Canada Life
Industry: Insurance company
DescriptionCanada Life Financial Corporation, is a Canadian company that offers life, health, and disability insurance for groups and individuals. Founded in 1847, it was acquired by The Great-West Life Assurance Company in 2003, after rejecting a hostile takeover bid by rival Manulife. Headquarters: Toronto, Canada CEO: Paul A. Mahon (2 May 2013–) Parent organization: The Great-West Life Assurance Company Founded: 1847 Subsidiaries: Canada Life Assurance Company, Canadian Worksite Marketing Group, Inc.
Canada Life List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Canada Life. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Canada Life Salaries. You can even request information on how much does Canada Life pay if you want to. Learn about salaries, pros and cons of working for Canada Life directly from the past employees.
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Canada Life Employees
Sun Life Financial June 2004 - Present
Canada Life 1998 - 2003
Skills
Project Management, Project Portfolio..., PMO, Change Management, Call Centers, Process Improvement, Insurance, Vendor Management, Strategic Planning, Risk Management, Customer Service, Management, Leadership, Business Analysis, SDLC, Microsoft Office, Requirements Gathering, Business Process...
Education
Durham College
Project Management
Crystal and Company June 2014 - Present
Aon Hewitt September 2012 - June 2014
Willis 2006 - 2012
Mutual of Omaha 1999 - 2006
Canada Life January 1994 - December 1999
The Hartford January 1983 - January 1994
Skills
Insurance, Health Insurance, Life Insurance, Disability Insurance, Strategic Planning, Sales, Commercial Insurance, Human Resources, Leadership, Deferred Compensation, Healthcare, Health Savings Accounts, 401k, Wellness, Total Rewards, Compensation & Benefit, Private Exchanges, Employee Relations, Term Life Insurance, COBRA, Long-term Care, Managed Care, Medicare, Health Care Reform, Risk Management, Customer Service, Employee Benefits, Group Insurance, Qualified Retirement..., Reinsurance
Education
University of Houston 1980 — 1983
Bachelor's of Science, Public Relations/Image Management
Alvin Community College 1978 — 1980
RBC August 2012 - Present
RBC Royal Bank July 2010 - July 2012
RBC Royal Bank 2009 - July 2010
RBC Royal Bank 2006 - 2009
CIBC 2004 - 2006
Bell Canada 2000 - 2004
Sun Life Financial 1997 - 2000
Canada Life 1996 - 1997
The Lung Association 1992 - 1996
Skills
Strategic Communications, Internal Communications, Media Relations, Government Relations, Mergers, Employee Relations, Change Management, External Relations, Industrial Relations, Sponsorship Management, Sponsorship Development, Corporate Branding, Corporate Events, Digital Media, Social Media, Event Management, Crisis Communications, Corporate Social..., Divestitures, Acquisition Integration, Brand Management, Financial Services, Program Management, Leadership, Strategic Planning, Integrated Marketing, Management, Strategy, Marketing Communications, Sponsorship, Corporate Communications, Public Relations, International Relations
Education
University of Toronto 2004 — 2005
Strategic Leadership
The Institute for Health and Human Potential
Emotional Intelligence for Personal Leadership
Centennial College 1998 — 1999
Internet Business Services - High Honours
Ryerson University 1993 — 1997
Public Relations
Canadian Securities Institute
Canadian Securities Course — Honours
University of Toronto 1987 — 1991
Commerce & Economics - Honours
Université Canadienne en France
International Business and Marketing
Berkley Specialty Underwriting Managers LLC November 2005 - Present
Assurant January 2000 - December 2005
Canada Life May 1998 - December 1999
Delaware Insurance Department June 1995 - May 1998
Citicorp Insurance Group May 1992 - March 1995
Summit National Life Insurance Company November 1990 - May 1992
Security of America Life Insurance Company May 1988 - November 1990
Skills
Reinsurance, Accounting, Insurance, Process Improvement, Financial Reporting, Financial Accounting, Financial Analysis, Employee Benefits, GAAP, Property & Casualty..., Sarbanes-Oxley Act, Risk Management, Finance, Auditing, Account Reconciliation, PeopleSoft
Education
Alvernia University 1984 — 1988
BA, Accounting
NORTHERN INSURANCE GROUP January 2005 - Present
NORTHERN INSURANCE SERVICE, LTD February 2003 - Present
Jefferson Pilot Financial January 2000 - February 2003
Prudential Insurance Co. February 1998 - July 2000
Canada Life January 1996 - February 1998
CNA Insurance Company January 1991 - January 1996
Skills
Insurance, Commercial Insurance, Group Insurance, Brokers, Property & Casualty..., Health Savings Accounts, Liability, Professional Liability, Sales, Employment Practices..., Umbrella Insurance, Accident, Risk Management, Investments, Account Management, Medicare, Marketing, Whole Life, Strategic Financial..., D&O, Financial Planning
Education
Eastern Illinois University
University of St. Francis
Bachelor, Finance & Business Administration
Southern Company 2002 - 2008
Cox Communications 2000 - 2002
Canada Life 1999 - 2000
Allied Solutions Group Inc 1998 - 1999
Coopers & Lybrand 1995 - 1998
Skills
MS Project, SDLC, Sarbanes-Oxley Act, Infrastructure, Benchmarking, PMI, Event Management, Business Process, Projects, PMP, Program Management, Cross-functional Team..., Budgets, Project Management, Software Project..., PMO, Leadership, ERP, Testing, Management, Microsoft Project
Education
Georgia Institute of Technology 1992 — 1994
MBA, Marketing Research
Georgia Institute of Technology 1987 — 1992
BSMgt, Marketing Research
....so long ago....
Master of Business Administration (MBA)
Crawford & Company August 2013 - Present
Crawford & Company March 2008 - July 2013
Crawford & Company March 2005 - March 2008
Crawford & Company March 2004 - February 2005
SE Direct August 2003 - February 2004
Canada Life March 2001 - July 2003
Legacy Marketing Group June 1999 - February 2001
Skills
Business Analysis, Project Management, Microsoft Office, Social Media Marketing, Social Media, Marketing Communications, Strategic Planning, Content Management, Management, Analytics, Marketing Strategy, Leadership, Marketing, Email Marketing, SEO, CRM
Education
Berry College 1995 — 1999
Bachelor of Arts (BA), Communications: PR, Marketing, History
North Cobb High School 1991 — 1995
High School Diploma
PSCU Financial, Inc. 2003 - 2013
Banker's Insurance/INMG 2001 - 2003
Selectica 2000 - 2001
Canada Life 1999 - 2000
MetLife 1986 - 1999
Skills
Executive Management, Financial Services, Insurance, Managed Care, Healthcare Management, Operations Management, Information Technology, Banking, COO, CFO, Credit Unions, Accounting, Managerial Finance, Financial Analysis, Corporate FP&A, Enterprise Risk..., Risk Management, Process Improvement, Sarbanes-Oxley Act, Internal Controls, Internal Audit, Vendor Management, Strategic Financial..., Business Analysis, Mergers & Acquisitions, Financial Reporting, Forecasting, Strategic Planning, Budgets, Financial Modeling, Health Insurance, Life Insurance, Property & Casualty..., Leadership, Management, Financial Planning
Education
Cleveland State University
Master of Business Administration (MBA), Finance
Cleveland State University
Bachelor of Business Administration (BBA), Accounting and Finance
Canada Life October 2013 - October 2014
Admiral Security Services 2013 - 2013
Canada Life February 2012 - September 2012
Skills
Actuarial Science, Insurance, Microsoft Office, Microsoft Excel, Auditing, Microsoft Word, PowerPoint, Business Analysis, Actuaries, Data Analysis, Risk Management, Access, Training, Life Insurance, Actuarial Mathematics, VBA, Financial Projection, Healthcare, Model Building, Matlab, Statistics, Reinsurance
Education
Dublin City University 2009 — 2013
Bachelor of Science (BSc), Actuarial Mathematics, 2.1
St. Michael's, Loreto 2004 — 2009
CohnReznick LLP January 2010 - Present
Canada Life February 2009 - July 2009
Caturano and Company January 2008 - July 2008
Skills
Accounting, Financial Reporting, CPA, Financial Statements, Financial Accounting, Auditing, GAAP, Internal Controls, Tax, Microsoft Excel, Analysis, Journal Entries
Education
Dublin City University 2008 — 2009
Bachelor of Science (BS), International Business
Northeastern University 2006 — 2009
BS, International Business, 3.4
RBC Insurance October 2014 - Present
The Beer Store August 2008 - Present
Canada Life January 2013 - October 2014
Bell Media 2009 - August 2013
Skills
Voice Over, Radio, Broadcast, Event Management, Television, Voice Acting, Radio Broadcasting, Radio Advertising, Entertainment, Press Releases, Media Relations, Digital Media, Copywriting, Video Production, Social Media
Education
Seneca College of Applied Arts and Technology 2012 — 2012
LLQP
Conestoga College 2006 — 2008
Broadcasting, LLQP
Fenelon Falls Secondary School 2001 — 2005
Cognizant Technology Solutions November 2008 - Present
Wipro Technologies December 2007 - November 2008
Wipro Technologies January 2005 - December 2007
Selient Technologies August 2004 - January 2005
Canada Life January 2004 - August 2004
Infolink Technologies September 2001 - December 2003
Starkey Labs May 1995 - August 2000
Education
Harvard Business School 2013 — 2014
Emerging Partners Program
Strayer University 1996 — 2000
Bachelors in Computer Information Systems, Computer Networking, Programming
Humber College 1997 — 1998
Quality Assurance, Quality Assurance
Bangalore University 1989 — 1994
Bachelors in Engineering, Mechanical
Lincoln Financial Group June 2014 - Present
Sun Life Financial April 2005 - June 2014
Assurant April 2004 - April 2005
Canada Life 2002 - April 2004
Skills
Disability Insurance, Employee Benefits, Dental, Health Insurance, Healthcare, Group Benefits, Medical Stop Loss, Insurance, Underwriting, Workers Compensation, Term Life Insurance, Dentistry, Life Insurance, Brokers, Benefits Administration, Health Savings Accounts, Long-term Care, Group Insurance, Critical Illness
Education
California Polytechnic State University-San Luis Obispo 1992 — 1997
Bachelor of Science, Business Marketing
ML Talent August 2015 - Present
Self-employed March 2015 - Present
Garda World (formerly G4S Cash Solutions) November 2005 - July 2015
Signature Group June 2001 - October 2006
Elections Canada June 2004 - January 2006
CDSPI July 2004 - October 2005
Maritime Life August 1999 - July 2004
Imperial Life Financial, now known as Desjardins Financial Security January 1997 - August 1999
Canada Life March 1996 - January 1997
Canada Life November 1994 - March 1996
Skills
French (native speaker), Spanish (fluent), Italian (intermediate), English (fluent), English to French..., Smart Serve, Food Writing, Customer Service, English, Sales, Management, French
Education
Université de Montréal 1992 — 1996
Master of Arts (M.A.), Language Interpretation and Translation
George Brown College 1999 — 2000
Certificate in Marketing Management, Marketing/Marketing Management, General
Life Office Management Association, inc. 1995 — 1998
Associate, Customer Service, Life Insurance and Investment Products
Bartending School of Ontario 2004 — 2004
Professional Bartending Certificate, Food Service, Waiter/Waitress, and Dining Room Management/Manager
McGill University 1991 — 1992
Certificate of Proficiency, Spanish Language and Literature
Université de Montréal 1988 — 1991
Bachelor of Arts (B.A.), Language Interpretation and Translation
Collège Stanislas 1979 — 1986
Baccalauréat français, High School/Secondary Diplomas and Certificates, Mention Assez Bien
Desjardins Financial Security April 2011 - Present
Sun Life Financial May 2007 - April 2011
Manulife Financial January 2005 - May 2007
Maritime Life March 2003 - January 2005
Canada Life September 2000 - March 2003
Insurance Corporation of British Columbia March 2000 - June 2000
Skills
Healthcare, Life Insurance, Health Insurance, Workers Compensation, Critical Illness, Term Life Insurance, Benefits Administration, Retirement, Long-term Care, Brokers, Fixed Annuities, Retirement Planning, Pensions, Underwriting, Liability
Education
British Columbia Institute of Technology / BCIT
Marketing/Marketing Management, General
IBM Canada June 2014 - Present
IBM Canada Ltd. May 2013 - August 2013
IBM Canada Ltd. September 2012 - December 2012
Canada Life January 2012 - April 2012
Blue Mountain December 2007 - March 2012
Skills
Time Management, Teamwork, Microsoft Office, Microsoft Excel, Leadership, Finance, Financial Analysis, Team Leadership, PowerPoint, Public Speaking, Marketing, Research, Customer Service, Data Analysis, Change Management, Resource Management, Financial Reporting, Oral Communications, Recruiting, Written Skills, Customer Relations, Process Management, Customer Experience..., Strategy, Business Analysis, Consulting, Project Management
Education
Dalhousie University 2010 — 2014
Bachelor's of Commerce, Finance Major
Canada Life March 2015 - Present
Stream Global Services May 2013 - March 2015
Stream Global Services February 2013 - May 2013
Stream Global Services January 2012 - May 2013
EM-Assist, Inc. September 2006 - September 2010
Intel Corporation July 1996 - September 2006
Skills
HTML/XML, HTML + CSS, Technical Writing, SharePoint, Web Development, Databases, MySQL, Windows Server, PHP, Technical Support, Programming, Apache, Software Documentation, Windows, Troubleshooting, HTML, Computer Hardware, CSS, Linux
