2022 - Present
MERCHANT SUCCESS MANAGER
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.
Key business areas: acquisition, conversion, retention brand strategy. technical solutions and integrations, business operations and management
2018 - 2021
CIBC Imperial Service
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.
The core tenets of my practice were proactive consultation, creative problem solving and transparent advice suited to the individual needs of each client.
2020 - 2021
Master of Management Innovation & Entrepreneurship
2009 - 2015
Bachelor of Arts, Economics
Concentration in Financial Economics
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
Brand Strategy & Business Storytelling
C-Level Executive Communication
Football (Joga Bonito)
Avid Music Fan!