My Work
Experience
2022 - 2023
MERCHANT SUCCESS MANAGER
Shopify
Remote, Canada

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

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

2009 - 2015
Carleton University
Bachelor of Arts, Economics
Concentration in Financial Economics

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

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
