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Work Background
Cypress Atlantic HoldingsStrategy & Analytics Lead
Dec. 2023Remote• Managed multiple projects, led product developments, and worked with leadership team to determine if a potential business is suitable for purchase
• Developed business strategies that helped drive growth, profitability, and competitive success for Cypress Atlantic Holdings
The Home Depot CanadaSenior Analyst, Supplier Analytics
Aug. 2022Toronto, Ontario, Canada• Transformed raw data into business insights that are useful for decision making and strategic planning.
• Drive the execution of all processes in the product lifecycle, including product and market research, competitor analysis, planning, positioning, requirements and roadmap development, and product launch
• Analyze market data to develop sales strategies, and define product objectives for effective marketing communications
• Primary contact for vendors looking to enroll in the Analytics Program running the contracting process from start to finishing and leading the monetization efforts of over $130,000 ARR in the first half of 2023
• Primary contact for vendors currently in the Analytics program managing millions in contract value SSC Social Committee 2023 - Present
VOA Finance Committee 2024 - Present
Cineplex Digital MediaSenior Coordinator, Project Management
Dec. 2021 - Aug. 2022Toronto, Ontario, Canada• Oversaw multiple projects (digital menu boards, digital box office, etc) through various clients in Canada, US, and the UK
• Implemented projects that improved internal & external work efficiency process by 60%
• Engaged cross-functional teams to identify flaws & mitigate technical issues, leading to a 30% reduction in resolution times
Cineplex Digital MediaSenior Account Coordinator
Aug. 2021 - Dec. 2021Toronto, Ontario, Canada• Worked alongside cross-functional teams to ensure clients goals are met (Teams include: technology, content creatives, graphic designers, etc)
• Accurately trafficked client content, troubleshooting, QA and all follow up reports/action
• Strengthened client relationships with professionalism, clarity and good judgment to help cultivate additional opportunities, either through direct contact or in support of client needs
Facedrive HealthProduct Manager & Strategic Partnerships
Nov. 2020 - Feb. 2021Toronto, Ontario, Canada• Generated 100% more leads than the targeted expectation while exceeding assigned KPI • Managed and acquired a portfolio of client deals worth over USD$2,000,000
• Built, secured, and managed client relations/partnerships from small businesses to C-Level Executives • Utilized different programs such as, Slack, Zoom, Workday, Square, SAP, Trello, and Asana
GuyBeanCo-Founder
Aug. 2020 - Aug. 2023Toronto, Ontario, CanadaDeveloped a Toronto-based F&B Tech start-up to support local restaurants. Currently backed by Newmarket Chamber of Commerce, Seneca Innovation (HELIX), YorkU YSpace, Treefrog and Business In The Streets (BITS). Grants Won: Business In The Streets SPARKFund Accelerators:
- Business In the Streets YCEO Program
- Treefrog Accelerator
- YorkU Venture Catalyst Program
FacedriveBusiness Development & Partnership Associate
Jul. 2020 - Feb. 2021Toronto, Ontario, Canada• Partnered with different organizations from any industry for long term growth
• Built and Secured Client Relations/ Partnerships - worked to form new client relationships and strengthen existing client relationships to increase ridership and forge new opportunities for Facedrive and its subsidiaries.
• Conduct Market Research - analyzing the market and creating reports that focus on rider/driver behaviour, support business expansion, increasing sales and the share of their company’s market in specific products and services. They generate plans on how to increase market share and develop
Facedrive HealthBusiness Development & Partnership Associate
Jul. 2020 - Nov. 2020Toronto, Ontario, CanadaTraceSCAN is on the front line battle against COVID-19 by quickly identifying and notifying users who have been in close proximity with those that have tested positive.
Contact tracing technology in everyday wearables (ex. wristbands, ID badges, etc.), especially useful when enforcing no cellphones while working. • Ensures public and workplace safety
• Reduces future outbreaks
• Optional and affordable
• Uses WIFI / Bluetooth technology
• Reinforces social distancing
Mosaic North AmericaFinancial Analyst
Aug. 2019 - Dec. 2019Mississauga, Ontario, Canada• Provided support for client services team by utilizing Salesforce and multiple CRM software on a day to day basis to maintain customer relationships
• Budgeted Petro prices for company vehicles and forecasted its prices using Vlookup to extract data from different files which resulted in an overall monthly savings of more than $10,000
State StreetPricing Analyst
Jan. 2018 - Jun. 2018Toronto, Ontario, Canada• Administered the execution of daily market valuations for various clients in accordance with each client’s Price Source Authorization agreement, standing instructions, and market best practices.
• Prepared and delivered of valuation reports to internal and external clients and/or their agents in a timely manner
• Ensured the receipt of all pricing feeds, broker quotes, back-up pricing sources and other relevant data on a daily basis
AMTD GroupChief Investment Office: Fixed Income & DCM Summer Analyst
May. 2017 - Jul. 2017Hong Kong• Proposed ideas to Managing Director’s and Portfolio Manager’s decisions on an appropriate purchase of a stock through analyzing the company’s financial risks, results, and history by researching new data, utilizing investment tools such as Bloomberg
• Oversaw Asia (Ex. Japan) High-Yield & Investment-Grade Corporate Bonds
• Acquired knowledge of financial terminologies in fixed income
• Completed 50+ company reviews within Asia talking about its history, financial results, risk factors, and recommendations
• Conducted with analysts and managing directors in making sure AML/KYC was sufficient with new client deals and IPO
HSBC Retail Banking and Wealth ManagementPersonal Banker
May. 2016 - Apr. 2017Toronto, Canada Area• Maintained a superior and courteous service to promote products and expand customer relationships
• Participate in business development programs within area of specialty to enhance product knowledge and cross selling skills
• Ensured regulatory requirements such as AML/KYC are fulfilled
• Developed speed, efficiency, and certainty by identifying and understanding basic customer needs in order to complete transactions • Acquired the ability and willingness to learn and operate new products, softwares, and technology • Ensure compliance, risk, and anti-fraud controls are followed as well as government regulations
• Identifying high risk client and conduct EDD report if necessary
PineBridge InvestmentsListed Equities Research Intern
May. 2015 - Jul. 2015Hong Kong SAR• Developed ability to size up information for management reports
• Assisted in preparing, tracking, and analyzing economic data on a daily basis
• Developed analytical research capability by picking out relevant and key developments
• Acquired knowledge of financial terminologies in equities, foreign exchange, and use of investment tools such as Bloomberg
• Focused on APAC (Asia Ex. Japan) Companies
• PineBridge has an US$80.3 Billion in AUM with investment capabilities in multi-asset, fixed income, and equities
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