Education
California Polytechnic State University-San Luis Obispo 1989 — 1996
BA, English
Humber College Institute of Technology & Advanced Learning August 2011 - Present
Seneca College of Applied Arts and Technology 2003 - 2011
Canada Life 2000 - 2003
Canadian Life & Health Insurance Association 1985 - 2000
Skills
Press Releases, Research, Editing, Public Speaking, Higher Education, Teaching, Adult Education, Public Relations, Strategic Communications, Event Planning, Corporate Communications, Media Relations, Social Media, Student Affairs, Student Development, College Teaching, Social Networking, Qualitative Research, Speech Writing, University Teaching, Editorial
Education
University of Toronto 2006 — 2009
Doctor of Philosophy (Ph.D.), Higher Education/Higher Education Administration
University of Toronto 2004 — 2006
Master of Education (M.Ed.), Higher Education/Higher Education Administration
McGill University 1978 — 1982
Certificate in Business Communications
Carleton University 1973 — 1977
Bachelor of Journalism (First Class Honours)
Microsoft 2006 - November 2014
First Canadian Title May 2006 - September 2006
Rogers Communication Inc. May 2001 - March 2006
PPG Industries September 1999 - August 2000
Mass Engineered Design January 1999 - September 1999
Canada Life May 1996 - October 1998
Skills
Talent Acquisition, Talent Management, Onboarding, Workforce Planning, Employee Engagement, Performance Management, Employee Relations, Human Resources, Succession Planning, HR Consulting, Personnel Management, HR Policies, Applicant Tracking..., Technical Recruiting, Management, HRIS, Strategy
Education
York University - Schulich School of Business 1997 — 2001
MBA, Business, Strategy
Australian Graduate School of Management 2000 — 2000
MBA, Business
Humber College 1994 — 1995
Post-Diploma Certificate, Human Resources
University of Toronto 1988 — 1992
BA, Commerce, Sociology
Fennell IT Solutions Inc. January 2012 - Present
Great Lakes Copper Inc January 2009 - Present
Cooper Standard Automotive August 2007 - Present
Frank Cowan Company January 2006 - Present
Fennell Computer Services December 1999 - January 2012
TSC Stores January 2007 - March 2007
Canada Life May 2004 - November 2005
EDS, an HP Company May 2003 - December 2003
Compass Group Canada February 2003 - July 2003
Copperweld Canada August 1998 - March 2003
Skills
COBOL, RPG, SQL DB2, IBM iSeries, iSeries development, AS400 system, CLP, Software Documentation, Systems Analysis
Education
Fanshawe College 1992 — 1994
Data Processing, Computers
Sarnia Central Collegiate 1978 — 1982
Martin Marietta Materials February 2013 - Present
Martin Marietta Materials July 2010 - February 2013
Martin Marietta Materials October 2003 - July 2010
Canada Life July 2002 - October 2003
Skills
Organizational..., Labor Relations, Change Management, Employee Relations, Process Improvement, Employee Benefits, Deferred Compensation, HR Policies, Human Resources, Mining, New Hire Orientations, Occupational Health, Performance Management, Personnel Management, Policy, Recruiting, Safety Management..., Supervisory Skills, Training
Education
Florida State University 1994 — 1998
BS, Psychology
Morneau Shepell Ltd. November 2003 - Present
Canada Life April 1992 - November 2003
Citadel Assurance 1983 - 1992
Skills
Strategic Planning, Pensions, Risk Management, Employee Benefits, Customer Relations, Customer Service, Human Resources, Leadership Development, Health Insurance, Organizational..., Analysis, Change Management, Insurance, Disability Insurance, Defined Benefit, Performance Management, Deferred Compensation, Employee Engagement, Account Management, Employee Relations, Pension Administration, Coaching, HRIS
Education
Heriot-Watt University 2000 — 2004
Masters of Business Administration
Advanced Managment Centre of Dalhousie University 1984 — 1989
Certified Employee Benefit Specialist
Life Office Management Association 1983 — 1985
Fellow, Life Management Institute
London Life March 2009 - Present
London Life 2004 - 2008
Canada Life 2002 - 2004
Levy Industries 1999 - 2002
Skills
Architecture, XML, Databases, Java, IIS, VB.NET, Visual Studio, Visual Basic, COBOL, Programming, Requirements Analysis, Software Project..., System Architecture, .NET, UML, ITIL, SQL, Architectures, SDLC, Business Analysis
Education
IASA 2012 — 2012
IASA Foundation Certified
Fanshawe College 2008 — 2011
Certificate
The University of Western Ontario 2005 — 2007
MSc
Univeristy of West Indies 1994 — 1998
BSc
Kinston College High School
Kinston College High School
NYS Office of the State Comptroller July 2014 - Present
Baruch College/Zicklin School of Business/CUNY, New York, NY September 2008 - July 2014
British Columbia College Academy of ESL, Vancouver, Canada November 2003 - March 2004
Canada Life June 2001 - December 2002
Skills
QuickBooks, Tax Preparation, Financial Reporting, Financial Accounting, Tax, Accounting, Teamwork, Sarbanes-Oxley Act, US GAAP, Microsoft Excel, Microsoft Office, Financial Statements, Access, Bookkeeping, Accounts Payable, Income Tax, Spreadsheets, Accounts Receivable, General Ledger, GAAP, Account Reconciliation, Tax Accounting, Research, Internal Controls, Corporate Finance, Tutoring, PowerPoint, Auditing, Financial Analysis, Bank Reconciliation, Journal Entries, Payroll, Finance, Great Plains Software, Tax Returns
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2014
Master of Science (M.S.), Accounting
City University of New York-Baruch College - Zicklin School of Business 2006 — 2010
BBA, Accountancy
Citizens Financial Group, Inc. March 2012 - Present
Cape Cod Children's Museum May 2013 - Present
Citizens Bank September 2011 - March 2012
Liberty Mutual July 2004 - August 2010
Bank of America 2000 - 2004
Prudential Financial 1999 - 2000
Canada Life 1995 - 1998
Financial Holding Corporation 1987 - 1995
Skills
Risk Management, Financial Reporting, Fixed Income, Mergers, Finance, Budgets, Consolidation, Forecasting, Treasury Management, Investments, Corporate Finance, Securities, Mergers & Acquisitions, Business Process..., Accounting, Financial Analysis, Internal Controls, Strategy, Private Equity, Banking, Portfolio Management, Capital Markets, Valuation, Asset Management, Leadership, Financial Services, Tax, Equities, SEC filings
Education
Avila University 1992 — 1995
MBA, Finance
University of Central Missouri 1982 — 1984
MA, Accounting
Baker University 1978 — 1982
BS, Accounting
ThoughtWire Corp January 2013 - Present
Centtric Marketing Systems May 2009 - December 2012
Marsh Canada November 2001 - November 2008
DMC Consulting March 2000 - October 2001
Canada Life 1990 - 2000
Aetna Canada 1988 - 1990
Skills
HTML, Software Documentation, Requirements Analysis, Business Analysis, Agile Methodologies, Software Project..., SDLC, SQL, Microsoft SQL Server, XML, Oracle, Web Services, Software Development, Databases, Java, DB2, Eclipse, JavaScript, Visio, Requirements Gathering, Business Requirements, Scrum, Systems Analysis, UML, Waterfall, RUP, Analysis, Insurance, Testing, Business Process, User Acceptance Testing, Requirements Management, RDF, Semantic Technologies, User Stories, Application Architecture, Websphere, Enterprise Architecture, Integration, Data Modeling, Business Process...
Education
Centennial College 1984 — 1988
BFL Canada Consulting Services Inc. January 2011 - Present
Dan Lawrie Insurance Brokers Ltd. 2002 - January 2011
Benefits Division June 2001 - December 2002
Small Insurance Brokerage in Toronto May 1999 - June 2001
ABC Company 1997 - 1998
Canada Life May 1996 - November 1997
London Life April 1991 - May 1996
Skills
Employee Benefits, Benefits, Insurance, New Business Development, Account Management, Disability Insurance, Plan Design, Health Insurance, Group Benefits, Sales, Small Business, Risk Management, Business Planning, Human Resources, Retirement, Critical Illness, Underwriting, Benefits Administration, Long-term Care, Term Life Insurance, Retirement Planning, Employee Relations, Property & Casualty..., Brokers, Commercial Insurance, General Insurance, Professional Liability, Pensions, Claim, Defined Benefit, Life Insurance, Customer Retention, Liability, Health Savings Accounts, Commercial Lines, Workers Compensation, Legal Liability, Group Insurance, D&O, Claims Management, Reinsurance, Accident, Fixed Annuities
Education
University of Guelph 1986 — 1991
B.Comm, Hotel and Food Adminstration
ESSEC - ESSEC Business School
Master of Business Administration (M.B.A.), Hospitality Administration/Management
Calgary Laboratory Services July 2014 - Present
Calgary Laboratory Services May 2014 - June 2014
Organizational Health Inc. 2013 - 2014
Suncor Energy 2013 - 2013
Samantha Furst Disability Management Services 2011 - 2012
Alberta Health Services 2010 - 2011
Great-West Life and Annuity Insurance Company 2002 - 2008
NRCS Inc 2000 - 2002
Canada Life 1999 - 2000
Skills
Case Managment, Rehabilitation, Disability Management, Ergonomics, Career Counseling, Coaching, Research, Resume Writing, Policy, Vocational..., Program Development, Customer Service, Employee Relations, Mental Health, Workers Compensation, Claims Management, Occupational Health, Risk Assessment, Return to Work, Workshop Facilitation, Workplace Safety, Disability Insurance, Training
Education
Simon Fraser University 1993 — 1998
BSc., Kinesiology
University of New Brunswick 2010 — 2011
Certificate, Health, Safety & Environmental Processes
Capilano University 1991 — 1993
General Science
Canada Life September 2014 - Present
The Food Dudes August 2014 - Present
Canada Life February 2013 - September 2014
Mosaic Sales Solutions October 2012 - January 2013
Bloor Street Diner August 2010 - March 2012
Quinn’s steakhouse and Shopsy’s Deli. Server May 2009 - May 2010
Irish Embassy 2008 - 2010
Organized Outcomes January 2009 - April 2009
Taggart Construction April 2006 - September 2006
Skills
Social Media, Marketing Communications, Event Planning, Facebook, Marketing Strategy, Marketing, Advertising, Customer Service, Budgets, Team Leadership, Sales, Time Management, Management
Education
George Brown College 2007 — 2010
Business Administration- Marketing, Business Marketing, 3.6
Dalhousie University 2005 — 2007
Commerce, Business Marketing
St. Joesph's high school
OMERS March 2011 - Present
Sun Life Financial 2004 - 2010
Canada Life 1999 - 2004
Royal Bank of Canada 1998 - 1999
Standard Bank of South Africa 1995 - 1998
Standard Bank of South Africa 1993 - 1995
Skills
Pensions, Defined Benefit, Pension Administration, Retirement, Defined Contribution, Pension Funds, Profit Sharing, Banking, Training, Employee Benefits, Accounting, Management, Customer Service, Investments
Education
Humber College
Misericordia Health Centre Foundation June 2014 - Present
Aon Hewitt Canada June 2014 - Present
Canadian Pension & Benefits Institute / L'Institut Canadien de la Retraite et des Avantages Sociaux April 2010 - Present
Misericordia Health Centre Foundation September 2010 - June 2014
AQ Group Solutions January 2009 - June 2014
Manitoba Blue Cross 2008 - 2009
STRATA Benefits Consulting Inc. November 2003 - December 2008
Canada Life 1999 - 2003
Crown Life Assurance Company August 1993 - May 1999
Great-West Life September 1990 - August 1993
Skills
Group Benefits, Account Management, Risk Management, Strategic Leadership, Public Speaking, Governance, Marketing Communications, Strategic Communications, Priority Management, Consensus Building, Results Oriented, Collaborative, Team Leadership, Flexible Benefits Plan..., Drug Plan Analysis, Budget Management, Business Development, Project Management, Underwriting, Negotiation, Marketing, Product Portfolio..., Disability Management, Presenter, Project Implementation, Focus Groups, Strategic Planning, Business Plan..., Bilingual, Client Retention, Client Advocacy, Entrepreneurship, Employee Benefits, Plan Analysis, Program Management, Disability Insurance, Human Resources, Insurance, Management, Customer Retention, Budgets, Health Insurance, Executive Pay, Performance Management, Writing, Global Operations, Mergers & Acquisitions, Change Management, employee health, Data Integration
Education
University of Manitoba 1987 — 1990
Bachelor of Arts, French
University of Chicago, Booth Business School
Global Benefits Management Certification
Dalhousie University
Group Benefits Associate, CEBS Program
Canada Life August 2014 - Present
Invesco December 2010 - August 2014
Manulife Financial April 2001 - November 2010
Skills
Mutual Funds, Retirement Planning, Wealth Management, Investment Strategies, Investments, Insurance, Strategic Financial..., Retirement, Financial Advisory, Investment Advisory, Financial Services, Relationship Management, Portfolio Management, Asset Allocation, Securities
Education
Dalhousie University 1998 — 2002
B.Comm, Marketing Informatics
Dalhousie University 1998 — 2002
Bachelor of Commerce (B.Com.), Statistics and marketing
Allstate Benefits September 2009 - Present
Mutual of Omaha April 2004 - November 2008
Canada Life June 2001 - March 2004
Skills
Sales, Voluntary Employee..., Gap Analysis, Employee Benefits, Strategic Enrollment..., Health Insurance, Disability Insurance, Accident Insurance, Critical Illness, Life Insurance, Insurance, Brokers, Account Management, Health Savings Accounts, Online Enrollment, Universal Life, Employee Engagement, Employee Wellness, Territory...
