Liz Brunton

Portfolio Manager Treasury & Payment Solutions, Corporate Finance Division- Calgary AB November 2021- Present

• Senior treasury relationship contact responsible for client retention and delivering an exceptional client experience. 
• Manage a high profile portfolio with multiple publicly traded companies, bringing in $5,000,000 in sales revenue.
• Assess and improve the treasury process, consult on fraud management and internal compliance as a trusted advisor.
• Senior treasury advisor for client escalations, product information, treasury pricing, implementation timeframes and requirements.
• Setting up credit interest, client pricing, treasury products, and MasterCard for large corporate clients.
• Onboard new clients, expand existing relationships to achieve portfolio retention, sales, service, and profitability objectives.
• Collaborate with deal teams to develop, present proposals and pitch for new opportunities. 
• Undertake negotiations with clients, prospects, and internal partners.
• Collaborate with Corporate Finance, Capital Markets and MasterCard business partners.
• Subject matter expert on Global Offsets.
• Running Treasury and Global Offset presentations for internal partner learning.
• Training new employees.

Portfolio Manager Treasury & Payment Solutions, Corporate Finance Division- Calgary AB November 2021- Present

Sales Associate Treasury & Payment Solutions, Corporate Finance Division- Calgary AB December 2018- October 2021

Deal Specialist, Technology & Operations - Calgary AB (Corporate Finance Division - Automotive Finance) July 2017-December 2018

Assistant Branch Manager, Personal and Commercial Banking - Calgary AB March 2015 – July 2017

University of Manitoba

Bachelor of Arts in Political Science, International Relations 2014

Canadian Securities Institute 

Investment Funds of Canada – Mutual Funds 2014