Paul Georgeopoulos Email & Phone Number

Canada

Vancouver, British Columbia, Canada

• Managing a $1.5B portfolio alongside three Portfolio Managers on a discretionary basis; providing pension-style asset management to affluent investors.
• Utilizing fundamental and technical research on stocks, bonds, ETFs, and alternative investments to maximize client returns while minimizing risk exposure.
• Assisting in transition management, acting as the advisor-on-record during the transition process for new advisors joining Harbourfront. Successfully facilitated the transfer of over $200M AUM from outside brokerages.

Vancouver, British Columbia, Canada

• Individually managed a client portfolio over $230M providing holistic financial planning and advice.
• Successful completion of the Financial Advisor Campus Development Program - an intensive thirteen month program that enhanced my capabilities in four quadrant financial planning and advice excellence.
• Designated as the Group Leader for a capstone project, presenting business development plans to provincial region heads across CIBC nationally.

• Advised over 4,000 prospective and current students on their academic and career endeavours.
• Implemented and designed an online system in response to the COVID-19 pandemic that allowed the Undergraduate Office to operate virtually which has increased service capacity by 20%.
• Enhanced the student experience by creating the MyBComHub; an online tool used by over 3,500 students that has optimized the availability of academic resources.

Port Moody, British Columbia

• Aligned team members individual career pursuits with the organizations overarching goals.
• Bridged the communication gap between team members and the coaching staff by facilitating weekly team meetings and led the team to the league finals in 2018.
• Competed in the Junior A BC Hockey League widely recognized as Canada’s premier junior hockey league.

Vancouver

• First venture generated over $50,000 in revenue and $12,000 in profit within a 5-month timeframe.
• Sold out the Telus World of Science building in Vancouver (850 tickets sold).
• Implemented a strategic pricing model that ensured profit was generated before venue deposit due dates.
• Optimized budgeting process by creating a model that forecasted budgets with a maximum variance of 5%.
• Led advertisement campaigns, negotiated venue and insurance contracts, and managed over 15 employees.
• Maximized cash flows and mitigated liquidity risk by integrating a commission-based pay structure.

Bachelor Of Commerce (Honours), Finance, Cumulative Average Of 88% (4.2 On A 4.33 Scale)

My ability to retain and analytically apply information is evident by my academic achievement throughout my time at Sauder. For the.

Bachelor Of Commerce - Bcom, International Finance

Activities and Societies: Exchange Semester • Cumulative average of 94.8% while on exchange • Scholarship for academic achievement ($1500)

Liberal Arts And Sciences/Liberal Studies

Highschool