PROFESSIONAL EXPERIENCE - FINANCIAL RELATED

Richardson GMP, Macquarie Private Wealth, Wolverton Securities

Investment Advisor*, 2007 - 2017

Responsibilities:

  • all matters pertaining to Financial Planning strategies, processes, communications and preparation of comprehensive customized financial plans,
  • assisting in portfolio strategy development & communication,
  • economic and technical analysis,
  • business and marketing planning,
  • client communication strategy & execution (presentations, blog posts, social media, email).

Highlights/Accomplishments:

  • Participated in Moore Solutions High Speed Strategic Planning practice management and service model program. Responsible for developing and implementing all materials, processes and communications throughout this comprehensive year long program. Some materials were adopted as examples for the program.

Government of Alberta, Treasury Department

Financial Analyst, 1994 - 1996

Responsibilities:

  • income forecasting and other matters related to the $13 billion Alberta Heritage Savings Trust Fund (AHSTF)
  • proving information on the province's debt and AHSTF for the Annual Report
  • drafting responses for Provincial Treasurer and other senior government officials related to the AHSTF

Highlights/Accomplishments:

  • Developed asset transfer model used by senior government officials for transitioning the $13 billion AHSTF from an income focus to a growth focus.
  • Improved accuracy of the income forecast model for the AHSTF for the budgeting purposes (among others).

PROFESSIONAL EXPERIENCE - MARKETING & SALES RELATED

Venture Communications

Strategic Marketing Manager, 2006 - 2007

Responsibilities:

  • developing strategic marketing plans for a various clients.

TELUS

Manager, 2004 - 2006

Responsibilities:

  • drive to achieve and exceed national sales targets by developing and implementing strategies to acquire new clients through an inbound/outbound Call Centre,
  • 5 direct reports; full team of 40.

Highlights/Accomplishments

  • Prepared business case receiving senior management approval for strategic shift in Call Centre direction resulting in sales increase of 300% and revenue increase of 50%.

MJS Importing

Entrepreneur, 2003 - 2004

Responsibilities:

  • Owned and operated a beer distributorship in Alberta, Canada.

MOLSON CANADA, 1996 - 2003

Field Marketing Manager, 2002 - 2003

Responsibilities:

  • provided recommendations on pricing, contracts, and market segments for the complex and dynamic Alberta market,
  • provided input to marketing on over 20 marketing programs,
  • presented strategies and programming to sales team,
  • 5 direct reports.

Highlights/Accomplishments:

  • Initiated resource-targeting system with goal of increasing sales and marketing resource allocation effectiveness.   

Brand Management, 1998 - 2002

Responsibilities:

  • developing and executing brand marketing plans,
  • co-ordinated and motivated cross functional teams including agency partners,
  • managed budget of up to $2M.

Highlights/Accomplishments:

  • Successfully identified an opportunity for a product line extension through analysis and research.
  • Developed and executed first beer brand loyalty program in Western Canada.
  • Implemented pricing strategy reducing cost of marketing promotions and increasing margin up to $500K. Adopted company wide.
  • Developed standard promotional design process for partner agencies reducing duplication, decreasing costs and reducing time to market.

Marketing Information Manager (West), 1997 - 1998

Responsibilities:

  • prepared and presented product portfolio recommendations using positioning model and market analysis,
  • Brand Team member providing recommendations based on market analysis and research.

Market Analyst (West), 1996 - 1997

Responsibilities:

  • prepared reports, analysis and recommendations on market share data for strategic plans.

Highlights/Accomplishments:

  • Wrote VBA program to assist in report preparation reducing report completion time and increasing accuracy of reports and analysis.

 

*Technically, my current role was "Business Development Assistant". When I moved to the United States, I willingly gave up my registration to lessen compliance complications. My role did not really change other than I was no longer able to advise clients directly. I must stress that giving up my registration was not due to any disciplinary reasons.