Skills
Capital Markets Knowledge
Financial Markets & Economic Cycles
Macroeconomic Analysis (Rates, Inflation, Monetary Policy)
Fundamental Equity Analysis
Beginner Financial Modeling & Valuation
Portfolio Analysis & Asset Allocation
Investment Research & Due Diligence
Deal Origination & Opportunity Sourcing
Institutional & Retail Financial Sales
B2B Sales & Revenue Generation
Client Relationship Management
Prospecting, Qualification & Pipeline Management
Financial Product Knowledge (Banking & Investments)
Data-Driven Decision Making
CRM Systems & Sales Analytics
Presentation & Investment Pitching
Risk Awareness & Market Sentiment Analysis
About
Revenue-driven finance and sales professional with multiple years of experience across Canada’s leading financial institutions, including BMO, Scotiabank, and CIBC, combined with strong B2B sales experience. Brings a rare hybrid profile spanning deal origination, client-facing execution, and financial markets analysis. Possesses solid foundational knowledge of financial modeling, valuation concepts, and portfolio construction, developed through hands-on experience as a Financial Analyst in an investment management course, where he actively managed and analyzed a real $500,000 portfolio that grew to $530,000 by the end of the term, ranking among the top-performing portfolios in the class. Demonstrates a strong understanding of macroeconomics, economic cycles, and market dynamics, and how monetary policy, interest rates, and liquidity conditions influence asset prices and investor behavior. Well-positioned for capital markets, institutional sales, and finance-adjacent roles where analytical rigor and revenue generation intersect.
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