Education
Colorado State University 1996 — 2000
Bachelor's degree, Computer and Information Sciences, General
TLQ Consulting Inc. September 1990 - Present
Scotiabank 2013 - 2015
Scotiabank 2013 - 2015
IOUG (Collaborate 2011) 2010 - 2011
IOUG 1995 - 2010
Scotiabank 2004 - 2009
Kraft Foods 2002 - 2004
Canada Life 2000 - 2002
SwissRe Insurance 1998 - 1999
Eli Lilly 1995 - 1999
Skills
Performance Tuning, Oracle, Database Administration, DB2, Data Warehousing, Data Modeling, Databases, Database Design
Education
McGill University 1977 — 1980
John Abbott College 1975 — 1977
Loyola High School 1972 — 1975
Pierrefonds Comprehensive High School 1971 — 1972
General
Sun Life Financial July 2014 - Present
MB Consulting July 2013 - January 2014
Manulife Financial January 2006 - May 2013
Aetna & Maritime Life 1998 - December 2005
Canada Life September 1990 - August 1996
Skills
Disability Insurance, Life Insurance, Leadership, Critical Illness, Management, Employee Benefits, Claim, Coaching, Litigation, Public Speaking, Product Development, Operating Budgets, Health Insurance, Training, Long-term Care, Claims Management, Reinsurance, Underwriting, Term Life Insurance, Litigation Management, Team Leadership, Claim Investigation, Long Term Care Insurance, Insurance, Risk Management, Financial Risk, Process Improvement
Education
Brock University
Bachelor's degree, Business/Managerial Economics
Bradford West Gwillimbury Minor Hockey Association August 2010 - Present
Canada Life December 1995 - April 1998
Barrie Advance 1994 - December 1995
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Communication, Organization, Data Entry, Schedules, Event Planning, Customer Service, Contract Negotiation, Negotiation, Team Leadership
Education
Georgian College 1992 — 1994
Accounting and Business/Management
The Childrens Hospital of Philadelphia September 2008 - Present
Motorola January 2007 - September 2008
Hanger Orthopedics Group March 2005 - January 2007
CD Group October 2002 - January 2005
Canada Life May 2002 - October 2002
Johnson Controls May 1999 - March 2002
PFPC July 1997 - May 1999
Skills
Public Speaking, Business Analysis, Analysis, Customer Service, Strategic Planning, Process Improvement, Team Building, Leadership, Coaching, Budgets
Education
Delaware State University 1992 — 1997
Bachelors, Accounting/Business Administration
Ultimate Software April 2015 - Present
Ultimate Software May 2012 - April 2015
Ultimate Software January 2012 - May 2012
Ultimate Software February 2009 - January 2012
Ultimate Software April 2008 - February 2009
Ultimate Software June 2005 - March 2008
Ceridian July 1998 - August 2003
Canada Life 1996 - 1998
Ichiban Records 1995 - 1996
Skills
Software Implementation, Project Portfolio..., Professional Services, Project Management, Business Intelligence, SaaS, Business Analysis, Management, HRIS, Ultipro, Requirements Analysis, Troubleshooting, Payroll, Change Management, Leadership, Business Process, Process Improvement, Informatica, SharePoint, Microsoft Excel, Organization, Concur, Hands-on Training, Query Analyzer, Analysis, Salesforce.com, Enterprise Software, Software Quality..., Software Documentation, Mentoring, Technical Leadership, SDLC, Cloud Computing, Vendor Management, Requirements Gathering, Visio, Consulting, Software Project...
Education
Georgia Institute of Technology 2012 — 2012
Single course, Project Management Introduction: Fundamentals to Successful Projects
Emory University - Goizueta Business School 2011 — 2011
Finance for the Nonfinancial Manager, Executive Education
Georgia College and State University 1989 — 1995
BA, Liberal Arts
TXT e-solutions May 2014 - Present
Molson Coors Canada May 2012 - April 2014
Vision Critical January 2010 - November 2011
Greenfield Online September 2005 - October 2009
J.D. Power and Associates February 2004 - September 2005
Canada Life April 2002 - October 2003
ITW Permatex May 1999 - August 2001
Skills
Technologically Savvy, Proactive and forward..., Superior Client Manager..., Excellent Communicator, 360° learning, training..., Market Research, Client Management, Web Project Management, Training & Development, PMP, Achieving Results, Process Improvement, Client Retention, Client Relationship..., Independent Thinker, Critical Thinking, Creative Problem Solving, Project Management, Business Analysis, CRM
Education
Georgian College 2001 — 2002
Post Grad, Research Analyst Program
Wilfrid Laurier University 1993 — 1997
B.A., Economics
St Thomas Aquinas
St Thomas Aquinas
SkillSoft June 2011 - Present
Make Waves LLC 2008 - Present
NASCO October 2006 - January 2011
TRX October 2005 - October 2006
The Winter Construction Company August 2001 - August 2005
Canada Life 1998 - 2000
LOMA 1997 - 1998
DeKalb County Schools 1984 - 1996
Skills
Leadership Development, Instructional Design, Performance Management, Emotional Intelligence, Business Coaching, HR Consulting, Life Coaching, Communication Training, Coaching, Executive Coaching, Training Delivery, Organizational..., E-Learning, Change Management, Needs Analysis, Strategy, Policy, Program Management, Learning Management, 360 Feedback, Personal Development, Staff Development, Motivational Speaking, Adult Education, Training, Leadership, Performance Consulting, Organizational..., Team Building, Learning Management..., Conflict Resolution, Succession Planning, Performance Improvement, Employee Engagement, Management Consulting, Career Development, Organizational Design, Executive Development, Employee Training, Management Development, Organizational Learning, Workshop Facilitation, Talent Management, Curriculum Design, Career Management, Blended Learning, Instructor-led Training, Human Resources, Consulting, Culture Change
Education
Institute for Professional Empowerment Coaching 2008 — 2008
Certified Professional Coach
Georgia State University 1983 — 1988
M.Ed, Education
Agnes Scott College 1979 — 1982
B.A., English
Southwest DeKalb High School 1973 — 1978
Diploma, English
Morneau Shepell November 2013 - Present
Corporate Benefit Analysts, Inc. November 2005 - February 2013
Sun Life Financial October 2003 - May 2005
Canada Life April 2002 - September 2003
Hudson's Bay Company 1990 - 2002
Skills
Pensions, Defined Benefit, Pension Administration, Defined Contribution, Retirement Plan..., Retirement Savings, Pension Funds, RRSP, Savings, Benefits Administration, Employee Benefits, Retirement Planning, Investments, Retirement, Health Insurance
Education
University of Toronto 1983 — 1988
Bachelor of Science, Physics and Astronomy
Humber College 1997 — 1997
Certificate, Pension Plan Administration
Humber College 1993 — 1993
Certificate, Employee Benefits
Sheridan College 1989 — 1990
Diploma, Courseware Design and Production
Curriculum Services Canada February 2012 - Present
Advanced Educational Corporation August 2011 - January 2012
Ontario Telemedicine Network November 2007 - January 2011
Ontario Telemedicine Network January 2004 - 2008
Canada Life 1999 - 2003
Skills
Soft Skills, Skillsoft, Workshop Facilitation, Learning Management..., Camtasia, Webinars, E-Learning, Blended Learning, Performance Management, Employee Engagement, Coaching, Instructional Design, ADDIE, Captivate, Instructor-led Training, Learning Management, Leadership Development, Knowledge Management, Organizational..., Project Management, Training Delivery, Training, Program Management, Adult Education, Educational Technology, Hands-on Training
Education
University of Toronto 2013 — 2014
Certificate, Project Management
University of Toronto 2007 — 2009
Certificate, E-Learning
St. Francis Xavier University 2002 — 2003
Certificate, Adult Education
Canadian Securities Institute 1998 — 1999
Canadian Securities Course Designation
Concordia University
Bachelor of Arts, Psychology
Edward Jones December 2002 - Present
GroupONE Solutions 2000 - 2012
Canada Life June 1990 - August 2002
Manulife Financial 1979 - 1993
Education
Algonquin College of Applied Arts and Technology 1973 — 1976
Business Admin, Business
North dundas District High School 1970 — 1973
business
Zurich Insurance June 2010 - Present
ACE USA January 2006 - June 2010
The Hartford September 2002 - January 2006
AIG June 2000 - September 2002
Canada Life April 1989 - June 2000
Skills
Insurance, Accident, Commercial Insurance, Program Management, Underwriting, Property & Casualty..., Claim, Workers Compensation, Brokers
Education
Auburn University 1982 — 1986
BS, Business Management
Kelly Services (Canada), Ltd. June 2009 - Present
AmbuTrans Inc. 2005 - 2009
Aimco Staffing Solutions 2003 - 2005
Nike 1997 - 2003
Canada Life 1996 - 1997
Liberty Mutual Insurance 1979 - 1997
Ontario Blue Cross 1979 - 1995
Skills
Training, Sourcing, Customer Service, Onboarding, Talent Acquisition, Technical Recruiting, Recruiting, Applicant Tracking..., Management, Employee Relations, SAP, Human Resources, Screening Resumes, CRM, Executive Search, Interviews, Temporary Placement, Internet Recruiting, Hiring, Temporary Staffing, Screening
Education
Centennial College
University of Toronto
Peel District School Board September 2010 - Present
Peel District School Board November 2008 - December 2010
Equitable Life July 2008 - September 2009
Perimeter Financial August 2007 - June 2008
CPP Investment Board June 2006 - December 2006
CPP Investment Board August 2005 - January 2006
Consultant 2004 - 2005
Canada Life June 1981 - February 2004
Canada Life Assurance Company 2002 - 2004
Skills
Investments, Elementary Education, Special Education, Lesson Planning, Classroom Management, Public Speaking
Education
D'Youville College 2005 — 2006
MSc, Education
The University of Western Ontario 1974 — 1977
BA, Economics
MetLife July 2014 - Present
Assurant Employee Benefits March 2005 - July 2014
The Hartford 2002 - 2005
Canada Life 2002 - 2003
Towers Perrin 1998 - 2001
Skills
Insurance, Customer Relations, Administration, Account Management, Employee Benefits, Enrollment Management, Open Enrollment, Claims Resolution, Term Life Insurance, Disability Insurance, Critical Illness, Accident, Short Term Disability, Dental, Gap Analysis, Proposal Writing, Proposal Preparation, Proposal Management, Sales Presentations, Group Presentations, Group Benefits, Organizing Meetings, Customer Service, Disabilities, Dentistry, Life Insurance, Training, Health Savings Accounts, Group Insurance, Brokers, COBRA, Recruiting, Health Care Reform, Strategy, Benefits Administration, Claim, Workers Compensation, Voluntary Employee..., Marketing, Self-funded, Whole Life, Defined Benefit, Employee Wellness, Accident Insurance, General Insurance, Universal Life, Marketing Communications, Market Research, Benefits Design, HRA
Education
Benedictine University 1992 — 1996
Bachelor of Arts (B.A.), Broadcast Journalism
Leon's Furniture September 2014 - Present
Credit Institute of Canada August 2013 - January 2014
International Financial Data Services (Contract) November 2012 - May 2013
Hewlett-Packard January 2011 - June 2012
Unity Management Underwriters April 2010 - July 2010
Canada Life August 2008 - October 2009
President's Choice Financial June 2007 - August 2007
Bell April 2005 - August 2006
Electronic May 2004 - August 2006
Pizza Pizza Ltd November 2003 - July 2005
Skills
8+ years of progressive..., Strong ability to..., Eminently motivated to..., Eager, hardworking and..., Ability to develop..., Dependent and..., Inspired by challenges, Competence to meet..., Personable personality,..., Good understanding of..., Proficient, tech savvy..., Flexible in adapting to..., Certified by Canadian...
