David Shivgulam has over 15 years of experience in financial services, currently working as a Senior Personal Account Manager at CIBC. He has a proven track record of developing new business relationships and providing sound investment advice. Prior to CIBC, he held roles in business development and as a branch manager, where he supervised a staff of 8-10 employees. He has received education in finance from Ryerson University and holds several securities and financial planning certificates.

1. David Shivgulam
33 Hammersmith Avenue, Toronto, ON M4E 2W3 (416) 686-3423
dshivgulam @ yahoo.com
Summary
 Soundfinancial industryacumenwithexcellent salesand business developmentskills,gained
duringa 15-year careerin the bankingindustry.
 Able tobuildincreased marketpositionbylocating,developing,defining,negotiating,and
closingbusinessrelationships.
 Abilitytodeal with varyingpersonalitieswhile deliveringstrongresults inafast paced working
environment
 Previousteamleaderwithbranchstaff of 8-10, usinga wide arrayof bothmotivational and
communicationskills.
Work Experience
CIBC
Senior Personal Account Manager - Investment 2010- Present
 Provide soundinvestmentadvice andsolutions forclientswithmore complex investmentand
creditneeds
 Assessandmanage client existingportfolio’swhilealsoconsolidatingclient’sexternalbusiness
intoCIBC productsand holdings
 Firstquartile performeramongstnational peergroup
 Proactivelydevelopnewrelationshipsfrom existingportfolioandnew leads
 Developandexecute longtermandweeklysalesplanstokeepinline withorganizational goals
and businessplan
ALLTRANS FINANCIAL SERVICES 2006-2008
Business Development / Mobile Money Manager - Investment
 Gave frequent seminars to existing and prospective clients on many different
investment vehicles such as RRSPs, RESPs, Mutual Funds, Third Party Investments
 Cultivated new business through the development of new networks, as well as dealing
with the existing clients.
 Visited various TTC work divisions in order to promote the services and investment
products of the Credit Union.
METRO CREDIT UNION 2001-2006
Branch Manager / Senior Lender
 As Branch Manager,supervisedCreditUnionstaff members(8-10) as well asthe dailyfunctions
of the branch itself.
 Attended company planningsessionsaswell asmonthlymanagermeetings
 Providedcoachingtostaff membersonanongoingbasis
 Took part in many variouscommunitytrade showsandeventsinattemptstobringinbusiness
to the companyand improve brandexposure.

2. Education and ProfessionalDevelopment
 RyersonUniversity - Finance,
 CanadianSecuritiesInstitute,WealthManagementEssentials (WME)
CanadianSecuritiesInstitute,CanadianSecuritiesCourse
CanadianSecuritiesInstitute,Personal Financial Planning Course (PFPC)
Mutual FundsCourse – CanadianBankersInstitute
CUIC Consumer& Residential Mortgage Course
Interpersonal Communication –ManagingConflict- HandlingChange
References Available upon request