
Matthew Paul
u2022 Work with various stakeholders within the company to provide an exceptional user experience for end users on... | Toronto, Toronto, Canada
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Matthew Paul’s Emails mp****@ci****.com
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Matthew Paul’s Location Toronto, Toronto, Canada
Matthew Paul’s Expertise u2022 Work with various stakeholders within the company to provide an exceptional user experience for end users on CIu2019s digital platforms. u2022 Conduct business analysis to identify areas of improvement to the businessu2019 workflow and user interface design. u2022 Plan, document and execute test plans for user acceptance testing (UAT) with a client first perspective in mind. u2022 Be a vital part in providing project deliverables and support the ongoing development of a new business goals and objectives.u2022 Provided exceptional product and marketing support to financial advisors, clients and sales team on CIu2019s mutual funds, managed solutions, and alternative investments. u2022 Assisted sales and marketing with analytics on mutual fund data from various sources such as Morningstar, PALTrak and other web-based sources. u2022 Took ownership for providing clients with a outstanding experience both in-person and digitally through the companyu2019s communication channels. u2022 Regularly meet strict deadlines on departmental projects and complete tasks within a timely manner in a fast-paced environment.u2022 Engaged with clients, and internal stakeholders to service their administrative needs for their holdings in mutual fund book of business with CI Investments. u2022 Troubleshooted clientu2019s online services and provided a excellent experience in resolving problems in a timely matter. u2022 Worked closely with internal stakeholders to improve on training resources and materials to assist with on-boarding new employees. u2022 Ensured best practices were met for regularly providing the best experience to the end user for each interaction.u2022Increased the clubu2019s funding by 300% and increased the membership by 30% from the previous year u2022Motivated, led and coordinated a team of 15 executives to effectively plan and organize professional development events for business students for the 2013-2014 academic school year u2022Attained a deeper understanding of marketing, finance and human resources required to run a successful organization u2022Developed an effective leadership style that fit my personality and led bi-weekly board meetings. u2022Exceeded the yearly target of recruiting over 100 members for that academic year u2022Established team targets for membership growth, event turnout and active participation u2022Created unique and interactive promotional videos for the purpose of membership recruitment u2022Performed Presidential duties such as making key decisions that would affect the success of the organization when required. u2022Supported the Vice President of Marketing in new initiatives to grow membership and the organizationu2019s presence at the university level u2022Assisted in building key relationships with other clubs for collaborative events and membership recruitment u2022Developed networking skills necessary to build long lasting partnerships and contacts both personally and for the organization u2022Regularly made recommendations on improving communications strategies within the organization both internally and externally.
Matthew Paul’s Current Industry CI Investments Inc. u2013 Canadau2019s Investment Company
Matthew
Paul’s Prior Industry
DECA UTM
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CI Investments Inc. u2013 Canadau2019s Investment Company
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CI Investments Inc.
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Work Experience

CI Investments Inc. u2013 Canadau2019s Investment Company
Business Analyst -Product Support
Mon Oct 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
CI Investments Inc.
Financial Services Specialist
Mon Jan 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Oct 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
CI Investments Inc. u2013 Canadau2019s Investment Company
Financial Services Representative
Thu Oct 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Dec 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)
DECA UTM
President
Mon Apr 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Apr 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
DECA UTM
Vice President of Marketing
Tue May 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Apr 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
DECA UTM
Director of Internal Relations
Sun May 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue May 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)