Education
Everest College 2012 — 2013
Diploma, Accounting and Payroll
Georgian College 2006 — 2008
Diploma, Business Marketing
John Maxwell Team August 2015 - Present
AIG April 2014 - Present
Without A Trace Ministries, Inc. March 2010 - Present
Chartis Aerospace Insurance Services June 2011 - April 2014
Chartis Aerospace Insurances Services, Inc. September 2006 - June 2011
AIG Agency Auto August 2004 - September 2006
Canada Life Assurance Company May 2002 - April 2004
Canada Life 2002 - 2004
ADP January 1997 - April 2002
Skills
Process Improvement, Project Management, iSuite Implementation &..., Navigator Rater System..., Shared Services..., User Acceptance Testing..., Management, CRM, Business Analysis, Business Process, Analysis, Vendor Management, SDLC, Program Management, Training, Visio, Requirements Analysis, PMO, Quality Assurance, IT Management, Leadership, Contract Negotiation, Project Portfolio..., Software Development, Operations Management, Requirements Gathering, Team Building, Business Process...
Education
Aspen University
Certificate, Project Management
Lincoln Financial Group August 2015 - Present
Wells Fargo Insurance Services August 2014 - August 2015
Lincoln Financial September 2009 - August 2014
Lincoln Financial Group September 2007 - September 2009
Lincoln Financial Group April 2004 - September 2007
Canada Life January 2002 - April 2004
Canada Life August 1997 - January 2002
Canada Life January 1994 - July 1997
Travelers Insurance April 1992 - January 1994
Ing Life Of Georgia October 1989 - April 1992
Skills
Underwriting, Insurance, Disability Insurance, Employee Benefits, Term Life Insurance, Life Insurance, Claim, Brokers, Reinsurance, Negotiation, Health Insurance, Management, Group Insurance, Accident, Advanced Problem Solving, Excel Expert, Group Benefits, Ancillary Benefits, Alternate Funding, Enrollment Strategies, Disability Claims..., FMLA, Risk Management
Education
International Foundation Education - Benefits & Compensation, The Wharton School 2010 — 2012
CEBS
University of North Carolina at Charlotte 1985 — 1987
BA, English
Brevard College 1983 — 1985
AA
Equitable Life June 2007 - Present
Canada Life March 2004 - April 2007
Canada Life June 2001 - February 2004
Canada Life April 2000 - May 2001
Non-Industry Related Experience September 1997 - March 2000
NN Financial Brokerage Services/Vital Insurance Agencies July 1996 - August 1997
Crown Life Insurance Company January 1993 - June 1996
Skills
Insurance, Term Life Insurance, Disability Insurance, Critical Illness, Retirement Planning, Sales Management, New Business Development, Account Management, Whole Life, Wealth Accumulation, Universal Life, Business Planning, Life Insurance, Marketing, Sales, Sales Presentations, Management, Health Insurance, Strategic Financial..., Financial Planning
Education
George Brown College 1997 — 1999
Culinary Management Diploma
Innovapost January 2000 - Present
Canada Life February 1997 - December 1999
United Nations International Computing Center 1994 - 1996
International Monetary Fund 1990 - 1994
Viar and Company October 1988 - December 1989
IT Consultant June 1987 - October 1988
Technology Research Corporation May 1986 - June 1987
Skills
Business Analysis, Disaster Recovery, Project Management, Data Center, Requirements Analysis, Security, Integration, Infrastructure, Management, Networking
Education
American University 1986 — 1987
M.S., Operation Analysis
University of Maryland College Park 1982 — 1985
B.S., Information Systems
Scotiabank Global Banking and Markets June 2015 - Present
TD Securities January 2014 - April 2015
TD Securities January 2011 - December 2013
TD Bank Financial Group August 2008 - January 2011
TD Securities October 2003 - July 2008
Canada Life April 2003 - July 2003
Misys December 1997 - August 2002
Various Companies January 1991 - November 1997
Skills
SDLC, Business Analysis, Project Management, Fixed Income, Derivatives, Loans, Foreign Exchange, Risk Management, Requirements Gathering, Banking, Capital Markets, Management, Requirements Analysis, Credit Risk, Financial Risk, Financial Services, Portfolio Management, Vendor Management, PMO, Retail Banking
Education
Universitas Kristen Indonesia (UKI) 1984 — 1989
Bachelor's Degree, Electronic
Project Management Institute
PMP, Project Management
CMOI MedTra February 2010 - Present
Great-West Life April 1998 - January 2010
Canada Life November 1991 - April 1998
Ministère des Communications May 1990 - June 1990
Skills
Microsoft Office, Customer Service, Management, Editing, Social Media, Research, Microsoft Excel, English, Microsoft Word, Marketing
Education
ICS Canada 2014 — 2016
Medical Transcriptionist Career Diploma
Concordia University 1988 — 1991
B.A., Specialization French/English Translation
Université Laval 1984 — 1984
French for Non-Francophones
University of Guelph 1980 — 1982
Associate Diploma in Agriculture
Fiserv February 2015 - Present
Sedgwick July 2011 - February 2015
Munich Re (Group) August 2003 - July 2011
Canada Life January 1999 - August 2003
Ciber January 1997 - January 1999
Skills
Project Management, Project Planning, Software Development, Agile & Waterfall..., Scrum, Cross-functional Team..., Technical Leadership, Data Conversions, Data Analysis, Software Conversions, Software Implementation, ERP Implementations, Team Building, Process Improvement, SQL Server Management..., Business Analysis, Management, Requirements Analysis, Requirements Gathering, SDLC, Software Project..., Systems Analysis, Vendor Management, Visio, SQL, Customer Service, Business Process, Integration, IT Strategy, Business Process..., Insurance, Microsoft Office, Leadership, IT Management, Databases, Microsoft SQL Server, Program Management, Agile Methodologies, Analysis, CRM, Oracle, SharePoint, Testing
Education
The University of Georgia 1993 — 1996
Bachelor's Degree, Management Information Systems
The University of Georgia 1993 — 1996
Bachelor's Degree, Finance
Dekalb Technical College
Associate's Degree, Computer Science
Raymond James Ltd. March 2015 - Present
Fidelity Investments Canada March 2011 - March 2015
RBC Asset Management July 2005 - March 2011
CIBC September 2004 - July 2005
Ariad Custom Communications 2004 - 2004
Canada Life 2000 - 2003
BMO Nesbitt Burns 1998 - 2000
Bank of Montreal 1996 - 1998
Skills
Internal Communications, Wealth Management, Mutual Funds, Strategic Communications, Financial Services, Asset Managment, Investments, Marketing Communications, Alternative Investments, Analysis, Asset Allocation, Asset Management, Banking
Education
Carleton University 1992 — 1996
BA, English
Standard Life 2011 - April 2015
Hewitt Associates 2007 - 2010
Russell Investments 2004 - 2006
Canada Life 2001 - 2003
TD Asset Management 1998 - 2001
Russell Investments 1994 - 1998
Skills
Investments, Alternative Investments, Portfolio Management, Pensions, Pension Funds, Investment Strategies, Asset Management, Asset Allocation, Investment Management, Mutual Funds, Financial Services, Investment Advisory, Wealth Management, Defined Benefit, client service, Defined Contribution, Institutional..., investment consulting, Investment Advisory..., Team Management, Retirement, manager research, Chartered Financial..., Fundamental Analysis, Qualitative Research, Equities, Fixed Income, Strategy, Relationship Management, Management, Client Services, Team Building, Team Leadership, Teamwork, Presentation Skills, Sales Management
Education
Concordia University 1988 — 1992
Bachelor of Commerce, International Business
Prudential Financial November 2014 - Present
Prudential Financial June 2013 - Present
Prudential Financial August 1998 - Present
Canada Life June 1996 - August 1998
Unum June 1991 - June 1996
Skills
Dental Insurance, Disability Insurance, Employee Benefits, Solution Selling, Life Insurance, Health Insurance, Term Life Insurance, Insurance, Underwriting, Health Savings Accounts, Sales, Benefits Administration, Long-term Care, 401k, Account Management, Fixed Annuities, Brokers, Group Insurance, Leadership, Management, Retirement, Risk Management
Education
Bentley University 1987 — 1991
BS, Finance, Marketing
OMERS Capital Markets October 2005 - Present
Great-West Life August 2003 - October 2005
Canada Life April 2001 - August 2003
CIBC March 1997 - August 2000
Education
Schulich School of Business
MBA, Master of Business Administration, Finance
CFA Institute
CFA (Chartered Financial Analyst) Charterholder
Carleton University
Bachelor of Arts (B.A.), Economics
Munich American Reassurance Company October 2009 - Present
Old Mutual May 2006 - August 2009
Canada Life January 1996 - August 1997
TRANSAMERICA REINSURANCE 1994 - 1996
AEGON Americas 1989 - 1994
Skills
Financial Analysis, Insurance, Actuarial Science, Analysis, Life Insurance, Leadership, Reinsurance, VBA, Data Analysis, Financial Risk
Education
Ball State University 1987 — 1989
Master of Arts (MA), Actuarial Science, 4.0
National Taiwan University 1981 — 1985
Bachelor of Business Administration (B.B.A.), Finance, General
Bank of America September 2008 - January 2014
State of Arizona v. Jodi Arias December 2012 - May 2013
Meritage Homes October 2002 - September 2007
Canada Life September 2001 - September 2002
New York Underwriters 2000 - 2001
Principal Financial Group 1994 - 1998
Holmes Murphy & Associates 1987 - 1994
Skills
Short Sales, Mortgage Servicing, New Home Sales, Marketing, Negotiation, Customer Service, Insurance, Risk Management, Brokers, Strategic Planning, Account Management, Commercial Insurance, Real Estate, Consulting, Life Insurance, Selling, Social Media, Contract Negotiation, Sales, Leadership, Management
Education
Pella High School
Upper Iowa University
Bachelor of Arts (BA), Marketing
Hyland Bay Company
New Home Sales Training
Landmark Education
Landmark Forum
Des Moines Area Community College
Associate's Degree, Business Management
RBC Royal Bank January 2010 - Present
RBC Insurance June 2005 - April 2010
SunGard March 2004 - July 2005
Canada Life January 2002 - March 2004
Skills
Business Analysis, Insurance, Requirements Gathering, OOAD, Business Process, Management, Project Planning, Team Building, Recruiting, Resource Management, Enterprise Software, Forecasting, Systems Analysis, Visio, SDLC, Business Requirements, Software Documentation
Education
York University - Schulich School of Business 2007 — 2007
Masters Certificate in Business Analysis
Brock University
Bachelor of Arts (BA), Health Studies
Dale L. Berry, CFP, CLTC December 2012 - Present
Capitas Financial Inc./Pacific Southwest Financial July 2004 - December 2012
CNA Life Companies 1988 - 2004
American Pacific Insurance Brokers 1986 - August 1988
Sean McGillivary & Associates 1982 - 1986
Canada Life 1981 - 1982
Skills
Life Insurance, Estate Planning, Disability Insurance, Long-term Care, Insurance, Long Term Care Insurance, Fixed Annuities, Retirement Planning, Term Life Insurance, Wealth, Health Insurance, Strategic Financial..., Financial Planning, Universal Life, Series 63, Series 6
Education
California State University-Northridge 1976 — 1979
Bachelor of Arts (B.A.)
