Yuri Dashawetz
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Yuri Dashawetz Email & Phone Number

Financial Advisor at Keybase Financial Group
Location: Mississauga, Ontario, Canada 11 work roles 2 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Role
Financial Advisor
Location
Mississauga, Ontario, Canada
Company size

Who is Yuri Dashawetz? Overview

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Quick answer

Yuri Dashawetz is listed as Financial Advisor at Keybase Financial Group, a with 139 employees, based in Mississauga, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Yuri Dashawetz.

Yuri Dashawetz previously worked as Marketing Solutions Engineer, Marketo Ongoing Support Team at Marketing Automation Corp. and Marketing Solutions Engineer, Team Lead at Marketing Automation Canada. Yuri Dashawetz holds Postgraduate Certificate, Marketing/Marketing Management, General from Sheridan College.

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Keybase Financial Group

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Profile bio

About Yuri Dashawetz

Marketing Solutions Engineer with a proven track record in delivering comprehensive Marketo solutions. Expertise in project management, client relationship building, and driving client satisfaction. Possessing a deep understanding of Marketo Engage and a Marketo Engage Business Practitioner Expert Certification, I excel in strategic planning, execution, and optimization of Marketo platforms. Proven ability to lead and mentor teams, while consistently exceeding client expectations and driving revenue growth through upselling and cross-selling. Skilled in leveraging project management tools like Asana and Trello to streamline workflows and ensure project success.

Current workplace

Yuri Dashawetz's current company

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Keybase Financial Group
Keybase Financial Group
Financial Advisor
Brant, ON, CA
Website
Employees
139
AeroLeads page
11 roles

Yuri Dashawetz work experience

A career timeline built from the work history available for this profile.

Marketing Solutions Engineer, Marketo Ongoing Support Team

Current

Toronto, Ontario, Canada

Certifications • Marketo Engage Business Practitioner Expert Certified (10/23)Project ManagementManaged up to 10 concurrent commercial business projectsUtilized project management tools (Trello, Asana, Jira, Excel, Google Sheets) to track project progress and collaborate with clientsDeveloped and executed project roadmaps aligned with client marketing goalsEmployed consultative selling to identify and propose additional value-added servicesClient Relationship ManagementCultivated strong client relationships, resulting in contract renewals and positive testimonialsProvided exceptional client support through troubleshooting, inquiries, and day-to-day operational tasksConducted client satisfaction assessments and implemented improvementsMarketo ExpertiseExecution: Managed daily operations including smart lists, webinars, email blasts, operational programs, data cleansing, nurture programs, email/landing page/form creation, and custom solutionsStrategy: Conducted Marketo audits, developed project roadmaps, optimized lead lifecycle, implemented lead scoring, and managed preference centers/consent managementDesign: Overseed email and landing page template design projects, ensuring timely completion and quality standardsUpselling: Identified and pursued upsell opportunities for existing clients (audits, bounce management, lead scoring, lead lifecycle, consent management)Additional SkillsStrong presentation skills, developing and delivering sales, kickoff, and training materialsProficient in scoping and estimating project requirementsAdhered to rigorous QA and testing proceduresIndustry ExperienceDemonstrated expertise across diverse industries including medical/dental, banking, education, pharma, and tech sectors

Jun 2023 - Present

Marketing Solutions Engineer, Team Lead

Toronto, Ontario, Canada

LeadershipManaged and developed a 5-person Marketo Implementations teamAchieved and maintained over 80% team utilizationConducted quarterly employee assessments and monthly 1-on-1sImplemented new company policies and ensured process adherenceOversaw consultant onboarding, training, and performance trackingCreated and facilitated Office Hours program for consultant developmentProject Management & ExecutionConsistently achieved top sales performance with new SOWs across all teamsSuccessfully transitioned projects from implementation to ongoing support phasesEffectively allocated team resources based on skill sets and project demandsEnsured timely and successful completion of all implementation projectsConducted quarterly client check-ins to assess support quality, build relationships, and identify new opportunitiesHiring & Talent ManagementSpearheaded the hiring process including resume screening, candidate selection, and first-round interviewsStrategic Planning & AnalysisIdentified and analyzed client growth opportunitiesSupported consultants in developing upsell and ongoing support strategiesReviewed and approved new project scopesOperational EfficiencyImplemented efficient project tracking and management systemsReviewed client invoices for accuracy and complianceClient Relationship ManagementCollaborated with consultants to resolve client issues and escalations as needed

Apr 2022 - Jun 2023

Marketing Solutions Engineer

Toronto, Ontario, Canada

Project ManagementManaged up to 10 concurrent, tightly-scoped Marketo implementations.Collaborated with CRM teams and client stakeholders to deliver successful implementations and integrations within project timelines.ImplementationsExecuted diverse Marketo Implementations projects including setup, CRM integrations, IP warming, program framework creation, Sales Insights, lead scoring, lead lifecycle management, creative projects, and webinar integrations.Implemented and configured Marketo platform to meet client-specific requirements.Client TrainingDelivered comprehensive, 5-hour online training sessions (Zoom, Google Meet, Microsoft Teams) for multiple clients.Created and delivered tailored training materials based on client needs and preferences.Provided live demonstrations and covered core Marketo functionalities including administration, email marketing, programs, personalization, analytics, and landing page creation.Client SuccessSuccessfully transitioned clients to ongoing support, fostering strong client relationships and driving customer retention.Achieved cross-selling and upselling through effective client development and relationship management.

