Foresters Company
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Foresters Employees
Foresters September 2013 - Present
Foresters July 2011 - September 2013
Foresters October 2010 - June 2011
Foresters 2004 - 2010
Foresters 1997 - 2004
Skills
Insurance, Risk Management, Business Analysis, Fixed Annuities, Life Insurance, Mutual Funds, Relationship Management, SDLC, Business Process..., Marketing, Investments, Strategic Financial..., Retirement, Retirement Planning
Education
University of Guelph 1988 — 1993
BSA, Biological Science
Weatherby Healthcare July 2014 - Present
Sheraton Imperial Hotel August 2012 - Present
Sheraton Raleigh Hotel February 2003 - August 2012
The Albrecht Group October 2009 - September 2011
Mutual of Omaha May 2006 - August 2007
Foresters October 2001 - November 2002
IBM Global Services May 1997 - September 2001
Hotel Sofitel O'hare August 1990 - February 1997
Skills
Health, Customer Relations, Customer Service, Negotiation, Contract Negotiation, Project Management, Leadership, Hospitality, Marketing, Team Building, Insurance, Public Speaking, Event Management, Strategic Planning
Education
University of North Carolina at Chapel Hill 2011 — 2011
Certificate, Paralegal Studies
University of Illinois at Chicago 1984 — 1986
Bachelor of Arts (B.A.), Political Science
William Rainey Harper College 1981 — 1983
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Strategic Solutions Incorporated June 2015 - Present
Cox Enterprises March 2004 - October 2014
Foresters March 1999 - February 2004
Sentra Securities Inc. April 1992 - August 1996
SSI, Inc. October 1987 - January 1989
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, SharePoint, Accounts Receivable, Customer Service, Telecommunications, Accurate Data Entry, Call Centers, Vendor Management, OBIEE, GUI, Credit Card Transaction..., Proficient Typing Skills, Data Entry, Orbital Paymentech, Mutual Funds, Life Insurance, QuickBooks
Education
University of Phoenix 2013 — 2017
Bachelor's Degree, Accounting and Finance, pending status GPA 3.85
Moore High School 1979 — 1982
High School Diploma
Nationwide Insurance March 2006 - Present
Transamerica May 2002 - Present
Lincoln Financial Group March 1998 - Present
Prudential Financial January 1996 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas March 1990 - Present
Allianz Group July 1989 - Present
Foresters March 1989 - Present
ADMINISTRADORA February 2005 - January 2013
ADMINISTRADORA DE ALIMENTOS MEXICANOS August 1994 - December 2010
ADMINISTRORA DE RESTAURANTES February 1990 - March 1997
Skills
Strategic Financial..., Financial Analysis, an agent represents a..., un agente representa a..., Life Insurance, Insurance, Risk Management, Investments, Business Planning, Disability Insurance, Negotiation, Business Strategy, Term Life Insurance, General Insurance, Customer Service, Team Building, New Business Development, Management, Portfolio Management, Change Management, STRATEGIC
Education
alta dirección de empresas 1989 — 1994
Tecnologico de Monterrey, Administración y gestión de empresas
Securus Final Expense Marketing September 2013 - Present
Foresters January 2012 - Present
Wet 'n Wild Orlando 2008 - Present
Mutual of Omaha January 2012 - September 2013
Skills
Retirement Planning, Leadership, 401k Rollovers, Team Building, Disability Insurance, Nonprofits, Access, Insurance, Lead Generation, Public Speaking, Indexed Annuities, Probate Avoidance, Guaranteed Lifetime..., Tax Free Income, Universal Life, Non Medical Life..., Prospecting, Mortgage Protection..., Accidental Insurance, Academic Writing, Wills, Final Expense Planning, Key Person Insurance, Retirement
Education
University of South Florida
English, Mathematics, Finance
Valencia Community College
Mathematics
Foresters May 2015 - Present
Foresters December 2014 - April 2015
Foresters October 2010 - November 2013
DIRECTimi June 2008 - October 2010
Sears Canada May 2007 - April 2008
Simply Marketing Inc January 2005 - July 2006
Skills
Online Marketing, Email Marketing, Digital Marketing, Direct Marketing, Direct Mail, Marketing Strategy, Integrated Marketing..., Project Management, CRM, Social Media Marketing, Business Strategy, Competitive Analysis, Integrated Marketing, Marketing, Management
Education
University of Toronto - Rotman School of Management 2006 — 2008
MBA, Brand Management
The University of British Columbia 2000 — 2004
Bachelor of Commerce, Marketing & MIS
Foresters 2010 - 2014
Allianz Life February 2000 - April 2010
Skills
Retirement, Fixed Annuities, Retirement Planning, Series 63, Insurance, Investments, 401k, Mutual Funds, Series 7, Series 6, IRAs, Life Insurance, Financial Advisory
Education
University of Minnesota-Twin Cities
BS, Business and Economics
University of St. Thomas
MBA, Marketing
ProfitPATH June 2014 - Present
Foresters January 2009 - January 2013
ProfitPATH January 2008 - December 2008
Scotiabank June 1979 - January 2007
Scotiabank April 2004 - August 2005
Scotiabank November 1999 - March 2004
Skills
Change Management, Coaching, Strategic Planning, Employee Engagement, Succession Planning, Team Building, Talent Management, Business Transformation, Governance, Vendor Management, Business Analysis, Program Management, Risk Management, Organizational Design, Process Improvement, Performance Management, Management, Leadership, Management Consulting, Strategy, Business Strategy, Training, Business Planning, Human Resources, Project Planning, Consulting, Business Process..., PMO, Financial Services, Business Process, Team Leadership
Education
University of Toronto - Rotman School of Management 1993 — 1995
EMBA
