Personal Banker (Financial Advisor) at Toronto Dominion Bank (2025-05 – Present)
Providing advisory services on banking, credit, and investment products to a portfolio of 250 retail clients.
- Manage a portfolio of 250 retail clients, providing advisory services on banking, credit, and investment products.
- Conduct financial reviews to identify client needs and recommend tailored solutions, including mortgages, lines of credit, and registered investment accounts.
- Generate $1.5M+ in new deposits and investment inflows annually through proactive client outreach and relationship management.
- Consistently exceeds quarterly sales and client satisfaction targets while maintaining full compliance with banking regulations and AML policies.
Operations Manager at Hassaan & Associates, P.C. (2024-05 – 2025-01)
Overseeing daily law firm operations and managing all financial aspects of the firm.
- Spearhead process improvements, boosting operational efficiency by 15% and reducing costs in the legal sector.
- Oversee daily law firm operations, including client intake, case management, document preparation, and compliance.
- Manage all financial aspects of the firm, including the accounting department, accounts receivables, budgets, and resource allocation, achieving a 10% annual reduction in overhead.
- Coordinate with the project team improving efficiency by 12% through task delegation and collaboration.
- Coordinate purchasing activities and decisions with procurement and participate in determining sourcing strategy.
- Handle confidential information, such as personnel matters and legal documents, with discretion.
- Participate with project teams in assessing project progress.
- Coordinate schedule with the project teams and capture progress in regular team reviews.
- Administer and produce various documents pertaining to projects and change management.
- Participate in the identification of project risks and suitable mitigations.
Government Relations Officer at Brown & Cohen (2022-04 – 2023-07)
Developing and executing strategic communication and advocacy plans to support organizational goals.
- Develop and execute 10+ strategic communication and advocacy plans to support organizational goals, aligning with government priorities and stakeholder interests.
- Create 50+ policy briefs, press releases, and stakeholder communications, ensuring clear, consistent messaging on legislative and regulatory issues.
- Conduct in-depth research on legislative and policy developments, producing 20+ concise briefings for senior staff and stakeholders to inform decision-making.
- Manage a database of 500+ government and stakeholder contacts, tracking interactions and fostering positive relationships to advance organizational objectives.
- Collaborate with cross-functional teams to align advocacy efforts with organizational goals, ensuring cohesive messaging across all channels.
- Monitor and analyze the impact of advocacy campaigns, achieving a 25% increase in stakeholder engagement and a 15% boost in outreach effectiveness over six months.
Director of Operations at United Ambassadors (2017-01 – 2018-08)
Leading end-to-end planning and execution of international conferences hosted at UN offices across multiple continents.
- Lead end-to-end planning and execution of international conferences hosted at UN offices in Geneva, New York City, and the Canadian University of Dubai, managing operations across three continents.
- Coordinate logistics for high-profile events, including venue booking, attendee registration, material preparation, and on-site management, ensuring seamless execution and undercutting project budgets by 10%.
- Collaborate with UN officials, government representatives, and NGOs to secure prominent speakers, including the Canadian Ambassador to the UN and the former UN Undersecretary-General for Communications.
- Manage budgets and resources for each event, track expenses, and ensure cost-effective solutions without compromising quality, resulting in a 12% reduction in overhead costs.
- Supervise cross-functional teams of volunteers and staff, delegating tasks and ensuring timely completion of deliverables, maximizing team collaboration.
- Develop and maintain stakeholder databases, tracking attendee information, speaker details, and follow-up actions to ensure effective engagement.
- Design and implement event workflows, including timelines, communication plans, and contingency strategies, to address potential challenges, maximizing efficiency by 14%.
- Manage and draft all legal correspondence, including but not limited to cease and desist letters, business agreements, and demand letters, among others.
- Lead research efforts to develop accurate simulations of Key UN organs, including ECOSOC and the International Court of Justice.
