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Project Management ￨ Risk Assessment / Management ￨ Operations / Administration ￨ Regulatory Compliance
Investment / Portfolio Management ￨ Financial Securities ￨ Forex ￨ SSBBC ￨ SSGBC ￨ Account Management
Insurance ￨ LLQP ￨ High-Volume Sales ￨ Customer Service Needs Analysis / Assessment ￨ Team Building
High-Net Worth / Institution Client Relations ￨ Strategic Analysis / Planning ￨ Trends Tracking
Policy / Procedure Development ￨ Multiple Product Evaluations ￨ Portfolio Construction
- Highly Credentialed Leader who offers a background in Global Project Management, Business Consulting, Quality Control, and Risk Management initiatives across Insurance, Banking, and Investment / Portfolio Management areas, and exhibits a proven ability to see the big picture within evolving international markets.
- Top Performer who boasts superior career-wide results, and who can make decisions to reflect positively on operations in alignment with a company s vision, value, and goals to attain a significant competitive advantage.
- Visionary Professional with commendable accomplishments across global project, financial, and risk initiatives, and who can rise above challenges to increase overall revenue, streamline processes, and drive winning outcomes.
- Excellent Communicator with Conversational German proficiencies who builds and sustains synergistic relationships with globally based senior-level management, prime brokers, Tier 1 banks and liquidity, traders, shareholders, clients, and investors, and who excels in both autonomous and collaborative work environments.
Project Support Officer
Capitalize on the opportunity to facilitate forward-thinking progress across a new Middle Market Online Services platform for EMEA and International Casualty, including writing, submitting, and signing off on ongoing or outstanding IT maintenance requests for multiple country solutions to ensure seamless overall processes.
Demonstrate solid talents in documenting comprehensive processes for lucrative new upstart solutions, along with proficiently writing and editing BRICs and APSs for new solutions requests.
Led a project team responsible for topline, CR, LR, NBIs, and final Microsoft PowerPoint presentations as International Casualty s contribution to the Global Strategic Business and goal to reach 1.5B GWP by 2021.
Created and built renewal process flow diagrams, platform user guides, and translation integration process.
Business Consultant ￨ Managing Director
Strategically steered business initiatives by proposing targeted negotiation plans as a proxy representative for ownership at legal proceedings, along with contributing experience in actively handling all facets of administration, events, and procedures related to board meetings, corporate registrations, and operations.
Raised capital and facilitated re-launch by creating a new business plan and firm structure.
Recruited an Interim Director for the firm, and was requested to serve as Managing Director.
Developed budget, renegotiated credit and debt agreements, and managed cash and treasury.
Product Quality Consultant (Underwriting)
Utilized broad scope of industry knowledge toward promoting accurate reviewing, translating, and quality control editing (German to English) of customer information and General Conditions of Insurance (GCI) literature.
Executed policy offerings encompassing Relax Assistance, Household, Motor Vehicle, and Daycare.
Project Manager ￨ Risk Manager ￨ Director
Maximized bottom-line performance by leading review, release, and training of top-performing staff, including coordinating and managing short- / long-term goals and timelines to meet milestones within budget.
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Project Manager ￨ Risk Manager ￨ Director
Directed all facets of business continuity planning, along with comprehensively mapping risk procedures execution, and further prioritizing critical risk, impact, and key operational protocols for HPLC and LPHC events.
Applied strong leadership talents toward managing strategic operations, human resources activities, and financial and administrative processes for optimal business functioning.
Spearheaded remote office structure learning overhead by greater than 50%.
Successfully assured strict SRO regulations and audits were proactively completed and satisfied.
Created external weekly trading and profit / loss leverage reports to promote operational transparency.
Trading Desk Manager
Expertly managed a results-focused market positions and international trading desk team, including coordinating and monitoring firm s trading systems and scheduling which was instrumental in driving success.
Proactively evaluated, analyzed, and tested internal proprietary trading systems, strategies, and optimizations.
Risk Manager ￨ Account Manager
Built and sustained lucrative relationships with prime brokers, Tier 1 banks and liquidity, traders, and clients, including developing and facilitating comprehensive client-facing fundamental and technical analysis presentations, as well as designing documentation of operational risk maps, processes, and software user manuals.
Led design and control of interim billable records via Excel and SQL throughout proprietary software development.
- Effectively analyzed, controlled, and mitigated firm and client risk to assure margin and collateral requirements.
Managed firm trade matching, settlements, and portfolio reconciliations (ca.4 β / month).
Built user tests / scenarios for testing functional / non-functional usability and performance.
Executed client orders, spot FX, swaps and rolls of major, minor, and exotic currencies (1-50M / trade / daily).
Regional Sales Manager
Played a vital role in driving regional sales by promoting personalized financial needs analysis and debt solutions and coordinating firm presentations for key business development, sales, education, and recruiting opportunities.
Recognized for performance with a 2006 Sales Award for excellence in team management and development for marketing of financial services products covering Life Insurance, Mutual Funds, and Debt Refinancing.
Bachelor of Arts University of Guelph, Guelph, Canada
Chartered Investment Manager* (In Progress, 2 of 3 Exams Complete) Canadian Securities Institute, Toronto, Canada
Canadian Securities Course Certificate* (2013) Canadian Securities Institute, Toronto, Canada
Associate in Risk Management* (Since 2010) University of Toronto, Toronto, Canada
Six Sigma Black Belt (2014) ￨ Six Sigma Green Belt (2013)
PolyReg SRO Compliance Training (2014) ￨ Canadian Securities Court Certificate (2013)
Mutual Fund License (2006) ￨ Life Insurance License Group 1 and Accident & Sickness (2002 ￨ 2006)
Traiana TRM ￨ Bloomberg ￨ Currenex ￨ Trade Station ￨ Meta Trader ￨ SQL ￨ VBA
Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) ￨ Adobe Photoshop
Global Risk Management Institute ￨ Institute of Canadian Bankers ￨ Insurance Institute of Canada ￨ Risk & Insurance Management Society
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