Zaid T.
About Zaid T.
Zaid T. is an Account Executive at Clio Draft, specializing in cloud-based legal technology. He has a diverse background in finance and sales, having worked for various companies including Aon, TELUS, and Wealthsimple.
Work at Clio
Zaid T. currently serves as an Account Executive at Clio, a company specializing in cloud-based legal technology. He has held this position since 2022 and operates from Houston, Texas. In his role, he supports small and midsize businesses by providing recommendations and solutions tailored to their needs. His focus is on enhancing client engagement and driving growth within the legal technology sector.
Previous Experience in Finance and Consulting
Before joining Clio, Zaid T. accumulated extensive experience in finance and consulting. He worked at Aon as a Senior Financial Associate in Retirement Consulting from 2018 to 2019 and previously held various roles at Aon from 2014 to 2019. His experience also includes positions at Ernst & Young as a Financial Management Associate and CIBC World Markets as a Financial Analyst. This background in finance has equipped him with the skills necessary for his current sales role.
Career in Business Development
Zaid T. has a solid foundation in business development, having worked at Wealthsimple in multiple capacities from 2020 to 2022. He served as an Associate Relationship Manager and later as a Business Development Manager. His experience in these roles involved engaging with clients and developing strategies to enhance business growth. This trajectory has contributed to his expertise in client relations and sales.
Education and Expertise
Zaid T. earned a Bachelor of Commerce (BCom) with Specialized Honours from York University, where he studied Management from 2007 to 2011. His academic background laid the groundwork for his career in finance and business development. The knowledge gained during his studies has been instrumental in his ability to provide strategic recommendations to C-level executives and partners.
Membership at Pavilion
In addition to his role at Clio, Zaid T. has been a member of Pavilion since 2022. Pavilion is a community designed for professionals in sales and revenue roles, providing networking opportunities and resources for career development. His membership reflects his commitment to continuous learning and professional growth within the industry.