Jashan Mundi

Jobber

Account Executive

Money With Mundi 💰🇨🇦

In November 2020, I started educating Canadians on how to manage and grow their money so they can spend less time in spreadsheets and more time enjoying their life.

Since then, I have amassed over 1M impressions and built a community of over 20K followers while working 1:1 with Canadians to help create a bulletproof game plan for their money so they can retire comfortably (and early if they choose to).

Founder

FreshBooks

- Jun 2024: 150% quota attainment
- Jul 2024: 89% quota attainment
- Aug 2024: 127% quota attainment

SaaS Academy

Responsible for creating $9.5M in the pipeline and sourcing $1.21M in revenue

Q1 2023 (ramp)
- $602K pipeline generated
- $38K revenue sourced
- 11 qualified sets

Q2 2023
- $2.52M pipeline generated
- $308K revenue sourced
- 84 qualified sets

Q3 2023
- $3.22M pipeline generated
- $336K revenue sourced
- 76 qualified sets

Q4 2023
- $3.73M pipeline generated
- $636K revenue sourced
- 74 qualified sets

Sales Development Representative

Commsor

We believe that a thriving community is a company's most valuable asset. Community unlocks the power of your customer network, enabling you to scale your business, resources, and presence in ways that traditional marketing or advertising channels can't.

Business Development Representative

Athennian

Responsible for generating over $494,865 in qualified pipeline in less than 5 months.

December 2021
- 100% of quota (meetings occurred)
- 100% of quota (qualified)

January 2022
- 100% of quota (meetings occurred)
- 200% of quota (qualified)

February 2022
- 128% of quota (meetings occurred)
- 200% of quota (qualified)

March 2022
- 100% of quota (qualified)

Athennian’s cloud-based entity management platform provides innovative solutions that enhance global corporate governance in scalability, compliance, and efficiency. With Athennian’s secure, streamlined, and intuitive software, legal teams can make critical data-driven decisions, scale faster, and drive profits.

Eaton

- Enter requisitions on a weekly basis valued over $100,000 > ISO’s against multiple suppliers located in Canada, the United States, and Mexico in order to replenish stock and for customer truck down requirements.

- Took the lead in decreasing slow-moving physical inventory by more than $100,000 in the span of 12 months by implementing a Min-Max inventory control system across multiple Eaton distribution locations.

- Responsible for managing 15 different OEM channels by leading communication regarding order management, shipments, product return approvals and resolving operational issues and customer complaints.

- Improved Canadian Aftermarket OTD (On-Time Delivery) from under 60% to 95%+ and average lead-time for same-day/overnight shipments from 3 days to less than 1 day in 6 months by utilizing my skillset in MRP systems and procedures.

- Responsible for systematically and physically receiving over $150,000 worth of goods from Eaton plants and customers on a monthly basis using Oracle ERP.

- Took the initiative to adjust and correct month-end discrepancies in inventory through cycle count, conversion, or obsolete parts.

- The lead team member in Canada responsible for managing physical inventory count and assisting with reconciliation with Finance personnel to ensure a timely launch.

- Approve or disapprove $200,000+ worth of customer product return requests, customer core credits, and credit and rebilling procedures.

- Effectively coordinate inventory requirements with the Aftermarket team to ensure the National Remanufacturing Centre receives the parts required in order to build more transmission units to satisfy min-max levels and fulfill customer orders in a timely manner.

Customer Service Representative

Money Coach For Canadians 🇨🇦 // Tech Sales 🤝

As a dynamic B2B SaaS Sales Professional, I specialize in driving revenue growth and building lasting relationships within the software and technology sectors.

With a proven track record of generating substantial pipelines, exceeding sales targets, and closing complex deals, I bring a strategic approach to every opportunity.

Key Highlights:

- Sales Excellence: Generated over $4M in qualified pipeline and sourced over $1.25M in ARR so far in my SaaS Sales career

- Proven Track Record: Successfully met or exceeded fully ramped quota in every fiscal quarter for the past 3 years

- Entrepreneurial Spirit: Started my financial education business in 2020 and have coached over 100 Canadians on how to manage their personal finances so they can save more, invest more and live better.

My expertise lies in understanding client needs, delivering tailored solutions, and driving customer success. I thrive in fast-paced environments and am passionate about leveraging innovative SaaS solutions to solve complex business challenges.

Specialities Include:

- Account Management
- Business Development
- Strategic Sales Planning
- Pipeline Generation
- Client Relationship Management
- Closing Complex Deals

If you're looking for a dedicated Account Executive with a passion for technology and a knack for exceeding sales goals, let's connect.

I'm eager to explore opportunities where I can contribute to driving growth and success in your business.