HollisWealth, a division of Scotia Capital Inc. August 2008 - Present
HollisWealth Insurance Agency Ltd. August 2008 - Present
Investment Planning Counsel 2004 - 2008
Investment Planning Counsel 2001 - 2004
Balanced Planning 1995 - 2000
Canada Life 1989 - 1994
Delrina 1987 - 1989
Tektronix 1985 - 1987
Skills
Business Succession..., Strategic Financial..., Investments, Entrepreneurship, Finance, Leadership, Insurance, Low Cost ETF Strategy, Financial Planning, Estate Planning, Investment Strategies, Mutual Funds, Wealth Management, Retirement, Portfolio Management, Wealth, Retirement Planning, Investment Advisory, Financial Advisory, Financial Services
Education
Algonquin College of Applied Arts and Technology 1969 — 1972
3 yr business/3yr Electronics, Managment/Marketing/Electronics Engineering Technicien
laurier macdonald high 1968 — 1971
Bwgmha August 2010 - Present
Canada Life December 1995 - May 1998
Barrie Advance December 1994 - December 1995
Skills
Event Management, Social Media, Event Planning, Customer Service, PowerPoint, Microsoft Word, Public Relations, Public Speaking, Microsoft Excel, Schedules, Books, Scrapbooking, Digital Photography, Digital Scrapbooking, Organization, Budgets, Research
Education
Georgian College 1992 — 1994
Business Administration, Accounting
Barrie North Collegiate 1988 — 1992
Fiduciary Research & Consulting LLC November 2009 - Present
John Hancock Financial Services 2006 - 2009
Manulife Financial 2004 - 2006
Capital Risk Management 2003 - 2004
Canada Life 1999 - 2003
Skills
Investment Strategies, Risk Management, Derivatives, Economics, Trading, Asset Allocation, Capital Markets, Financial Modeling, Fixed Income, Hedging, Market Risk, Portfolio Management, Quantitative Analytics, Investment Management, Equities, Investments, Financial Analysis, Financial Risk, Options, Trading Strategies, Financial Markets, Econometrics, Asset Management
Education
Dalhousie University
BA
Heriot-Watt University
DBA/MSc
Saint Mary's University
MBA
Ontario Teachers' Pension Plan July 2011 - Present
ING DIRECT Canada December 2003 - July 2011
Manulife Financial 2000 - 2003
Canada Life 1997 - 2000
The Canada Life Assurance Company 1990 - 2000
Skills
Investments, Pensions, Risk Management, Internal Controls, Banking, Financial Risk, Auditing, Accounting, Operational Risk, Internal Audit, IFRS, Leadership, Corporate Governance, Strategic Financial..., Operational Risk..., Enterprise Risk..., Sarbanes-Oxley Act, Financial Services, AML, Credit Risk, Governance, Basel II, Financial Planning
Education
Acadia University
Bachelor of Science (B.Sc.) honours, Information Technology
designations
CPA, CA CFA CIA CFSA
Black Knight Financial Services January 2014 - Present
Lender Processing Services, Inc. (LPS) January 2013 - January 2014
Lender Processing Services, Inc. (LPS) January 2005 - January 2013
CG Technology August 2003 - January 2005
Canada Life 1999 - 2003
Intellimart 1997 - 1999
Skills
Visio, SDLC, Requirements Analysis, SQL, Vendor Management, Software Project..., Disaster Recovery, Systems Analysis, Process Improvement, COBOL, JCL, DB2, Access, Banking, User Acceptance Testing
Education
Christ the King Elementary
Christ the King Elementary
UNF
Bachelor of Science (BS), Information Technology
Auburn University
Brookwood High School
Lincoln Financial Group June 2015 - Present
Parr Associates February 2014 - June 2015
LabMD May 2010 - February 2014
Lincoln Financial Group May 2004 - June 2009
Canada Life October 1998 - May 2004
Confederation Life Insurance Company 1992 - 1998
Skills
Troubleshooting, Technical Support, Data Center, Training, Security, Process Improvement, Windows OS - XP, Vista,..., Vendor Management, Windows Server 2003..., Software Documentation, Disaster Recovery, Customer Service, Servers, Networking, Databases, Project Management, SharePoint, System Administration, Management, Testing, Business Analysis, Leadership, Customer Satisfaction, Telecommunications, Software Installation, Integration, Requirements Analysis, Operating Systems, Requirements Gathering, IT Management, Enterprise Software, VMware vCenter, Share Security, Application Support, SQL
Education
Georgia State University
Bachelors, Mathematics Major; Management\Risk Management Minor
North Metro Technical College (Chattahoochee Technical College)
Networking Technology
Workplace Options June 2012 - Present
ISU/Paragon 2007 - 2012
AUL/OneAmerica 1993 - 2006
Canada Life 1993 - 1993
Skills
Sales, Sales and Sales..., Sales Management, Sales Operations, B2B, Marketing, Business Intelligence, Account Management, Coaching, Business Development, Leadership, Team Building, Training, Performance Management, New Business Development, Leadership Development, Strategic Planning, Recruiting
Education
Georgia State University 1985 — 1989
Bachelor of Business Administration (BBA), Marketing
Campbell High 1980 — 1985
Georgia State University, Marketing
Freddie Mac February 2013 - Present
Pinnacle Companies November 2011 - Present
Huron Consulting Group August 2010 - November 2011
SolomonEdwardsGroup October 2009 - August 2010
Citigroup July 2000 - February 2009
Primerica Financial Services June 2000 - February 2009
Canada Life May 1997 - June 2000
Prudential Financial June 1988 - April 1997
Skills
Internal Audit, Quality Auditing, Auditing, Risk Assessment, Sarbanes-Oxley Act, Compliance Testing, Compliance Assessments, Report Writing, Project Management, Organization &..., Regulatory Audits, Communication Skills, Written & Oral..., Management Consulting, Compliance Consulting, Banking, Fraud, Training, Financial Analysis, Risk Management, Management, Finance, Operational Risk, Internal Controls, Financial Reporting, Enterprise Risk..., Sarbanes-Oxley, Budgets, AML, Policy, Leadership, Analysis, Operational Risk..., Mergers & Acquisitions, Insurance, Business Process, Financial Risk
Education
Bucknell University 1984 — 1988
BS, Business Administration
Archbishop Walsh High School 1980 — 1984
Aviva Canada September 2015 - Present
Aviva Canada June 2014 - August 2015
Manulife Financial December 2012 - May 2014
Manulife Financial November 2007 - December 2012
Aviva Canada November 2006 - November 2007
Aviva Canada May 2005 - November 2006
Aviva Canada March 2004 - May 2005
Canada Life Financial Corporation June 2003 - March 2004
Canada Life August 2002 - May 2003
Warranty Holdings May 1999 - November 2001
Skills
Financial Analysis, Strategic Financial..., Strategic Planning, Strategy, Finance, Insurance, Managerial Finance, Forecasting, Change Management, Management, Investments, Risk Management, Financial Services, Leadership, Financial Planning, Financial Management, MIS, Financial Reporting, Corporate Finance, Compliance, Process Improvement, Business Analysis, Internal Controls, Enterprise Risk..., Financial Risk, Banking, Equities, Business Process..., Business Planning, Finance Transformation, Business Strategy, Process Engineering, Mergers & Acquisitions, IFRS, Due Diligence, Capital Markets, Financial Modeling, IT Strategy, Restructuring, Executive Management, Team Leadership, Planning, Variance Analysis, Valuation, Negotiation, Team Building, Succession Planning, Financial Accounting, Budgeting, Analysis
Education
CMA, CPA
Certified Management Accountant / Chartered Professional Accountant
Carleton University 1991 — 1995
B.Comm (High Honours), Accounting, Finance
York University 2001 — 2002
MBA, Finance, Strategy
INSEAD 2007 — 2012
Executive Leadership Program, Strategy, Leadership
Desjardins General Insurance Group February 2013 - Present
Desjardins General Insurance Group August 2009 - January 2013
Desjardins General Insurance Group June 2004 - July 2009
Canada Life 2003 - 2004
Skills
Actuarial Science, Property & Casualty..., Ratemaking, Data Analytics, Business Analysis, Competitive Analysis, Project Management, Risk Management, Team Management, Insurance, General Insurance, Process Improvement, Business Process, Underwriting, Business Strategy, GLM, Financial Risk, Claim, SAS, New Business Development, Business Development, Team Leadership, Statistics
Education
Cass Business School
Actuarial Science
Western University
Bachelor of Science (Hons) Actuarial Science & Statistics
Towers Watson May 2014 - Present
Aon Hewitt May 2012 - May 2014
Mercer January 2007 - May 2012
Clarity Benefit Consulting, LLC January 2005 - January 2007
Mercer Human Resource Consulting November 2001 - January 2005
Aetna 1998 - October 2000
Canada Life 1992 - 1998
Prudential Insurance 1987 - 1991
Skills
Employee Benefits, Insurance, Health, Vendor Relations, Analysis, Disability Insurance, Managed Care, Project Management, Ancillary Benefits, Benefits Administration, Healthcare, Health Insurance, Strategy, Underwriting, Business Strategy, Deferred Compensation, Executive Pay, Consulting, HRIS, Brokers, Defined Benefit, Vendor Management, Finance
Education
University of Georgia - Terry College of Business 2009 — 2011
MBA
Emory University
BA
PMI Class
ServiceMaster April 2014 - February 2015
ServiceMaster January 2013 - March 2014
Frank M. Renfrow January 2005 - December 2010
Canada Life January 1996 - December 2004
Skills
Project Management, Customer Service, Team Building, Program Management, Strategic Planning, Leadership, Change Management, Management, Microsoft Office, Account Management, Sales, Visio, Operations Management, Microsoft Excel, Coaching
Education
University of Phoenix 2015 — 2016
Master's Degree, Information Technology
Georgia Southern University 1987 — 1991
BBA, MIS
Voya Financial October 2011 - Present
Voya Financial October 2011 - Present
Medina Creative Design, LLC May 2003 - Present
ING 2007 - September 2011
Emory Center for Lifelong Learning March 2004 - March 2008
Canada Life 1998 - 2003
Skills
Web Design, Creative Direction, Advertising, Graphic Design, Logo Design, Brand Development, Management, Brochures, Training, Corporate Identity
Education
Art Institute of Atlanta 1992 — 1994
Associates in Arts, Visual Communications with a Graphic Design Major
Procter & Gamble December 2012 - Present
TOCICO 2014 - 2015
TOCICO 2014 - 2015
Procter & Gamble October 2007 - December 2012
Procter and Gamble September 2006 - May 2008
Gillette 1997 - 2006
Oracle June 1996 - September 1997
Rank Xerox January 1994 - June 1996
Canada life March 1988 - September 1992
Skills
Hyperion Enterprise, Essbase, Project Management, Database Design, Offshore Outsourcing, Cross-functional Team..., Oracle HR, Hyperion Planning, Business Analysis, Business Transformation, Critical Chain Project..., Theory of Constraints, Financial Analysis, Managerial Finance, Strategy
Education
Boston University Questrom School of Business 2005 — 2010
MBA
Brunel University London 1992 — 1996
Bsc
L&T Infotech December 2010 - Present
Citi March 2006 - December 2010
Unisen Inc. (AGF) September 2003 - February 2006
Canada Life March 2003 - August 2003
Unisen Inc. (AGF) September 2002 - February 2003
Canada Life September 2001 - August 2002
AdminSource Inc (division of AGF Management) August 1998 - August 2001
Aetna Life Insurance Company June 1994 - August 1998
Skills
