Patrick M. Email & Phone Number

Canada

Ottawa, Ontario, Canada

• Development of skills & competences for financial security advisors within the Desjardins Financial Independant Networks and Desjardins Financial Security Investments, in all the areas of Eastern (ON) , Atlantic( NS) & West Canada market ( BC, AB, MB, SK) as well as QC with the SFL network.

• Managing training program

• Implementing strategies & action plans to reach Desjardins & partner's respective goals and targets in career development through the delivery of specialized and up-to-date training programs.

• Expanding partnership & collaboration with DFSIN ( Desjardins financial security independant network) & DFSI ( Desjardins financial security investments ) & SFL partners on the financial aspects/ compliance/ services/products through best practices of training & positive growth of the present and future workforce.

• Analyzing workforce productivity , performance & managing expectations for Desjardins financial security independant centers in cooperation with their respective managing teams using business intelligence softwares such as PowerBI

• Organizing & taking part at events in order to present new initiatives & ways of doing things for training programs to our partners as well as insure our profound commitment to always bring state of the art solutions to the table.

• Building active relationships with partners like professionnal associations & educationnal institutions.

• Utilizing performance tools such as PowerBI to observe and conduct analysis on the performance of networks.

• Working continuously towards the success of both the Desjardins group and the financial centers of DFSI / DFSIN/ SFL .

• Leadership role in the coordination of all business development activities throughout DFSIN/DFSI & SFL wealth management ( Quebec ) networks.

• Speaker/ Animator in events such as new financial advisors recruits day, etc.

• Faciltator / co-animator in training workshops for new recruits in all Desjardin’s independant networks ( DFSIN/DFSI/SFL)

Montreal, Quebec, Canada

• Opening small businesses accounts.

• Portfolio of 270 clients / Daily account
management/ 25-30M$ Assets

• Managing cashflow

• Drawing roadmaps towards success

• Blueprint for businesses

• Handling existing portfolios of small
businesses as well as new acquisitions (investments such as GIC's, mortgages, loans, line of credit for businesses)

• Handling Health & Legal professionals ( Physicians, Dentists , Lawyers, Notaries ,etc.)

• Credit applications

• Creating fruitful opportunities/prospection

• Enabling and growing small businesse's potential/understanding its environment.

• Extensive PR in events/conferences.

• Risk management

• Organizing small business client recognition event

• Montreal/ Gatineau/Ottawa area opportunities

Montreal, Quebec, Canada

• Supporting front line representatives in difficult situations.

• Handling complex and exceptionnal requests/cases

• Assisting customers in need of managerial / higher level assistance.

• Valuing our clients and offering them the best solutions.

• Credit management (Increasing or adding temporary limits after assessing risk to assist clients in difficult situations)

• Taking strategic decisions on VIP accounts

• Detecting fraudulent activities/ Best practices and methods to avoid fraudulent situations to take place

• Making sure procedures are followed by front line representatives

• Coaching more than 100+ front line representatives from 3 different departments (credit cards, rewards and collections)

Saint-Sauveur

Management intership: Manoir saint-sauveur (4 1/2 stars ****') , largest by size and most luxurious hotel in all the quebec laurentians.

• Creation of bible of standards (SOP's) for the " Hotel " and " Housekeeping " departements

• Creation of new norms of quality control for all the rooms in the " hotel " departements

• Supervision of housekeeping staff ( up to 30 employees )

• Supervision of public and private areas

• Establishing new positions descriptions

• Establishing new methods of disciplinary actions

• Assisting marketing coordinators with reports on target markets.

Paris Area, France

• Buddha Bar Hotel Paris, Luxurious 5 stars hotel ***** in the golden square of Paris ( now closed )" Triangle d'or " (Paris, France) : Internship in reception, concierge

• Soft-opening

• Receiving high class customers, explaining products and services the hotel has to offer

• Managing calls, availability and check in/check out of clients.

• Guiding clients in their choices and special needs.

• Intense communication and feedback in order to create an unforgettable experience.

Paris Area, France

• Buddha-Bar restaurant Paris luxurious lounge/restaurant (Paris, France) :Internship in dining room, kitchen, bar

• Experience with a franchise of lounge/restaurants with a worldwide reputation

• Assist VIP clients in choices of dishes & drinks

• Bar service

• Manage stress, transforming it into a source of productivity

Montreal, Canada Area

• Newlook Eyewear (Anjou, Quebec) : Salesman/Customer service and optometrist assistant

• Presentation of product, advising client, guiding them towards best choice , customer satisfaction, closing sales.

• Managing patient’s files.

• Managing store and doctor’s balances.

• Performing medical and electronic eye tests

• Managing reception and appointements of clients.

Master Of Science - Ms, E-Commerce/Electronic Commerce, M.Sc

Master's degree in electronic commerce from HEC Montreal & University of Montreal Courses completion date Sept 2017 / Diploma issued.

Bachelor'S Degree (B.A.A), Business Administration And Management, General, Bachelor Of Business Administration ,Specialized In Hotel & Restaurant Mgt.

Bachelor in Business Admnistration, specialized in Hotel & Restaurant management (UQAM/ITHQ), GPA : 3.25/4.3 , B+ average / Diploma.

1 Certificates (Minor), Criminology & Sociology, Minor/Certificate

• Analysis of Social Environnements • Analysis of Demographics, Ethnicities, work patterns • Analysis of Cultural Integration •.