Toronto, Ontario, Canada
A global Relationship Manager and Business Developer with international experience from 12+ countries. Results-driven, customer-obsessed Financial Services professional with deep knowledge of International Treasury and Trade, as well as Operations. Fully trilingual (FR/EN/ES) with an International MBA from the Schulich School of Business.
Treasury Management Office
• Provide innovative cash management solutions to a portfolio of large corporate Canadian and global enterprises • Responsible for coverage of Government entities at the Federal, Provincial and Municipal levels • Chair of the Government Banking Negotiating Group, leading negotiations for the 2022-2025 MOU between the Government of Canada and Canadian Financial Institutions
• Seconded to lead the International Banking Contact Centre integration of the Citibank acquisitions in Panama and Costa Rica • Responsible for the definition of all project-related strategies, including: staffing, training, costs, desktop tools, processes definitions, Sales and IVR
• As part of the International Banking Contact Centre group, responsible for the creation and execution of our Interactive Voice Response strategy for Central America • Further to our acquisition of Citibank operations in Panama and Costa Rica, responsible for that integration into our IVR template
• Responsible for relationship management with our Asset Manager, Private Equity and Hedge Fund clients for Global Transaction Banking. • Recipient of the GTB Platinum Team Sales Award (FY2013)
• Selected for management training rotational programme in Wholesale Banking Product Operations • Conceived and created an independent reconciliations team for Derivative Operations • Business Associate to the Head of Business Integration & Performance Management
• As part of the Financial Services Research Team, sourced candidates for various engagements • Produced market intelligence reports to assist Client Partners in business development