Narland 

At Narland we are dedicated to sourcing fundamentally sound and profitable real estate opportunities. 

Opportunities include commercial and residential income properties development partnerships, third party asset and management contracts and joint ventures. 

 With over 35 years of operations, the company has established a solid reputation in the real estate industry and with its investor group, clients and partners.

 Our expertise includes all aspects of the real estate investment cycle including acquisition/disposition, financing, due diligence, leasing, asset and property management project/development management  and most in-depth market knowledge. 

Our investments are geographically focused on Western Canada  and the United States.

Narland actively pursues opportunities to acquire real estate which fulfill our primary investment objective:

“To strategically source quality real estate product with manageable risk, which produces stable cash flow, and the potential to measurably enhance value through implementation of a defined add value strategy in order to meet our investment return objectives.”

Narland participates in each real estate investment, along with its investors, which ensures our strategic decisions are motivated by objectives that are consistent with those of our investors. 

Comprehensive due diligence, strong market knowledge and attention to detail ensure that the risks associated with our investments are thoroughly understood, and meet our stringent risk profile parameters.  

Once acquired, Narland applies a proactive approach to leasing, construction and asset management which ensures our add value strategies are fully realized and both market value and investor returns, are maximized.

Implementation of these key investment values have consistently proven to improve the asset’s market position, cash flow and property values, allowing us to meet or exceed our projected return expectations.

Vice President, Acquisitions

Badco East

BadcoEast is a Real Estate Investment & Holding Company with investments in British Columbia, Alberta, and New York. We are continuously sourcing high quality Value Add opportunities both directly and with Partners.

Director

Richardson Wealth

At Richardson I managed a $700+ million discretionary investment portfolio across all asset classes for 200 clients. 

I advised high net worth families on investment solutions, structure, family planning, tax and financial strategies. 

Over 200 detailed financial plans were presented and solutions recommended were carefully implemented along side careful partnership with clients' other key partners such as lawyers, accountants, and tax advisors. 

A great deal of focus was placed on the next generation and educating young people about how to be good stewards of wealth, and many family meetings were held and moderated to improve family succession goals.

Portfolio Manager

Raymond James Ltd.

At Raymond James, one of the top rated investment institutions in Canada and the US, our capital markets team was among the top in the industry, generating high quality research and analysis for our clients.
 
Clients included multi billion dollar institutional clients such as hedge funds, pension funds, and life co's. 

Our main responsibility was generating and communicating short and long term investment opportunities to the sales & trading desk, and clients, issuing buy, hold, and sell recommendations on covered companies. 

My specific focus was Industrial capital markets in Canada which provided a clear read through into global economics given Canada's resource rich land and very large corporations in the oil, gas, transportation and machinery sectors.

Equity Research Associate

ACM Advisors

Fund Analyst

Macquarie Group

Administrative Assistant

Value Add Real Estate | Former $700,000,000 Portfolio Manager | DIY Investing course 👇

What I am not:


I am not a 22 year old FINfluencer
→ I'm all for young entrepreneurs, but taking financial advice from a 22 yr old is probably not the best idea


I am not a Life Insurance Salesman disguised as a Financial Advisor
→ NHL Player Jason Garrison was sold $30 MILLION of insurance policies and ended up drowning in them


I am not selling you get rich quick schemes
→ looking for get rich quick schemes? please unfollow


What I am:


35 years old
→ I'm not super old, but I have some grey hairs and life experience


CFA Charterholder
→ studied 1,000+ hours and passed all three on first go


Ex-Portfolio Manager
→ Fiduciary (LEGALLY held to act in client's best interest)


Ex-Sell Side Equity Research
→ analyzed and sold research on stocks


Director of Family Investment Co.
→ 3rd Generation, 11 cousins equal shareholders. 23% CAGR on our equity.


VP Acquisitions for Real Estate Investment Firm
→ Value add real estate - providing Limited Partners with passive real estate exposure.


Invested in all asset classes
→ large cap stocks, small cap stocks, commodities, fixed income, privates/alternatives


Invested in Bitcoin since it was $3,500
→ do your own research, but it is inevitable in my opinion.


An INSANE passion to help others invest
→ NOTHING gives me more satisfaction than helping a friend be a great investor


First time girl dad
→ best thing I've ever done in my life.



P.S. If you want to learn about how to get started investing, improve your habits, and become a great investor, you can take my self guided course:

THE SIMPLY INVESTING MASTERCLASS

In this 120-minute video course, you will learn everything you need to know to get started investing, improve your investing habits, and grow your wealth. You will transform from being unclear and scared about investing, to a capable and confident investor. 

→ GO HERE: www.edwardgudewill.com/invest

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Jashan Mundi

Edward Gudewill

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