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
Canada Life June 2015 - Present
Scotiabank July 2014 - June 2015
Bombardier Aerospace November 2013 - April 2014
Bombardier Transportation March 2012 - September 2012
Skills
Supply Chain Management, Negotiation, Microsoft Excel, Sourcing, Management, Teamwork, Microsoft Office, SAP, Strategic Planning, Customer Service, Forecasting, Retail Banking, Planning, Change Management, Leadership, Time Management
Education
Humber College 2014 — 2015
Post Graduate Certificate, Honours, Supply Chain Management
Université Bordeaux I 2011 — 2012
Master 2, Achat Industriel
Sun Life Financial 2011 - 2015
Sun Life Financial 2011 - 2015
Sun Life Financial June 2005 - January 2011
Fidelity Investments 2003 - 2005
Canada Life 2002 - 2003
Canada Life 2000 - 2003
Skills
Retirement, Pensions, Retirement Planning
Education
University of Regina
Bachelor, Business Administration
Self -Employed March 2015 - Present
Mapfre Life January 2004 - February 2015
Mapfre 2004 - 2013
Canada Life April 2000 - December 2003
Skills
Health Insurance, Insurance, Claim, Strategic Planning, Healthcare, Employee Benefits, Health Policy, Managed Care, Medicare, Data Analysis, Underwriting, Medicaid, Risk Management, Commercial Insurance, HIPAA, Reinsurance, Life Insurance, Brokers, Long-term Care, Medicare Part D, Claims Management, Casualty, Disability Insurance, PPO, Casualty Insurance
Education
University of Phoenix 1995 — 1996
Master of Business Administration (MBA), Business Administration and Management, General
University of Puerto Rico-Rio Piedras 1982 — 1987
Bachelor of Business Administration (BBA), Computer and Information Sciences and Support Services
Kerxton Insurance Agency October 2014 - Present
Lykes Insurance, Inc. November 2012 - September 2014
Stay at Home Mom July 2010 - November 2012
Assurant Employee Benefits December 2006 - October 2010
The Standard July 2004 - September 2006
Canada Life June 2000 - July 2004
Canada Life July 1998 - June 2000
United States Fidelity & Guaranty March 1997 - May 1998
Department of Children and Families August 1996 - December 1996
Skills
Employee Benefits, Disability Insurance, Insurance, Brokers, Health Insurance, Medicare, Health Savings Accounts, Workers Compensation, Benefits Administration, Life Insurance, Leadership, Account Management, Customer Service, General Insurance, Sales, Underwriting, Term Life Insurance
Education
University of South Florida 1992 — 1996
B.S.W., Social Work
Franklin Senior High School - Reisterstown, MD
CNIC Health Solutions February 2015 - Present
University Physicians, Inc. September 2014 - January 2015
Xerox January 2013 - September 2014
Kaiser Permanente January 2012 - December 2012
Sutter Physician Services December 2006 - January 2012
MMM Healthcare January 2005 - January 2006
MAPFRE Puerto Rico January 2001 - January 2005
Canada Life January 2001 - January 2003
COSVI Insurance January 1997 - January 2001
Skills
Analysis, SDLC, Business Process, Business Analysis, Quality Assurance, Program Management, Training, Software Documentation, Leadership, Visio, HIPAA, Strategy, Healthcare, Healthcare Information..., Agile Methodologies, Requirements Gathering, Health Insurance, Requirements Analysis, Business Requirements
Education
University of Puerto Rico 1999 — 2005
Bachelors, Business Administration
Vancouver Organizing Committee for the 2010 Olympic and Paralympic Winter Games (VANOC) August 2007 - June 2010
HSBC Bank Canada December 2004 - July 2007
HSBC Bank Canada January 1999 - October 2003
Ingenium Technologies 1998 - 1998
DST Canada Inc. 1996 - 1998
Canada Life 1994 - 1996
Skills
Project Management, ITIL, IT Service Management, IT Operations Management, Enterprise Architecture, Business Continuity, Managing Large Budgets, Risk Management, IT Infrastructure..., Strategic Planning, Project Planning, Vendor Management, Management, Datacentres, Servers, System Deployment, Business Analysis, Software Project..., Data Center, Change Management, Infrastructure, Disaster Recovery, IT Management, PMP, IT Strategy, Enterprise Software, IT Operations, SDLC, Leadership, Networking, Project Delivery, Quality Assurance, Integration
