Business Development and Channel Strategy - Independent Consultant - Vancouver, BC
(2025-02)
- Led business development initiatives for retail and consumer goods partners, identifying new sourcing, pricing, and distribution opportunities.
- Conducted competitive and market analysis across domestic and international channels to strengthen pricing and supply chain decisions.
- Developed recommendations on customer experience, merchandising, and international logistics considerations.
- Negotiated vendor and partner terms to improve commercial outcomes.
Business Development Specialist - TD Canada Trust - Vancouver, BC
(2021-01 - 2025-02)
- Owned revenue growth and strategic planning for a diverse business portfolio, identifying new expansion opportunities through customer and market insights.
- Executed commercial negotiations and structured agreements that improved portfolio profitability by 12 percent.
- Delivered in depth performance reviews using data analysis to identify operational drivers and guide decisions.
- Influenced internal stakeholders in product, credit, operations, and marketing to support partner needs and accelerate outcomes.
- Implemented targeted client strategies that increased transaction volume by an average of 18 percent.
- Key Achievement: Ranked top 10 percent nationally for acquisition performance and partner relationship management.
Financial Advisor - TD Canada Trust - Burnaby, BC
(2018-07 - 2021-02)
- Managed over 30 million dollars in client assets, leading long term planning discussions and delivering tailored financial solutions.
- Strengthened customer experience and retention through targeted relationship strategies.
Financial Services Manager - Bank of Montreal (BMO) - Vancouver, BC
(2015-09 - 2018-07)
- Managed lending and investment portfolios while identifying opportunities to expand business relationships.
- Conducted financial analysis and advised clients on growth strategies, risk positioning, and operational planning.
Customer Service Representative - Bank of Montreal (BMO) - Burnaby, BC
(2014-07 - 2015-09)
- Delivered frontline service and built early stage customer relationships that contributed to long term portfolio growth.