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My Work

Experience

2022 - 2023

MERCHANT SUCCESS MANAGER

Shopify

Remote, Canada

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I help high-growth Merchants define a clear roadmap for their business goals. This includes mapping out their requirements, assessing their business needs and identifying opportunities for growth, expansion, and efficiency.

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Key business areas: acquisition, conversion, retention brand strategy. technical solutions and integrations, business operations and management

2018 - 2021

FINANCIAL ADVISOR

CIBC Imperial Service

Toronto, Ontario

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Provided a high level of bespoke financial services including a written financial plan detailing their current financial position, evaluates their goals and aspirations and provides a sound recommendation of how to attain them.

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The core tenets of my practice were proactive consultation, creative problem solving and transparent advice suited to the individual needs of each client. 

Education

2020 - 2021

Queen's University

Master of Management Innovation & Entrepreneurship

Kingston, Ontario

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2009 - 2015

Carleton University

Bachelor of Arts, Economics

Concentration in Financial Economics

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Ottawa, Ontario

Certificates

Canadian Securities Course ® is a regulatory requirement to perform securities, mutual fund and alternative funds transactions

CSC Badge

Investment Funds in Canada prepares financial professionals to give effective advice on mutual fund investments based on a client’s objectives, timeline and risk tolerance

IFC Badge

Professional skillset

Entrepreneurial Mindset

Go-to-Market Planning

Customer Development

Brand Strategy & Business Storytelling

Program Management

C-Level Executive Communication

Outside Work

Podcast Production

Football (Joga Bonito)

Avid Music Fan!

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