Available to hire
A fintech-leaning professional with hands-on experience in investor relations, capital markets exposure, and client-facing sales and service. I enjoy building strong relationships through detailed research, clear financial communication, and consistent follow-up—especially when presenting investment stories and tailoring messaging to different audiences.
I’ve also developed a broad toolkit spanning digital and data fundamentals (including basic SQL, Tableau, and data analysis), plus cross-selling and account management practices in fast-moving environments. I’m motivated by continuous learning across global financial trends and emerging technologies, and I bring a team-first attitude grounded in performance metrics, compliance awareness, and an eagerness to contribute to meaningful outcomes.
Skills
Experience Level
Language
English
Fluent
French
Advanced
Hindi
Intermediate
Nepali
Advanced
Tibetan Standard, Tibetan, Central
Advanced
Spanish; Castilian
Beginner
Work Experience
Investor Relations Associate | Capital Markets at Hybrid Financial
May 1, 2023 - PresentGenerated leads and drove engagement by prospecting registered investment advisors across the US and Canadian markets. Conducted sector analysis and built capital markets exposure in areas including Tech, Artificial Intelligence, Mining, Precious Metals, Pharmaceutical, and Cannabis. Structured and collaborated on sales/marketing strategies for investor pitching, researched investor presentations and financials to build client reports, and managed 100+ daily cold calls with continual updates to proprietary databases. Provided weekly and monthly call and performance reviews in executive meetings, and developed a strong understanding of financial products including mutual funds, ETFs, IPOs, and structured products.
Business Development (New Accounts) at QuestTrade Financial Group
March 1, 2022 - January 1, 2023Acquired and retained clients from competitors through high-touch service and deep product knowledge of QuestTrade’s value proposition. Used tailored cross-selling and upselling techniques to open multiple retail and corporate accounts, including success with a quota-based system. Implemented an efficient follow-up tracker to monitor warm leads and manage formal account management tasks. Maintained strong knowledge of investment vehicles and IRROC standards, including tax benefits of registered accounts and KYC compliance requirements. Achieved top CSAT survey performance (90%+) during heavy traffic periods and continued resolving technical client inquiries.
Client Service (New Accounts) at QuestTrade Financial Group
January 1, 2021 - March 1, 2022Helped Canadian and international retail and B2B clients achieve financial and tax-related success through personal finance and tax guidance. Optimized and accelerated the account opening process by resolving inbound client inquiries and calling warm leads outbound. Streamlined the end-to-end account opening journey from document processing to compliance, including supporting clients through start-to-finish resolution. Exceeded productivity and quality metrics in a competitive team environment and progressed through a graded communication system from email to chat, followed by inbound and outbound calls. Consolidated proprietary ERP and Salesforce databases via service tasks across departments while ensuring KYC standards and updating client documentation.
Education
Bachelor of Commerce (Accounting and Finance) at Sauder School of Business, University of British Columbia
September 2, 2015 - June 1, 2020Go Global Global Exchange Semester at University of Manchester
January 1, 2018 - June 1, 2018Qualifications
INSEAD Present Digital Marketing & E-commerce Professional Certificate
January 1, 2023 - September 1, 2026Google Present Google Data Analytics Professional Certificate
January 1, 2023 - September 1, 2026Google Present Financial Modeling Valuation Analyst Professional Certificate
January 1, 2023 - September 1, 2026Corporate Finance Institute Present Canadian Securities Course
September 1, 2023 - September 1, 2026Canadian Securities Institute Accounting Fundamentals
September 1, 2023 - September 1, 2026Corporate Finance Institute Corporate Finance
March 1, 2023 - September 1, 2026Bloomberg Market Concepts
January 1, 2022 - September 1, 2026Bloomberg Education
January 1, 2022 - September 1, 2026Industry Experience
Financial Services, Software & Internet
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