Brenna Dallaway

****-*** ********** **.

Ottawa Ontario

K1N8R4

C 613-***-****

acyv4r@r.postjobfree.com

Investors Group

***-**** **. ******* ****.

Ottawa, Ontario

K1G 5L1

www.investorsgroup.com

2015- present

Financial Advisor

In my capacity as a financial advisor, I prepare financial plans for clientele based on their current financial situation and show them how we can achieve their goals. The main needs for clients are financial analysis, budgeting, retirement savings, tax savings strategies, investment portfolios and insurance analysis.

Daily I managed and oversee investment portfolio and asset base by conducting daily equity research and implement strategies for clients to best suit their needs.

Generate new clientele by providing quarterly seminars on the benefits of financial planning.

Government of Canada

Fisheries and Oceans Canada

Centennial Building

Facilities Management, RPPO

200 Kent St.

Ottawa, Ontario

K1A 0E6

Canada

www.dfo-mpo.gc.ca

2009-2012

(Project size 26,000m2/279,843sqft)

Facilities and Project Management

Interior Design

Client Liaison Manager

Policy Analyst

Project Managed and Designed the physical and personnel renewal of 200 Kent, Centennial Building, Department of Fisheries and Oceans.

Concept to completion project management including:

Coordinated and supervised work of 8 team members.

Sourcing and scheduling contractors, sub trades and suppliers (activities, planning and coordinating).

Provided project schedule, existing master and modified drafts, and newly planned organizational charts to Deputy Minister, Assistant Deputy Minister, and sector Directors.

Dealt directly with stakeholders, clients, senior management, vendors, contractors, and service providers in the planning and implementation office fit-up’s technical support in a Federal Government project management environment.

Scheduled and oversaw weekly meetings with departmental Director’s and Managers reporting project status.

Managed and designed all office fit-ups throughout, including; meeting and scheduling with employees, designing office spaces, procuring materials and maintaining an organized system of all previous and current projects.

Seresco Technologies Inc.

1-1283 Algoma Rd.

Gloucester, ON

K1B 3W7

Canada

www.serescohumidifiers.com

2007-2009

Marketing Director

International engineering company based in Gloucester, ON specializing in servicing University, Health and Olympic facilities with climate control.

Participated with the Board of Directors, Executive Director and Employee’s in charting the businesses marketing and sales direction, ensuring accountability to all constituencies and its effective operation.

Responsibilities included the implementation of a new company identity, web branding and media, financial analysis, print and web advertising and event planning.

Minto Communities Inc.

280-180 Laurier Ave West

Ottawa, ON

K1P 0B6

Canada

www.minto.com

2004-2007

Project Size (1100sqft to 6000sqft, 102m2 to 557.4m2)

200-500k budget size

Project Management

Interior design

Marketing and Sales

Designed 500 homes yearly grossing 1.5-2 million in sales 40% above company’s projections.

Managed project objectives and plans including delineation of scope, budgeting, scheduling, setting performance requirements and selecting project participants.

Scheduled all appointments with clientele, communicated daily with homeowners, managed all incoming phone calls and email communication.

Responsible for generating internal and external project estimates, schedules, as well as sourcing suppliers and trades.

Designed architectural plans, construction specifications, coordinated construction to client’s specifications.

Designed concept plans for sales packages for upcoming construction projects.

Prepared legal and financial documentation such as:

mortgage amendments, GST/HST, tax exemptions, invoicing, accounting, and real estate/condominium law.

Philosophy Interiors

60 Vanhurst place

Ottawa, ON

Canada

2002-2009

Marketing and Business Director

Commercial, Residential and Corporate Interior Design firm specializing in concept to completion design. Directorial responsibilities include supervising and coordinating all Financial, Management, Creative and Customer services aspects. Published monthly interior design column in the Ottawa Citizen and the Old Ottawa South “Oscar”.

Beechwood Animal Hospital

266 Beechwood Ave

Ottawa, ON

1999-2004

Office Manager

Responsible for all functions the daily business management, and administration. Scheduling all medical staff and client appointments. As well coordinating medical staffs daily work schedule, travel itinerary and finances.

Education

Algonquin College 2004

School of Business

International Business and Marketing

Ottawa, Ontario

University of Manitoba 1999

Faculty of Architecture

Environmental Design Program

B.Eng.D

Winnipeg, Manitoba

Skills

Algonquin College 2010

AutoCAD Certification

Ottawa, Ontario

Investment Funds in Canada (IFC) 2015

Contact this candidate