Delivered consulting services to organizations in the private sector. Expert in dealing with clients in the financial services industry. Excellent listener with ability to communicate amongst people of diverse disciplines (Asset Management, Financial Technology, Market Data, Institutional Sales).In addition, provided consultancy to B2C companies looking to penetrate new international markets; services include company set up, introductions, inventory financing, relationship management, and sales channel strategy. http://www.dngglobal.net

Investigated and found missing pensioners who are retirees of the UFCW Local 175 and 633 Canadian Commercial Workers Industry Pension Plan (CCWIPP). Prioritized cases by locating pensioners suspended the longest, found and initiated payment for over 70% of 300 missing cases dating back to retirement from the 1980s (retroactive lump sum payment plus monthly restart) and 2) directly responsible for lump sum payments of over $500,000 to pensioners. Able to adapt verbal and written communications to a variety of audiences.Participated in discussions on implementing enterprise change management solutions in information storage and retrieval system, created script and policy on engagement with pensioners.

Worked as a consultant in the financial technology sector helping fintech clients identify target geographical markets across Asia. Developed creative marketing strategies using E2W business process. Researched and created sales databases for clients using Salesforce.Provided excellent customer service via emails, weekly meetings, and phone calls to discuss growing account. Expanded client base through cold calling prospects.For E2W, led institutional sales effort as a BDM in identifying and on boarding financial technology companies interested in the E2W business process service.

Facilitated cross selling of JP Morgan products by developing partnerships with internal business units, in addition to selling to new accounts.Sold JP Morgan, Jardine Fleming, and Highbridge funds to defined benefit and defined contribution pensions, hospitals (working capital, and superannuation funds), universities (endowments), NGOs and FoHF clients.Types of products sold: alternative funds such as private equity, real estate, and hedge funds, as well as traditional mutual funds.

Direct responsibility for new revenue generation and partnerships via acquiring new users within customer verticals and new business channels; grew fixed income terminal sales for China, Hong Kong, Korea and Taiwan. Launched Reuters’ fixed income electronic trading platform, and generated regional liquidity.Sourced new price contributors from major market makers regionally for treasury prices, interest rate swaps, and local asian bonds.

Solicited and sold proprietary fixed income inter-dealer broker prices to buy-side and regional broker-dealers in Asia, Japan, Australia and New Zealand.Managed administration and billing of clients.Initiated product development for Asian and Japanese business for JGB and IRS prices

Sold U.S. and international equities, index funds (SPDRs), and portfolio strategies to U.S. middle market accounts. Managed equity and structured product business (HOLDRs). Provided investment analysis of companies based on fundamental research, financial statements, and technical data to internal global sales teams.