Western University 1976 — 1979
Bachelor
University of Michigan Business School
Executive Education Program
Wharton School of Business
Human Resources Executive Education Program
Madison Avenue Securities February 2011 - Present
Madison Avenue Securities August 2008 - February 2011
Asset Marketing Systems June 2005 - August 2008
Foresters Equity Services September 1999 - June 2005
Foresters 1999 - 2005
Skills
Mutual Funds, Series 7, Securities, Series 63, Investments, Alternative Investments, FINRA, Series 24, Asset Managment, Retirement, Fixed Annuities, Retirement Planning
Education
University of California, Santa Barbara 1994 — 1998
BA, Business Economics
Marks Group Wealth Management December 2011 - Present
UBS Financial Services September 2007 - December 2011
Foresters October 2006 - September 2007
Fanball.com January 2006 - April 2007
The Crested Butte News May 2004 - April 2005
Education
University of Minnesota-Twin Cities 1999 — 2003
Bachelor of Arts, Journalism
UPS February 2014 - Present
UPS November 2012 - February 2014
New England Financial June 2006 - December 2010
Archbishop Riordan High School January 2004 - June 2010
Foresters January 2004 - July 2006
Morgan Stanley Private Wealth Management March 2002 - December 2003
Sun Country Airlines June 1999 - September 2001
Golden Nursery February 1997 - August 1999
Skills
Microsoft Excel, Microsoft Office, Mutual Funds, Public Speaking, Retirement Planning, Training
Education
UC Riverside 1999 — 2002
B.S., Business Management and Finance
Archbishop Riordan High School 1992 — 1996
The Lavigne Group (LG Crew LLC) Agency LeaderNational Agents Alliance2009 - 2011
Foresters 2009 - 2011
Foresters 2009 - 2011
Education
University of Michigan 2009 — 2009
None, Business
ProViso May 2015 - Present
Scotiabank May 2013 - April 2015
Manulife Financial June 2011 - March 2013
TD Bank Financial Group November 2010 - March 2012
CGI October 2009 - November 2010
Foresters 2009 - 2010
TD Securities April 2009 - October 2009
BMO Financial Group April 2008 - March 2009
TD Securities March 2004 - April 2008
Morningstar Canada November 2003 - March 2004
Skills
Business Intelligence, Risk Management, Data Warehousing, PMO, Business Analysis, Business Requirements, Agile Methodologies, Change Management, Software Documentation, IT Management, Management, Strategy, PMP, Quality Assurance, Project Management, SDLC
Education
University of Toronto 2007 — 2007
Advanced Project Management Certificate, Project Management
Project Management Institute 2002 — 2002
PMP, Project Management
Universidad de Los Andes 1994 — 1995
MBA, Computer Science
Jackson Insurance & Financial Services July 2013 - Present
Levin Financial Group January 2007 - Present
Foresters December 2004 - Present
Kansas City Life Insurance Company January 2006 - January 2007
The MONY Group December 1999 - October 2004
Skills
Trust Services, Long Term Care, Annuities, Disability Insurance, Insurance, Health Insurance, Retirement Planning, Seminar Speaker &..., Fixed Annuities, Long-term Care, Retirement, Life Insurance, 401k, Long Term Care Insurance, Employee Benefits, Medicare, Mutual Funds, Investments, Critical Illness, Financial Services, Securities, Strategic Financial..., Finance, Term Life Insurance, Risk Management, IRAs, Estate Planning, Financial Planners, Wealth Management, Universal Life, Whole Life, Wealth, Roth IRA, Financial Advisory, Indexed Annuities, Wealth Accumulation, Group Insurance, Small Business, 401k Rollovers, Investment Advisory, College Savings Plans, Series 6, Personal Finance, Pensions, Variable Annuities, Series 7, Brokers, Underwriting, Series 63, FINRA
Education
The American College 2005 — 2006
FSS, Financial Services Specialist
The American College 2000 — 2002
LUTCF, Life Insurance
Troy University 1989 — 1994
B.Sc, MPA, Administration, Management
Ignatian Spirituality Center August 2014 - Present
Social Venture Partners International May 2012 - Present
Ashoka 2008 - Present
Ashoka: Innovators for the Public 2007 - Present
Youth Venture March 2006 - Present
Social Venture Partners International 2001 - Present
Social Venture Partners Seattle 2000 - Present
FileOnQ November 1999 - Present
Foresters January 2002 - October 2007
Center for Ethical Leadership 2002 - 2007
Skills
Strategic Planning, Board Development, E-commerce, Leading Change, Document Management, Business Acumen, Non-profits, Leadership, Mergers, Staff Development, Social Entrepreneurship, Fundraising, Corporate Social..., Start-ups, Public Speaking, Leadership Development, Volunteer Management, Philanthropy, Program Management, Entrepreneurship, Strategy, Management, Marketing, Nonprofits, Mergers & Acquisitions, Social Innovation, Strategic Partnerships
Education
University of Dayton 1963 — 1967
B.S., Marketing
Marquette University High School 1959 — 1963
University of Georgia August 2011 - Present
Foresters June 2015 - August 2015
Jones Lang LaSalle June 2014 - August 2014
St. Marlo Country Club May 2014 - July 2014
UGA Housing May 2013 - August 2013
University of Georgia August 2012 - January 2013
Skills
Microsoft Office, Facebook, Marketing, Fundraising, Social Media, Sports, Event Planning, Social Networking, Management, Leadership, Time Management, Teamwork
Education
University of Georgia - Terry College of Business 2013 — 2016
Bachelor’s Degree, Finance and Financial Management Services
The University of Georgia 2011 — 2016
Bachelor’s Degree, Finance, General, 3.10
GTAA – Greater Toronto Airport Authority April 2013 - Present
Manulife Financial June 2010 - March 2013
CGI March 2009 - May 2010
Foresters February 2003 - March 2009
Canadian Tire September 2001 - January 2003
