Developed and Led a team of 20 Account Managers(Remote and Hybrid), achieving 35% year over year increase in Budget. Tasked with leading strategy, implementation and day to day operational management for teams across BC, AB and ON.Spearheaded training for 200+ Sales reps every quarterImproved up-selling methods and cross-sell opportunities, which led to 15% increase in profitability in the first yearOversaw $10M+ Revenue in Gross Direct Profit.$150M+ FundedHighest performing team. Presented with 2023 Top Gun Sales Manager at Excellence Club.Excellence Club 2022 & 2023

• Set and broke multiple records as a winning team. Longest win streak, 1M DGP(Gross Profit) in a single month. 2020 & 2021 Team of the year.• Successfully Oversaw Daily operations, track revenue reports, maintain metrics, and delivered monthly/yearly reviews, internal training and hiring.• Lead an immediate team of 3 and a broader team of 18 to exceed targets. Avg YoY growth of 100%• Lead multiple committees both within and external to the company to illicit and enact change. • Top Gun Team Lead 2020 & 2021 recipient, Excellence club 2020 & 2021 recipient.• Mid-year excellence club 2020 & 2021 recipient. Exclusive Stuart island invite.• 214% of target 2021. $1.2M in DGP. $15M Funded.• 182% of target 2020. Over $820k in DGP. Over $10M Funded.

• Dedicated outside-sales professional with outstanding social skills, professionalism, diplomacy, tactfulness and best techniques to generate/maintain positive company image.• Successfully employed sales management tools and marketing data for enhanced efficiency.• Competitively prospect B2B in local and regional territories • Job demanded a solid understanding of customer pains. Being able to understand and propose solutions rather than spraying and praying.• Full cycle consultative sales • Used Networking opportunities to create successful ongoing business relationships.

● Youngest Private Wealth management intern at my firm.● Successfully leveraged my network and brought clients to the firm.● I was tasked with building and maintaining nearly 100 portfolios, so management could track performance.● Used statistical analysis to identify insights and conclusions from complex data.● Sales often required last-minute business trips to client’s home and office to brief about new funds and update and explain client's portfolio.