Education
Trent University 1991 — 1994
Bachelor of Science (B.Sc.), Computer Science / Economics (Joint Degree)
Self employed 2013 - 2014
The CUMIS Group January 2007 - September 2013
The CUMIS Group February 2004 - December 2006
Canada Life January 2001 - August 2003
TD Canada Trust January 2000 - December 2000
The Trust Company of Bank of Montreal April 1996 - January 2000
Montreal Trust Company of Canada April 1986 - April 1996
Montreal Trust 1986 - 1996
Skills
Wealth Management, Insurance, Strategic Planning, Leadership, Retirement Planning, Budgets, Investments, Financial Services, Employee Benefits, Sales Management, Risk Management, Sales Force Development, Management, Wealth, Mutual Funds, Financial Advisory, Banking, Investment Strategies, Business Development, Talent Management, Strategic Financial..., Portfolio Management, Relationship Management, Pensions, Retirement, Retirement Services, Operations Management, Budgeting, Customer Service, Financial Reporting, Financial Management..., Anti Money Laundering, Change Management, Complaint Management, Contract Negotiation, Business Strategy, Nonprofits, Not for Profit, Credit Unions, Sales Operations, Product Development, Asset Allocation, Strategy
Education
University of Guelph 1982 — 1986
BA, Geography, History
Canada Life September 1995 - December 2003
Canada Life January 1986 - September 1995
Skills
DB2, Maven, COBOL
Education
Southern Polytechnic State University 1984 — 1995
Bachelor's degree, Computer Software Engineering
Canada Life October 2012 - Present
Transamerica Life Canada June 2002 - January 2012
Dynamic Mutual Funds 1995 - 2001
Talvest Fund Management 1990 - 1995
Skills
Strategic Financial..., Investments, Insurance, Wealth Management, Mutual Funds, Disability Insurance, Financial Services, Investment Strategies, Relationship Management, Retirement Planning, Fixed Annuities, Retirement, Estate Planning
Education
The University of British Columbia / UBC
BA
Stealth Partner Group November 2013 - Present
Lincoln Financial Group November 2011 - November 2013
Sun Life Financial April 2004 - October 2011
Canada Life April 1999 - March 2004
Education
Texas State University-San Marcos
Bachelor of Arts (B.A.), Finance
Stealth Partner Group July 2012 - Present
Sun Life Financial April 2011 - June 2012
Sun Life Financial July 2007 - April 2011
Sun Life Financial April 2004 - July 2007
Canada Life 2001 - 2003
Phoenix Home Life 1997 - 2002
Skills
Employee Benefits, Brokers, Life Insurance, Underwriting, Sales Management, Account Management, Sales, New Business Development, Strategic Planning, Relationship Management
Education
The University of Georgia 1992 — 1997
BBA, Finance / Risk Management
Ford Motor Company May 2009 - Present
Toyota Canada Inc June 2008 - May 2009
RBC Insurance April 2007 - April 2008
Toyota Canada Inc. February 2006 - May 2007
Manulife Financial September 2003 - May 2005
Canada Life October 1998 - September 2003
John Hancock January 1998 - September 1998
Canada Life September 1996 - December 1997
Skills
Business Analysis, Visio, SDLC, COBOL, Requirements Analysis, Integration, Microsoft SQL Server, DB2, User Acceptance Testing
Education
The London School of Economics and Political Science (LSE) 1976 — 1978
B.Sc, Computer Science
Hammersmith colledge 1975 — 1976
A Levels, Mathematics
EyeMed Vision Care September 2014 - Present
Yahoo! Sports Radio Talk Show Host – “The Vince Rachal Review” 2010 - Present
Alliance Str March 2010 - August 2014
MHealth-Memorial Hermann 2007 - 2010
First Health / Coventry 2005 - 2007
Canada Life 2001 - 2005
Memorial/Sisters of Charity 1997 - 2001
FHP Healthcare 1993 - 1997
Sanus / New York Life 1984 - 1993
Skills
Insurance, Radio Broadcasting, Sales, New Business Development, Marketing Strategy, Team Building, Management
Education
University of Notre Dame
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Canada Life April 2011 - Present
