how to populate new reports, use new technologies and present new products to clients and prospects.