imraanjuma

Developed and executed effective growth strategies to target and engage healthcare professionals, resulting in increased market penetration. Proactively sought out and forged strategic partnerships with relevant organizations, expanding Scribeberry's reach and customer base. M aintained regular and open communication with product development co-founders, providing insights and feedback from customers. Conducted market research and analysis to identify emerging trends and opportunities in the healthcare industry.

Proactively acquired healthcare facility clients, driving revenue growth. Founding member of Account Management division, servicing top 300 clients. Consistently surpassed monthly quota as a top-performing full-cycle sales representative.

Provided private clients with trading and transaction support. Focused on equities, options, fixed income and FX. Spearheaded Account Transfers department, managing a team of five back-office employees. Demonstrated problem-solving skills to improve operational processes and user experience within the brokerage. Proactively expanded client base by identifying new opportunities for growth.

Oversaw all aspects of marketing, business development, and investor relations for the firm. Successfully sourced, negotiated, and closed residential and commercial mortgage financings across alternative, private, and B lending. Demonstrated strong leadership skills by effectively supervising a team of marketing assistants and mortgage underwriters while maintaining seamless communication with various stakeholders, including lawyers, banks, investors, and lenders. Provided strategic guidance and support to companies in developing, enhancing, and executing their capital markets, financial, and M&A strategies. Conducted comprehensive financial analysis, modelling, and thorough research to facilitate informed decision-making for various projects. Assisted with the preparation and maintenance of pitch decks, presentations and capitalization tables for company fundraising initiatives.

Managed a retail investment advisory service catering to HNW and UHNW individuals, family offices, and institutions in North America. Demonstrated exceptional growth by increasing assets under management (AUM) to $100 million and acquiring over 300 new clients. Facilitated private placements, initial public offerings, and trades on behalf of clients, ensuring efficient execution of transactions. Ensured compliance with industry regulations by completing new account opening documentation, KYC, compliance, transfers and administrative duties.

Associate to top-producing, Senior Investment Advisor & Portfolio Manager. Managed and executed marketing, administrative, compliance, KYC and technical tasks. Developed relationships with prospective clients as well as enhanced and serviced existing relationships. Organized Canaccord Genuity's first annual investor conference with over 500 investors and investment firms across North America.