Desjardins April 2007 - January 2011
Desjardins November 2002 - April 2007
Scotia McLeod May 2000 - November 2002
BLCValeur Mobilière 1998 - 2000
RBC May 1998 - September 1998
Banque Scotia January 1991 - May 1998
Skills
Mutual Funds, Wealth Management, Financial Planning, Portfolio Management, Financial Analysis, Risk Management, Retirement Planning, Strategic Planning, Finance, Investments, Banking, Life Insurance, Disability Insurance, Critical Illness, Investissements
Education
baa, administration
Chambre de sécutié financière
Assurance de personne
ICVM
Conseiller en placement
IQPF
planification financière
cegep de maisonneuve
DEC, Sciences Pures et appliquées
Fonds de Placement Immobilier Cominar January 2014 - Present
Canada Life May 2013 - Present
Société de l'assurance automobile du Québec February 2012 - August 2012
Association pour la protection des automobilistes (APA) September 2010 - June 2011
Clinique Juridique de l'Université de Montréal January 2011 - April 2011
Skills
Legal Research, Pleadings, Microsoft Office, Administrative Law, Civil Law, Client Relations Skills, Organization
Education
École du Barreau du Québec 2011 — 2012
Avocate, Droit
Université de Montréal 2008 — 2011
Baccalauréat, Droit
Sun Life Global Investments January 2014 - Present
AEGON Canada / Transamerica November 2009 - Present
Credential January 2008 - November 2009
Freedom 55 Financial August 1996 - September 2007
Prudential Insurance October 1995 - July 1996
Canada Life January 1994 - September 1995
New York Life Insurance Company March 1979 - December 1993
Skills
Retirement Planning, Retirement, Financial Advisory, Financial Planners, Employee Benefits, Wealth, Pensions, Securities, Life Insurance, Health Insurance, Term Life Insurance, Financial Analysis, Portfolio Management, Investment Strategies, Relationship Management
Education
Financial Planning Standards Council 1995 — 1996
Certified Financial Planner, Financial Planning
Advocis 1991 — 1992
Chartered Financial Consultant, Investments & Retirement
Advocis 1982 — 1985
Chartered Life Underwriter, Insurance
University of Manitoba 1976 — 1978
Education
RBC March 2014 - Present
RBC July 2011 - March 2014
RBC Insurance January 2004 - June 2011
Canada Life 1994 - 2003
Canada Life 1994 - 2003
Skills
Risk Management, Insurance, Relationship Management, Business Analysis, Business Requirements, Underwriting, Financial Services, Vendor Management, Banking, Marketing
Education
University of Guelph 1990 — 1994
B.A., Psychology
Bank of America July 2013 - Present
ING December 2012 - July 2013
PSS August 2012 - December 2012
Bank of America September 2008 - July 2012
Blue Cross Blue Shield of Florida June 2007 - September 2008
CitiStreet April 1999 - June 2007
Canada Life March 1997 - May 1999
Skills
IT Strategy, Enterprise Architecture, Process Improvement, Business Analysis, Integration, Requirements Analysis, Data Warehousing, SDLC, Project Management, Program Management
Education
The Ohio State University
Master's degree, Business
London Life 2011 - 2011
Mapador January 2009 - December 2010
University of Guelph 2004 - 2008
Information Balance 1999 - 2003
London Life 1998 - 1999
Manulife Financial 1995 - 1998
Institute for Work and Health 1991 - 1995
Workplace Safety and Insurance Board (WSIB 1983 - 1990
Canada Life 1980 - 1983
University of Guelph 1977 - 1980
Skills
Analysis, Business Analysis, Quality Assurance, Testing, Requirements Gathering, Documentation, Microsoft Office, Mentoring, Software Development, Requirements Analysis, Business Requirements, SDLC, Systems Analysis, Business Process, Team Leadership, Team Management, Data Modeling, Data Analysis, Test Planning, Access, Photoshop
Education
University of Guelph 2004 — 2007
MSc
University of Guelph 1973 — 1977
BSc
Bentall Kennedy October 2014 - Present
Minacs Group March 2013 - October 2014
Orbit Group Partners 2010 - 2013
Baxter Healthcare 2009 - 2010
Bell Canada 2007 - 2009
RSA 2004 - 2007
SunGard 1999 - 2004
Manulife Financial 1998 - 1999
