Will Dennis Email & Phone Number

Vancouver, British Columbia, Canada

• Collaborated with Portfolio Managers to provide comprehensive support in the construction, rebalancing, and monitoring of client investment portfolios.• Assisted in the development of financial plans for clients, conducting in-depth analyses of their financial goals, risk tolerance, and investment preferences.• Maintained a thorough understanding of industry regulations and compliance standards, ensuring all client interactions and transactions adhered to established guidelines.

Vancouver, British Columbia, Canada

• Cultivated and maintained strong relationships with high-net-worth clients, serving as the primary point of contact for their financial needs.• Conducted regular check-ins to assess client satisfaction and proactively addressed any concerns to ensure a positive client experience.• Streamlined internal processes related to client account management, contributing to a more efficient and organized workflow.

Vancouver, British Columbia, Canada

• Executed data analytics for logistics and operational refinements• Analyzed sales trends to ensure product list and placement is optimal• Monitored, gathered, analyzed data received from clients to ensure needs were satisfied

Victoria, British Columbia, Canada

Vancouver, British Columbia, Canada

Burnaby, British Columbia, Canada

• Expanded my prior sales knowledge by completing various tasks for the top group of account managers including amortization schedules• Covered account manager's books when they were out of the office and built relationships with customers• Reached out to new and past customers regarding the potential benefits offinancing their equipment purchases• Self-managed my time during work day to successfully meet or exceeddaily target of completing 3 financing applications per day with newcustomers• Listened to customers and adapted discussion according to their needs• Successfully completed over 100 financing applications with customers between $10,000 - $500,000

Burnaby, British Columbia, Canada

• Reached out to new and past customers regarding the potential benefits offinancing their equipment purchases• Self-managed my time during work day to successfully meet or exceeddaily target of completing 3 financing applications per day with newcustomers• Listened to customers and adapted discussion according to their needs• Proposed a trial of a new, less-scripted approach for interns to use for coldcalls to customers, with successful results including increased productivity• Successfully completed over 100 financing applications with customers between $10,000 - $500,000

Vancouver, Canada Area

• Demonstrated knowledge of product through fulfilling complex orders• Created a positive experience for customers through loading lumber and other materials for customers quickly and efficiently (approximately 3-5 customers per employee an hour)• Enhanced customer satisfaction through loading, driving, and unloading large delivery vehicles (approx. 5-8 deliveries for each of 4 trucks) in a time-efficient manner• Provided a positive customer service experience by communicating delivery schedules with customers • Improved operational efficiency through training and assigning jobs to less experienced employees

Vancouver, Canada Area

• Demonstrated knowledge of product through fulfilling complex orders• Created a positive experience for customers through loading lumber and other materials for customers quickly and efficiently (approximately 3-5 customers per employee an hour)• Enhanced customer satisfaction through loading, driving, and unloading large delivery vehicles (approx. 5-8 deliveries for each of 4 trucks) in a time-efficient manner• Provided a positive customer service experience by communicating delivery schedules with customers

Vancouver, Canada Area

• Demonstrated knowledge of product through fulfilling complex orders• Created a positive experience for customers through loading lumber and other materials for customers quickly and efficiently (approximately 3-5 customers per employee an hour)• Showed strong teamwork skills by helping more experienced employees load deliveries quickly

Vancouver, Canada Area

• Demonstrated responsibility through creating a safe environment for players• Ensured players obey the rules of the game through being firm and consistent with decisions • Communicated effectively with fellow referees and linesmen as well as with players and coaches• Ensured spectators and players treat each other with respect• Consistently made quick and logical decisions based on focus and concentration • Exhibited responsibility and strong communication with concise reports to the league when incidents occurred

Bachelor Of Commerce - Bcom, Business/Commerce, General

Bachelor'S Degree, Business

I spent four months in Reims, France during an exchange semester taking a full course load of business and French courses