Robert Boss M.B.A. Email & Phone Number

Ottawa, Ontario, Canada

Oakville, Ontario, Canada

Etobicoke

Toronto, Ontario, Canada

(RDP) is an international firm of professional consultants. Since 1987, RDP has been assisting businesses in obtaining government funding through the SR&ED tax credit program, various grant programs, and tax recovery. Our experienced and academically accredited staff offer a professional service that has helped businesses across Canada, USA and the UK maximize their government funding options.*Business Development - welcoming new clients in capturing government funding in the form of SR&ED, grants, and tax recovery.*Process Improvement - Decreasing the time required for clients to file SR&ED entitlement claim; conclusively benefiting the clients' ROI.*Process Improvement - U.K. prospective client engagement for HMRC tax program*Strategic Partnerships - Initiate and close strategic partnership under contract

Mississauga, Ontario

SpecialtiesBusiness Insurance,Auto Insurance, Property Insurance, Personal Insurance, Life/Health Insurance

Unit 9. 140 Wendell Ave., Toronto, Ontario, M9N 3R2

The Shepherd Group is a refreshingly different insurance brokerage firm focused on accessibility, social responsibility, and plain old-fashioned fun! We do things differently around here, and our clients love us for it. Pushing the envelope is part of the Black Sheep Philosophy. We are constantly redefining how we look at insurance by offering our clients a unique and personal level of service that makes them feel good about being insured with us.SpecialtiesAuto Insurance, Property Insurance, Personal Insurance, Equine Insurance, Business Insurance, Life/Health Insurance

Part of the inception process; spearheaded setting up business module for 4 clientsOrganizing sales team , generating quality leads and managing day to day ownership of projects related to assigned client and profitability involving assigned client targetsResponsible for $12 million in annual revenue production with an increase of 20% in revenue targets every year. Increased net revenue by 20.8% compared to 2009 and 2008 net salesManaging a team of 12 sales professionals and 2 team leadersConsistent follow-up with clients and all business units to share best practices and improve overall sales of the organization.Plan and finalize proposals for potential clients along with client relationships for all projectsClient presentations articulating the value proposition of our service offeringsRegular interaction with key client personnel to ensure client satisfactionConsistently monitor backend team to ensure timely identification and resolution of issuesDatabase Management - support accurate pipeline, maximizing lead potentiality and reporting all account sales/growth activities & explore all opportunities to achieve salesSupport Marketing department and assist in creative marketing initiativesProject coordination and assistance in preparing necessary documentation and presentations for client updates. Specific project integration with other ongoing projects across the organization.Weekly program update meetings with clients- update on business generation and future trends along with high level of client satisfaction Trained and coached sales team to maximize opportunities of new business development.Program status presentation to Executive members including CEO, CFO & VP.

Promotion of investment opportunities in various small to medium sized private and public corporations in addition to the supervision, management and recruitment of sales and marketing staff.Research and due diligence in obtaining of attractive companies which to promote, and for marketing opportunities to attract suitable clients to bring the maximum achievable revenue for the company.

Designing and implementation of direct marketing efforts for building book of business.Recruitment and servicing of various levels of clientele with emphasis on portfolios of greater than $100,000 through providing comprehensive financial planning, encompassing all six disciplines of financial planning, obtained through various marketing methods and initiative.Research and analysis of client portfolios, in order to recommend the proper investment choices and mix for the maximization of client returns at the lowest level of risk within individual tolerance level.Chairman's Club Recipient

Comprehensive financial planning services with emphasis on investment, succession, and insurance planning.

Servicing, and building of established clients portfolios.Research and recommendation of investment opportunities to help provide above average return for client.Worked closely with management in design and implementation of direct marketing efforts for production of high quality lead source.Completion of necessary forms, and documentation for client accounts and trading activities.Recruitment of new clients through qualified leads.Preliminary acceptance of client suitability.Consistent winner of Production Awards. Supervision, management and recruitment of Junior Account Executive.Training and motivating of Account Executives with goal of increasing sales revenue for Individual's and company as a whole. A.C

Mba, Project Management

Online Master of Business Administration

Honour'S Bachelor'S Of Arts Degree, Economics

Honours Bachelor of Arts in Economics

O.A.C, Ossd

Activities and Societies: Basketball Team