SideDrawer™ Inc.

Chief Revenue Officer & Co-Founder

Co-Founder & Board Member

Certarus Ltd.

Investor

CIBC Capital Markets

- Co-managed team of 7 sales and trading professionals on coverage strategy, content development, sales strategy, execution and reporting.
- Contributed to strategy for integrating international equity research partners into the domestic Canadian client coverage strategy.
- Led business and performance reviews, and established performance goals and objectives specific to each client and partner.
- International partners involved Piper Sandler (US), Kepler Chevreux (Europe), Peel Hunt (UK), and CIMB (Asia).

Deputy Head, International Equities

- Responsible for institutional coverage of leading Canadian mutual funds, hedge funds, pension plans and independent wealth managers on Canadian equities, equity-linked, convertible debt, derivatives, ETFs and prime brokerage services. 
- Established relationships with managements of leading Canadian public and private companies. 
- Successfully involved in multiple cross-product sales requiring senior leadership support across verticals and geographies, involving global corporates. 

Member, Capital Markets Continuing Education Committee, 2017-2020
- Committee set training objectives and strategies for Capital Markets employees to gain functioning knowledge of broader groups and businesses

Member, Innovation Den, 2019
- Committee designed to promote ideas to challenge conventional business processes and introduce new product ideas
- Support initiatives from idea generation to execution with senior leader sponsorship

Member, Recruiting Committee, 2015-2019
- Responsible for conducting University campus presentations, identifying and Interviewing candidates for various roles across Capital Markets 

Co-Chair, CIBC Movember Campaign, 2015-2017
- CIBC’s Team Mo was consistently ranked amongst the highest fundraisers globally
- Developed strategies to increase participant engagement, and average donation
- Introduced highly successful CIBC-branded Movember ties for Mo Bros and scarves for Mo Sisters.

Head of Community Involvement, CIBC United Way, 2016-2018
- Led a team that organized Day of Caring events to support volunteer activities for various organizations in need

Top Gun Sales, 2006-2019
- Multiple years of recognition as a Brendan Woods Top Gun sales professional, which is awarded to the top 10% of sales professionals in the country.

Executive Director, Institutional Equity Sales

UBS Securities Canada Inc.

Equity Research Associate - Industrials & Transportation

KPMG

- Audit and Assurance practice for Manufacturing, Retail & Distribution companies
- Achieved Top 20 absolute UFE score in Ontario, 2001 (1,000+ exam writers)
- Received Silver Medal in Peel Region for UFE score, 2001

Senior Auditor

Exceptionally resourceful, hard-working, and client-focused professional. Experience building relationships locally and internationally, with demonstrable experience collaborating across functional and geographic groups for new business opportunities. 

Expertise in strategy, business development, Board matters, financing, mergers and acquisitions, and investor/stakeholder communications. 

Involved in over $15 billion in capital raises across technology, industrial, chemical, financial, consumer, mining, and energy sectors. 

Public and private company investor, private company Board experience.

📩🛑 

1 month ago, I received a typical advisor email asking to review a shared file on SharePoint. 

Shortly after, I got this message from the same advisor:

🚨🚨🚨

"All,
 
Please DO NOT OPEN an email you may have received from me around 1:30 pm referencing a SharePoint document. My email was hacked.
 
Please delete the email if you have not already and do not click on any links.
 
I apologize for the inconvenience.

<Advisor name>
CFP"

🚨🚨🚨
 
⚠️ Advisor's mailbox was clearly hacked - and the hacker would be able to access the Inbox, Sent Items, Deleted Items, Draft Items, saved folders, etc - including being able to click on those Sharepoint links. 

⚠️ Article below shows the SEC's trickle-down regulatory approach on industry wide issues. Protecting client data and privacy is obviously not a concern for a segment of the market, it's for 100% of the market. 

🐸 Independent and mid-market sized firms can leap frog larger firms with a fast deployment of SideDrawer™ Inc.'s digital vault 

✅ Get enhanced security, productivity, and privacy, while helping clients and their families. 

#sec #documentmanagement #emailsecurity #cybersecurity 

Ali M. Qureshi

financial-planning.com • 7 min read

They're coming for the RIAs: Latest SEC messaging sting nabs small firm

We're proud to to be nominated again for the Wealth Professional Canada Magazine WealthTech Service Provider of the Year Award. 

As always, it's great to be in the company of other technology firms working to improve the wealth technology ecosystem!

#WPAwardsCA #financialadvisors #securecollaboration #emailsecurity #enterprise #documentmanagement 

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