Aug 2021 - Apr 2022

Marketing Coordinator

Toronto, Canada Area

Marketing • Supported large marketing projects: DCM brand, visual design guidelines, Perennial App, DCM Burlington facility rebrand• Managed cross organization CSR campaign and billable letter campaign for The Lung Association • Maintained and rebranded company-wide internal and external collateral• Designed and published HubSpot email blasts i.e. Investor Relations, internal announcements• Created internal and external facing PPT decks for sales support, training and company-wide meetings• Sourced, distributed, maintained stock of on-brand swag to teams across the country• Coordinated and executed brand deployment through various marketing tactics and such as print ads, micro-videos and flyers• Developed marketing activities and campaigns which aligns product marketing goals• Identified opportunities for marketing and social media activities to increase traffic, conversion, and sales• Assisted with created content on social media accounts align to company’s culture, vision and mission (e.g. Facebook, Twitter, Instagram, and LinkedIn)• Assisted in planning and maintaining monthly Marketing budget• Updated, managed and optimized the design, content, layout and messaging strategies for the company website• Created social media marketing strategies to create a buzz; tracked social media analytics and performanceProject Management • Created Gant with clearly defined responsibilities, hours required and deadlines for all incoming projects • Tracked projects daily to ensure completion of deliverables • Updated weekly marketing/studio status reports to inform leadership on project progress/issues and forecast weekly hours Administrative • Set-up project dockets and file folder structures for internal server• Captured and distributed meeting minutes with discussion points and actionable items• Liaised with printers, clients, translators, India design team

Sep 2018 - Aug 2019

Marketing Coordinator Intern

Toronto, Canada Area

Jun 2018 - Aug 2018

Manager

Bistro 26

5195 Ontario 26

Branding• Rebranded Bistro 26 from stuffy and old school to whimsical, fun and inviting restaurant changing food and drinks to reflect local flavours. CRM• Applied and updated Silverware CRM point system loyalty strategy• Used value added CRM at multiple touchpoints throughout restaurant• Developed e-mail list for future promotion and communication Product • Created and costed new menu and bar items in-line with new Bistro 26 brand• Used SilverwarePOS analytics to track item sales and fine tune price points, get rid of/ and replace items that were not selling.• Developed daily features to keep menu fresh and exciting Place• Changed interior and exterior of bar and restaurant areas to create a warm, welcoming casual atmosphere, and decorated seasonally• Designed menu strategically- with menu items and colours designed and placed to attract the eye and help guests choose high profit items Price• Priced items according to 30/30/30 principle• Used SilverwarePOS analytics to track item sales and fine tune price points, get rid of/ and replace items that were not selling Promotion• Trained staff to promote daily features, upsell alcoholic beverages and desserts• Updated website with current promotions and implemented and managed social media campaign on Instagram and Facebook • Promoted events and features on highways marquis• Participated in Taste of the Town 2016, to promote Bistro 26

Jan 2016 - Jan 2017

Head Server

Brampton

• Consistently demonstrated exceptional and knowledgeable service by assisting staff and guests with wine and foods selection resulting in 25 – 30% higher daily sales• Selected and trusted to serve VIP clients and personally lauded on opentable.com by clients

Sep 2014 - Feb 2016

Server Bartender

Barrie, On

Opening and closing server and bartender, trusted with training new employees. Consistently demonstrated exceptional knowledge and service. Always achieved 95% or better in independent audits.

Jul 2013 - Aug 2014

English Language Teacher

E-Study, Canadian Vietnamese Kindergarten

Ho Chi Minh, Vietnam

• Taught English to school students, teachers, and adults; achieved 100% passing rate• Created weekly lesson plans for pre-school to high school students following a year-long educational plan• Created student assessments, assessed and graded students by term deadlines• Assisted with organizing, writing, and emceeing New Years’, graduations, and other special events for parents and prospective students

Sep 2011 - May 2013

Server/ Wine Manager

Thirteen Mountain St. Bistro

Grimsby, On

• Taught co-workers about wines and wine pairing by giving workshops and making educational material; resulting in better informed staff and higher wine sales• Assisted in menu creation with wine pairings, initiating more wine with food sales• Scouted for new wines on award winning restaurant’s all Ontario wine list

Aug 2009 - Aug 2010
Team & coworkers

Colleagues at Keybase Financial Group

Other employees you can reach at keybase.com. View company contacts for 139 employees →

2 education records

Yuri Dashawetz education

Postgraduate Certificate, Marketing/Marketing Management, General

The postgraduate Marketing Management Program at Sheridan college is based upon foundational courses in marketing, advertising.

Honours Bachelor Of Fine Arts: Theatre, Acting

Activities and Societies: Student representative in theatre program. Participated in many workshops and plays throughout the duration.

FAQ

Frequently asked questions about Yuri Dashawetz

Quick answers generated from the profile data available on this page.

What company does Yuri Dashawetz work for?

Yuri Dashawetz works for Keybase Financial Group.

What is Yuri Dashawetz's role at Keybase Financial Group?

Yuri Dashawetz is listed as Financial Advisor at Keybase Financial Group.

Where is Yuri Dashawetz based?

Yuri Dashawetz is based in Mississauga, Ontario, Canada while working with Keybase Financial Group.

What companies has Yuri Dashawetz worked for?

Yuri Dashawetz has worked for Keybase Financial Group, Marketing Automation Corp., Marketing Automation Canada, Perennial Inc., and Bistro 26.

Who are Yuri Dashawetz's colleagues at Keybase Financial Group?

Yuri Dashawetz's colleagues at Keybase Financial Group include Leonid Tsirlin, Inder Bhatia, Donna Withanawasam, Vishal Tiwari, and Byron Daues.

How can I contact Yuri Dashawetz?

You can use AeroLeads to view verified contact signals for Yuri Dashawetz at Keybase Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Yuri Dashawetz attend?

Yuri Dashawetz holds Postgraduate Certificate, Marketing/Marketing Management, General from Sheridan College.

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