What I Do
Focus on SKILL
As a finance enthusiast, Financial Analysis & Entrepreneurship have been key elements in my career. More recent areas of curiosity are Personal Finance and Startup Planning. Over the last few years, I’ve gone beyond my degree to make content practical:
Starting a company: Protecting intellectual property, planning your business, sourcing capital.
Access to Knowledge: how to research ideas effectively, finding out what you need to know. (Bloomberg & Capital IQ)
Investment Analysis: how to spot and exploit opportunities using data analytics, how to plan for life goals. (CSC & FMVA)
Financial Literacy for Young Adults: How to Build Credit, Getting a Loan, How to Budget, Behavioral Finance
Leveraging Technology: How to optimize useful business tools like Excel VBA & Power BI
Streamlining Existing Business: Measuring success and refining every aspect of your business

Credentials & Education
I’ve spent years driving towards my goals by getting the education necessary to succeed. Saint Mary’s University is the perfect base to launch a career in finance and entrepreneurship.
Chartered Financial Analyst Level 2 Candidate (CFA)
Blockchain Literate (Multiple Blockchain courses from Fintech School)
Financial Modelling, Valuation & Analysis (FMVA by CFI)
Canadian Securities Course (CSC by CSI)
Saint Mary's University
Global Business Management
Finance
Professional History
Starting a real estate career early gave me a head start in my quest to understand the world of finance. Every day I take lessons from the past and transform them into solutions. Here are a few example roles:
Co-Founder: TurnerandPooch.ca
Reinsurance Associate: ResolutionRe
Analyst: Hudson Structured Capital Management
Marketing Consultant: Web.com
Business Strategist: Richline Solutions
Preview my Portfolio
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