KPMG

• Led a high-profile public engagement with direct client contact, and participated in executive leadership meetings
• Initiated and proposed a schedule of changes to Senior Management to promote greater audit quality
• Developed Comparable Transaction Analysis for Senior Management to use within executive-level discussions
• Oversaw and mentored teams of 1-2 staff members, and organized project meetings with cross-functional teams
• Analyzed financial models for North American commercial properties, assessing for valuation and potential impairment

Senior Accountant

• Clientele includes insurance, financial services, manufacturing, technology, pharma, and retail operating entities
• Exceeded utilization expectations, achieving 106% in FY20 (80% target) and 98% in FY19 (75% target)
• Led a $729M multinational manufacturing engagement for 1 term, streamlining tasks and provided mentorship to 1 team member
• Oversaw and mentored 5 international audit team members, to outperform budgetary expectations by 19% 
• Analyzed 7 engagement budgets of up to $200K, providing budgetary cost-saving recommendations to Senior Management (Managers or Senior Managers typically perform this task)
• Directed semi-weekly meetings with the CFO and Controller of a $49M public financial services entity
• Consulted with a $1.3B P&C insurer, to propose and implement a $4M financial adjustment

Associate, Assurance

Great-West Life

• Completed 100+ loan reviews and performed valuations for retail, office, industrial, and residential assets
• Initiated and generated a financial model, providing management with an assessment of KPIs over the company's portfolio
• Delivered due diligence and comparable transaction analysis directly for the Vice President and national mortgage origination team
• Initiated and built a financial model to assess 12 REITs and interpret the entity’s long-term risk exposure

Summer Student, Commercial Mortgage Investments

University of Manitoba

Curriculum grader for a Masters level course, while in the process of completing an undergraduate degree

MBA & MFin Course Grader

I turn senior professionals and entrepreneurs into peak performers to accelerate growth and maximize results 🚀 On a mission to level up 10M+ high achievers 🏆 Queen Elizabeth II Diamond Jubilee Medal Recipient 🏅

Hey there, I'm Jamie Rakhra. Welcome to my LinkedIn page!

I'm an entrepreneur currently building my business! Throughout my career, I have exposed myself to a diverse set of opportunities and challenges that have shaped me into who I am today.

My top proficiencies are:
   ● Strong Analytical and Technical Acumen
   ● Results-Driven Nature
   ● Adaptability

Additional skills include: Leadership, Strategy, Project Management, Coaching, Critical Thinking, and Stakeholder Engagement. 

Follow me for key insights and lessons that I've learned to help accelerate your career!

Twitter: @JamieRakhra

Jamie Rakhra

RIA organic growth systems | Fully-managed digital marketing/lead gen | Turnkey talent/software/design/ad spend/web dev/content = dead simple | Compliance focused |🗓️Secure Your Free Exec Workshop Below ⬇️

For decades, Advisories and Wealth Management Firms have been shuttered from marketing online properly. Shackled by regulation and blinded to the true essence of a great online presence:

Activities and assets that leverage the fundamentals and align with your principles.

Your industry has been tirelessly digging for gold - sweat-riddled and panic stricken - when it was never buried to begin with.

This has birthed a strange, twisted obsession with weird silver bullets; wacky, unsustainable shiny objects; online RIA directories that only represent a competitive parity; and digital marketing fads that only burn your goodwill alive.

Ironic, given that your principles are to: 
✅ ensure comprehensive fundamentals are in place
✅ respond to market activity with equanimity
✅ leverage the magic of compounding
✅ plan over long-term horizons

Yet when it comes to digital marketing and trying to grow AUM online?

Raise your hand if you've been on a roller coaster of crackpot, digital marketing tom-foolery for two decades🎢😱

Your firm deserves to market online using a diverse array of rock-solid tools and tactics, built upon a foundation of ABSOLUTELY NAILED FUNDAMENTALS.

