Highlights:

Skills:SaaS, FinTech, MarTech, Sales Operations, Digital Marketing, Lead Generation, Strategy, Sales Management, Project Management, Product Management, Customer Relationship Management, Business Development, Strategic Partnerships, Negotiation, Marketing

Head of Marketing and Business Development 01/2023 - current
OC Pacific Inc., Irvine, California United States
Industry: Manufacturing
- Identify new strategic opportunities and target prospects - Perform competitor research and analysis - Gather and organize information about markets in Canada to determine best marketing and growth tactics - Analyze financial market, business, and other data to determine best courses of action to maximize revenue - Action plans include: procedures, internal systems, physical equipment, and operational personnel needed
-Improve supply chain management - review of all aspects related to acquisition, production and distribution -Create format and path for Design and Sales teams to receive, training/coaching and access to best practices -Spearhead trade show plan to unite prospects, and COI’s--
Head of Client Relations and Market Development 02/2019 - 12/2022
White Glove, Birmingham , MI United States
Industry: Fintech, SaaS, MarTech
- Provide guidance regarding improving client’s business operations and revenue performance - Determine issues to be resolved, design appropriate solutions and help manage company growth
- Identify new strategic opportunities and target prospects - Assist financial, insurance and estate planning Advisors succeed with client acquisition strategies - Perform competitor research and analysis in FinTech companies - Development of account based and B2B marketing programs - Produce educational seminars, webinars, appointments, social media, and digital media for clients - Deliver live/virtual presentations to key accounts and syndicate partners both nationally and regionally - Speak at conferences, road shows, advisor group sessions and industry event venues - Provide training on strategies and best practices for business growth - Deliver “voice of the customer” training to White Glove’s sales, product, and technical teams - Work with BDs, IMO’s, FMO’s, RIA’s, MGA’s in Canada and the U.S. to deepen & grow relationships - Educate firms about the evolution of digital marketing and automated marketing solutions - Experienced with SaaS delivery solutions - Successful rollout of a co-op marketing/subsidy program with partnering fund companies - Provided solution to discontinue pricing services at a discount, and removed pricing barrier to entry - Created path for Advisors to receive, training/coaching, round tables, and access to best practices - Increased client relations team revenue by 45% - Strengthened relationships with executive-level clients and key accounts--
Senior Manager Major Accounts Group 12/2017 - 01/2019
Scotiabank, Mississauga, Ontario Canada
Industry: Finance
- Responsible for largest N. American global corporate bank and financial institution relationships - Accountable for wholesale treasury management, product fulfillment and transactional operations
- Continuous improvement mindset to streamline processes, KPI’s and OPC measurements - Implemented practices and presented results to peers, senior leaders and executives - Executed within established operational performance commitments - Facilitated monthly reporting round table on end-to-end process management of client onboarding - Led a high-performance operations team of 38 - Closed 100% of all audit issues on schedule--
Manager Personal/Small Business 06/2014 - 12/2017
Scotiabank, Richmond Hill, Ontario Canada
Industry: Finance
- Recruited, hired, and developed a team of Canadian retail financial and small business Advisors - Provided development coaching and performance feedback to financial and small business Advisors
- Implemented marketing/sales campaigns to retain and grow retail and small business books - Collaborated with partners across multiple business lines for referral opportunities and talent acquisition - Charitable bank initiatives – organized 2017 Scotiabank Team, Strides for Stroke, raised $26k with match - Contributed to the profitable growth and retention of a retail/small business portfolio of >$500M - Team ranked 1st in the District FY16 and FY17--
Small Business Advisor 06/2012 - 06/2014
Scotiabank, North York, Ontario Canada
Industry: Finance
- Retention and growth of 400+ retail high-value professional and small business owner relationships
- Maintained knowledge of client base encompassing types-of-business, and financial positions - Provided custom solutions, investment strategies, trade services, cash management and credit facilities - 2013: Achieved 157% of plan ($14M total small business sales), insurance penetration 273% of plan--
Senior Financial Advisor 12/2010 - 06/2012
Scotiabank, Aurora, Ontario Canada
Industry: Finance
- Retention and growth of retail book of business encompassing Canadian high-net-worth clients
- Provided: portfolio management, product based solutions and aided in the achievement of financial goals - 2011: exceeded sales goal by 42% ($17.7M total retail sales) - 2011: insurance penetration growth of 87%, goal was 38%--

York University 09/2003 - 05/2008
Toronto, Ontario, Canada
Degree: Bachelor's Degree
Major:Business and Society
Completed Certificate in Business Fundamentals through Schulich School of Business 2006 - 2008

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