Business Development Real Estate

OBJECTIVE: SALES REPRESENTATIVE

CAREER ACHIEVEMENTS:

• Sales, business development and consulting experience with 25 years of work experience within the financial investment services industry for Fortune 500 companies such as JP Morgan Chase, Toronto Dominion Bank & Cap Gemini Consulting.

• Ranked in the top 10% of sales revenue generated annually.

• Generated new business markets worth US$500MM in real estate deals within a few months during Covid-19 pandemic.

• Recommended a major European investment bank’s purchase of an integrated derivatives trading platform in Tokyo. The study was approved and the purchase of a USD$200 MM platform was made by senior management.

KEY SKILLS:

• Business Development and Sales Growth Strategies.

• Sales & account management experience with a team headcount of 10 or more staff.

• Generating new business, partnership alliances and new markets globally.

• Business software sales for B2B and B2C solutions.

• Sales Management and co-ordination of cross functional teams in different departments to achieve complete software business solutions for companies globally.

Languages: Fluency in English, intermediate language skills in Mandarin.

Computers Skills: Familiar with Sales force CRM, Zoo, MS Teams and Google Meet and Microsoft MS Office Suite: MS Word, PowerPoint, and Excel. Experience using financial trading platforms, software analytics, enterprise front and back-end enterprise banking systems.

PROFESSIONAL EXPERIENCE:

AmeriAsia Marketing Consultants Inc.

Business Development and Sales Consultant, Toronto, ON. 2010-Present

• Generated recent sales leads as well as plan business development strategies to generate new revenue for companies.

• Created business prospects via various marketing channels such as, event networking, social media, direct emails, trade exhibitions, web seminars, and personal networks to generate meetings.

• Prospected new leads and provide financing consulting for developers looking to seek private capital construction loans in real estate, both commercial and residential properties in US and Canada.

• Sourced global software companies for venture capital opportunities, matching US and Canadian funding institutions with investments within SaaS technology companies in Canada and the U.S.

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ACHIEVEMENTS

• Generated US$500MM of business lending real estate projects deals within 3 months of starting the consulting business.

Royal Bank of Canada, Toronto, ON

Investment Representative, 2010

• Provided retail banking financial advice and recommend solutions for execution for the bank’s clients in a variety of financial instruments such as opening bank accounts, credit cards, personal loans and mortgage loan products, GICs, money markets and RRSP mutual funds regionally across Canada.

ACHIEVEMENTS

• Overachieved sales quota of adding new deposit accounts by 140% per quarter.

Ameriasia Marketing Consultants Inc, Asia

Business Development and Sales 2009-2010

• Consulted on projects for financial institutions and insurance companies on new markets in terms of marketing and sales strategies on acquiring new business and creating new teams in terms of hiring and staffing human resources.

TD Waterhouse, Toronto Dominion Bank Financial Group, Ottawa

Investment Representative, Ottawa, ON 2007-2009

Provided client services, generated new sales and executing a variety of financial instruments such as stocks, bonds, options and FX trades for TD Waterhouse clients and resolved a variety of account enquiries and transactions for exchanges on the TSE, NYSE and Nasdaq markets both in Canada and the United States.

ACHIEVEMENTS

• Gathered dollar assets from new business of CAD$2.9 million for TD Waterhouse Discount Brokerage business in first quarter and exceeded sales quota every quarter then.

Clarica Financial Services, Toronto, ON

Financial Advisor, Toronto. 2006-2007

• Advised and provided a customized financial needs analysis plan for financial planning, customized for Canadian families in areas of investment, insurance, wealth protection, estate planning and debt management.

ACHIEVEMENTS

• Awarded gold status designation for the best sales revenue producer in 1st quarter.

Latitude Web Private Limited, Asia

Director of Sales, Asia 2003-2005

• Managed sales and customer service team to deliver customized web site design, marketing as well as e-commerce solutions for corporations in a B2C and B2B environment. Collaborated with the web designers as well as IT operations to offer a complete e-commerce digital strategy service solution for companies regionally in Asia.

ACHIEVEMENTS

• Managed the sales and customer service team to generate SGD$10 million in sales for the first quarter and achieved 100% of the sales company target.

Cap Gemini Consulting Group

Senior Consultant, Asia. 2002-2003

• Provided advice and consulting on the implementation of strategic business process for banks in their electronic funds transfers of global payments systems.

• Conducted a functionality analysis study internally across the whole banking department and recommended a global trading platform system purchase for the interest rate derivatives department of a major European investment bank in Tokyo.

ACHIEVEMENTS

• Head of the Treasury of Barclays Capital Investment bank approved the budget to purchase a USD$200 million trading platform based on my consulting work and research recommendation for the bank.

JP Morgan Chase Bank / Asia

Regional Account Manager, Cash Management Sales. 1999-2002

• Developed sales banking relationships as well as working with a global cash management team to win business by responding to RFPs. Team collaboration work with corporate relationship managers, IT product managers, IT operations teams and in-house treasury consultants to overseeing project implementation by offering regional treasury re-engineering consultancy services expertise in the restructuring of banking cash management/accounts payable and receivables, liquidity management and general ledger functions in Asia for Fortune 500 American and European multinationals.

ACHIEVEMENTS

• Managed and closed cash management deals for Asian business jointly with the bank’s global teams in a team effort of capturing USD$40 million of sales annually.

EDUCATION:

Southern Illinois University at Carbondale

Bachelor of Science- Finance

Bachelor of Arts- Economics

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