Disciplined, Experienced, Driven
Extensive international experience in high-pressure sales and wealth management. Community leader and proficient in five languages. Outstanding organizer and established leader who has gained broad experience working globally. Able to work in Europe, the USA, and Canada.
BUSINESS SKILLS AND EXPERIENCE
PUTZI Inc. (est. 2019) www.putzi.co
President & CEO
Made in Canada with "Integrity & Quality"
Investment Advisor, Haywood Securities – 5 years
Top 20 salesman
Haywood – $7 Billion Assets Under Management
Investment Executive, ScotiaMcLeod, Scotiabank – 3 years
Ranked “Top of his Class Nationally” – three consecutive years
Winner of three annual national achievement awards
Canadian Rookie of the Year – Nomination
Accumulated $1,000,000/month for 30 months – Assets Under Management: $30 million
Acting Director (Dean) - European University, Geneva, CH
– Developed and implemented the school’s master strategic plan.
– Managed most of the responsibilities surrounding faculty and student concerns.
– Gained a vast knowledge for ‘higher-education’.
Central European Supply Chain Coordinator, Bally Shoes, Head Office, Caslano, CH
Top salesperson, MediaKiosk SA, Neuchâtel, CH
Bachelor of Business Administration, New Mexico State University - 1993
* Double Major in Corporate Finance (Commerce) and International Business (Hon. Economics)
* NCAA Div. 1 Athletic Scholarship
Investment Management Techniques (IMT) – Toronto, Canada
Wealth Management Essentials (WME) – Toronto, Canada
Canadian Securities Course (CSC) & CPH Exams – Toronto, Canada
English Mother Tongue
Swiss German Fluent
French Conversational / Porfessional Working Level
High German Conversational / Porfessional Working Level
Proficient in PC and Apple
Designed and created websites using WordPress
Nikon photographer / Videographer & Film Editor
Compitent with Adobe Creative Suite, QuickBooks, Freshbooks
SAP, Bloomberg, PriceMetrix, Dataphile, AOM, BTS, X.eye, Maximizer, Thompson
Reuters, One/Bridge, WordPress, Webflow web-design.
board experience – since 2000
EVP, Canada One Athletic Foundation 2000 - Present
EVP: Since inception, alongside Howard Kelsey, has provided the operational direction and oversight for the Foundation. Responsible for securing corporate sponsors, marketing, operations, administration, and media relations. Helped organize non-profit community events such as the HSBC/TELUS Basketball Classic (since 2000), TELUS Provincial Basketball Championships (since 2006), and KitsFest (since 2007), NCAA Showcase Showdown (Vancouver Convention Centre), PV Mexico International Sports Classic.
– Awarded Sport BC’s President’s Award for outstanding contribution to sports in our province.
– Executive Director, KitsFest (Kitsilano, Vancouver) – Present www.kitsfest.com
Board of Directors / Head Coach, Developmentally Challenged Youth Basketball Association 2004 - 2014
Responsible for expanding operations throughout the Lower Mainland. Including administration, fundraising, promotional development and media.
VOLUNTEER ACTIVITIES AND INTERESTS
KidSport BC Ambassador, Special Olympics Volunteer, Oppenheimer Park Christmas Dinner Music Concert Series - Guitar Performer, Drug Awareness Lecturer (USA, Europe, Canada).
Global Mountaineering, Ocean Kayaking, Road Cycling, Golfing, Reading (Audio Books), Collecting Antique Books, History, Singing, Guitar, Bikram’s 101 Yoga, Snowshoeing, Traveling (44 countries), Ironman Canada 2010-2012.