As a self-employed Independent Financial Advisor in Vancouver, I managed a diverse client portfolio, providing financial planning, risk analysis, and tailored asset management advice.
I designed automated data-tracking systems with spreadsheet models and CRMs to forecast client growth and support regulatory compliance. I also translated financial metrics into clear, actionable roadmaps for clients.
In restaurant operations, I spearheaded the launch of four restaurants, overseeing construction compliance, safety protocols, vendor procurement, and project milestones. I also managed daily operations, P&L performance, inventory, and hiring in high-volume hospitality environments.
