President / VP Sales & Marketing

• Established this sporting goods distributing firm to take advantage of market opportunities in the growing sport of Ultimate. 
• Negotiated agreement to be the exclusive distributor for Gaia Ultimate Sports Inc. in many areas of Ontario. 
• Involved in all aspects of the business operation: marketing, accounting and financial management. 
• Provide on site sales and service to clients at all major Ultimate tournaments in the region.

Investment Advisor / Financial Assistant
 
• Worked directly with two senior financial consultants with over $100 million in assets under management. 
• Responsible for servicing over 1000 accounts for high-end retail investors and institutional clients. 
• Reviewed portfolio diversification regularly, making client recommendations on investment selection and asset allocation. 
• Conducted fundamental research on U.S. and Canadian equity securities, as well as a variety of managed financial products. 
• Synthesized market information to develop client understanding of economic events.

Executive Director

• Involved in the planning and implementation stages of this project, the largest facility of its kind in Southern Alberta. 
• Organized labour scheduling and materials acquisition during the construction phase. 
• Formulated the marketing initiative, management strategy and loss prevention systems. 
• Generated $110,000 in sales during the first year of operation, establishing the groundwork for average annual sales growth of 45%.

Summer Associate

• Responsible for research projects, distribution and addressing client queries.