Account Executive
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A results-oriented Sales Leader with over 17 years of experience driving revenue and managing high-performing teams across both B2B and B2C sectors. Proven track record of navigating complex, consultative sales cycles and securing buy-in from C-suite executives and high-net-worth clients. Blends a strong background in corporate banking and asset management with entrepreneurial agility, successfully scaling multi-million dollar portfolios and modernizing operations through advanced CRM architecture (Salesforce/Zoho).
A strategic communicator skilled at building robust referral networks, designing high-conversion digital marketing campaigns, and leading cross-functional teams to exceed national performance benchmarks.
Senior Manager / Account Executive | TLC Home Mobility January 2024 – October 2025 Revenue & Business Growth: Spearheaded a massive commercial acceleration, increasing medical equipment sales by 200% and expanding the rental business by 100% year-over-year.
Network & Partnership Development: Cultivated a robust, high-yielding B2B referral network by building strategic partnerships with nurses, occupational therapists, and senior living facilities.
Operations & Infrastructure: Architected the company’s Salesforce CRM infrastructure from the ground up to effectively track pipelines, sales, and client touchpoints. Streamlined internal inventory management and renegotiated supplier contracts to optimize costs.
Digital Marketing & Branding: Designed, executed, and managed full-funnel digital marketing strategies, including targeted Google and Facebook PPC campaigns. Redesigned the corporate WordPress website to improve SEO and user experience, and produced all physical marketing collateral.
Manager | TD Direct Investing March 2018 – November 2023 Portfolio & Asset Management: Scaled total Assets Under Management (AUM) to a milestone $2 billion by providing high-touch relationship management and comprehensive financial services to high-net-worth (HNW) clients.
Business Development: Executed proactive asset acquisition strategies, successfully navigating complex, multi-institution asset transfers to consolidate client holdings and expand corporate market share.
Platform Advocacy: Conducted technical, personalized demonstrations of proprietary trading software to successfully migrate clients into premium service tiers. Cross-Functional Collaboration: Partnered closely with internal wealth, private banking, and retail banking segments to deliver holistic financial solutions, maximizing client retention and deep franchising.
CRM Optimization: Used Salesforce to design custom dashboards and automated workflows, maximizing efficiency across a high-volume opportunity pipeline. Team Manager (Contract Role) | TD Direct InvestingJanuary 2018 – March 2018 Team Leadership: Directly supervised, developed, and coached a high-volume team of 14 Investment Representatives, delivering monthly 1-on-1 coaching and managing daily call evaluations.
Executive Reporting: Led daily alignment meetings and reported performance metrics consistently and directly to C-suite executives.
Performance Optimization: Built advanced Excel macros to track and analyze team output, and launched targeted sales campaigns that successfully boosted team sales results by 30%.
Manager (Contract Role) | TD Direct InvestingApril 2017 – May 2017 Change Management: Facilitated the critical operational transition of the first waves of Investment Representatives migrating from TD Ameritrade to TD Direct Investing.
Corporate Training: Spearheaded comprehensive classroom training covering Canadian financial policy, regulatory procedures, corporate products, and proprietary systems.
Executive Liaison & Compliance: Worked hand-in-hand with C-level executives from both Canada and the U.S. to ensure a seamless corporate transition, maintaining a flawless 0-error compliance record.
Representative | TD Direct InvestingOctober 2015 – March 2018 Top Performance: Recognized as a nationwide top performer for 6 quarters due to exceptional sales and service delivery.
Market Execution: Facilitated fixed income and equity trades across both Canadian and U.S. markets, and guided individual and corporate investors through complex corporate actions.
Asset Consolidation: Proactively educated clients on market dynamics, trading platforms, and financial investments to successfully consolidate external assets into TD Direct Investing.
Operational Excellence: Selected as a member of the "My Idea Counts" Committee, evaluating and implementing employee-submitted ideas to drive operational efficiency across the firm.
Bachelor's Degree of Business Commerce, Major in Marketing. Previously completed my CSC, CPH, DFOL certifications.