Canada Life 1995 - 1998
Skills
Business Intelligence, Data Warehousing, Business Analysis, Data Modeling, Requirements Analysis, Business Requirements, SDLC, Business Process..., Process Improvement, Vendor Management, Requirements Gathering, Change Management, PMP, Performance Management, Microsoft SQL Server, Analytics, Information Management, Data Governance, Business Process, Enterprise Architecture, ETL, Management
Education
University of Waterloo 1990 — 1995
Bachelor's, Mathematics - Actuarial Science
University of Liverpool 2007 — 2010
Masters, Information Systems Management
Entaire Global Companies, Inc. July 2013 - August 2015
Protective Life December 2006 - September 2012
Old Mutual Financial Network 2004 - 2005
World Wide Health Benefits 2003 - 2004
ING 1999 - 2001
Canada Life 1985 - 1999
Skills
Critical Illness..., Fixed Annuities, Disability Insurance, Life Insurance, Long-term Care, Whole Life, Health Insurance, Term Life Insurance, Universal Life, Insurance, Critical Illness, Employee Benefits, IRAs, Brokers, Underwriting, Retirement, Workers Compensation, Retirement Planning, Long Term Care Insurance, Series 6, Accident, Reinsurance, Claim, Commercial Insurance, General Insurance, 401k, Financial Planners, Marketing, Mutual Funds, Property & Casualty..., Estate Planning, Financial Services, Wealth, Strategic Financial..., Series 63, Wealth Management, Pensions, Competitive Analysis, Financial Advisory, Income Protection, Investments, Wealth Accumulation, Series 7, Actuarial Science, Variable Annuities, Investment Advisory, Insurance Brokerage, FINRA, Securities, Relationship Management
Education
LaGrange High School
LaGrange High School
LaGrange High School
University of Alabama
BS, Math Education
Temenos May 2013 - Present
John Tsiptsis Consulting Inc. September 2012 - Present
Knowledge First Financial September 2012 - May 2013
Temenos April 2011 - August 2012
Odyssey Financial Technologies August 2008 - April 2011
Loblaw Companies Limited September 2007 - August 2008
Loblaw Companies Limited July 2006 - September 2007
Kanetix January 2005 - July 2006
Kanetix January 2002 - January 2005
Canada Life May 2001 - January 2002
Skills
Project Management, Management, Software Project..., PMO, PMP, Project Delivery, Resource Management, Software Deployment, Communication, Organizational..., Capacity Planning, Change Management, Business Analysis, Requirements Analysis, SDLC, MS Project, Software Development, User Acceptance Testing, Software Documentation, CRM, Testing
Education
University of Toronto 1999 — 2001
Certificate in Internet Business and Technology, Information Technology
Information Technology Institute 1998 — 1998
Applied Information Technology Diploma (with distinction), Information Technology
University of King's College 1989 — 1993
BA, Liberal Arts
City of Regina February 2005 - August 2006
Canada Life October 2001 - February 2005
Tantia Technologies Inc. January 2001 - April 2001
Education
Centre for Arts and Technology 2006 — 2008
Diploma, Audio Engineering
University of Regina 1996 — 2001
B.Sc., Computer Science
Specialized Loan Servicing/Computershare November 2013 - Present
Specialized Loan Servicing March 2012 - November 2013
TeleTech January 1999 - March 2012
Canada Life January 1994 - February 1998
Skills
Oracle, Data Warehousing, Microsoft SQL Server, Software Development, Database Design, SQL, Business Intelligence, PL/SQL, ETL, SSIS, Databases, T-SQL, Data Modeling, Requirements Gathering
Education
University of Regina 1988 — 1993
B. Sc., Computer Science
CIBC November 2002 - Present
Canadian Tire May 1998 - November 2002
Canada Life July 1990 - May 1998
Skills
TOGAF, Solution Architecture, Banking, Enterprise Architecture, SOA, Data Modeling, Application Architecture, Integration, SQL, SDLC, IT Strategy, Vendor Management, Business Analysis, Agile Methodologies, Requirements Gathering, Java, Requirements Analysis, Software Project...
Education
University of Ottawa / Université d'Ottawa 1974 — 1983
B.A, B.Sc., M.Sc.
