Zaid T.

Account Executive - Clio Draft at Clio

Zaid T. has a diverse work experience spanning multiple industries. Zaid started their career as a Summer Intern at Manulife Financial in 2010, where they gained experience in investment controllership and worked closely with senior management. Zaid then joined CIBC World Markets as a Financial Analyst, where they handled intercompany accounts and performed journal entries using GL-Links software.

In 2012, Zaid transitioned to Ernst & Young as a Financial Management Associate, specializing in tax. Zaid later joined Aon as a Financial Associate, where they worked in retirement consulting and eventually became a Senior Financial Associate. During their time at Aon, Zaid also worked as a Consultant/Strategy Associate, contributing to the company's overall strategy.

Zaid joined TELUS in 2019 as an Account Manager, focusing on the EPP sector. Zaid then moved on to Wealthsimple, where they held various roles including Associate Relationship Manager, Business Development Manager, and Associate Account Executive. Their responsibilities at Wealthsimple included client management, new business development, and sales.

Recently, Zaid joined Pavilion as a Member, utilizing their expertise in an undisclosed capacity. Zaid also started working at Clio - Cloud-Based Legal Technology as an Account Executive in November 2022.

Throughout their career, Zaid has demonstrated strong analytical, communication, and organizational skills. Their experience spans finance, consulting, technology, and legal industries, making him a versatile professional.

Zaid T. completed their Bachelor of Commerce (BCom) with Specialized Honours in Management from York University, where they studied from 2007 to 2011. In addition to their degree, they have obtained several certifications including "Filling the Funnel" from Sell Better by JB Sales in August 2022, "Sales School" from Pavilion in May 2022, "Asking Great Sales Questions" from LinkedIn in December 2021, "Sales Prospecting" from LinkedIn in August 2021, and "Canadian Securities Course (CSC)" from the Canadian Securities Institute in March 2021. Zaid also holds a Pro Scout School Certificate in Basketball obtained from TPG Sports Group in Las Vegas, Nevada in July 2018.

Links


Org chart


Teams

This person is not in any teams