Without the fundamentals nailed (warning: they are actually quite boring and mundane), you're running a race against Olympians with lead in your sneakers.

I'm here to pull back the wool, and show you the "secrets" that have been hiding in plain sight all along. They are no less principled than your approach to advising your clients. 

For too long, the SEC's tight grip on marketing rules was unfair, restricting you from using the most powerful, effective, and persuasive tools in the marketing toolbelt.

In 2022, the SEC officially rolled out the new marketing rule...

...but the industry is still hypnotized by shiny objects and silver bullets, having never truly understood the fundamentals of a great online presence.

So if you're ready to finally take those marketing training wheels off... 

If you're ready to stop posting links to vanilla Broadridge articles on LinkedIn that only get punished by the algorithm and drive zero engagement...

If you're ready to quit the weird silver bullets, lackluster directories, and 3rd party lead gen and appointment setters...

If you're sick of your website's "book a free consultation" button that never gets clicked...

And if you're ready to FINALLY take your own advice and build something comprehensive and diversified, to build a better future, just like you inspire and assist so many others in doing...

DM me "fundamentals".

John Swystun

We out here. #FIS26 #FearlessInvestingSummit

Growth Systems for RIAs & WealthTech | Fully-managed digital marketing/lead gen | Turnkey talent/software/design/ad spend/web dev/content​ = dead simple | Compliance focused |🗓️Secure Your Free Exec Workshop Below ⬇️

We've heard a lot of the lore around Nitrogen's Fearless Investing Summit.

How this is a conference where the mega fans come out of the woodwork to ooze satisfaction and collaborate with leadership in real time.

How the culture this organization has built stands squarely on two feet, with a twinkle in its eye, while raising a hearty toast.

How an industry-leading, scratch that, business-leading NPS score pales in comparison to the energy and enthusiasm that fills these halls.

But now, we believe it.

We know it to be true.

We've seen, felt, and heard it in the flesh.

And we too, are beyond satisfied. 

And supremely appreciative.

Thank you so very much to everyone at Nitrogen who made this happen. The sponsors and the partners. And anyone who has spent time with us, our lenses, and our microphones this week.

Special shout outs to Callie Devaney, Rachel Cameron, Regan Murray, Bridgette Olek, Dan Zitting, Nicholas Harding, MBA, Aaron Klein and so many others.

And we ain't done yet! 

Day 3 LET'S GO!

#FIS26 #FearlessInvestingSummit

Autobots assemble!

(Decepticons get nervous when Wasif Haseeb and I hit the scene!)

Fearless Investing Summit starts today.

And I keep coming back to the name Nitrogen chose for the conference.

What the heck does it mean to be fearless?

What are the tools you need?
Who are the folks you should surround yourself with?
And what should your philosophical bedrock be?

I love it. The name calls to me.

Not that I'm sure how to be fearless.

But I know what you need to arm yourself with in order to try.

And it's the trying that really matters.

Now, the agenda this week reflects the theme perfectly - talk about the people and ideas you want to be around!

Michael Kitces on what actually drives adviser productivity, not in theory, in practice.

Aaron Klein asking a simple question with uncomfortable implications: we’ve got to start meeting like this.

Joshua Brown Brown making the case that after all the noise, the human advisor is still the point of the spear.

And an AI panel moderated by Craig Iskowitz with Eric Clarke, Dan Zitting, Parker Ence, and Mark Gilbert, digging into the real issue: where automation helps, and where the human signal cannot be outsourced.

Fearless, in other words, is just competence under pressure.

We’ll be around all week.

And after the indoor experiments… we’re going to go test gravity for real.

HMU if you wanna do some snow slidin' after the big show!

taplio

The Battle

Jamie Rakhra

John Swystun

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taplio

The Battle

Jamie Rakhra

John Swystun

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}John Swystun's LinkedIn Performance

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Performance ScoreJohn Swystun's LinkedIn Performance