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Work Background
Datalog FinanceDirector, Business Development - North America
Apr. 2023 - Sep. 2024Montreal, Quebec, CanadaHead of Business Development operations for North America (NORAM) -Marketing tactics and strategy
-Brand consistency
-Communication strategy
-Copywriting strategy
-Documentation design and drafting
-Pitch and positioning strategy
-Opposition research
-Risk assessment
-Market identification
-Client contact and requirements profiling
-Trade shows representation and visual branding My objective is to draft and execute the strategy to grow the customer base by identifying the clients for whom our offer would yield maximum value and direct our messaging towards them.
Sierra ConsultantsFounder and Managing Director
Mar. 2023Greater Montreal, Quebec, CanadaSierra Treasury & Management Consulting is the only firm in the GMA that specializes in banking optimization. Sierra's mission is to deliver exceptional service by relying on more than a decade of experience in the banking sector, in corporate banking and capital markets. We are the only firm in the GMA that can help our clients, big or small, implement effective banking strategies that minimize risk, costs and maximizes potential banking profitability. Banking Optimization mandates can be divided into four categories:
- Fraud; mitigation, prevention, post-mortem, assessment of vulnerability.
- Policy; Processes, approvals, regulations/regulatory body compliance, authority management, ratios, audit requirements.
- Banking; Account management, risk management, relationships, profitability, fees, credit and facility interest, and optimal architecture.
- Cash management; Systems selection and architecture, solution design, strategy, modernization, payments solution and optimization, cost of capital, float management, cash conversion cycle. Sierra also assists in a variety of other capacities, such as:
- Marketing strategy, assessment and deployment
- Business Development
- Target market identification and strategic outreach
- Communications
- Relationship Management
- Public Relations
- Sales tactics and strategies The scope of mandates is determined at the onset of an engagement.
The scope is measured through a "case study" composed of:
- The Client Current State
- The Client Target State
- The Stakeholders
- The Variables between the aforementioned
RCGTDirector
May. 2022 - Mar. 2023Montreal, Quebec, CanadaConseil en Management - Trésorerie Management Advisory - Treasury
AFP-MontréalAssociate Director
Oct. 2021Montreal, Quebec, CanadaBoard member of AFP and taking part of initiatives on the following committees: -Communications & Technology, Member Relations
I lead the copywriting and overall marketing strategy of AFP Montréal in order to maximize its reach, increase its membership and above all increase its value offer in all its aspects, including events, web presence and published articles.
BMO Capital MarketsSenior Associate
Jul. 2021 - May. 2022Montreal, Quebec, Canada
BMO Capital MarketsAssociate
Apr. 2019 - Jul. 2021Montreal, Quebec, Canada
BMO Financial GroupSolution Delivery Consultant
Jul. 2016 - Apr. 2019Montreal, Canada AreaProject management;
-Ensure delivery of treasury payment products to medium and large corporate clients for the Bank of Montreal -Uphold a standard of quality expected from the client with regards to cash management products
-Acquire and maintain a deep technical knowledge of all cash management services offered by the bank
-Implement services requested by clients within the time frame requested by the client
-Troubleshoot and investigate any issue related to cash management platforms
-Provide presentations and walkthroughs to clients for new services and payment portals
-Work in tandem with Sales and Relationship managers to effectively respond to customer needs
-Document processes employed to create a knowledge library -Track progress of all ongoing implementations and answer all follow up questions
-Assist the Corporate Help Desk for all escalations beyond its knowledge or discretion
BMO Financial GroupFraud Analyst
Dec. 2015 - Jul. 2016Montreal, Canada Area-Risk management
-Loss prevention and mitigation
-Fraud prevention and proactive investigation of suspicious transactions
-Review of applications to determine legitimacy
-Proactive contact with clients to determine legitimacy of ongoing transactions or confirm fraud on accounts
-Use of conversation tactics to identify fraudsters
-Identity authentication using all tools at my disposal
-Money laundering prevention and investigation
-First contact with fraud victims
-First contact with identity theft victims
-Providing clear instructions regarding fraud prevention
-Escalation of complex cases to higher instances
BMO Financial GroupOnline Banking Associate
Jul. 2014 - Dec. 2015Montreal, Canada Area-Responding to all customers writing in (French & English)
-Building investigative skills related to Everyday Banking, Credit Cards and Business Banking
-Building a strong method for writing clearly and providing flawless instructions (French & English)
-Building efficient templates for recurring questions
-Improving overall business processes by outlining flaws and focusing on time management
-Escalating litigation threats to the appropriate departments
-Providing proactive solutions to customers to meet eventual needs
-Writing weekly communication on behalf of upper management
-Making presentations outlining upcoming changes in products, processes and promotions in front of upper management
BMO Financial GroupCommercial Banking Specialist
Jul. 2013 - Jul. 2014Montreal, Canada Area-Addressing business banking needs
-Exploring business' financial obstacles and providing specific solutions
-Exploring business' payment methods and providing improvements
-Providing wealth management solutions to businesses
-Providing financing tips to borrowing businesses
-Strong focus on sales
-Strong focus on customer satisfaction
BMO Financial GroupPersonal Banking Advisor
Nov. 2012 - Jul. 2013Montreal, Canada AreaTasks as a personal banker were: -Addressing all basic personal banking needs
-Providing wealth management solutions
-Troubleshooting technical issues for clients
-Escalating possible litigation to the appropriate department
-Proactively address future customer needs
-Strong focus on sales objectives and revenue generation
-Strong focus on customer relations and satisfaction
Oliphant DistroManaging Director
Aug. 2011MontréalStarted in 2011, this is an artist-first distribution label for musicians who aspire to retain their independence while competing with the biggest names online to have their music heard all over the world. - Distribution in over 20 digital stores (including iTunes, Spotify, Tidal, Deezer and more)
- Distribution in upwards of 240 territories
- Management assistance of starting artists on maximizing audience
- Basic graphic design fulfillment
- Follow ups and coaching
Groupe ArchambaultCommis aux Instruments (FR)
Nov. 2009 - Jan. 2012Laval, Ste-DorothéeTasks and responsibilities were as follows: -Customer greeting
-Instrument maintenance
-Section technical maintenance
-Continuous learning of new technology and tools
-Effectively demo new products
-Develop new instrument affinities and interest
-Develop store presentation and layout
-Manage and complete customer special orders
-Manage warehouse stock and facilitate access to products
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