Skills
PMP, PMO, Project Planning, Cross-functional Team..., SDLC, Risk Management, MS Project, Project Execution, Issue Resolution, Vendor Management, Planview Enterprise, Peer Mentoring, SharePoint, Project Management, Project Portfolio..., Team Management, Team Leadership, Requirements Gathering, Leadership, Program Management, Business Requirements, Business Analysis, Strategy, Project Delivery, Training, Business Process, Integration, Business Process..., Requirements Analysis, Visio, Governance, Software Project..., Change Management, Business Intelligence, IT Strategy, User Acceptance Testing, Microsoft Project
Education
Trent University 1991 — 1995
BSc, Economics
Foresters December 2014 - Present
ADT June 2013 - Present
University of Alabama January 2012 - May 2013
Skills
Active Listening —..., Reading Comprehension —..., Speaking — Talking to..., Writing — Communicating..., Critical Thinking —..., Persuasion — Persuading..., Service Orientation —..., Time Management —..., Judgment and Decision..., Negotiation — Bringing..., Hotels, Customer Service, Hospitality Industry, Social Media, Time Management, Team Building
Education
University of Alabama 2008 — 2013
Bachelor of Arts (B.A.), Psychology, Minor Biology
Foresters June 2006 - Present
WSI 2006 - 2006
Rogers Communications Inc. 2005 - 2006
Endava 2004 - 2005
Sanpaolo IMI 2003 - 2004
Babes-Bolyai University 2002 - 2003
AIG Life 1998 - 2002
Skills
Insurance, Creative Writing, Business Analysis, Project Management, Strategic Planning, Analysis, Coaching, Social Media, Market Research, Microsoft Excel, Team Leadership, Microsoft Office, Change Management, Budgets, Leadership, Management, Customer Service, Time Management, Marketing, Program Management, Business Strategy, Business Development, Risk Management, Training, Organizational..., Performance Management, Business Process..., Financial Analysis, Negotiation, Teamwork, Access, Process Improvement, Public Speaking, Data Analysis, Project Planning, Team Building, Research, Banking, Strategy, Investments
Education
University of Toronto - Rotman School of Management 2011 — 2012
Certificate, Management
L.O.M.A. Inc. 2008 — 2008
FLMI, FFSI, PCS, AAPA, AIAA, AIRC, ARA, insurance
Open University 2003 — 2003
Professional Certificate, Marketing, Finance
1998 — 2002
Bachelors of Economics and Business Administration, Economics, Business Administration
Towne Tavern and Wings University August 2013 - Present
Tavern on the Tracks January 2012 - July 2013
The Clock Restaurant July 2010 - May 2011
The Clock Restaurant 2010 - 2011
Merrill Lynch March 2008 - June 2010
Bank of America March 2008 - June 2010
Drake Financial June 2006 - January 2008
Foresters February 2005 - May 2006
Skills
Business Management, Management, Risk Management, Training, PowerPoint, Financial Analysis, Customer Service, Insurance, Restaurant Management, New Restaurant Openings
Education
UNCC 2001 — 2005
Business, Finance
University of North Carolina at
B.S.B.A, Finance; Commercial Bank Management
Reingruber and Company,PA ,Medical Auditor July 2015 - Present
MedHOK, Inc. June 2015 - July 2015
Magellan Health June 2014 - March 2015
Foresters April 2014 - March 2015
Community Health Solutions March 2012 - June 2014
Sun Consulting September 2009 - September 2011
HCA January 1998 - September 2009
Skills
Healthcare, Nurses, Patient Safety, Healthcare Management, Hospitals, Nursing, Interviewing, Customer Relations, Strategic Planning, Talent Acquisition, HIPAA, Compliance, Clinical, Process Improvement, Risk Management, Workers Compensation, Policy, Performance Improvement, ACLS, BLS, Meditech, Healthcare Consulting, Healthcare Information..., ICU, Critical Care, Acute Care, Nursing Education, Patient Education, Medical/Surgical, Telemetry, Surgery, JCAHO, Utilization Management, Disease Management, Quality Improvement, Medicaid, Case Managment, Medical Education, Critical Care Medicine, Nursing Management, Patient Advocacy, EMR, Inpatient, Home Care, Cerner, EHR, Customer Service, Medicare, Epic Systems, Informatics
Education
University of Florida 1994 — 1997
BS,RN, Nursing
University of South Florida 1989 — 1992
BA, Enviromental Geography
FFG 2009 - Present
AXA Advisors 2007 - 2009
Foresters 2005 - 2006
Saint Louis Investment Advisors 2003 - 2005
Prudential Financial 2000 - 2003
Sagemark Consulting 1991 - 2000
Skills
Retirement Planning, Estate Planning, Investments, Life Insurance, Employee Benefits, Health Insurance, Risk Management, Retirement, Insurance, Wealth Management, Strategic Financial..., Series 7
Education
DeSmet Jesuit High School
University of Missouri-Columbia
BA, Economics
Foresters March 2011 - Present
Foresters January 2007 - February 2011
Foresters 2002 - 2006
Skills
Financial Services, Insurance, Analytics, Business Analysis, SAS, Access, Management, Risk Management, Sales, Database Marketing, Analysis
Education
Aga Khan Primary, Kisumu
Aga Khan Primary, Kisumu
Aga Khan Primary, Kisumu
University of Nairobi
BSc in Mathematics and Post Graduate Diploma in Computer Science
BMO June 2012 - Present
devtopia January 2011 - June 2012
CGI March 2009 - June 2010
Foresters June 2004 - March 2009
Foresters 2002 - 2005
FORESTERS-(CAP Project) January 2001 - January 2002
Foresters 1998 - 2001
Foresters July 1995 - October 1998
Philippine Airlines July 1987 - May 1995
Skills
User Acceptance Testing, Regression, Integration, Test Planning, Testing, Quality Center, Quality Assurance, Agile, User Stories, Scrum, Agile Testing, Business Analysis, Customer Service, Test Automation, Functional Testing, Life Insurance, Business Process, SDLC, Sprint Planning, Collections and Recovery, Web Testing, SharePoint, Clarity, FICO, Debt Management, Microsoft Office, Microsoft Excel, Microsoft Word, Notepad++
