CURRICULUM VITAE

Key Strenghts:

Troubleshooting: problem-solving is my jam, from building creative solutions to analyzing data to influence and create strategic advantages 

Cultivating Relationships: in all my roles, I've depended heavily on my passion for connecting with others, inside and outside the organization, to create powerful and engaging relationships

Coaching/Developing Leaders: whether on the baseball field or in the office, I take pride in elevating others and supporting them in reaching their goals

Motivating & Adaptable: big industry experience exposed me to the constant change needed to stay ahead of competition - I've grown to manage change positively and act with an entrepreneurial mindset

Professional Experience:

ROSSETTI REALTY

BANK OF MONTREAL (BMO)

Assistant Branch Manager |

Achievements:
» Delivered 210% of sales target (increasing report sales by approximately 90% YOY), utilizing situational coaching skills and leveraging marketing opportunities to support direct reports in achieving personal targets
» Increased Net Promoter Score (NPS) by >20% during tenure in role

Responsibilities:
» Staff Management/Coaching: evaluate staff performance, provide weekly feedback and coaching    sessions, manage scheduling, contribute in hiring/promotion/dismissal decisions
» Retail Operations Management: day-to-day operations, inventory control, opening/closing, resolve customer service escalations and complaints
» Regulatory & Audit Compliance: administer daily/weekly/monthly tasks and activities, review and assess forms/sales reports to ensure conformance
» Risk Management: bank asset protection, adherence/review of lending process requirements, customer service risk review

Technical Skills: Salesforce CRM, Microsoft Office (Outlook, Word, Excel), EAS (Internal: Optimizer, Customer Connect)
 

Financial Account Manager |

Achievements:
» Realized referral business 130% of target during tenure
» Hand picked to open new retail location, contributing to market strategy and exceeding 1st year targets by more than 70%

Responsibilities:
» Analysed risks and employed problem solving and time management skills to come up with creative lending solutions
across a variety of financing products (ie. mortgages/LOC's) 
» Developed powerful relationships with new/existing clientele, exploring and identifying opportunities by employing
questioning and listening skills
» Contributed to projects gaining exposure in web architecture, direct marketing, and public relations
 

DIAGEO PLC

Lead Merchandiser | 

Responsibilities:
» Led merchandising efforts in territories across the Lower Mainland in both on and off premise accounts for all brands, distribution and promotional programs
» Utilized IBM Cognos business intelligence software to analyze sales and KPI’s, leveraging data to negotiate display space and increase overall brand presence (POS, facings, floor displays, sell-in)
» Coached temporary merchandisers and led successful campaigns during high seasons
» Participated in the successful launch of Diageo Ready-to-Drink beverages (Smirnoff/Jose Cuervo) across British
Columbia including on/off-premise trade marketing initiatives and special event coordination

Technical Skills: IBM Cognos (Business Intelligence), Microsoft Office (Outlook, Excel)

Passion Experience:

Co-Owner & Project Manager | Multipass Productions
(2013 - 2016)

Responsibilities
» Project Management: concept development, proposal building, budget and timeline creation and tracking through to final product delivery
» Accounting/Record Keeping: source deductions, A/R & A/P, corporate tax returns and day-to-day book keeping
» Creative: art direction, post-production and print, including website maintenance and account management

Technical Skills: Adobe CS5 Suite (Premiere, Lightroom, InDesign, After Effects, Photoshop), WordPress, TurboTax Corporate, Microsoft Office (Excel, Word), Google Analytics

Assistant Coach | North Shore Twins Baseball Club
(2008 - Present)

The North Shore Twins are a competitive baseball team in British Columbia's Premier Baseball League.  Having played within the organization for four years followed by two years of college baseball in the NWAC, I've found great value in giving back to the organization and youth aspiring to become great baseball players.

Education:

Bachelors of Business Administration | Specialization in Finance (2008)
University of Western Ontario

Real Estate Trading Services (2015)
UBC | Sauder School of Business

Volunteer Experience:

Lululemon SeaWheeze 2015/2016
Buddy | BC Challengers Baseball
Revitalization Projects | Project Evergreen
Trail Adoption Plan | North Shore Mountain Bike Association

For more thorough information - visit me on LinkedIn