Anthem, Inc. September 2015 - Present
Accretive Solutions July 2014 - September 2015
Endeavor Telecom October 2010 - July 2014
MCIC Vermont, Inc. May 2005 - October 2010
McCamish Systems, an Infosys Company 2003 - 2005
Canada Life 2000 - 2003
Canada Life 1998 - 2000
PennCorp Financial 1996 - 1998
KPMG 1994 - 1996
Skills
Forecasting, Strategic Planning, Financial Statements, Financial Systems, Staff Development, Financial Reporting, Management, Auditing, Executive Management, Internal Controls, Financial Analysis, Process Improvement, Accounting, Sarbanes-Oxley Act, Budgets, GAAP, Leadership, Payroll
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1994
Masters, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1993
B.S., Business Administration
Invenia Technical Computing Corporation September 2011 - Present
AssentWorks August 2011 - Present
TEDxManitoba July 2011 - Present
Constant Origin 2011 - Present
Fabbaloo October 2007 - Present
Canada Life July 2003 - June 2011
Investors Group July 1998 - June 2011
London Life November 1997 - June 2011
London Life Insurance Company 1997 - June 2011
Great-West Life January 1994 - June 2011
Skills
Team Leadership, Software Development, Architecture, Integration, Enterprise Architecture
Education
University of Manitoba 1980 — 1983
MSc, Computer Science
University of Manitoba 1976 — 1980
BSc Honors, Computer Science
Victory School 1967 — 1970
Dearborn National January 2010 - Present
Assurance Agency February 2008 - January 2010
UnitedHealthcare Specialty Benefits, A UnitedHealth Group Company 2003 - February 2008
Canada Life 2000 - 2003
CIGNA Group Insurance 1997 - 2000
First Commonwealth Dental 1995 - 1997
Skills
Disability Insurance, Insurance, Health Insurance, Health Savings Accounts, Employee Benefits, 401k, Brokers, Claim, Workers Compensation, Underwriting, Life Insurance, Property & Casualty..., Recruiting, Group Insurance, Management, Sales, Accident, Term Life Insurance, Benefits Administration, COBRA, Long-term Care, Dentistry, Human Resources, Critical Illness, Sales Operations, Health Care Reform, Reinsurance, Business Planning, Sales Presentations, Retirement
Education
St. Norbert College 1989 — 1993
BA, History
Mount Carmel High School 1985 — 1989
Sun Life Financial February 2000 - Present
Canada Life July 1995 - February 2000
Desjardins Financial Security Life Assurance Company March 1992 - July 1995
MetLife January 1990 - March 1992
Sun Life Financial June 1988 - July 1989
Skills
Account Management, Customer Service, Solution Selling, Retirement Services, Project Management, Public Speaking, Strategic Planning, Negotiation, Financial Services, B2B, Training
Education
Université du Québec à Montréal
Certificate Trainer in the Workplace - Adult Education / Certificat formateur en milieu de travail
Autorité des marchés financiers
Certificate Group Insurance
Université de Montréal 1993 — 1995
Public Relations
Université du Québec à Montréal
Certificate in Marketing
Cégep du Vieux Montréal
DEC Finances, Accounting and Finance
Transamerica Life Canada January 2013 - Present
Transamerica Life Canada May 2005 - January 2013
Transamerica May 2005 - December 2009
ONE Financial May 2004 - May 2005
First Associates October 1999 - November 2003
BMO Nesbitt Burns 1994 - 1999
Canada Life August 1992 - November 1993
Skills
Financial Services, Insurance, Investments, Wealth Management, Marketing Strategy, Mutual Funds, Strategic Planning, Marketing Communications, Product Marketing, Retirement, Marketing, Risk Management, Investment Strategies, Term Life Insurance, Life Insurance, Project Management, Strategy, Leadership
Education
Sheridan College 2013 — 2014
Project Management Certificate
Sheridan College 2005 — 2007
Marketing Certificate, Marketing courses
York University 1988 — 1990
BA, Math for Commerce
York University 1987 — 1990
Bachelor of Arts, Math for Commerce
Memorial Sloan Kettering Cancer Center June 2015 - Present
Inspirica April 2012 - Present
The Career Center October 2011 - Present
Unilever February 2013 - June 2015
Grace Institute October 2013 - April 2014
New York Life Insurance Company April 2011 - June 2012
The Infinite Actuary October 2006 - December 2009
Genworth August 2004 - October 2006
Canada Life September 2000 - July 2004
MetLife September 1998 - August 2000
Skills
