As part of the Island Savings Wealth Management team I provide professional financial planning to high value members in the Mid-Vancouver Island region. I also work to ensure each of our members receives the highest level of service by bringing together teams from Retail Banking, Wealth Management, Business Banking and Commercial Banking when working to put our members first. I also enjoy supporting branch employees and Wealth Advisors within my region on investment products and services and am always happy to talk shop. I'm always interested in business development opportunities with current and potential members.

Managed a portfolio of 270 households, $217m AUM, consisting of high net worth business owners in the mid-Vancouver Island area. I helped my clients reach their goals, whether it be accumulating wealth, planning for retirement, business succession, or any number of other areas in financial planning where wealth management and market investment strategy was pivotal. I also provided expert sales and service in the areas of day-to-day banking, personal lending, and business lending up to $1,000,000.

• Increased exposure of the Student Union locally at SFU and externally throughout Vancouver through economics related events, marketing campaigns, and fundraisers.• Acted as an arch between over 3000 economics students and the economics faculty• Assisted the faculty with various events like the Welcome Night and the graduation banquets• Led a team of twelve core executives and numerous general executives weekly in brainstorming, planning, and executing event proposals• Oversaw numerous events, doing marketing, fundraising, outreach, and grant proposals with some of the big events' attendance reaching 200+ people with budgets exceeding $8000+Some Event Highlights:• Sponsored annual Student Leadership Retreat - Event with 30+ core student union/club executives spending 3 days together doing team building, collaborative events.• Launched the ESS Clothing Apparel Line and marketed line• Assisted in the ESS Book Buyback program exchanging used books with students for better prices than offered through SFU's Bookstore• Initiated the ESS Tutoring System• ESS/International Business Association Gala• ESS Annual Social• ESS Speaker Series - hosting well-known speakers talking on various local and international topics from local community issues related to economic development to international issues and globalization• ESS-CFA Seminars - Held educational events for students wishing to pursue a future as a Chartered Financial Analyst• Faculty Welcome Night - Facilitated successful meetings between students and faculty

As a Teaching Assistance my responsibilities were:• Guiding students through lecture• Marking assignments• Providing assistance to students outside lecture hours• Assisted the instructor in building lesson plansHighly proficient in:• Microsoft Word, Excel, Access, and Powerpoint• Macromedia Dreamweaver• Adobe Photoshop