RPG, DB2, COBOL, SQL, Integration, Testing, IBM iSeries, Programming, SDLC, JCL, SharePoint, Business Requirements, Production Support, Business Intelligence, Unix, Business Analysis, Data Warehousing, Database Design, Software Documentation, Requirements Analysis, JavaScript, Web Applications, Visio, ITIL, Microsoft SQL Server, User Acceptance Testing, Project Management, Data Migration, Software Project..., XML, Systems Analysis, Databases, Analysis, SOA, Requirements Gathering, Websphere, HTML, Visual Basic, Disaster Recovery, Software Development, Data Conversion, Mainframe, Crystal Reports, PL/SQL, Data Modeling, Enterprise Architecture, Troubleshooting, Agile Methodologies, ETL
Education
Centennial College
University of Economics in Wroclaw
Canada Life July 2003 - Present
Great-West Life May 1999 - Present
Skills
Insurance, Risk Management, Employee Benefits, Insurance Law, Life Insurance, Account Management, Underwriting, Privacy Law, Outlook, Financial Services, Litigation Management, Corporate Law, Claims Management, Claim, Corporate Governance, Health Insurance, Disability Insurance
Education
York University - Osgoode Hall Law School 1992 — 1995
Brandon University 1989 — 1992
B.A., English and Philosophy
Edward Jones December 2002 - Present
Canada Life August 1994 - August 2002
Manulife Financial 1989 - 2000
Skills
Mutual Funds, Estate Planning, Strategic Financial..., Retirement Planning, Wealth Management, Investment Strategies, Asset Allocation, Critical Illness, Wealth, Investment Advisory, Life Insurance, Financial Advisory, Retirement, Fixed Annuities, Small Business, Financial Planners, Financial Planning
Education
Algonquin College of Applied Arts and Technology 1973 — 1976
NDDHS
CDK Global January 2011 - Present
Stream Global Services 2009 - 2011
TD Canada Trust 2008 - 2008
INTRIA Items Inc. 2006 - 2007
TD Canada Trust 2004 - 2006
Canada Life 2002 - 2004
Merrill Lynch 2000 - 2002
TD Canada Trust 1997 - 2000
TD Canada Trust 1996 - 1997
Skills
Risk Management, Management, Training, Project Management, Strategy, Leadership, Negotiation, Team Building, Relationship Management, Media Relations, Quality Assurance, Customer Satisfaction, Complaint Management, Corporate Communications, Corporate Branding, Corporate Governance, Corporate Events, Training Delivery, Technical Writing, Software Documentation, Banking, Investments, Finance, Intranet Strategy, Web Content, call centre, E-Learning, Best Practices, Business Analysis, Team Leadership, Call Centers
Education
The University of Western Ontario
Bachelor of Arts (BA), English Language & Literature, Film Theory & Aesthetics
Western University
Professional Certificate, Communications & Public Relations
Vancouver Film School
Fanshawe College
Professional Certificate, Human Resources Management Program
Assurant Employee Benefits April 2004 - Present
RiverPoint 2000 - 2004
Canada Life 1998 - 2000
LGS Group 1990 - 1998
Skills
Data Quality, Data Management, Data Analysis, SQL, Quality Assurance, QualityStage 8.7, DataStage 8.7, ProfileStage 7.5, QualityStage 7.5, Information Analyzer 8.7, Data Architecture, Datastage, Data Warehousing, Requirements Analysis, Business Intelligence, Data Modeling, Analysis, Databases, SDLC, ETL, ITIL, Data Integration, Database Design, Data Warehouse..., Requirements Gathering, DataStage
Education
University of Regina
B.Sc., Computer Science
University of Regina - Luther College
B.Sc., Computer Science
Munich American Reassurance Company December 2010 - Present
ING August 2003 - December 2010
Canada Life May 2001 - August 2003
American Security Group 1994 - 2001
Education
Central Connecticut State University 1985 — 1989
Manulife Financial August 2012 - Present
Aurigen Reinsurance September 2011 - December 2011
London Life January 2011 - April 2011
London Life May 2010 - August 2010
Canada Life September 2009 - December 2009
RBC Insurance January 2009 - April 2009
AXA May 2008 - August 2008
Skills
Actuarial Science, Valuation, Pricing, Auditing, VBA, Microsoft Excel, Life Insurance, Access
Education
University of Waterloo 2007 — 2012
Honours Actuarial Science and Statistics
City University (GB) 2010 — 2010
Exchange Program
Taylor's University College 2006 — 2007
Cambridge A Levels
Voya Financial 2014 - Present
ING February 2005 - 2014
Canada Life 1994 - 2002
Confederation Life Assurance Company 1988 - 1994
Bennett Thrasher 1984 - 1988
Skills
Sarbanes-Oxley Act, Financial Risk, Financial Reporting, Financial Analysis, Insurance, Essbase, Reinsurance, Internal Controls, Hyperion Enterprise, Financial Systems
Education
The University of Georgia 1981 — 1984
Bachelor of Business Administration (BBA), Accounting
University of Georgia - Terry College of Business 1981 — 1984
Bachelor of Business Administration (BBA), Accounting
Emory University 1980 — 1981
Willis of Pennsylvania February 2012 - Present
Kelly & Associates Insurance Group July 2005 - February 2012
AMB Associates 2002 - 2005
Canada Life 2000 - 2002
Skills
Benefits Administration, Health Insurance, Performance Management, Employee Benefits, Disability Insurance, Insurance, Life Insurance, Microsoft Excel, Team Building, Sales, Management, Health Savings Accounts, Customer Retention, Brokers
Education
Albright College 2001 — 2003
BS, Business Management
Penn State University 1990 — 1993
Canada Life 2014 - Present
DBRS March 2007 - March 2014
Standard Chartered Bank March 2006 - November 2006
Mizuho Corporate Bank July 2000 - March 2005
MetLife July 1998 - July 2000
Skills
Project Finance, Commodity, Energy, Credit Analysis, Capital Markets, Financial Modeling, Investment Banking, Fixed Income, Valuation, Portfolio Management, Financial Structuring, Bonds, Corporate Finance
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA, Finance
Renmin University of China
rangle.io April 2015 - Present
EPAM Systems May 2012 - January 2015
Thoughtcorp October 2009 - May 2012
Citi May 2008 - August 2009
Citi July 2005 - March 2008
Canada Life February 1996 - June 2005
Skills
SDLC, Agile Methodologies, Integration, Scrum, Project Management, Web Services, Agile Project Management, SOA, Program Management, Data Warehousing, Pharmaceutical Industry, Continuous Integration, DB2, Kanban, Lean Software..., User Acceptance Testing, Certified Scrum Master..., Weblogic, Telco, Project Planning, IT Project & Program..., Change Management, Vendor Management, Business Process..., Business Analysis, Requirements Analysis, Software Project..., Software Development, Requirements Gathering, Management
Education
Fanshawe College 1992 — 1994
Business Information Systems, Information Systems
IBM February 2002 - Present
Microforum 2000 - 2002
Canada Life 1998 - 2002
Skills
DITA, Arbortext, Oxygen XML Editor, DB2, SQL, HTML, HTML5, CSS, PHP, Perl
Education
Humber College 2002 — 2007
Certificate, Technical Writing
Institute for Computer Studies 1996 — 1997
Diploma, Computer Programming and Systems Analysis
Nipissing University 1992 — 1993
B. Ed., Education
Laurentian University - Huntington University 1988 — 1992
B.A., Music
Government of Canada January 2013 - Present
Federal Government April 2012 - December 2012
Federal Government January 2004 - March 2012
Manulife Financial, Canadalife Assurance, Desjardine Financial July 1997 - December 2003
Canada Life 1995 - 1997
Allstate 1988 - 1995
Skills
Requirements Analysis, Visio, Agile Methodologies, SDLC, Business Analysis, Databases, Software Project..., PMP, Business Intelligence, Integration, Business Process, Enterprise Architecture, MS Project, Program Management
Education
Carleton University 2007 — 2007
Master Certificate, Sprott School of Business - Project Management
CTE Solutions - Ottawa 2006 — 2006
ITIL Certification, Foundation Level
Seneca College of Applied Arts and Technology 1985 — 1988
Diploma, Computers
Sun Life Financial June 2012 - March 2014
Assurant Employee Benefits 2004 - June 2012
Canada Life 1999 - 2004
Sun Life Financial 1994 - 1999
Skills
Underwriting, Long-term Care, Health Insurance, Disability Insurance, Life Insurance, Insurance, Health Savings Accounts, Term Life Insurance, Brokers, Employee Benefits, Workers Compensation, Voluntary Employee..., Retirement, Critical Illness, Fixed Annuities
Education
College of the Holy Cross 1990 — 1994
Regional Municipality of Durham April 2006 - Present
Spyre Solutions Inc. June 2005 - April 2006
Regional Muncipality of Durham October 2002 - June 2005
Canada Life September 1998 - October 2002
Education
Durham College 1996 — 1998
Information Systems, Information Systems
University of Toronto 1993 — 1995
Rogers Communications Inc. November 2009 - Present
Rogers Communications Inc. 2006 - November 2009
Rogers Communications Inc. September 2004 - November 2006
Sprint Canada March 2003 - August 2004
Canada Life September 2002 - March 2003
Sprint Canada June 2000 - August 2002
Sprint Canada March 1997 - 2000
RBC Dominion Securities 1996 - 1997
Singapore Construction Company 1994 - 1996
DHL (HK) Limited 1993 - 1994
Skills
Requirements Analysis, Integration, Business Analysis, IT Strategy, Telecommunications, Vendor Management, PMP, SDLC, Software Project..., Enterprise Architecture, Project Delivery, Solution Architecture, Unix
Education
Acadia University 1989 — 1993
Bachelor of Computer Science, Computer Science
Macy's Systems & Technology October 2005 - Present
Worldspan 1998 - 2005
Canada LIfe 1997 - 1997
The Leverage Group 1995 - 1996
Blue Cross Blue Shield of Ct 1988 - 1995
Connecticut Blue Cross Blue Shield 1988 - 1995
Education
Quinnipiac University 1990 — 1995
MBA
Central Connecticut State University
Marketing
American Farmers and Ranchers Mutual Insurance Company January 2012 - March 2015
Self Employed October 2010 - December 2011
NC Mutual Life Insurance Co July 2006 - August 2010
Lincoln Financial Group 2004 - 2005
Atlanta Life Financial Group 2002 - 2004
Canada Life May 1999 - August 2002
PennCorp Financial 1995 - 1998
Allied Van Lines 1988 - 1995
Skills
Reinsurance, Insurance, Statutory, Property & Casualty..., Financial Reporting, Accounting, Investments, Life Insurance, General Ledger, Financial Analysis, Statutory Accounting, Risk Management, Enterprise Risk..., Management, Auditing, GAAP
Education
LOMA 2007 — 2007
ARA, Reinsurance Administration
Gujarat University 1980 — 1983
B.Com., Accounting
DePaul University
DePaul University
ExpressLink January 2001 - Present
Anthem BlueCross/BlueShield January 1995 - September 2000
Canada Life January 1993 - January 1995
The Traveleres September 1985 - October 1992
Skills
Health Insurance, Brokers, Disability Insurance, Health Savings Accounts, Employee Benefits
Education
Arizona State University 1980 — 1982
Accounting
University of Missouri-Columbia
RBC August 2011 - Present
Intria/CIBC March 2008 - August 2011
CIBC October 2003 - March 2008
Canada Life August 2002 - October 2003
BCE Emergis January 2001 - August 2002
Founder Electronics July 1997 - December 2000
Skills
Application Architecture, Integration, SDLC, Enterprise Architecture, Requirements Analysis, SOA, Business Architecture, IT Strategy, TOGAF, Solution Architecture, Java Enterprise Edition, Program Management, Software Project...
