Toronto, Ontario, Canada
Helping businesses augment their strategy with new innovative technologies in international treasury, trade finance, and credit. Strong relationship builder and an effective communicator with the ability to overcome objections. Committed to nurturing long term, profitable client relationships across the book. Specialties: Relationship Management, Business Development, Content Strategy, Consulting and Motivation
Canadian Subsidiary Banking: focus on Canadian subsidiaries of multinational corporate clients (MNC) In addition, focus on Commercial Banking clients (ranging from 20MM - 500M+ in sales size)
Cash Management Sales: covering Asset-Based Lending (ABL) and Leveraged Finance clients; Public Sector and Not-for-Profit (covering Universities, Colleges, Hospitals, Governments, and School Boards)
Cash Management Sales: covering Diversified Industries, TMT, & Real Estate
Focused on Technology, Media, and Telecommunications (TMT) Echelon Wealth Partners' Capital Markets Group provides Investment Banking, Institutional Sales, and Equity Research services to the firm and its institutional clients. The firm focuses on the Real Estate, Natural Resources, Telecommunications and Healthcare sectors and has served as the lead agent for and advisor to several North American firms for debt and equity placements.
Mentored and led a team of 15 interns to deliver on strategic projects including: marketing strategy ideas that optimized target clients, generated outbound calls, and performed comprehensive research to recommend long-term high yielding securities. Presented at a seminar to over 50 prospective clients while marketing RBC's suite of investment products.