Education
University of Santo Tomas 1982 — 1986
Bachelor of Science, Commerce- Accounting
Saint Augustine Academy
Foresters Financial Services November 2012 - Present
Foresters July 2000 - November 2012
Foresters February 2007 - May 2008
Foresters June 2003 - January 2007
Foresters September 2001 - June 2003
Foresters July 2000 - August 2001
Labatt 1989 - 2000
Magna International 1984 - 1989
Skills
Marketing Communications, Corporate Communications, Strategic Projects, Corporate Social..., Public Relations, Crisis Management, Sponsorship, Stakeholder Engagement, Strategic Planning, Marketing Strategy, Business Strategy, Marketing, Brand Management, Leadership, Strategic Communications, Public Affairs
Education
University of South Carolina-Columbia 1977 — 1982
Bachelor's degree, Journalism
Swiss Re January 2015 - Present
TD September 2013 - January 2015
Foresters May 2012 - December 2012
CIBC September 2011 - April 2012
Skills
Credit, Credit Cards, Customer Service, Banking, Financial Analysis, Cash Management, Microsoft Excel, Time Management, Microsoft Office, Teamwork, Finance, Microsoft Word, Credit Analysis, Leadership, Analysis, Team Leadership
Education
University of Guelph 2009 — 2013
Bachelor of Commerce (B.Com.), Honours in Accounting
MassMutual NJ-NYC June 2014 - Present
The Founder Institute November 2014 - Present
NGLCCNY July 2014 - Present
Marriage Equality USA July 2013 - Present
Momentum Teens for Leadership June 2013 - Present
American Diabetes Association June 2013 - October 2014
New York Life Insurance Company September 2008 - December 2013
John Hancock Financial Network June 2006 - September 2008
Foresters August 2003 - June 2006
Waddell & Reed Financial Services 2000 - 2003
Skills
Leadership, Financial Services, Retirement Planning, Management, Insurance, Fixed Annuities, Finance, Leadership Development..., Coaching, Estate Planning, Marketing, Investments, Retirement, Life Insurance, Business Planning, Public Speaking, Financial Planning, Long-term Care, IRAs, Wealth Management, Financial Advisory, Mutual Funds, Securities, Financial Planners, Training, Portfolio Management, Nonprofits, Small Business, Personal Finance, Employee Benefits, Long Term Care Insurance, Strategic Financial..., Alternative Investments, Disability Insurance, Strategy, Wealth Accumulation, Investment Advisory, Asset Management, 401k, Series 63, Investment Strategies, Series 7, Asset Allocation, Pensions, Wealth, Investment Management, Fixed Income, Wealth Management..., Series 24, 401k Rollovers
Education
The University of Montana 1994 — 1998
Microbiology, Microbiology
Uniformed Services University of the Health Sciences 1996 — 1996
CONTOMS, Counter-Narcotics Tactical Operations: Medical Support
Deaconess Medical Center 1993 — 1993
Paramedic, Paramedic
TD May 2015 - Present
CIBC January 2013 - May 2015
Foresters February 2012 - December 2012
PwC Canada October 2009 - February 2012
Independent Consultant February 2009 - June 2009
Inversiones STARTECH January 2008 - August 2008
Telefónica Venezuela June 2007 - August 2008
PwC Venezuela February 2006 - June 2007
IBM April 2004 - February 2006
Skills
Risk Management, Business Process, Controls, ITGC, Audit, SAS70, Network Security, Computer Security, Performance Improvement, Process Improvement, SOX, Information Security..., Sarbanes-Oxley Act, Auditing, IT Audit, Internal Audit, Governance, Business Process..., Information Technology, Information Security, External Audit, Sarbanes-Oxley, IT Risk Management, Security Audits, Internal Controls, Financial Risk, Security, Enterprise Risk..., CISA, COBIT, COSO, Risk Assessment, Management Consulting, Business Continuity..., Disaster Recovery, SOX 404, IT Operations
Education
Instituto Universitario de Seguros 2008 — 2008
Information and Telecommunications Security Diploma, Information and Telecommunications Security
Universidad 'Santa María' 1998 — 2005
Systems Engineer, Engineer
MassMutual Greater Houston March 2012 - Present
MassMutual Greater Houston January 2007 - October 2012
Foresters December 2005 - December 2006
Houston Chronicle 2005 - 2006
Khaty Seafood January 2001 - May 2005
Houston Chronicle 2005 - 2005
Skills
Strategic Financial..., Investments, Insurance, Securities, Retirement, Retirement Planning, Fixed Annuities, Financial Services, Mutual Funds, Finance, Employee Benefits, Wealth Management, Investment Advisory, College Funding..., Customer Service, Series 7, Estate Planning, Business Planning, Financial Advisory, 401k, Life Insurance, Series 6, Series 63, Small Business, Strategic Planning, Sales, College Recruiting, Term Life Insurance, Financial Planners, Disability Insurance, Long-term Care, IRAs, Whole Life, Risk Management, Asset Allocation, CRM, Wealth Accumulation, Pensions, Long Term Care Insurance, FINRA, Health Insurance, Management, Customer Relations, Series 65
Education
University of Houston 2002 — 2007
BS, Public Relations, minor in Business Administration
Stafford Highschool 1999 — 2002
Round the Clock Administrative Services October 2014 - Present
Foresters February 2007 - September 2014
Ontario Ministry of the Attorney General 2006 - 2007
Direct Energy 2002 - 2006
First Citizens 1985 - 1989
Skills
Administrative..., Outlook, Access, Insurance, Spreadsheets, Office Management, Microsoft Excel, Office Administration, Event Planning, Customer Service, Microsoft Office, Executive Support, Confidentiality, PowerPoint, Microsoft Word, Visio, Lotus Notes, Time Management, Event Management, Administration
