Brad Foley
****-** **** **** ****., Toronto, ON M5V 3Y4
Home: 416-***-**** - *****@******.***
Summary
Resilient, driven and results oriented executive with over 15 years of client development experience in the
communications, corporate services and financial services industry. Extensive C-Suite contacts in the Canadian
legal, financial and issuing community.
Highlights
Strong Business Acumen Corporate Presentations
Networking/Relationship Building Business Writing Skills
Client and Business Development Strategic Marketing Analysis and Planning
Leadership and Communication Effective Negotiation Skills
Experiences
Director, Business Development
November 2013 – June 2014
Kingsdale Shareholder Services – Toronto, ON
Initiated and retained over $1.2M of new business within 8 months.
Researched and followed up on any opportunities that developed as a result of pending M&A activity or
pending proxy fights.
Delivered corporate presentations to law firms and other potential decis ion makers or decision influencers.
Leveraged C-Suite executive contacts into business development opportunities for shareholder
communications and corporate governance analysis.
Provided knowledge of M&A, valuation or deal structure for identifying distressed companies that were
potential takeover targets.
Established processes and m anagement of CRM database for tracking industry trends and deal flow.
Vice President, Business Development
March 2012 – February 2013
BNY Mellon Trust Company of Canada – Toronto, ON
Implemented successful business growth strategies and programs, resulting in 120% of target revenue.
Generated a pipeline of more than $600,000 in net new opportunities in 11 months.
Provided supervision, guidance and coaching to internal sales officers.
Optimized current revenue streams by networking for add itional business prospects with established clients.
Identified, coordinated and directed client relationship-building activities and meetings.
Created and conducted unique marketing proposal presentations and RFP responses.
Assistant Vice President, Business Development
February 2010 - March 2012
Computershare Trust Company of Canada – Toronto, ON
Exceeded revenue targets for signing of new business in first year at 120% of forecast.
Delivered performance updates, quarterly business reviews and planning meetings.
Tracked RFPs and bids to develop new business opportunities.
Planned strategic brand-building events to expand the product portfolio.
Cultivated relationships with key players in various industries to create ongoing and beneficial refer ral
systems.
Developed growth plans by identifying key clients, key targets and priority service lines.
Account Executive
October 2005 - February 2010
Canadian Bank Note – Toronto, ON
Managed organization's largest region and performed full sales cycle duties, increasing annual sales by 60%
Exceeded revenue targets at 110% and 115% of forecast in 2008/2009 respectively.
Developed new client base through sales efforts directed to large corporations, securities lawyers and
investment banks.
Contacted new and existing clients to discuss how specific products could meet their needs.
Added value to marketing material by introducing creative advertising concepts.
Account Executive
November 1998 - September 2005
Dollco Communications Inc. – Ottawa, ON
Consistently met and exceeded department expectations for productivity and sales forecasts.
Used networking opportunities to create successful, on -going business relationships.
Taught potential clients about service offerings through corporate presentations and special events.
Collaborated with colleagues to exchange selling strategies and marketing analysis.
Education
Business/Commerce, General
Carleton University – Ottawa, ON
1994
CSI – Canadian Securities Course
Affiliations
Bay Street Connections
Canadian Professional Sales Association
Toronto Region Board of Trade