Rhys Davidson Email & Phone Number

Burlington, Ontario, Canada

Canada

Mississauga, Ontario, Canada

Utilizing my extensive Relationship Management experience to ensure customers are satisfied through the entire life cycle of the contract. Duties included reporting, ticket trend analysis, contract compliance and environment review and recommendations. Selected Contributions:  Standardized Reporting Package across all customers  Conducted an internal review of data collection to insure we are reporting accurate numbers.  Modification of our CRM tool to ensure the ability to capture relevant reporting data.

Mississauga, Ontario, Canada

Solely responsible for managing Lvl 1 and Lvl 2 Service Desk Analysts. Being part of a small organization, my duties were numerous, including customer on-boarding, reporting and relationship management. In this position I regularly conducted review meetings with the customer to ensure contract compliance. Internally I regularly acted as the Incident Manager for high priority tickets, this included allocation and deployment of staff to work on the incident. Selected Contributions: Introduction of process automation utilizing functionality of CRM tool.  Built SharePoint Knowledge base for the company to capture process and maintain continuity. Modification of our CRM tool to better align our ticket categorization with ITIL best practices. Streamlined Customer Image Deployment through the Implementation of MDT and Multicast

Mississauga, Ontario, Canada

Responsible for handling higher difficulty queries and help requests from end users at the customer site, and over the phone. The ability to work under pressure and be resourceful in the face of unknown issues is a must in this position. Selected Contributions: Rebuilt and upgraded in-house WSUS Server.  Quickly become a trusted associate and was constantly working with the System Admin Team Responsible for building, configuring and migration of a production server for one of our clients. Often implemented company wide changes while following our Change Management procedures  In depth understanding of more than 25 plus end user environments.

Mississauga

Maintenance of Network Infrastructure for a group of Information Security Researchers.

Mississauga

Set up a home office wireless networks for individuals homes including installation of software, hardware, and ongoing troubleshooting as required. Software maintenance and troubleshooting including the use of OS tools such as Device Manager, Disk Management, Performance Monitor, and Event Viewer.

Toronto, Canada Area

Cultivated and sustained significant advisor relationships that comprised and strengthened Edmonton territory, and collaborated with senior advisor consultants to identify and penetrate IIROC and MFDA investment channels through field wholesalers and a territory administrative coordinator. Selected Contributions:Provided proactive and frequent education and guidance to sharpen team in driving quality product and practice management.Represented the company at multiple branches, industry events, and professional organizational meetings to expand business network of advisor relationships.Achieved impressive $1.1M in new advisor business in one day, and maintained consistent business to increase 2% year-over-year growth of territory sales to earn Integrity Selling Champion title.

Toronto, Canada Area

Brought on board with this nationwide network of credit unions and investment services providers in an Assistant capacity in fielding client queries and developing risk strategies before ascending to Associate and full-fledge Investment Advisor positions with oversight of an investment services portfolio in excess of $5M in assets. As INVESTMENT ADVISOR • Proactively builds a portfolio of investment and wealth management services clientele, harnessing extensive professional networking and client relations skills to secure repeat and referral business. • Champions innovative business practices in paperless operations to enable greater control over investments, along with enhanced client access to advisors, while offering a fresh perspective on products and trends. • Contributes extensive trend analysis and market intelligence, monitoring and tracking news and financial reports through conventional and online media sources in support of Desjardins’ financial analysis reports.

Toronto, Canada Area

• Acquired license for financial and investment advisory services and partnered closely with senior advisors in the firm to cultivate industry and market knowledge while building out a client portfolio. • Took the initiative to seek out financial knowledge and extend network of clients throughout a rapid period of growth in the business, obtaining a portfolio of clients totalling over $5M in assets represented. • Conducted in-depth industry research in order to serve as a knowledge resource for clients and senior advisors on economic cycles and market trends during a period of global economic downturn. • Demonstrated significant aptitude in developing risk strategies that pursue safety while consistently building on capital, while gaining experience in processing applications and accounts in support of administrative operations.

Toronto, Canada Area

Enlisted by this financial services company and discount online stock brokerage as an Investment Representative before migrating into a customer service supervisory role in investigating and resolving customer complaints. • Investigated the full spectrum of written complaints, gathering evidence and conducting in-depth explorations of client history with the firm and managing high-level escalations in support of case-building for the BBB. • Flagged language and content for legal verification while taking charge of preventing legal liability for the firm and leveraging intimate knowledge of investment regulations in order to build successful resolutions for all cases.

Toronto, Canada Area

• Handled problem resolution and escalation on stock issues, educating clients on the technical purchasing and selling process in order to mitigate issues and deliver total client satisfaction in a timely and efficient fashion.

Ba, History

High School