Robert L. Email & Phone Number

Vancouver, Canada Area

Vancouver, Canada Area

Main And King Edward Branch

Primary relationship manager for a portfolio of commercial clients with borrowings between $250,000 - $25,000,000Portfolio Management and Risk Mitigation - reviewing financial statements for trends, risk monitoring and assessment, credit restructuringSales (new and existing) - prospecting and lead generation, sales meetings and discovery sessions, sales planning and reviews

Work independently at clients business to perform assurance engagements on a wide variety of clients including large public companies, medium sized privately held companies and nonprofit organizationsAct as the primary contact with the client, and maintain dialogue to ensure client needs are being met and that they are aware of assurance requirements Identify and propose additional services that can be provided by Grant Thornton to increase the business generate from each clientAssess internal controls of operational and financial functions and communicate recommended remediation to client management and partnersManage the work of junior engagement staff, including review of assurance documents and supervision of field workSenior engagements including planning, procedure execution, drafting financial statements and completion of the assurance file

Certified Fraud Examiner

Cpa , Cga

Bachelors Of Business Administration, Finance Concentration

Education record