Darrin Whyne

•Transitioned client assets of $340 million with the two other advisors on my team and achieved an exceptionally high retention rate •Helped convince clients to move from BMO to Scotia and was their main point of contact to keep them informed and deal with any issues during a very challenging transition •Brainstormed, created, and implemented the majority of our marketing campaigns (newsletters, articles, presentations, pamphlets, and our website) which helped result in 40 million in net new assets

•On a team with two advisors managing $340 million in assets / $2 million in annual revenue •Promoted from Marketing Assistant, to Sales Assistant, to Associate Investment Advisor and became fully licensed as an Investment Advisor •Oversaw marketing campaigns, cold called prospects, placed trades, executed account administration, organized client events, dealt with client requests and complaints, kept the team organized and on task, and produced investment proposals, presentations, and mail-outs

•Analysed and projected financial statements, conducted industry and comparable company analysis, prepared client presentations, and assisted in executing debt and equity financings and other capital market transactions. •Assisted in gaining the advisory mandate for the development of New Millennium Capital Corp’s LabMag and KeMag properties, the world's largest undeveloped magnetic iron ore deposits.

•Aided with the preparation of marketing materials and execution of loan transactions, managed a database of comparable transactions, and worked on various ad hoc projects. •Analysed corporate loan transactions and current economic conditions to create a weekly report that provided departments throughout the bank an update on events affecting the Canadian loan market. •Worked on financings for some of the largest companies in Canada including Bell, Viterra, and Corus Entertainment.

•Aided with the preparation of marketing materials and execution of loan transactions, managed a database of comparable transactions, and worked on various ad hoc projects. •Analysed corporate loan transactions and current economic conditions to create a weekly report that provided departments throughout the bank an update on events affecting the Canadian loan market. •Worked on financings for some of the largest companies in Canada including Bell, Viterra, and Corus Entertainment.

•Worked primarily in the events planning segment within the marketing department of Blue Mountain, one of Canada’s largest resorts. •Researched for possible events, helped to brainstorm for events, put together event sponsorship packages for potential sponsors, assisted in creating event information packages, aided with event setup and takedown, and updated website content.

Specialization in Finance (Minor in Economics)