Volunteer board member of the Risk Management Association - Alberta Chapter- Working with other professionals to improve risk management practices in the financial services industry- Sharing overall responsibilities for all our Chapter activities- Formerly as VP Communications, led the Chapter's transition to a post-CASL environment

www.PlatinumConsulting.guruWe are a loan broker that take a consultative approach to lending. One size DOES NOT fit all and therefore we keep our clients' needs at the forefront of all we do. Through patient listening and careful analysis we work together to find the right lending solution for the business as well as the business owner(s). Importantly, with our extensive network we ensure business owners have the right expert in their corner.

- Head of newly-created Diversified Commercial Banking team- Led a team of bankers, overseeing portfolios, new business opportunities, sales efforts and credit risk management practices - Noticeably improved risk mitigation practices and customer service experience- Built strong new deal pipeline

- Managed all aspects of clients’ relationships with the Bank, growing the business through existing and new client relationships- Portfolio included various manufacturing and service companies as well as real estate builders and investors- Grew the diversified commercial banking deal flow by more than 100% through addition of new clients as well as providing additional banking products and services to existing clients- Led a specialized financing deal in a new industry – the first ever by an Alberta credit union- Financing deals include secured and unsecured lending, margined and cash flow deals, real estate construction, project finance and syndicated corporate finance loans- Proactively improved overall risk management procedures through initiatives and best practices including a 200% reduction of my portfolio’s credit expiries - Strong experience in dealing with entrepreneurs, business owners, investors and top management in finding banking solutions to their borrowing and cash management needs

- Managed all aspects of clients’ relationships with the Bank, focusing on commercial lending and deposits- Handled a senior and strategically important portfolio in the Commercial Bank- Strong experience in dealing with entrepreneurs, business owners, investors and top management in finding banking solutions to their borrowing and cash management needs- Consistently grew revenue through addition of new lending and deposit clients, growth in loan and deposit volumes as well as providing additional banking products and services to existing clients

Explored multiple business and investment opportunities

Executed multiple M&A transactions for Canadian corporate and private equity clients

Strong experience in marketing and execution of advisory and financing transactions across industries- Helped win 15+ Corporate and Investment Banking mandates (including senior and subordinate lending, capital markets, M&A), leading to a significant increase in team’s revenue- Deeply involved in building client relationships through idea-generation and providing solutions to business owners, CEOs, CFOs, Treasurers, Boards of Directors and Private Equity clients- Led J.P. Morgan Canada’s understanding of Alberta energy services companies- Managed deal execution, supervising multiple internal product teams as well as external teams of bankers, lawyers, accountants and consultants- Performed and supervised complex deal structuring, financial modeling, cash flow analysis, covenant calculations, valuation, industry analysis, due diligence, client presentations and regulatory and compliance reporting resulting in effective management of department’s relationships and being well-positioned for success- Consistently entrusted with responsibilities above and beyond the norm- Led recruitment and development of a team of Analysts and Associates from 2007-2009