Education
Sarah's Business College, Port of Spain, Trinidad & Tobago
Honour's Diploma, Advanced Business Studies and Computer Application
Toronto School of Business
Honours Diploma, Computer/Information Technology Administration and Management
Foresters November 2012 - Present
Foresters May 2012 - November 2012
Foresters October 2010 - May 2012
Foresters September 2008 - October 2010
Foresters June 2006 - August 2008
Skills
Optimization, Analysis, Insurance, Customer Service, Problem Solving, Documentation, Business Intelligence, Call Center, Excel, Data Analysis, Statistics, Business Analysis, Software Documentation, Project Management, Microsoft Excel, SDLC, Process Improvement, Risk Management, Management, Analytics, Requirements Analysis, Project Planning, Financial Analysis, Budgets, Call Centers, Team Management, Testing, Business Process..., Access, Auditing, Business Process, Requirements Gathering, Project Portfolio..., Business Requirements, Vendor Management, Team Leadership, Financial Services, Change Management, Quality Assurance, Portfolio Management, Strategic Financial..., Banking, Leadership, Program Management, Visio, Forecasting, PMO, User Acceptance Testing, CRM, Project Delivery
Education
Universitatea „Politehnica” din București 1996 — 2000
B. Eng, Engineering economics
RBC Capital Markets August 2015 - Present
HOOPP (Healthcare of Ontario Pension Plan) June 2014 - August 2015
Foresters January 2013 - April 2014
Foresters May 2011 - January 2013
Skills
Business Process..., Process Improvement, PMO, Requirements Gathering, Visio, SDLC, Business Process, Access, Analysis, SharePoint, Financial Services, Project Management, Project Portfolio..., Financial Analysis, Strategic Financial..., Financial Risk, Financial Planning, Budgets, Leadership, Requirements Analysis, Team Leadership
Education
University of Ontario Institute of Technology 2007 — 2011
Bachelor of Health Sciences, Health Information Management
PMI
CAPM, Project Management
Foresters May 2015 - Present
Foresters May 2012 - May 2015
Foresters Life Insurance Company (formerly Unity Life of Canada) June 2011 - September 2011
Canaccord Financial June 2010 - July 2010
Skills
Insurance, Relationship Management, Team Leadership
Education
University of Guelph 2011 — 2015
Bachelor of Commerce, Management, Economics and Finance
Ursula Franklin Academy 2007 — 2011
Ontario Secondary School Diploma
Skyline Exhibits of Central Ohio Trade Show Exhibits, Graphics & Trade Show Services October 2005 - Present
Foresters June 2004 - January 2005
auto•des•sys, Inc March 1999 - June 2004
Image Network July 1998 - December 1998
The Current July 1998 - December 1998
Skills
Marketing Strategy, Marketing, Illustrator, Graphic Design, Email Marketing, Trade Shows, Marketing Communications, Customer Service, Creative Direction, Layout, Illustration, Photoshop, Graphics, Event Management, Adobe Creative Suite, Art Direction, Corporate Branding, InDesign, Exhibit Design, Branding & Identity
Education
University of Dayton 1993 — 1998
BS, Marketing
CSHS
SSQ Groupe financier Financial Group July 2012 - Present
Foresters February 2011 - July 2012
L'Unique Assurances Générales June 2010 - February 2011
Desjardins, Ménard & Associés Limitée August 2005 - June 2010
Info Quali-Data April 2005 - October 2008
Services Financiers Primerica June 2004 - July 2005
Financière Banque Nationale February 2003 - November 2004
Financière Banque Nationale January 2003 - February 2003
Strategic Nova November 2002 - January 2003
Strategic Nova 2002 - 2003
Skills
Insurance, Life Insurance, Strategic Financial..., Disability Insurance, Customer Service, Retirement Planning, Microsoft Excel, Employee Benefits, Health Insurance, Term Life Insurance, Critical Illness, Mutual Funds, Assurance, Services financiers
Education
LOMA 2011 — 2013
Désignation ACS (Associate, Customer Service), Assurances
Autorité des Marchés Financiers 2004 — 2013
Permis en assurances de personnes, Assurances, Permis toujours en vigueur
Université du Québec à Montréal / UQAM 2004 — 2007
Certificat, Comptabilité générale
Collège Édouard-Montpetit 1996 — 2000
Diplôme d'études collégiales, Techniques administriatives option Marketing
Montgomery & Associates August 2012 - Present
Freelance / Graphic Design Services July 2002 - Present
Foresters February 2010 - September 2012
SME January 1995 - December 2004
Darnell and Diebolt Company July 1993 - December 1994
Skills
Graphic Design, Marketing Communications, Logo Design, Illustrator, QuarkXPress, Brochures, Photoshop, InDesign, Direct Mail, Adobe Creative Suite, Newsletters, Posters, Flyers, Graphics, Advertising
Education
University of Detroit Mercy 1989 — 1993
BA, Communications, French
Ladywood High School 1985 — 1989
Olga Johnston & Associates August 2010 - Present
Appirio October 2013 - January 2015
First Advantage/CoreLogic August 2007 - August 2010
Wells Fargo October 2005 - May 2007
Foresters January 2003 - September 2005
Accutel Inc. 2001 - 2003
JVS of Greater Toronto 1997 - 2001
Skills
Leadership Development, Organizational..., Talent Management, Change Management, Performance Management, Succession Planning, Strategic Planning, Coaching, 360 Feedback, Instructional Design, Management, Leadership, Training, Team Building, Program Management, Employee Relations, Executive Coaching, Management Consulting, Staff Development, Organizational Design, Talent Acquisition, Executive Development, Employee Engagement, Human Resources, Organizational..., Workforce Planning
Education
University of Alberta 1993 — 1997
Ph.D. candidate
York University 1991 — 1993
M.A.
