Open to opportunities

David Mills

@davidmills

I’m a senior account administrator and team leader who delivers compliant, customer-focused trading operations and service excellence.

Canada

Message

What I'm looking for

I’m looking for a long-term role where I can lead teams and manage customer-facing operations—ensuring compliance, service excellence, and continuous improvement through clear communication and proactive problem-solving.

I bring 20 years of various professional experience across Finance, Sales, and Technology, with a proven record of building and developing all-level internal and external partnerships. I’m known for active listening, going above and beyond for customers, and adapting quickly to fast-paced, competitive environments—always with a commitment to excellence in customer service and collaboration.

Most recently, as a Senior Account Administrator (Retail) at CIBC Mellon, I handle the daily processing of client-specific accounts within SLA, review incoming trading documents to ensure company standards and policies, and maintain strong quality control within the team. I submit month-end reports and mass transactional Excel spreadsheet trades, support managerial guidance to ensure continuous security and compliance, and train new team members while escalating issues to management when needed. In my Team Leader role, I delegated work duties, established task priorities, monitored daily volumes and workflows, communicated procedural changes, coordinated system testing, and proactively identified and escalated risks that could cause losses.

Before that, I strengthened my operational and client-relationship foundation through logistics, account management, and technology roles. I negotiated and managed carrier portfolios as a Logistics Co-Ordinator, consistently drove sales performance as a Senior Account Manager and Senior Account Executive using consultative selling and CRM activity, and earlier in my career I contributed directly to product quality through Automated Testing Analyst and Quality Assurance Analyst work—writing and testing SQL-based test cases, executing automated suites, and performing integration and regression testing within regulated financial environments.

Experience

Work history, roles, and key accomplishments

Current

Senior Account Administrator

Current

CIBC Mellon

Sep 2023 - Present (2 years 9 months)

Trained new team members and escalated issues to management while reviewing incoming trading documents for compliance with internal standards and policies. Processed daily client-specific account trades within SLA, led quality control, and produced month-end reporting using Excel.

SLA Management Security and Compliance Quality Control Excel reporting Workflow Operations

Account Administration Team Leader

CIBC Mellon

Apr 2022 - Sep 2023 (1 year 5 months)

Led daily account administration operations by delegating tasks, setting priorities, monitoring volumes, and recommending workflow adjustments. Trained administrators, coordinated procedural transitions, liaised with internal teams to resolve discrepancies, and supported system testing and client enquiry resolution.

Team Leadership

Logistics Coordinator

Quarterback Transportation

Aug 2021 - Feb 2022 (6 months)

Negotiated, dispatched, and assigned carriers to customer shipments while managing a carrier portfolio and matching preferred lanes to freight needs. Sourced new carriers, communicated shipment details to carriers and internal teams, and partnered with senior management on logistics strategy.

Carrier Negotiation Dispatch And Routing Relationship Management Freight Operations Strategic Planning

Senior Account Manager

Global Industrial Canada

Jan 2019 - Nov 2019 (10 months)

Managed 1,300+ corporate accounts to achieve sales and margin objectives while staying within budget guidelines. Identified sales growth opportunities, contributed to annual account budgets and marketing plans, and maintained CRM records to track contact reports, consumption updates, and the opportunity pipeline.

Account Management Sales Forecasting Margin Management Budgeting CRM Management Business Development Stakeholder Management

Senior Account Manager

Canada Computers

Jul 2018 - Dec 2018 (5 months)

Managed 200+ major corporate accounts with annual revenue of $300M+ by building strong client relationships and delivering responsive customer service. Completed 70–100 sales calls and CRM activities per day, creating and managing quotes while coordinating with other departments to fulfill client needs.

B2B Account Management Quote Generation Customer Relationship Management Sales Pipeline Management

Senior Account Executive

Bell Canada

Dec 2013 - Jan 2017 (3 years 1 month)

Used consultative selling to engage prospects by phone and in person, supporting successful deal closings. Conducted 50–70 calls per day, provided IT/Cloud and telecom solution support, and supported the BNS team with marketing/advertising assistance.

Consultative Sales Marketing Support

Automated Testing Analyst

RPM Technologies

Feb 2011 - Oct 2013 (2 years 8 months)

Wrote and tested new SQL-based test cases for automated BASE and custom automated test suites, and maintained/improved existing coverage. Troubleshot test case defects using Rational Functional Tester, collaborated with development on coding fixes, and executed automated suites for deliveries.

SQL Test Automation BASE Automated Test Suite Rational Functional Tester Test Execution

Quality Assurance Analyst

RPM Technologies

Feb 2011 - Oct 2013 (2 years 8 months)

Prepared test planning and test documentation, and performed integration and regression testing to ensure product quality. Coordinated with business analysts and software developers to validate requirements, delivered training for new releases, and applied financial-services regulatory requirements (CRA, MRQ, MFDA, IIROC, IRS, and provincial regulators).

Test Planning Integration Testing Regression Testing Documentation For Tests Financial Services Compliance Training And Enablement FundSERV Product Testing

Wealth Management Supervisor

Dundee Wealth Management

Feb 2005 - Feb 2009 (4 years)

Supervised client asset transfers from MFDA to IDA using ADP Dataphile and QVT, including transfer investigation and screening. Provided full-service support to 75+ migrating investment advisors handling $10M–$50M AUM, managed operational transfer call handling through a 5-person support team, and produced weekly historical reporting for senior management.

Investment Operations Asset Transfer Supervision MFDA To IDA Processing QVT And DRU Transfer Screening Investigations Call Tree Operations Leadership