An experienced professional with a strong background in leadership, collaboration, and operational excellence.
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A results‑driven professional with experience supporting teams, improving processes, and delivering consistent outcomes.
MILLIY DESIGNS, VAUGHAN MILLS August 2023 – present
Manager & Sales Associate
Greet customers and ascertain their needs to provide personalized assistance.
Assist customers in product selection, offer recommendations, and explain features and benefits.
Resolve customer complaints professionally.
Upsell and cross-sell products to meet and exceed sales targets.
Operate registers and process payments accurately using POS system.
Handle returns, exchanges, and refunds in accordance with store policies.
Restock shelves and maintain inventory levels through regular stock checks.
Ensure the store is clean, safe, and presentable at all times.
Work collaboratively with team members to achieve store goals.
INVESTIA FINANCIAL SERVICES INC. August 2017 – present
Team Leader Corporate Branch Manager & Corporate Branch Manager
Supporting and implementing our daily DMS huddles.
Coordinating and measuring efforts of staff to ensure workload is divided equally across the team.
Assisting in providing guidance on managing and addressing chronic issues of the team and escalating where necessary.
Providing coaching, guidance, and help to all advisors under my region or when I am providing vacation coverage for other Corporate Branch Managers.
Following up on questionable trades and escalating as necessary.
Completing the KYC update/NCAF review and approval.
Reviewing and following up on previous day’s trades within my region or other Corporate Branch Managers for whom I am providing vacation coverage for.
Responsible for distributing our daily volume workload each morning to ensure that the workload is divided as evenly as possible amongst the team.
Ensuring proper maintenance of evidence of supervisory reviews, approvals and activities, such as inquiries made, replies received, actions taken, date of completion, etc.
Communicating new policies and procedures to Advisors.
YORK UNIVERSITY 2004 – 2008
Bachelor of Arts (Honours) – Business & Economics
Courses in Financial Accounting, Business Administration and Economics
1st place finish in Business Entrepreneurship competition