York University 1987 — 1991
B.A., Honours
Randstad Sourceright US May 2007 - Present
Randstad Sourceright, US October 2010 - May 2013
American Family Insurance in partnership with Randstad Sourceright May 2008 - December 2011
Spherion Recruitment Processing Outsourcing (RPO) - Sourceright May 2007 - May 2008
Foresters 2003 - 2006
American General Securities Inc. 1999 - 2003
Invesco Aim April 1995 - August 1997
ADP 1990 - 1993
Skills
Talent Acquisition, Recruiting, Sourcing, Applicant Tracking..., Technical Recruiting, Human Resources, Insurance, Talent Management, Employee Benefits, Employee Relations, Internet Recruiting, Leadership, Management, College Recruiting, Temporary Placement, Onboarding, Personnel Management, Networking, Performance Management, Strategic Sourcing, Sales, Succession Planning, RPO, Training, Strategy, Interviews, Executive Search, Contract Recruitment, Screening Resumes, Staffing Services, Taleo, Time Management
Education
University of Houston, C.T. Bauer College of Business 1989 — 1994
BBA, Finance
Foresters August 2013 - Present
Foresters October 2012 - August 2013
Foresters January 2011 - September 2012
Foresters September 2008 - February 2011
Foresters September 2005 - September 2008
Foresters October 2004 - October 2005
Foresters February 2003 - October 2004
Foresters April 2000 - February 2003
Minacs Worldwide 1998 - March 2000
Phonettix Intelecom September 1996 - February 1998
Skills
Life Insurance, Business Intelligence, Change Management, Call Center, Information Management, IT Service Management, Vendor Management, IT Strategy, Process Improvement, Business Analysis, Cross-functional Team..., Call Centers, Team Leadership, Leadership, Project Management, Management, Outsourcing, ITIL, Integration, IT Operations, Service Delivery, Disaster Recovery, Training, Enterprise Architecture, Enterprise Software, IT Management, Data Warehousing, SDLC, Business Process..., Quality Assurance, Information Technology, Business Process, Project Portfolio..., Requirements Gathering, Strategy
Education
Numerous Courses & Personal Accomplishments 1991 — 2013
University of Toronto 2010 — 2011
University of Guelph 1986 — 1991
Brebeuf 1981 — 1986
Catholic United Financial January 2014 - Present
Catholic United Financial September 2012 - December 2013
Foresters January 2010 - September 2012
Foresters April 2008 - December 2009
Foresters February 2007 - March 2008
Allianz Life Financial Services, LLC 1999 - 2006
Allianz Life 1992 - 2006
Skills
Insurance, Fixed Annuities, Mutual Funds, Investments, Life Insurance, Risk Management, Underwriting, Strategic Financial..., Series 6, Financial Services
Education
University of Minnesota - Carlson School of Management 1987 — 1989
Bachelor of Science in Business, Accounting
Charles Schwab June 2011 - Present
U-Haul International December 2003 - June 2010
Foresters January 2003 - December 2003
Arizona Financial Group June 1999 - January 2003
Education
University of Arizona, Eller College of Management 1995 — 1999
Finance
University of Arizona
Bachelor of Science, Business Administration; Finance
Allegiance Marketing Group June 2014 - Present
Partners Advantage Insurance Services, LLC May 2013 - June 2014
Allianz Life Insurance Company of North America November 2012 - April 2013
Allianz Life Insurance Company of North America December 2010 - November 2012
Foresters July 2007 - December 2010
Marsh & McLennan Companies, Inc. June 2004 - July 2007
Education
University of Minnesota-Twin Cities 2009 — 2009
Certificate in Festival and Event Management, Tourism Center
University of Wisconsin-Madison - School of Business 2000 — 2004
BBA, Risk Management & Insurance
Bankers Life and Casualty May 2007 - Present
Independent Investment Brokerage May 2007 - Present
Allstate Financial Services January 2006 - May 2007
CLA USA Estate Services July 2004 - December 2005
Foresters December 2002 - June 2004
Skills
Estate Planning, Retirement Planning, Succession Planning, Financial Advisory, Portfolio Management, Wealth Management, Investments, Insurance, Long Term Care, Annuities, Mutual Funds, Stocks, Bonds, Options, Employee Benefits, Fixed Annuities, Life Insurance, Long-term Care, Finance, Small Business
Education
University of Missouri-Columbia 1995 — 2000
BS, MS, Financial Planning and Estate Planning
Farmers Insurance April 2015 - Present
Ferrell Insurance Agency October 2008 - April 2015
Kurt Bailey Insurance Agency January 2008 - April 2015
Mutual of Omaha 2007 - 2008
Foresters September 2001 - September 2006
Eaton Corporation 1997 - 2000
Skills
Insurance, Whole Life, Long Term Care Insurance, Term Life Insurance, Universal Life, Disability Insurance, Homeowners, Fixed Annuities, Life Insurance, Roth IRA, Customer Service, RV, Long-term Care, IRAs, Renters
Education
University of North Texas 1995 — 1997
Master of Science, Training and Development
Wayland Baptist University 1990 — 1994
BSOE, Education
Foresters February 2013 - Present
CGI October 2004 - February 2013
Foresters October 2000 - September 2004
Skills
SDLC, Business Analysis, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Data Analysis, Customer-focused, IT Security Policies &..., IT Security Operations, Cisco Technologies, Microsoft Technologies, Solution Architecture, ITIL, SharePoint, Microsoft SQL Server, Business Process, IT Service Management, Business Requirements, Systems Analysis, Integration, Visio, PMO, Data Modeling, PMP, IT Strategy, System Deployment, SOA, Business Process Design, Software Project..., IT Management, DB2, Project Delivery, Vendor Management
Education
University of Liverpool
Master of Science (MSc)
Foresters May 2011 - Present
N/A 2009 - 2011
S2Tech 2006 - 2009
ACS, Inc. 1997 - 2002
Vanstar January 1994 - December 1997
Skills
Recruiting, Applicant Tracking..., Strategic Planning, Account Management, Technical Recruiting, Customer Service, College Recruiting, Talent Acquisition, Interviews, Microsoft Office, Vendor Management
Education
University of Florida
BS
Foresters March 2010 - Present
University of Toronto, School of Continuing Studies September 2012 - Present
Loblaw Companies June 2007 - February 2010
Grand & Toy August 2006 - May 2007
Grand & Toy February 2006 - July 2006
Mackenzie Investments March 2003 - January 2006
Mackenzie Investments February 2002 - February 2003
Skills
Financial Strategy, Financial Analysis, Financial Reporting, Financial Modeling, Strategic Financial..., Business Planning, Business Strategy, Capital Budgeting, Risk Management, Forecasting, Budgets, Management, Managerial Finance, Finance, Corporate Finance, Portfolio Management, Business Process..., Financial Planning
Education
Boston University - School of Management 1998 — 2000
MBA, Finance
University of Houston 1987 — 1991
