Adam Halpert

adam.halpert@mcgill.ca | www.about.me/adamhalpert
CORE COMPETENCIES
Team Leadership
Key Partnership Development

Project Management
Marketing / Grant Writing

Client, Public and Media Relations

Research and Data Analysis

EDUCATION
Master of Business Administration (Global Strategy and Leadership)
McGill University

Cumulative GPA: 3.93 | GMAT: 710 (93rd percentile)

2008 2010
Montral, Canada

Bachelor of Arts (Honours Arts and Business, Honours Psychology)

2004 2008
University of Waterloo
Waterloo, Canada

Cumulative GPA: 3.93 | Valedictorian, Faculty of Arts | Academic Exchange: National University of Singapore

EXPERIENCE
Managing Director
Feb 2012 Present
Project Manager
Sep 2011 Feb 2012
Marcel Desautels Institute for Integrated Management (MDIIM), McGill University
Montral, Canada
Developed the Institutes strategic plan; provided leadership to seven core staff members and numerous part-time
employees; managed daily operations (administration, funding, budgeting, recruiting, IT, reporting) and oversaw budget
during highly-charged period of budget reductions; co-developed educational programming, launching highly successfully
Faculty Fellows and Student Associates Programs; graduated McGills Leadership Development Program.
Kiva Fellow (sabbatical from McGill University)
May Aug 2014
Kiva.org
San Francisco, USA | Kampala, Uganda
Performed an audit of UGAFODE Microfinance Limited, one of Kiva's largest microfinance partners in Uganda;
evaluated UGAFODEs operations, identifying 18 areas for improvement and 11 key recommendations; trained 30+
UGAFODE management and front-line staff on best practices and program compliance; conducted interviews with rural
borrowers; and authored three blog posts detailing my field experiences on Kiva's website.
Financial Security Advisor
Oct 2010 Feb 2012
Freedom 55 Financial
Montral, Canada
Founded advisory practice; developed knowledge about insurance and investment products, macroeconomic trends,
Canadian estate planning and tax laws; prospected and cultivated clients, guiding them through the financial planning
process; earned Rookie of the Year honours and Vice-Presidents Club membership for exceptional sales productivity.
Volunteer Consultant
Sep Dec 2007
Canadian International Development Agency (CIDA)
Manila, Philippines
Evaluated a Philippine NGOs leadership practices, physical infrastructure, HR, IT systems and strategic planning;
completed a analysis on the living situations of 180 impoverished Manila families to better understand the organizations
clientele; successfully negotiated a pilot job placement program for 8 street children with a local grocery conglomerate.

OTHER EXPERIENCE

Team Leader, Kiva Review and Translation Program

Aug 2013 May 2014
Editor, Managing and Developing - International Magazine of MBAs Without Borders
Oct 2008 Apr 2009
Technical Writer, Business Objects / SAP
Jan Aug 2007
Emergency Room Volunteer, St. Pauls Hospital
Feb July 2007
Editor and Technical Writer, Multi-Health Systems
May Aug 2006
Fundraiser: CARE Canada (2005), Big Brothers (2007), Montreal Jewish General Hospital - Segal Cancer Centre (2008),
Childrens Miracle Network (2010-2011), Room to Read (2013), Montreal Childrens Hospital (2015)

Languages: English and French

Interests: Adventure travel, mountain trekking, theatre, strategy board games