Executive Summary

Dynamic corporate strategist with local and international experience in business development, financial advisory, and team leadership in finance and marketing industries.

Masters educated in business administration with background in economics and statistics; certified in wealth management, and project management.

Astute at handling complex concepts and ideas while simultaneously effective at communicating with non-technical audience

Areas of Expertise: Business Development Investment Advisory/Financial Planning Account Management Client Relations Presentations Sales/Marketing Branch Operations Project Management Team Leadership Debt Management Relationship Building

Professional Experience

THE FUGLEMAN GROUP Toronto, ON Feb 2016- present

The Fugleman Group is a private equity holding company with specialties business advisory services including property recovery, business optimization and capital funding.

BUSINESS DIRECTOR

Responsible for building and maintaining exceptional client services in corporate restructuring, mergers and acquisitions, debt and equity financing, and management consulting for mid-market companies in most industries across the nation .

LYONESS CANADA INC. Toronto, ON 2013 - 2016

Leading global loyalty marketing company specializing in providing cashback rewards for its community of shoppers. $1.2B revenue; 980 employees.

REGIONAL MANAGER CENTRAL CANADA

Oversee business development and administration of small and medium sized enterprise business segment to expand market scope, including online, mid-market and key account merchants. Manage and prospect sales; motivate 25 member sales team, attend business meetings, and troubleshoot customer issues. Mandated to build and supervise sales organization; influence strategic direction by providing timely counsel and management reporting.

Facilitated process improvements; reduced operations turnaround from three months to two weeks.

Built and maintained sales force responsible for on-boarding and monetary value creation for small to mid-market merchants in Ontario and Manitoba provinces. Coached and mentored 25-member sales team that achieved 297% SME growth of Manitoba and Ontario regions. Sales efforts ranked Canada sixth among 46 countries.

Managed distribution channel gift card project; achieved 25%+ gross production and reduced shipping costs by 33%.

Honed well-developed communication and public speaking skills resulting from extensive phone, webinar, executive boardroom and on-stage presentations; served as corporate representative during events.

EDWARD JONES INVESTMENTS Toronto, ON 2008 - 2012

Full service investment brokerage/wealth management firm provides Wall Street level access to local long term investors. Boasts more than 12,000 locations and nearly 7M clients worldwide. $6B+ revenue; $41,000+ employees.

FINANCIAL ADVISOR

Responsible for financial planning for clients, overseeing business development, marketing, and managing branch office operations. Managed client investment portfolios aligned with risk quotient. Provided strategic financial education and established retirement goals. Hired, trained, and supervised staff. Facilitated workshops and seminar presentations on financial service topics to attract new clientele. Built and maintained network of vendors and professional partners aligned with business interests. Supervised three branch office reports.

Solidified business relationships with 70% closing ratio; qualified leads and conducted financial assessments.

Directed construction of branch office and operating procedures; fostered 40% annual growth of assets.

Facilitated 20 workshops, trade shows, and seminars on financial topics to attract new High Net worth clientele.

Expanded business over 25% annually; consistently generated revenue within 20 day business cycle. Earned respected place in 100% Club for exceeding production targets. Achieved $12,000 in average monthly gross commissions.

Recognized for elevating career growth from first to third level in record time: three years as opposed to four years.

Received nine milestone leadership performance awards (2010-2012) for acquiring 50 active accounts with minimum gross production of $7000 per month. Acknowledged with ‘Ted Jones Prospecting Award’ for entrepreneurship in developing business relationships and opening 120 investment accounts in 12 month period.

Utilized customer relationship management software which led to marginal customer turnover of less than 5%.

CITIFINANCIAL MORTGAGE INC. Dallas, USA 2006 - 2007

Multinational and multi-divisional financial services firm. Approximately $1M revenue and up to 19 employees.

TEAM LEAD/MANAGEMENT ASSIST UNIT

Responsible for workforce analysis, management, and collection of delinquent loans within collection department, specializing in reduction of defaults on personal loans. Utilized output data analysis to leverage improvement of production metrics for collections and debt management workforce. Employed hands-on leadership skills and various data metrics tools to extract business intelligence across multiple teams. Supervised 54 indirect reports.

Achieved several performance bonuses. Received three promotions in six months.

Initiated management decisions; improved employee engagement and optimized business performance by 15%.

Reduced downtime by 15% through daily call monitoring and individual coaching.

ACCESS BANK PLC Lagos, NGA 2001 - 2004

National commercial bank with foreign presence; $68B+ revenue; 300+ employees (2004); currently 2,000.

RELATIONSHIP OFFICER

Managed accounts, generated deposits, and facilitated proposals for credit approvals with the goal of promoting harmonious relationships in corporate and commercial banking. Cultivated retail, commercial, and corporate banking relationships by creating demand deposits and risk assets. Selected as interim branch manager during incumbent’s absence.

Acquired 130 new business accounts within a short time period; increased customer satisfaction.

Championed team to create risk assets (credit) for loans equivalent to $40M.

Generated fixed term deposits in excess of $12M; inspired customers to leverage competitive rates.

Education & Certifications

UNIVERSITY OF DALLAS MASTER OF BUSINESS ADMINISTRATION (M.B.A.) - CORPORATE FINANCE CONCENTRATION

Voted “The Most Team Oriented” (Class of 2006)

UNIVERSITY OF BENIN, NIGERIA BACHELOR OF SCIENCES, ECONOMICS & STATISTICS (B.SC.)

HARVARD UNIVERSITY PROFESSIONAL DEVELOPMENT – NEGOTIATION SKILLS: STRATEGIES FOR INCREASED EFFECTIVENESS

§CANADIAN SECURITIES COURSE (CSC), LIFE INSURANCE LICENCE (LLQP)

§WEALTH MANAGEMENT ESSENTIAL CERTIFICATION (WME)

§PROJECT MANAGEMENT PROFESSIONAL CERTIFICATION (PMP)

§SAP FICO TRAINING PROGRAM (3 month)

§WORKPLACE HEALTH & SAFETY CERTIFICATE TRAINING

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