Education
Peking University 1994 — 1997
Ph.D, Computer Science
Dalian University of Technology 1991 — 1994
Master, Computer Science
Dalian University of Technology 1987 — 1991
Bachelor, Computer Science
The Canada Life Assurance Company 1998 - Present
Canada Life 1998 - June 2010
Just Vacations Inc. January 2000 - September 2001
Marketing Agencies, Various 1989 - 1998
Skills
Strategic Planning, Direct Marketing, New Business Development, Insurance, Marketing Communications, Budgeting, Marketing Strategy, Product Development, Analytics, Promotions, Product Marketing, CRM, Marketing, Integrated Marketing, Digital Marketing, Budgets, Account Management, Management
Education
Capilano University 1986 — 1989
Business, Marketing
Prudential Red Lodge Real Estate March 2008 - March 2010
Mercer July 2005 - August 2006
Mosail Sales Solutions June 2004 - July 2005
Canada Life October 2000 - November 2003
Sun Life Financial June 1992 - October 2000
Education
Université du Québec à Montréal / UQAM 2011 — 2013
Baccalauréat en Enseignement au Secondaire (concentration mathématiques)
Université du Québec à Montréal / UQAM 2006 — 2007
Baccalauréat en Enseignement au Secondaire (concentration mathématiques)
Concordia University 1988 — 1992
B.S., Actuarial Mathematics
CEGEP de Bois-de-Boulogne 1986 — 1988
DEC, Science
Ecole Pierre Laporte 1980 — 1986
High School Diploma
CA Technologies 2002 - Present
Canadian Tire 1997 - 2001
Canada Life 1995 - 1997
City of Toronto 1985 - 1995
Skills
Enterprise Software, Cloud Computing, Web Services, SQL, Software Project..., Java, Software Development, SOA, Java Enterprise Edition, XML, Requirements Analysis, SDLC, Enterprise Architecture, Unix, Integration, Windows, Agile Methodologies, Software Engineering, Scrum, SaaS, RFID applications, LDAP, Axis2, PHP, z/OS, Multithreading, XSL-FO, XSLT, JBoss Application Server
Education
Humber College 1985 — 1987
Computer Programming
University of Toronto 1983 — 1985
Computer Science
OSFI Training and Development ConsultantOffice of the Superintendent of Financial InsitutionsJune 2003 - Present
Canada Life March 2000 - June 2003
Education
Brock University 1999 — 2003
bachelor of eduction in adult education, adult learning
Ryerson University 1984 — 1988
Business, Accounting and Finance
US Department of Health and Human Services January 2013 - Present
UnitedHealthcare May 2008 - January 2013
UnitedHealth Group – UnitedHealthcare Specialty Benefits May 2008 - January 2013
Group Dental Service, Inc. September 2006 - May 2008
Group Dental Service, Inc September 2006 - May 2008
Union Labor Life Insurance Company October 2000 - August 2006
Ullico Inc. October 2000 - May 2006
Canada Life November 1998 - October 2000
Vinings Management Corporation October 1997 - October 1998
Northwestern Mutual Life Insurance February 1992 - September 1997
Skills
Health Insurance, Medicaid, Medicare, Insurance, Managed Care, HIPAA, Healthcare, Employee Benefits, State Reporting, Process Improvement, Claim, Medicare Part D, Business Analysis, Healthcare Information..., Data Analysis, Project Management, Software Documentation, Visio, Pharmacy Benefit..., Analysis, Access, Strategic Planning, Health Policy, Management, Provider Relations, Quality Assurance, Human Resources, Healthcare Consulting, Recruiting
Education
Georgia State University 1994 — 1997
BS, Biology
Georgia State University
Bachelor of Science, Biology; Pre-Veterinary Medicine
Harry S. Truman 1986 — 1988
Nationwide Insurance May 2006 - December 2014
Highmark Blue Cross Blue Shield May 2004 - May 2006
PCS LLC July 1997 - May 2006
According To Hoyle January 2002 - May 2004
John Hancock Life Insurance Company (U.S.A.) January 2004 - January 2004
Great American Financial Resources May 2002 - December 2002
Nationwide Insurance July 2001 - December 2001
Canada Life July 2000 - May 2001
Midland Life October 1998 - May 2000
Fidelity Mutual Life July 1997 - December 1999
Education
James A. Rhodes State College 1976 — 1978
Associates in Applied Business, Computer Programming & Design
Bowling Green State University 1975 — 1975
General Business
The Ohio State University 1974 — 1975
General Business
Caisse Desjardins du Complexe Desjardins March 2015 - Present
Viandes Les Foong Meats August 2007 - Present
Caisse Desjardins du Quartier-Chinois June 2002 - December 2013
Wong Wing Foods - a division of McCain 1987 - 2007
Canada Life July 1977 - February 1987
Skills
Negotiation, Product Development, Strategic Planning, Budgets, Sales Management, Forecasting, Business Planning, Purchasing, Marketing Strategy, Account Management, Strategy, Management, Inventory Management, Food, New Business Development, Process Improvement
Education
Concordia University 1974 — 1977
Bachelor of Commerce (B.Com.), Accounting and Business/Management
Loyola High School 1970 — 1972
RBC Insurance August 2014 - Present
Great-West Life February 2011 - August 2014
Canada Life February 2002 - February 2011
Skills
Claim, Disability Insurance, Employee Benefits, Health Insurance, Insurance
Education
Gujarat University
T.Y.B.Com, Advanced Accounting, Business Organisation and Management
Georgia Aquarium March 2012 - Present
Georgia Aquarium February 2007 - Present
Nationwide Financial July 2007 - September 2009
Merrill Lynch 2005 - 2006
AMVESCAP 1999 - 2005
Invesco Ltd. 1998 - 1999
Canada Life 1997 - 1998
Pension Financial Services 1989 - 1997
Skills
401k, Retirement, Pensions, Benefits Administration, Plan Design, Retirement Services, Client Service, Deferred Compensation, Customer Relations, Financial Services, Customer Service, Business Planning, Team Building, Investments, Strategic Planning, Process Improvement, Employee Benefits, Retirement Planning, Insurance, Training, Financial Advisory, Leadership, Recruiting, Vendor Management, Human Resources, Employee Relations, Management, CRM, Sales, Time Management, Public Speaking, Nonprofits
Education
Georgia State University
Druid Hills High School
RBC Investor & Treasury Services 2008 - Present
RBC Dexia Investor Services 2006 - 2008
MFDA 2004 - 2006
Canada Life 1996 - 2004
Skills
Valuation
Education
Goa Institute of Management 1993 — 1995
Post Graduate Diploma in Management (P.G.D.M.), Finance & Marketing
Goa University 1990 — 1993
Bachelor of Commerce (B.Com.), Accounting
New York Life Insurance Company June 2013 - Present
New York Life June 2011 - July 2012
New York Life Insurance Company March 2009 - June 2011
New York Life Insurance Company April 2004 - March 2009
Canada Life December 2000 - December 2004
Confederation Life 1990 - 1995
Skills
Retirement Planning, Insurance, Long Term Care, Long-term Care, Fixed Annuities, Strategic Financial..., Estate Planning, Disability Insurance, Curriculum Development, Training Delivery, Sales Rep Training, Life Insurance, Business Planning, Leadership, Training, Investments, Retirement, Pensions, Sales Management, Term Life Insurance, Wealth Management, Mutual Funds, IRAs, Wealth, Financial Planners, Financial Advisory, Long Term Care Insurance, Financial Services, Health Insurance, Relationship Management, Investment Strategies, Investment Advisory, 401k, Small Business, Variable Annuities, Portfolio Management, Series 63, Financial Risk, Investment Management, Brokers, Alternative Investments, Asset Management, Risk Management, Series 7, Securities, Employee Benefits, General Insurance, Finance
Education
Auburn University 1973 — 1978
B.S., Geology
The American College 1999 — 2004
MS, Financial Services
Munich American Reassurance Company October 2009 - Present
Old Mutual Financial Network May 2006 - December 2009
CANADA LIFE January 1996 - August 1997
Education
Ball State University 1988 — 1989
MA, Actuarial Science
London Life January 2008 - April 2008
AXA Canada June 2006 - December 2006
Canada Life May 1999 - September 2004
Royal & SunAlliance April 1998 - April 1999
Policy Management Systems Canada Ltd June 1996 - April 1998
Province Of Ontario, Ministry of Health May 1988 - June 1996
IBM Canada Ltd. March 1988 - April 1988
Skills
CLIST, IBM Utilities, COBOL, Micro Focus COBOL, ISAM, VSAM, JCL, ISPF, MVS/XA, z/OS, SDSF, MVS, SAS, TSO, Fileaid, Programming, Endevor, Mainframe, Excel, Word, CICS, DB2, IBM Mainframe, FTP, Systems Analysis, Application Development, Windows, JES2, Testing, Documentation, Easytrieve, Xpediter, Syncsort, Troubleshooting
Education
Centennial College 1986 — 1987
Computer Programming
Cambridge Savings Bank July 2015 - Present
Cambridge Savings Bank January 2013 - July 2015
Cambridge Savings Bank January 2012 - January 2013
Anglo Irish Bank January 2008 - December 2011
Canada Life September 2006 - October 2007
Skills
Commercial Lending, Commercial Real Estate, Real Estate Economics, Real Estate Financing, Banking, DCF Valuation, Portfolio Management, Underwriting, Commercial Mortgages, Credit Analysis, Asset Management, Valuation, Commercial Banking, Credit, Loans
Education
Harvard University Extension School 2009 — 2017
Master's degree, Finance
Dublin Business School 2002 — 2006
BA, Business
Randstad April 2013 - Present
- January 2010 - April 2013
Yellow Pages Group April 2008 - May 2009
HSBC Financial September 2007 - March 2008
Philips Electronics - Lighting Division July 2004 - November 2006
Manulife Financial November 2002 - May 2004
Canada Life May 1999 - January 2002
Globelle Corporation November 1997 - April 1999
Ceso Saco October 1996 - September 1997
Freelanced January 1994 - January 1996
Skills
Team Management, Team Building, Marketing Communications, Creative Direction, Brand Development, Marketing
Education
George Brown College
Graphic Design
Nease, Lagana, Eden & Culley, Inc. June 2000 - Present
ING Life May 1999 - June 2000
Canada Life February 1994 - May 1999
Skills
Life Insurance, Fixed Annuities, Series 63, Series 6, Variable Annuities, Disability Insurance, Long-term Care
Education
Georgia State University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Risk Management and Insurance
Durham District School Board October 2003 - Present
Canada Life December 1989 - May 2003
Canada Life December 1989 - May 2003
Education
Centennial College 1984 — 1988
Accounting and Financial Management
Centennial College 1984 — 1988
Accounting and Financial Management
Durham College
Early Childhood Education
Galderma January 2015 - Present
Birch Hill Equity Partners 2014 - 2014
Circle of Care 2013 - 2013
Performins Canada Inc 2009 - 2013
Sienna Senior Living 2006 - 2012
Leisureworld Senior Care Corporation 2002 - 2005
Canada Life 2000 - 2002
Skills
Healthcare, Long-term Care, Customer Service, Financial Analysis, Microsoft Excel, Microsoft Office, Financial Accounting, Accounts Receivable, Billing Process, Branch Banking, Bookkeeping, Microsoft Word, Great Plains Software, Simply Accounting, QuickBooks, Accpac, PointClickCare, Data Entry, Licensed Life & Health..., Microsoft Office User..., Mede-care System, GoldCare System, Web Design, Bible teaching, 10 Key Data Entry, Wellness Coaching, Campus Journalism, Executive Support, Office Administration, Accounts Payable, Easy-Care, Life Insurance, Term Life Insurance, Disability Insurance, Fixed Annuities, Long Term Care Insurance, Financial Planners, Insurance, General Ledger, Health Insurance, Employee Benefits, Investments, Account Reconciliation, Retirement Planning, Accounting, Financial Advisory, Financial Services, Retirement, Finance, Whole Life
Education
University of Windsor 1996 — 1997
Intermediate Financial Accounting
Townshend College 2000 — 2001
Certificate, Microsoft Applications and Computerized Accounting Systems / MOUS Certification
Centennial College 1995 — 1996
Business Computer Applications
MTS Allstream March 2015 - Present
Bell October 2013 - February 2015
Hewlett-Packard (Canada) Co March 2011 - July 2012
TELUS Canada October 2008 - March 2011
TELUS 2008 - 2011
Individual Life February 2008 - October 2008
Canada Life March 2005 - February 2008
Canada Life Securities Inc August 2003 - March 2005
Canada Trust Securities Inc August 2001 - August 2002
Canada Trust Securities Inc August 1998 - August 2001
Skills
