Experience

National Office Co-op (Advisor Compensation)

2023 Fall, TD Wealth - National Office

• Spearheaded a project to segment TD Wealth Advisors across the country for upper management analysis regarding how TD interacts with the field.
• This project involved in-depth analysis of the value of TD Wealth Advisor books of business and an analysis of their anticipated future value.
• Presented my analytical findings to upper management and engaged in discussions regarding the project.
• Processed large amounts of data to be analyzed through excel.
• Completed various ad-hoc tasks.

Data Analyst

2022 Summer, IA Clarington Investments

• Collaborated with a team to migrate a CRM system by utilizing Excel and VBA skills to identify and clean up data issues, preventing problems during the migration process.
• Coordinated meetings with firm members to discuss identified issues with client records and worked diligently to resolve these issues.
• Handled a dataset of 10,000 clients and created multiple data archives for use in the future CRM system.
• Developed a systematic approach to data analysis, ensuring accuracy and completeness of all data sets analyzed through Excel with use of VBA code.

Taekwondo Assistant Instructor

2017 - 2020, Master Seo's Dynamic Taekwondo

• Ensured smooth class operation, organized equipment and children employing organizationa and teamwork skills which allowed the lead instructor to run class effectively.
• Lead class as a whole or in smaller groups utilizing leadership and public speaking skills leading to beneficial outcomes in children’s ability in addition to strides they made as people.

Spanish Language Exchange

2019 February - April

Education

Wilfrid Laurier University

2021 - 2025 (expected graduation)

BBA Co-op Program (Computer Science Minor)

• Led financial analysis for BDO New Venture competition team, analyzing market research and financial projections to create a comprehensive business plan.
• Presented the team's detailed business plan to a panel of judges, earning recognition as finalists in a highly competitive pool of applicants.
• Developed analytical skills and gained valuable insight into the critical role of financial planning in the success of a new venture.

Etobicoke Collegiate Institue

2018 - 2021

Martingrove Collegiate Institue

2017 - 2018

Extracurriculars

• Coach and Tresurer with the Laurier Grappling Club
• Precision Mixed Martial Arts Competition Team Member (Brazilian Jiu-Jitsu, Kickboxing)
• Varsity Boys Indoor Soccer Team (Highschool)
• Senior Boys Outdoor Soccer Team (Highschool)
• Zen Academy Tutor (Math tutoring)

Qualifications/Awards

• 2021 BDO New Venture Finalist
• 2nd Degree Black Belt (Kukkiwon)
• Standard First Aid and CPR/AED Level C (Red Cross)
• Bronze Cross (Red Cross)
• NCCP Assistant Instructor (Taekwondo Canada)
• Respect In Sport - Activity Leaders (Taekwondo Canada)