This document provides a summary of Edward Yaghledjian's experience in business project management, client development, and business analysis. He has over 15 years of experience managing projects, clients, and analyzing financial and customer data for various companies. Currently, he works as an independent consultant providing services in business development, process improvement, and change management. He holds professional certifications in project management and negotiation/conflict management from Harvard University.
This presentation gives a brief overview of a process to develop systematic business plans in private banking and wealth management. More detailed information on the approach can be requested at info@arvetica.com
This presentation gives a brief overview of a process to develop systematic business plans in private banking and wealth management. More detailed information on the approach can be requested at info@arvetica.com
1. Edward Yaghledjian, (PMP)-
Business Project Management / Client Development
: Toronto, ON M3C 4G9 : 416.803.0637 : edward.takavor@gmail.com : https://ca.linkedin.com/in/eyaghledjian
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EXECUTIVE SUMMARY
Proven Business Development Manager with exemplary relationship development skills and demonstrated success with management
practices that embrace change & diversity. A restaurateur for 10 years understanding the customer, using data analysis in design of
various marketing strategies, charting customer life cycle. A Leader in project management, a strong background in customer service
with conflict and risk mitigation.
Core Knowledge Areas:
- Project Management, Leadership - Corporate Financial, Direct Reporting, Analysis
- Client Relationship Development Management - Research, Solutions Architect
- Business Development, Marketing - Training, Educating via seminars
PROFESSIONAL EXPERIENCE
HY Vision Investments Inc. Consulting Firm, Toronto 2011 – Current Period
Kaleh Dairy Co. (Jan 2016 – Present)
Aimia Proprietary Loyalty Canada Inc., Toronto (2013 – Jan 2016)
Senior Business Development Manager / Project Coordinator
Consulting in the field of business development, business process re-engineering, and change management. As lead business project
developer, consulted in areas of joint business ventures with large Retail and Financial Institutions.
● Managed, the strategic direction, establishment and understanding of the customer base, age, geography, and gender and prior
engagement history in accordance with government regulatory parameters, to design bespoke marketing methodology. Design
sales strategies using concise data analytics.
● Managed projects for onboarding/planning of new products lines, building & coordinating across functional teams, R&D, Legal.
● Coordinated, and oversaw weekly meeting agenda to highlight project progress and shortcomings, delivered impactful messages
both written and verbal using story boards for internal senior executives and external clients and vendors.
● Designed marketing campaigns in collaboration with digital marketing and client servicing centre. The incentive campaign
acquired a growth rate of 200% on an annualized basis. Client portfolio included (BMO, CTFS, PC Fin)
● Leading new sales initiatives, investigating new opportunities with new product development, and sales methodology.
● Managing projects, overcoming situations that may impact timelines, budgets, or derail the overall project.
● Collaborating with finance on accounts payable receivable, maintain oversight on account status to minimize overdue balances.
● Developed training exercises with client customer service agents, resulting in 120% growth in sales on the inbound channel.
● Provided leadership to staff enhancing internal and external client engagement.
● Developed annual business forecast, continuity, risk management and new acquisition channels. Successfully transitioning
marketing methodology that saw the reduction of $43,000 in marketing costs for one specific campaign.
● Established and coordinated the funding requirements for new business opportunities. Presented business documentation with
financial models to senior executives to attain required funding for business enhancement projects.
● The Primary contact between Client, Executive staff and the team on dissemination of information and management of overall
business relations. Provided Monthly and Quarterly review on business performance and ongoing new opportunities.
● Understanding product and customer segmentation within established and non-established markets using data analysis.
● Established efficient communication methodology to manage relationships with clients, partners and vendors, through consistent
engagement and weekly connection triggers, maintaining strong relations delivering great products.
● Consulted in the writing of legal documentation, Master Services Agreement, Statement of Work and Request for Proposals.
● Advised senior management on yearly business planning objectives short and long term, budget forecasting and distribution.
● Analyzing, augmenting and building new process methodologies, enhancing efficiency in customer service and product delivery.
● Oversaw call centre outbound sales channel and inbound sales + service channel. Oversaw the writing of communication
material with customers.
2. Edward Yaghledjian, (PMP)-
Business Project Management / Client Development
: Toronto, ON M3C 4G9 : 416.803.0637 : edward.takavor@gmail.com : https://ca.linkedin.com/in/eyaghledjian
2
Sun Life Financial, Toronto 1996 – 2011
Client Relations Executive, Group Pensions & Retirement Planning (2005 – 2011)
Senior client, and project manager. Overseeing the daily functions of the business enterprise while looking for opportunities to better
the business model and increase sales.
● Managed project to integrate pension and retirement product lines from Clarica Life into SunLife Financial. The scope of the
project included collecting data for 3500 clients, normalizing the data, and integrating the data into SunLife Financial.
● Consulted, and lead in the establishment of the Asset Retention department of terminated employees with senior management.
● Monitored, led performance and educated staff on delivery and understanding of industry standards FSCO, ensuring quality
service standards were consistently met and procedures followed. Key point to addressing escalated issues with clients.
● Managed performance constraints with regularly scheduled progress meetings. Objective, to determine progress level, and
identify possible obstacles, so as to satisfy and meet customer needs and meet company objectives.
● Presented educational seminars to client management groups, managing key relationships with partners and stakeholders.
● Identifying trends and changes, collaborating with marketing and education departments to provide appropriate materials.
Analyst, Corporate Finance and Commercial Mortgages Lending (1996 – 2005)
Detailed analysis of financial data, dialogue with senior global officers of the Sun Life Financial and its Board of Directors.
● Audited and prepared presentation material for senior executives, consisting of consolidated financial statements from world wide
business enterprises of Sun Life Financial as well as business areas such as commercial mortgages, real estate and securities.
Consistent reliable, verifiable, explainable data also with relation to industry comparisons via Bloomberg.
● Performed monthly analysis on performance numbers to determine segment and regional achievements in relation to industry
average and internal set guidelines. This resulted in maintaining limited liability to market and sector changes.
● Monthly, quarterly financial reporting on SunLife Segregated fund assets, Real Estate portfolio and Mortgage Portfolio. Consisting
of data analysis and audit, problem investigation, consolidation and documentation.
● Maintained close rapport with heads of investment divisions, Real Estate/Mortgages/Securities, to attain a closer look at the
defining factors and interpretation of the numbers presented in month end, quarterly and yearly figures.
● On site inspection of mortgage portfolio real estate assets. Inspection of property maintenance compliance, building code
regulatory requirements and building structure safety. This lead to greater understanding of property maintenance, management
and building structural design.
● Supervised the allocation and writing of planning policies, value exceeded funds of $180 million in annual budget to varying areas
of investment per company commercial lending policies. Ensured adaptation to market changes.
● Involved in analysis and establishment of portfolio of MBS, for subsequent sale to ING Direct.
EDUCATION & PROFESSIONAL DEVELOPMENT
Project Management Professional (PMP)
Executive Certification Program in Negotiation and Conflict Management, Harvard University
Bachelor of Arts, Mathematics and Commerce, York University
Continuing Education in the field of (Data Science, Data Mining, Data Analysis), (Change Management & Communication)
Life Coach and Mediator
ASSOCIATIONS
Member Project Management Institute (PMI)
Public Office, provincial elections 2014
Board of Directors Member, Canada Armenia Business Council (CABC)
Member and Workshop Facilitator, Toastmasters Richmond Hill