Leadership, Process Improvement, Account Management, Program Management, Project Management, Training, Lead Generation, Sales, Forecasting, Sales Operations, Strategy, Solution Selling, Project Planning, Management, Integration, Direct Sales, CRM, Proposal Writing, Cold Calling, Product Management, Cloud Computing, Telecommunications, Enterprise Software, Security, Managed Services, New Business Development, Sales Management, Cross-functional Team..., Business Development, Team Leadership, Marketing, Sales Process, Vendor Management, Commitment to Customer..., SaaS, Channel Partners, Professional Services, Data Center, HP, Pre-sales, Strategic Partnerships, Unified Communications
Education
Fanshawe College
Business Finance
University of Western Ontario Canadian Securities Institute
Canada Life September 2015 - Present
Canada Life November 2014 - Present
Canada Life November 2014 - Present
Vancouver Public Library December 2008 - June 2014
UBC Interprofessional Continuing Education October 2013 - May 2014
Dr. Gary Eng Podiatric Corporation July 2008 - December 2008
Safeway Canada May 2005 - November 2007
Skills
Customer Service, Editing, Interpersonal Skills, Written Communication, Phone Etiquette, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, English, Cantonese, Windows, Research, Outlook, Teamwork, Data Entry, Organization Skills, Time Management, Job Search Strategies, Resume Writing, Cover Letters, Career Skills
Education
Douglas College 2013 — 2014
Career Development Practice
The University of British Columbia 2006 — 2009
Bachelor of Arts (BA), Psychology, Minor in Political Science
Sun Life Financial November 2011 - Present
Manulife Financial April 2011 - November 2011
Manulife Financial November 2010 - April 2011
Manulife Financial July 2010 - November 2010
Sun Life Financial 2005 - 2010
Canada Life 2004 - 2005
Canada Life 1998 - 2004
Skills
Mutual Funds, Wealth Management, Relationship Management, Retirement Planning, Financial Services
Education
Bishop's University
Bachelor of Arts, Applied Psychology
University of Toronto
Master of Industrial Relations and Human Resources
Canada Life September 2013 - Present
Sun Life Financial November 2009 - September 2013
Manulife Financial January 2003 - October 2009
Skills
Life and Critical..., ECG interpretation, Life Insurance, Underwriting, Critical Illness, Reinsurance, Term Life Insurance, Disability Insurance, Insurance, Fixed Annuities, Retirement, Long-term Care, Pensions, Retirement Planning, ECG Interpretation, Brokers, Financial Planning, Health Insurance, Risk Management
Education
Shanxi Medical University 1991 — 1996
Bachelor of Medicine, Clinical Medicine
United Concordia Dental December 2014 - Present
Lincoln Financial Group May 2008 - December 2014
Mutual of Omaha 2003 - 2008
Canada Life March 2000 - March 2003
Skills
Insurance, Sales, Employee Benefits, Disability Insurance, Health Insurance, Life Insurance, Term Life Insurance, Underwriting, Dental Insurance, Long-term Care, Fixed Annuities, Benefits Administration, Marketing
Education
California State University-Northridge 1993 — 1996
B.S. Degree, Business Management
RBC November 2000 - Present
Canada Life February 2000 - November 2000
Manulife Financial March 1993 - December 1999
Skills
Agile Methodologies, SDLC, CICS, Visio, Project Management, Visual Basic, COBOL/COBOL II, JCL, Java, C++, Oracle PL/SQL..., DB2, IBI Webfocus, Visual C#, Visual C++, Visual Studio, Microsoft Office, Assembly Language
Education
Centennial College
Computer Systems Information & Technology
Ryerson University
Computer Science - Systems & Programming
Liberty Mutual Insurance July 2015 - Present
Liberty Mutual 2006 - Present
Principal Financial Group 2004 - 2006
Prudential Financial 1997 - 2004
Canada Life 1996 - 1997
Prudential Insurance 1994 - 1996
Confederation Life 1987 - 1994
Skills
Employee Benefits, Benefits, Group Benefits, FMLA, Disability Insurance, Life Insurance, Integrated Disability..., Health Insurance, Disabilities, Insurance, Claim, Underwriting, Workers Compensation, Brokers, Term Life Insurance, Health Savings Accounts, Risk Management, Long-term Care, Accident, Sales, Benefits Administration, Leadership, Strategic Planning, Management
Education
Colby College 1982 — 1986
BA, Political Science
Brandes Investment Partners April 2005 - Present
Portus Asset Management February 2004 - February 2005
Government of Ontario September 2002 - December 2003
Spectrum Investments Limited July 2000 - July 2002
Spectrum Investments Limited December 1998 - July 2000
See Realty Ltd June 1996 - December 1998
Canada Life May 1996 - May 1996
Skills
Investments, Asset Allocation, Retirement Planning, Leadership, Sales, Wealth Management, Investment Strategies, Business Development, Budgets, Marketing, Management
Education
George Brown College 1994 — 1996
Executive Office Administration, Business
Aviva Canada July 2012 - Present
Aviva Canada March 2010 - July 2012
Aviva Canada December 2005 - February 2010
Canada Life 1999 - 2005
Scotiabank 1996 - 1999
Skills
Financial Analysis, Insurance, Process Improvement, Managerial Finance, Change Management, Strategic Planning, Risk Management, Strategic Financial..., Project Management, Internal Controls, Finance, Finance Transformation, SDLC, Business Analysis, Business Process..., Management, Financial Modeling, Analysis, Financial Reporting, Financial Services, Business Process, Vendor Management, Financial Risk, Governance, Financial Planning
Education
Concordia University
B. Comm, MIS
Independent Life Brokerage January 2010 - October 2011
Flah & Co January 2004 - October 2004
Cotton States Insurance January 2000 - October 2003
Canada Life January 1999 - February 2000
Phoenix Life Insurance Company July 1998 - January 1999
Cotton States Insurance January 1989 - May 1998
Sun Life October 1984 - December 1989
Confederation Life August 1983 - December 1984
Munich American Reassurance Company January 1977 - May 1982
Education
Georgia Perimeter College 1976 — 1982
BA, Business
The Hartford September 2011 - Present
Saia Motor Freight November 2004 - September 2011
MetLife 2004 - 2005
Canada Life 2002 - 2004
Skills
Rehabilitation, Workers Compensation, Psychology, Vocational..., Management, Case Managment, Training, Psychotherapy, Rehabilitation..., New Hire Orientations, Disability Management, Coaching, Disabilities, Onboarding, Human Resources, Leadership Development, Employee Relations, Policy, Administration, Applicant Tracking..., Career Counseling, Career Development, Case Management, Claim, Conflict Resolution, Customer Service, Employee Benefits, Employee Training, Healthcare, Interviews, Job Coaching, Nonprofits, Process Improvement, Public Speaking, Return to Work, Safety Management..., Social Services, Workers' Compensation..., Workforce Planning
Education
University of Kentucky 1996 — 1998
Rehabilitation Counseling
Bowling Green State University 1992 — 1996
Psychology
Canada Life 2009 - Present
Canada Life 2007 - 2009
Skills
Direct Marketing, Insurance, Account Management, Disability Insurance, Critical Illness, Life Insurance, Health Insurance, Marketing Strategy, Process Improvement, Customer Satisfaction, Customer Retention, Call Centers, Team Management, Strategic Planning, Vendor Management, Customer Experience, Sales Management, Relationship Management
Education
Fanshawe College
Morneau Shepell February 2015 - Present
Morneau Shepell April 2014 - January 2015
Morneau Shepell August 2011 - April 2014
Medavie Blue Cross June 2010 - August 2011
Great-West Life April 2005 - June 2010
Canadian Blood Services December 2002 - March 2005
Canada Life February 2002 - September 2002
Skills
Disability Management, Time Management, Return to Work Programs, Employee Benefits, Disability Insurance, Adjudication, Claim, Building Relationships, Insurance, Early Intervention, Claims Management, Case Management, Interviews, Employee Relations, Management, Performance Management, Leadership, Training, Team Building, Public Speaking
Education
Dalhousie University
BA, Sociology
Mount Saint Vincent University
BBA
Walmart March 2015 - Present
Canada Life March 2015 - Present
Bayshore HealthCare July 2013 - August 2014
El-Rancho Food and Hospitality June 2011 - October 2013
Centennial College November 2010 - April 2011
Skills
Pharmaceutical Industry, Biotechnology, Microbiology, Quality Assurance, GMP, Medical Terminology, Management, Leadership, Customer Service, Sales, Training, Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
Education
Centennial College 2010 — 2011
Biotechnology Technologist - Industrial Microbiology
GPG, Patiala 2005 — 2009
Bachelor of Pharmacy (B.Pharm.), Pharmaceutical Sciences
Canada Life 1998 - 2005
Canada Life 1996 - 1998
Confederation Life Insurance Company 1992 - 1995
Confederation Life Insurance Company 1990 - 1992
Confederation Life Insurance Company 1989 - 1990
Skills
Insurance, Compliance
Education
Humber College 1996 — 1999
Certificate in Human Resource Management
The University of Western Ontario 1983 — 1986
Bachelor of Arts, Business Administration
Canada Revenue Agency August 2001 - Present
CGI 1999 - 2001
Canada Life 1999 - 1999
DPFE 1994 - 1998
Tahlilgaran System (TS) 1992 - 1994
saipa 1989 - 1992
Skills
DB2, Integration, Systems Analysis, JCL, CICS, COBOL, Data Modeling, SDLC, Databases, Testing, Requirements Analysis, Data Warehousing, Business Requirements, Requirements Gathering, MVS, Business Analysis, Software Development
Education
Carleton University 2013 — 2014
Master of Engineering (M.Eng.), Technology Innovation Management
Azad University 1991 — 1994
BS, Software engineering
Ferdowsi University of Mashhad 1986 — 1989
AS, Computer Applications
WellCare March 2003 - Present
Canada Life 2002 - 2003
Towers Watson 1999 - 2002
Milliman 1994 - 1999
Education
Georgia State University
MBA, Finance
University of Florida
BS, Mathematics
Scotiabank April 2014 - February 2015
BMO Global Asset Management (formerly Jones Heward Investment Counsel) 2010 - December 2013
Jones Heward Investment Counsel 2002 - 2010
Jones Heward Investment Management 1990 - 2001
Canada Life January 1989 - November 1990
Education
Heriot-Watt University
MBA
University of Toronto
BA
CFA Institute
Level 1
Canadian Securities Institute
CIM, CSC, FCSI
Université Laval
Certificat en Science Politique
Pam-Am Dental April 2012 - Present
Dearborn National April 2009 - April 2012
Lincoln Financial Group March 1999 - April 2009
Canada Life 1999 - 2004
Skills
Insurance, Account Management, Change Management, Term Life Insurance, Team Building, Data Entry, Disability Insurance, Underwriting, Workers Compensation, Employee Benefits, Life Insurance, Healthcare, Customer Service, Research, Strategic Planning, Outlook, Outside Sales, Process Improvement, Vendor Management, Leadership, Sales, Training
Education
Dalhousie University 1991 — 1996
BSC, Kinesiology
AFLAC Benefit Solutions April 2014 - Present
Sun Life Financial February 2012 - Present
Colonial Life March 2005 - February 2012
Trustmark Life Insurance Company February 2004 - February 2005
Canada Life July 2002 - February 2004
Unum March 1985 - June 2002
Education
Boston College 1980 — 1984
B.A., Communications
Kim's Family Home Daycare May 2005 - Present
Canada Life September 1995 - 2004
Crown Life (bought out by Canada Life) May 1997 - September 1999
Famous Players (Cinemas; Versailles, Loews, Imperial, Palace, du Parc) August 1992 - August 1996
Sun Life Financial June 1992 - June 1992
Skills
Health Insurance, Claims Management, Client Liaison, Client Relations Skills, Customer Service, Day Care, Childcare, Early Childhood..., Child Development, Child Advocacy, Tax Reporting, Quotations, Price Quotes, Pension Administration, RRSP, Dental Insurance, Negotiation, Microsoft Office, Strategic Planning, Microsoft Excel
Education
Concordia University 1996 — 1997
1yr of Management of Information Systems
Dawson College 1993 — 1996
DEC College Diploma, Office Systems Technology
SSQ Financial Group 2012 - Present
SSQ Financial Group 2009 - 2012
SSQ Financial Group 2006 - 2009
The Leslie Group 2006 - 2006
Manulife / Maritime Life 2003 - 2006
Liberty Health 2002 - 2003
Transamerica Life Canada 2001 - 2001
Canada Life 1999 - 1999
Skills
Benefit Plan..., Management, Customer Service, Call Center Management, Flexible Benefit..., New Business..., Employee Benefits, Call Centers, Leadership, Insurance
Education
Athabasca University 2015 — 2018
Executive MBA
LOMA
FLMI - Fellow, Life Management Institute
LOMA
ARA - Associate, Reinsurance Administration
LOMA
ACS - Associate, Customer Service
LOMA
ALMI - Associate, Life Management Institute
CEBS
GBA - Group Benefits Associate
Concordia University 1999 — 2002
Bachelor's degree, Language Interpretation and Translation