Samuel David Email & Phone Number

Canada

Toronto, Ontario, Canada

_________________________________________________________________________________________________________About Optis consulting is a Source-to-Pay consultancy providing independent advice, precision implementations, & sustainable results to our clients . They provides consulting services to companies looking to streamline their operations and improve business performance.

Toronto, Ontario, Canada

• Led the initiative to gather comprehensive product requirements by developing a detailed business requirements document. Effectively communicated complex ideas to the project manager and internal stakeholders, focusing on system logic enhancements.• Creating User Acceptance Testing (UAT) test plans, and logging the issues found to streamline reporting to IT and provide sign-off upon completion.• Provide post-implementation support on new initiatives by serving as a product owner after project completion. Provide support to the communications team for internal and external communications. • Collaborated with key stakeholders to conceptualize and articulate detailed requirements prior to product launch, ensuring a seamless user experience for wealth management advisors. Presented requirements to vendors to facilitate smooth implementation.• Assist in creating and mutual funds setups. Help maintain mutual fund data integrity, pricing, and availability.• Collaborated with teams ranging from 2 to 7 members on various projects, ensuring effective delivery with minimal to high business impact.• Communicate effectively with stakeholders, providing timely updates until projects are complete.

Toronto, Ontario, Canada

Responsible for providing timely and courteous service to clients while supporting various departments support inquiries• Tasked with the responsibility of researching and resolving client issues along with assiting new accounts administration and transfer team support.• Advanced my communication skills when contacting different departments to resolve account related problems. along with answer live chats and support tickets to best service our clients• Reinforced aptitude in excel, and salesforce though daily use of logging interacting and generating reports to send out to clients. In addition help with the transition to salesforce along with adhoc projects.

Toronto, Ontario, Canada

Dynamic and versatile role as a strategic asset, providing vital financial insights within a high-performance investment company. Actively supporting a range of innovative financial products and fostering professional partnerships with financial advisors and investors.Key Contributions: • Employ financial modelling, analysis, and business reviews to forecast crucial business variables, evaluate economic trends, and analyze historical results. • Collaborate with financial advisors and investment professionals to enhance transparency, accuracy, and clarity of financial results, while identifying potential business opportunities. • Conduct comprehensive research on core business processes and adopt a macro perspective to analyze risk through financial data. • Oversee portfolio positioning and assist key stakeholders in identifying variances and crucial indicators within monetary guidelines. • Demonstrate unwavering commitment to strong business ethics, ensuring compliance with investment mandates and fiscal policies. • Possess expertise in managing Mutual Fund and RESP accounts, bolstered by completion of comprehensive training programs covering RESP, Segregated Funds, G5|20, and PIM courses. • Conduct advanced reporting activities encompassing NAZ, MER, dividend distributions, and performance analysis of underlying investments in mutual funds and ETFs._________________________________________________________________________________________________________About CI Investments:CI Investments is one of Canada’s largest investment firms with over 1.3 million clients nationwide. For more information on CI Investments please visit: https://www.ci.com

Toronto - Leaside

Responsible for day-to-day store operations ensuring adequate staff and resources are always available to ensure high level of customer satisfaction • Managed a team of up to five employees, ensuring they provide superior customer service which in turn resulted in an increase of new account sales by 10% and do-it-yourself customer by 8%.• Established an on-boarding program for new employees to ensure smooth transition into their new roles while introducing them to the company culture.• Monitored current and projected sales volumes in order to make inventory level adjustments while maintaining proper allocation of budgetary resources to meet product demands.

Toronto, Ontario, Canada

• Provided excellent service to guests, other employees and the general public• Follow and enforce venue policies, procedures, code of conduct and safety guidelines to protect the safety and well being of all guests and facilities, and effectively managed large crowds• Recording information, completing daily logs, documentation and reports as required• Assist with the emergency procedures, including evacuation, medical emergency, etc.

Postgraduate Certificate, Analytics For Business Decision Making

Activities and Societies: George Brown Analytic ClubLearning to use SQL, SAS, Access, google analytics, Python, and R for business.

Bachelor Of Commerce (B.Com.), Financial Planning And Services

Activities and Societies: Ryerson Consulting AssociationCompleted the BM program with a specialization in Finance and a minor in Business.