Gabriel Velasquez

• Rotated into the role in March 2015 • Handle time sensitive escalations that pertain to transfers, new accounts and tax reporting • Liaise with clients to unlock retirement plans, settle estates or add general power of attorney • Work closely with compliance and high management to find ethical solutions to rare cases • Leverage the branch network to assist with required documentation • Conduct training sessions with new hires to develop their technical knowledge and enhance the client experience

• Licensed through IIROC to execute trades on Equity, ETF's, Fixed Income, Mutual Funds and Options • Educate clients on the workings of the industry and setting the right expectations • Conflict resolution at the first contact following up with back-office and third party institutions • Assist the branch network with new account opening for corporations, trusts and estate accounts • Resolve technical issues that clients might experience • Help with the training for new hires and assist colleagues with queries

• Provide one-on-one tutoring for Statistics, Managerial Accounting and Calculus

• Facilitate discussions and exercises to solidify knowledge on Microeconomic Theory • Currently leading a pilot program to translate Study Groups to an on-line format

• Recruited, trained and supervised staff • Compiled weekly supply orders and ensured minimal overstock to improve cash flow • Overhauled the shift schedule to meet staffing needs with less total hours worked • Coordinated with external entities to troubleshoot problems with equipment • Handled client disputes successfully and implemented corrective measures when needed

Academic Case Competitor - John Molson Competition Committee: *Jeux de Commerce 2013 - Process Operations Management *McDonough Hilltop Business Strategy Challenge 2013 Dean's Honour List 2011, 2012 Golden Key International Honour Society Beta Gamma Sigma Business Honour Society