Resumé

Responsible for the trade credit application process, and have autonomy to assess and approve credit limits up to $25,000.

• Deal in excess of 100 applications per month.
• Assess applications for complicated corporate structures.
• Reduced time from application to account opening from 14 to 6 days.

Published e-commerce websites and content for small businesses and specialised in providing marketing metrics and other strategic insights.

• Increased a Country Club's member engagement by more than 170%.
• Helped a restaurant to refine its menu based on their online audience behaviour.
• Prepared the launch of the #365RedFaces movement for a national television audience.

I was hired to aid the partnership with the internal accounting and management reporting. Three regional offices presented unique challenges in managing staff, and work flow across the firm.

• Responsible for firm wide administration such as payroll, accounting, and reporting.
• Added the extra challenges of implementing new IT networks with 3rd party suppliers.
• Aided in the peaceful resolution of the partnership dissolution in 2016.

I helped people to build and grow their wealth through carefully planned double gearing strategies. I brought together seemingly irrelevant data to build a picture of a client's needs.

• Handled the maintenance and periodic review of a book of mid-high net worth clients.
• Helped implement the launch of separately managed funds on their introduction.
• Generated new business through life insurance channels.