- Specialize in commercial equipment and vehicles of all makes and models- Help businesses find the best vehicles for their fleet based on their industry, current needs and today's market- My Finance background allows me to help my clients determine what the best option is for them; leasing, financing or purchasing- Assist customers with completing the relevant paperwork required for a successful sale to be processed

- Understanding of securities such as equities, bonds, forwards, futures, options, etc. - Valuable experience in Life Insurance, Segregated/Mutual Funds and Employee Benefits industries- Experience working with specific industry related software programs such as Salesforce and Investment Centre- Generate custom client reporting, and provide assistance to team members in response to client requests- Participate in various system improvement initiatives and automation projects- Provide a complete range of investment administration services to clients, including compliance procedures

- Brought Squiggle Park into Mexico, Chile and Vietnam - Learned strategic marketing to focus on targeted prospects- Largest sale of the company - Increased market presence by 200% in Texas and California- Familiarity with CRM tools

- Assisted with the organization of conferences and events- Managed monthly social media targets and reporting- Established more efficient communications automation and scheduling- Provided excellent Customer Support