Oversee the daily business and administrative operations and improving operating procedures for optimal efficiency• Assessing and enhancing the efficiency of internal and external operational processes• Leading and motivating staff to achieve sales and organisational objectives• Overseeing the recruitment process to attract the best candidates and reduce employee turnover• Mentoring and inspiring employees to key into the vision of management• Establishing policies that improve and promote company vision and culture• Evaluating company performance and recommend strategies to improve results• Collaborating with management and other stakeholders to raise capital and carry out other business-expanding strategies

- Advised Board of Directors and subsidiary Finance Committees.

- Raised several million dollars for Cannatrac Financial Corp. and Revolution Cannabis (now RevCanna)- Assisted with Estate Planning and Settlement for over 50 clients- Managing a portfolio of client assets exceeding $50M

- Financial Advisor who managed 200 personal clients totaling over $100M in assets- Associate Branch Manager who supervised 9 representatives and all support staff- Controlled a total portfolio of $3B in assets

- Managed 90 personal clients totaling over $50M in assets- Asst. Branch Manager overseeing 12 representatives with a portfolio of $2B and all support staff