Investments, Accounting & Projects
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I am a results-driven finance professional currently working as a Personal Banking Associate, with strong credit management and client advisory skills. I bring over 12 years of experience in investment management, supported by an MBA and hands-on expertise in portfolio oversight, risk assessment, and financial analysis.
I am IFIC-certified and trained in Six Sigma, which strengthens my ability to improve processes, manage controls, and execute projects efficiently from planning through delivery. I am passionate about executing successful projects, solving problems, and delivering value to clients and stakeholders through accuracy, collaboration, and disciplined execution.
With a strong foundation across banking, investments, and credit, I adapt quickly, communicate clearly, and thrive in environments that value accountability, continuous improvement, and client-focused outcomes.
Finance professional with over 12 years of experience in investment management, complemented by current experience as a Personal Banking Associate with strong credit management and client advisory expertise. Proven ability to deliver business impact through disciplined portfolio management, client acquisition, and operational excellence.
Key achievements include winning new clients and growing assets under management by 500% within three years, successfully leading the implementation of a new investment management software, and serving as Portfolio Team Lead during a period in which the firm was adjudged Fund Manager of the Year. These accomplishments reflect strong leadership, project execution, and stakeholder management capabilities.
Experienced across banking and investment environments, with strengths in credit analysis, risk assessment, process improvement, and regulatory compliance. Hold an MBA, IFIC certification, and Six Sigma training, with a reputation for analytical work, collaboration, and delivering results in fast-paced, deadline-driven environments.
I hold a Master of Business Administration (MBA) with a strong focus on finance, strategy, and management. Previously completed a Master of Science (MSc) in Finance and Management, building advanced expertise in investment management, financial analysis, and corporate finance. I also hold a Bachelor’s degree in Business Administration, providing a solid foundation in accounting, economics, and business operations.
My education is further strengthened by Investment Funds in Canada (IFIC) certification and Six Sigma training, demonstrating commitment to regulatory knowledge, process improvement, and continuous professional development