Years Of Experience
Projects Completed
Portfolio Growth Scaling Initiatives
My Skill Set
Ensuring regulatory adherence through performing risk-based KYC verification, transaction monitoring, and implementing AML frameworks aligned with Canadian financial standards.
Driving client retention by managing high-value portfolios, resolving service escalations, and delivering personalized financial solutions enhancing customer satisfaction.
Analyzing portfolio performance using Excel-based dashboards, identifying growth opportunities, and supporting strategic decision-making through quantitative financial insights.
Why Choose Me
Projects
• Accelerated digital channel adoption by guiding customers on mobile ordering systems, increasing usage rates by 20% and reducing queue congestion.
• Reduced complaint recurrence by 30% through conducting root-cause analysis, implementing corrective actions, and coordinating with cross-functional operational teams.
• Trained 10+ employees on POS systems and compliance protocols, improving onboarding efficiency by 25% while maintaining zero financial discrepancies.
• Optimized order fulfillment workflows by collaborating with kitchen teams, ensuring adherence to 100% service performance standards during peak operational hours.
• Executed high-volume transaction processing and conducted inventory reconciliation audits, ensuring 100% accuracy in financial reporting and operational compliance.
• Directed 70+ payment gateway integrations by translating technical requirements into deployment workflows, ensuring seamless implementation across institutional banking systems.
• Improved cybersecurity efficiency by 30% through implementing transaction monitoring protocols and executing risk-based KYC/AML verification procedures.
• Achieved 10x portfolio growth by designing data-driven client retention strategies and strengthening relationships with high-value accounts at risk of attrition.
• Maintained 100% resolution rate within 20-minute service windows by diagnosing technical issues and coordinating with backend engineering teams.
• Developed Excel-based dashboards for portfolio analysis, enabling data-driven prioritization of client engagement and asset growth strategies.
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