Bachelor of Business Administration (BBA), Management & Finance
Foresters 2000 - Present
Manulife Financial 1994 - 1999
Education
University of Oxford
MA, Classical language and history
Wells Fargo Business Insurance January 2013 - Present
Foresters March 2011 - March 2012
Skills
Insurance, Sales Operations, Life Insurance, Sales, Leadership, Financial Services, Team Building, Public Speaking, Account Management, Customer Service
Education
University of Minnesota-Twin Cities 1989 — 1994
B.S., History
Ultra Music Canada November 2013 - Present
StrongSongs/DMD July 2008 - Present
Foresters January 2009 - April 2009
Men-from-Mars June 2007 - September 2007
Skills
New Media, Public Relations, Video Production, Visual Effects, Entertainment, Music, Publicity, Media Relations, Television, Film, Digital Media, Music Industry, Video, Facebook, Social Networking, Media Production, Social Media Marketing, Social Media, Press Releases, Marketing, Event Management, Blogging, Writing, Record Labels, Radio, Music Production, Event Planning
Education
University of Guelph 2004 — 2008
Bachelor of Commerce, Marketing Management
FS Advisory Services OwnerFS Advisory ServicesJanuary 2006 - Present
MassMutual January 2005 - December 2006
Foresters September 2002 - January 2004
Education
University of Manitoba 1972 — 1975
BA, Business Sociology
Foresters June 2006 - Present
Fiera YMG Capital March 2005 - March 2006
AEGON Canada / Transamerica December 1997 - March 2005
Skills
Insurance, Fixed Annuities, Life Insurance, Actuarial Science, Reinsurance, Underwriting, Financial Services, Health Insurance, Strategic Financial..., Retirement, Disability Insurance, Pensions, Term Life Insurance, Investments, Retirement Planning, Long-term Care, Wealth Management, Financial Planning
Education
Université Laval 1990 — 1993
B.Sc, Actuarial Science
First Investors October 2012 - Present
Foresters January 2011 - Present
First Investors Corporation June 2005 - Present
First Investors Corporation 2009 - September 2012
First Investors Corporation December 2006 - March 2009
Skills
Series 63, Series 7, Sales, Retirement Planning, Life Insurance, Customer Service, Investments, Asset Allocation, Insurance, Cold Calling, Microsoft Excel, Strategic Financial..., Financial Analysis, Direct Sales, Salesforce.com, series 24, series 51, Series 65
Education
University of Arizona 2001 — 2005
B.S. from the Eller College of Management, Marketing
Colleyville Heritage High School 1998 — 2001
Finra
S-6,S-7, S-63, S-26, S-24, S-51, S-65
Foresters Field DirectorYouth For UnderstandingFebruary 2008 - January 2010
MCG Enterprises 2007 - 2009
Mosaic September 1995 - June 2006
Mosaic Sales Solutions 2004 - 2006
Education
The University of Kansas
BS, Education
MullinTBG, a Prudential Financial company November 2014 - July 2015
Futrell Medical Corporation January 2007 - October 2014
Art Center College of Design January 2006 - December 2006
Foresters September 2004 - December 2005
Skills
Microsoft Office, Adobe Creative Suite, Photoshop, Illustrator, InDesign, Mac OS X, Mac OS X Server, Word, Excel, PowerPoint, Computer Hardware, Wireless Networking, VPN, FTP, Microsoft Word, OS X, Microsoft Excel, Event Management, Outlook, Event Planning, Public Speaking, Customer Service, Social Media, Leadership Development, Editing, Community Outreach, Social Media Marketing, Nonprofits, Social Networking, Training, Team Leadership, Volunteer Management, Program Management, Coaching, Non-profit Environments, Personify, Team Building, Project Management, Leadership, Management, Management Consulting, Strategic Planning, Anti-oppression, Donor Communication, Humanitarian Logistics, Individual Donor...
Education
University of Phoenix
Associate's degree, Information Technology
University of Phoenix
Bachelor's degree, Business/Managerial Economics
Vipra Labs Inc. March 2012 - November 2012
FORESTERS June 2010 - January 2011
ING CANADA (now INTACT) May 2008 - March 2009
THE BRIT (London, England; Toronto) 2007 - 2008
Bank of Montreal 2006 - 2006
DHL International (Paris, France & Prague, Czech Republic) 2004 - 2005
Toronto District School Board 1998 - 2003
Manulife Insurance June 1998 - December 1998
IBM Global Services January 1997 - May 1998
DMR Group January 1996 - December 1996
Skills
Project Management, Software Development, Systems Analysis, Management Consulting, DB2, Business Objects, Enterprise Architecture, Strategic Planning, Business Process Design, Gap Analysis, Software Documentation, Oracle, PMP, Business Analysis, Project Portfolio..., Data Warehousing, Requirements Analysis, Strategy, ITIL, Software Project...
Education
University of Economics in Prague
Nationwide Insurance February 2011 - Present
Broner Associates 1964 - Present
Broner Associates November 1963 - Present
National Agents Alliance January 2011 - December 2011
Farmers Insurance 2011 - 2011
Foresters 2011 - 2011
Foresters 2011 - 2011
Francis Howell School District August 1997 - June 2008
Skills
Insurance, Employee Benefits, Term Life Insurance, Life Insurance, Retirement, Health Insurance, Commercial Insurance, General Insurance, Whole Life, Long-term Care, Fixed Annuities, Casualty, Underwriting, Property & Casualty..., Disability Insurance, Retirement Planning, Workers Compensation, Sales, Legal Liability, Universal Life, Professional Liability, Homeowners, Medicare, Umbrella Insurance, Liability, Brokers, Critical Illness, Small Business, Commercial Lines, Employment Practices..., Inland Marine, Financial Planners, Accident, Liability Analysis, Renters
Education
University of Missouri-Columbia 1959 — 1964
Bachelors, Education
u. of mo. columbia, mo. 1959 — 1964
BS Secondary Education, History
Foresters June 2011 - June 2015
Band of Angels, Fort Hood, Texas August 2009 - July 2010
1st Cavalry Division, Family Readiness Group June 2008 - July 2010
Navy-Marine Corps Relief Society June 2008 - May 2009
Army National Guard May 2007 - January 2009
U.S. Army August 2001 - May 2007
Skills
Integration, Security Clearance, Microsoft Office, Army, Operational Excellence, Leadership, Operations Management, Security, Volunteer Recruiting, Volunteer Management, Non-profit Volunteer, Management, Program Management, Team Building, Leadership Development, Military Operations, Operational Planning, Military, Military Experience
Education
University of Cincinnati College of Business 1997 — 2001
Marketing and International Business
HOOPP (Healthcare of Ontario Pension Plan) July 2013 - Present
Healthcare of Ontario Pension Plan (HOOPP) December 2011 - July 2013
Foresters January 2011 - December 2011
Foresters November 2009 - December 2010
Foresters January 2009 - November 2009
Skills
Governance, Portfolio Management, Program Management, PMO, Risk Management, Project Delivery, Change Management, Business Process...
