Business Development and Relationship Management Professional

Coordinated an entrepreneurship program with an approximately $175,000 advisory-services budget. Managed service delivery, documentation, and stakeholder expectations across participating businesses and service providers.

Maintained program and stakeholder records in Salesforce to support follow-up and reporting. Collaborated with economic-development partners, including FedDev Ontario, on program implementation.

Advised entrepreneurs across Canada on financing readiness, business development, and growth strategies while managing a national client portfolio.

Reviewed business plans and financial information to connect clients with appropriate financing and advisory resources. Worked with financial institutions, including BDC, and partners such as Futurpreneur Canada, using HubSpot to manage relationships and follow-up.

Managed a portfolio of small and medium-sized enterprise client relationships, assessing business and financing needs and developing financing recommendations based on credit and risk judgment.

Identified additional financing and advisory opportunities, negotiated terms, and coordinated with internal credit and business development teams. Maintained client and financing records in internal CRM systems in a virtual, high-priority environment.

Managed high-volume commercial financing inquiries and assessed client needs to qualify business opportunities against BDC products and services.

Coordinated referrals and client files with internal teams and business centres, maintaining accurate and consistent records throughout the process.

Managed complex client insurance claims requiring careful documentation review, negotiation, and risk assessment.

Handled confidential and sensitive information while supporting clients through the claims process.

Analyzed credit applications, financial capacity, and risk to support lending recommendations in accordance with established credit policies.

Coached junior analysts and contributed to maintaining consistent credit quality, accuracy, and client service standards.

Academic requirements completed; degree expected to be conferred in June 2027.

Relevant coursework included Financial Analysis, Strategic Finance, Impact Investing, Entrepreneurship in Africa, Deeptech, and Always-On Transformation.