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Network Power<100 people
Roles
👍76%
Sales & BizDev
✨65%
Business Owner
💸50%
Marketing
Geos
🇺🇸26%
United States
🇬🇧7%
United Kingdom
🇨🇦7%
Canada
Work Background
Self-employedSales Professional
Oct. 2023Remote · RemoteI help clients build effective sales practices, including prospecting, remote closing, onboarding, client testimonials and referrals.
Algonquin College of Applied Arts and TechnologyDirector Of Philanthropy - Advancement & Strategy Department
Jul. 2020 - Sep. 2023Ottawa, Ontario, Canada · Hybrid★ Responsible for raising funds and contributions to finance college programs. Launched and oversees Development programs encompassing Principal and Major Gifts, Planned Giving, Gifts-In-Kind and annual campaigns. ★ Develops and strengthens relationships with donors while collaborating with deans, department chairs, and faculty members. ★ Assembled and manages a two-person team comprising the Manager of Philanthropy (Major Gifts) and a Philanthropy Advisor (Special Projects/Annual Funds), with accountability for a $400,000 budget. ★ Successfully designed an integrated and diversified fundraising strategy to engage with existing donors while leading outreach to prospective donors that include strategic partners, alumni, and friends of the College community. ★ Manages a Major Gifts and Planning Giving portfolio of 100 individuals and organizations, surpassing fundraising target by 108% in the 2021-2022 season and by 110% in the 2020-2021 season. ★ Acquired funding that has financed improvements to the library, the acquisition of new software applications for students, and hardware for the cybersecurity lab. ☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲
ABOUT ALGONQUIN COLLEGE Algonquin College is the largest polytechnic institute in Eastern Ontario, with over 300 programs and an undergraduate enrollment of more than 21,000 students.
LifeQuest Financial GroupFinancial Security Advisor - Associate
Sep. 2018 - Sep. 2020Nova Scotia, Canada · Remote★ Established and managed an associate book of business, generating leads and conducting marketing to secure clients and agreements for the sale of insurance products. ★ Advised clients on financial and retirement planning to meet their unique needs and goals. ★ Partnered with clients to reduce tax liabilities, establish retirement and education funds, protect businesses, and conduct estate planning. ☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲
ABOUT LIFEQUEST FINANCIAL LifeQuest Financial provides financial and retirement planning services.
Dalhousie UniversityDirector Planned Giving - Office of Advancement
Sep. 2012 - Jul. 2018Halifax, Canada Area · On-site★ Supervised three direct reports raising funds through estate gifts, with a budget of $500,000. Served as a coach and mentor, establishing goals for each team member. ★ Over six years, researched and identified over $36M in planned gifts. ★ Facilitated planned giving seminars to raise awareness of estate gifts as a vehicle to fund University programs. Identified as many as 60 new Planned Giving opportunities each year. ★ Developed Memoranda of Understanding for future Planned Gifts and engaged with executors of estates to establish Terms of Reference for estate gifts. ★ Executed up to 175 face-to-face meetings yearly with alumni, friends of the university, and donors throughout New York State and Canada. ★ Produced interviews with donors sharing stories of how Dalhousie University positively impacted their lives. ☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲
ABOUT DALHOUSIE UNIVERSITY Dalhousie University is a public research university in Nova Scotia, Canada, with a total enrollment of over 20,000 students.
RBC Wealth ManagementEstate and Trust Advisor
Jan. 2010 - Sep. 2012Atlantic · On-site★ Served as the Business Development Manager for 115 branches throughout the Atlantic region. ★ Credited with closing agreements with executors of estates and trusts representing more than $130M in assets. ★ Developed referrals by working with colleagues in Banking, Private Banking, Commercial Banking, and Wealth Management. ☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲
ABOUT ROYAL BANK OF CANADA Royal Bank of Canada is a multinational financial services company and the largest bank in Canada by market capitalization. The bank serves over 17 million clients and has more than 89,000 employees worldwide.
TD WaterhouseBranch Manager Private Banking
Dec. 2005 - Aug. 2008Primary Responsibilities • Branch Manager with a book of business, responsible for all internal and external business development activities.
• Created and implemented strategic growth plan for the newly established Private Banking branch in Halifax in December 2005. • Responsible for integrated business unit and product offerings within four established internal business partners.
• Established a solid niche client base of High Net Worth and Ultra High Net Worth families, delivering sophisticated/customized banking, credit, investment, estate, charitable giving and business succession planning strategies. • Dealing with the Bank’s most valuable clients as defined by revenue generation and size of relationship held with bank
• Established both inside and outside sales marketing plans including all Bank distribution channels and local centers of influence with strong focus on Lawyers, Accountants, and other key client advisors.
• People management, including hiring, coaching, training and development of branch staff.
• Responsible for all Branch Manager compliance oversight (mutual fund, credit and day-to-day operations) and P&L responsibility
TD WaterhouseManager Financial Services, Small Business Adviso, Financial Advisor, Financial Services Rep.
Mar. 1996 - Nov. 2005Manager Financial Services (Ottawa) 2002-2005 • Managed a nine person sales team within retail branch, ensuring that both branch profitability goals and client satisfaction levels were achieved. • Accountable for branch goal setting and planning.
• People management, including hiring, coaching, training and development of branch staff.
• Responsible for all Customer problem resolution management issues Small Business Advisor / Financial Advisor (Ottawa) 1998-2002
• Responsible for exceeding planned revenue targets. Consistently exceeding 120% of assigned target
• Recommended investment, credit and small business product solutions based on client’s life cycle needs
• Relationship manager for over 200 client relationships Customer Service Representative / CSR (Toronto) 1996-1998
• Provide retail banking services
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