Jan 2020 – Apr 2021 · 1 yr 3 mos · Toronto, Canada Area

• As an Investment Manager, my responsibilities include performing underwriting and due diligence on mezzanine debt and M&A transactions. I have led or supported the analysis of over $150 Million of deployed capital over eight loans and three acquisitions.
• Responsibilities included preparing investment recommendations, building financial forecast models, preparing market and company analysis, conducting management meetings, and structuring transactions.
• Responsible for portfolio management of corporate loans; including quarterly reporting, credit risk analysis and relationship management for growth opportunities within the portfolio.
• Crown Capital Partners is a publicly traded specialty finance company focused on special situations debt and long term financing. Crown provides capital to mid-market companies that are unwilling or unable to obtain adequate financing from traditional capital providers.

May 2018 – Jan 2020 · 1 yr 8 mos · Toronto, Canada Area

May 2017 – May 2018 · 1 yr · Toronto, Canada Area

Mar 2016 – May 2017 · 1 yr 2 mos · Toronto, Canada Area

• Analyzed over 80 businesses performing financial analysis, due diligence, and presenting credit narratives to the risk department representing over $65 Million in credit facilities for the bank.

Nov 2015 – Mar 2016 · 4 mos · Toronto, Canada Area

• Lead analyst on a real estate development capital raise. Responsible for creating investor presentations and working
• with the client to prepare the financial model for investors.
• Conducted internal analysis on a European renewable energy investment opportunity including; industry research,
• financial analysis and market assessment.
• Worked directly with the firm’s senior partners to evaluate potential acquisition targets for Acasta Enterprises Inc.,
• the firms publically traded Special Purpose Acquisition Corporation.

Jan 2015 – Jan 2015 · 0 mo · Vancouver, Canada Area

• One of 4 members of the winning graduate team out of 390 teams and 48 finalists teams
• The competition was structured as a presentation to the Board of EA Games with the recommendation to acquire Take 2 Interactive. The competition final included 3 rounds of presentations with the final round presentation consisting of two graduate finalists presenting to a panel of 6 Managing Directors from Canadian Investment Banks in front of a crowd of 450 competition participants and corporate sponsors.
• Final presentation video: https://www.youtube.com/watch?v=ZLQABDXLdgQ

Jul 2014 – Apr 2015 · 9 mos · London, Canada Area

Feb 2013 – Jul 2014 · 1 yr 5 mos · Toronto, Canada Area

• As a National Business Development Manager, I extend my knowledge at Hay Group by working with organizations in Canada to gain insight into reward practices and issues HR professionals face on a daily basis. My specialty is matching organizations with innovative solutions Hay Group has to offer and making sure our products are in line with market needs.

Feb 2011 – Feb 2013 · 2 yrs · Toronto, Canada Area

• Achievements:
• Awarded Presidents Club for exceeding 125% of Q1+Q2 plan 2012.
• 116% of 2011 yearly plan
• Awarded presidents club for exceeding 125% of Q4 plan
• Top sales rep of the month in December, 2011
• Recognized twice as a mentor in the Xerox approved mentor program
• Responsibilities:
• Team Lead: Most tenured account manager of 20 person team. Help to support senior management by training new account managers and providing expertise for sales cycles.
• Market the full-line of Xerox products, services and supplies in a demanding territory
• Provide existing account coverage and development of new and existing accounts
• Develop appropriate strategies (short & long term) to suit business needs and requirements of both existing and potential customers
• Meet Xerox Canada's customer satisfaction goals by effectively resolving all customer issues
• Establish and build account relationships with key decision makers in all departments
• Identify, engage and co-ordinate necessary Xerox resources supporting the accounts