Education
University of Ottawa 1990 — 1993
Biochemistry
Allstate June 2003 - Present
Foresters February 1999 - June 2003
MassMutual Financial Group May 1996 - February 1999
Prudential Financial May 1983 - February 1999
Skills
Insurance, Fixed Annuities, Long-term Care, Disability Insurance, Retirement Planning, Life Insurance, Term Life Insurance, Health Insurance, Employee Benefits, Retirement, Series 6, Sales Management, Underwriting, Estate Planning, Strategic Planning, Property & Casualty..., Leadership
Education
University of Alabama 2004 — 2008
EXD, Business Administration
Foresters December 2009 - Present
Education
University of Shanghai for Science and Technology 1989 — 1992
CNIB July 2015 - Present
CNIB September 2014 - Present
University of Waterloo August 2011 - August 2014
A Public Health Services Related Foundation March 2010 - August 2011
Inspire 2007 - 2010
Art Gallery of Ontario 2006 - 2007
Royal Columbian Hospital Foundation 2003 - 2005
Foresters 2000 - 2003
Shaw Festival Theatre 1996 - 2000
Etobicoke General Hospital 1993 - 1995
Skills
Strategic Planning, Resource Development, Board Development, Public Relations, Planned Giving, Fundraising, Strategy, Nonprofits, Philanthropy, Stewardship, Strategic Communications
Education
University of Ottawa
Foresters August 2015 - Present
Foresters August 2011 - Present
Skills
CRM, Talent Acquisition, Recruiting, Team Leadership, Project Management, Customer Service, Team Building, Management, Team Management, Human Resources, Business Analysis, Leadership, Training, Process Improvement, Vendor Management, Business Process...
Education
University of Guelph-Humber 2003 — 2007
Bachelor of Business Administration (BBA), Honours
Foresters September 2004 - Present
Foresters January 1990 - August 2004
Skills
Outlook, Microsoft Word, Wealth Management, Banking, Financial Analysis, Process Improvement, Employee Benefits, Change Management, PowerPoint, Vendor Management, Strategic Planning, Retirement
Education
Aga Khan Secondar School
University of Nairobi
Sunlife Insurance Co December 2014 - Present
Foresters 2009 - December 2014
Unity Life of Canada 2005 - 2009
Unity Managing Underwriters 1998 - 2005
Skills
Claim, Insurance, Coaching, Life Insurance, Claims Management, Disability Insurance, Reinsurance, Team Leadership, Health Insurance, Term Life Insurance, Process Improvement, Change Management, Quality Auditing, Risk Management
Education
University of Alberta 1986 — 1990
Bachelor's degree, Education
Caritas High School 1983 — 1986
Walmart March 2014 - Present
The Home Depot Canada May 2012 - March 2014
The Home Depot Canada May 2011 - May 2012
The Home Depot Canada April 2010 - April 2011
Foresters February 2008 - March 2010
State Street October 2006 - January 2008
Skills
Forecasting, Variance Analysis, SAP, Budgets, Project Planning, Microsoft Excel, Outlook, Inventory Management, Financial Analysis, Management
Education
Society of Management Accountants of Ontario 2006 — 2009
CMA
University of Guelph 2002 — 2006
Bachelor of Commerce, Finance and Economics
The Alberta Library October 2006 - Present
Foresters 2002 - 2006
Skills
Outlook, Event Planning, Customer Service, Microsoft Office, Public Speaking, Nonprofits, Research, Microsoft Excel, Microsoft Word, Event Management, Community Outreach, PowerPoint, Higher Education, Marketing, Teaching, Editing, Fundraising
Education
University of Alberta 2011 — 2015
Management Certificate, Management
Prince George Secondary School
High School Diploma
Foresters March 2010 - Present
Wakely Actuarial Inc. January 2001 - March 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
University of Illinois at Urbana-Champaign 1996 — 1997
Master of Science (MS), Actuarial Science
The University of Virginia's College at Wise 1993 — 1996
Bachelor of Science (BS), Mathematics and Computer Science
Association of Finance & Insurance Professionals March 2011 - Present
The Dhanni Group June 2007 - Present
Texas Health Resources February 2008 - January 2011
Association of Finance and Insurance Professionals February 2006 - January 2008
Foresters May 2000 - January 2006
Skills
Team Building, HR Consulting, Organizational..., Leadership Development, Recruiting, Human Resources, Leadership, Customer Retention, Talent Management, Marketing Strategy, Negotiation, Interviews, Sales, Coaching, Organizational..., Profit, Sales Process, Management, Program Management, Project Management, Training, Strategic Planning, Customer Satisfaction, Employee Relations, Advertising, Operations Management, Marketing, New Business Development, Process Improvement, Talent Acquisition, Performance Management, Customer Service, Employee Benefits, Employee Training, Sales Management, Budgets, Onboarding, Business Development, Applicant Tracking..., Succession Planning, E-Learning, Automotive, College Recruiting, Account Management
Education
The University of Texas at Arlington 2012 — 2019
Bachelor's degree, English/Sociology