VBA, Microsoft Excel, Actuarial Science, Financial Analysis, Statistics, SQL, Microsoft Word, Analytics, Access, PowerPoint, Financial Modeling, Data Analysis, Project Management, Data Mining, Enterprise Risk..., Databases, Business Intelligence, Predictive Analytics, Business Analysis, Statistical Modeling, R, Quantitative Finance, Public Speaking, Risk Management, Data Management, Business Process..., Professional Mentoring, Processing, SQL Server, PHP, Data Science, Programming, Python, Java, Microsoft SQL Server
Education
The Johns Hopkins University 1985 — 1990
BA, Biophysics
NJIT 1992 — 1994
MS, Applied Mathematics
Canadian Tire Financial Services May 2013 - Present
CAA South Central Ontario August 2010 - May 2013
The CUMIS Group May 2004 - May 2010
Canada Life April 2003 - May 2004
Lombard Insurance June 1999 - April 2003
Transcontinental October 1995 - May 1999
Skills
Direct Marketing, Marketing Communications, Marketing Strategy, Email Marketing, Integrated Marketing, Digital Marketing, Online Marketing, Online Advertising, B2B Marketing, Analytics, Marketing, Direct Mail, Marketing Management, Advertising, Multi-channel Marketing, Social Media Marketing, Brand Management, Corporate Communications, Web Analytics, Relationship Marketing
Education
Sheridan College 1997 — 2002
Marketing Certificate
University of Waterloo 1989 — 1993
BA, Applied Health Sciences
A.M.H. Financial Services April 1991 - Present
Knights of Columbus 2014 - 2014
Canada Life 1981 - 1991
Investors Group Financial Services Inc. 1976 - 1981
20th field regiment 1967 - 1968
Skills
Financial Planning, Insurance, Retirement, Retirement Planning, Estate Planning, Wealth Management, Portfolio Management, Employee Benefits, Long Term Care, Retirement Income..., Annuities, Term Life Insurance, Universal Life, Disability Insurance, Critical Illness, Financial Advice, Travel Insurance, mortgage life insurance, Whole Life, tax shelters, Tax free savings..., Pension Maximization, R.R.S.P.'s, R.R.I.F's, financial Seminars, Charitable Gifting, R.E.S.P's, G.I.C.'s, Buy-Sell Insurance, Key Person Insurance, Business Succession..., Group R.R.S.P's, Pension Plans, Insured Annuities, Juvenile Insurance, Guaranteed Minimum..., Insurance Planning, Group Benefits, Financial Advisory, Investment Advisory, Investments, Wealth Accumulation, Retirement Savings, Wealth, Asset Allocation, Income Protection, Investment Strategies, Personal Finance, Savings, Wealth Transfer
Education
University of Alberta 1970 — 1976
B.Comm., Marketing
Devon High School 1965 — 1969
High School Diploma, Academic
Holy Redeemer College 1967 — 1968
Peachtree Financial Group March 2010 - Present
New England Financial/New England Securities July 2008 - March 2010
AXA Advisors January 2007 - July 2008
HM Benefits April 2003 - December 2007
Canada Life January 2000 - March 2003
Skills
Wealth Management, Retirement Income..., Disability Insurance, Insurance Planning, Tax Reduction Strategies, College Savings Plans, Retirement, Long Term Care, Wealth Accumulation, Estate Planning, Life Insurance, Retirement Planning, Investment Advisory, Investment Advisory..., Financial Planners, Finance, Wealth, Financial Services, Small Business, Fixed Annuities, Mutual Funds, Strategic Financial..., IRAs, Investments, Term Life Insurance
Education
The University of Georgia 1995 — 1999
BBA, Marketing
Walton High School 1991 — 1995
Dickerson Middle School
Desjardins Insurance 2011 - Present
MD Insurance Agency Limited January 2008 - April 2011
Kathryn Bennett, Barrister & Solicitor October 2005 - June 2008
Pallett Valo LLP October 2004 - October 2005
RBC Dominion Securities October 2003 - October 2004
Aird & Berlis LLP July 2002 - October 2003
Sun Life Financial August 1998 - July 2002
Canada Life July 1994 - August 1998
Canada Trust August 1989 - July 1994
Skills
Trusts, Estate Planning, Wealth Management, Retirement Planning, Investments, Insurance, Strategic Financial..., Financial Planners, Retirement, Mutual Funds, Financial Advisory, Wills, Succession Planning, Financial Services, Estate Administration, Life Insurance, Tax, High Net Worth..., Small Business, Strategy, Leadership, Investment Advisory, Pensions, Wealth, Wealth Management..., Fixed Annuities, Long-term Care, Investment Strategies, Disability Insurance, Financial Planning
Education
York University - Osgoode Hall Law School 1978 — 1983
LL.B.
University of Virginia 1976 — 1978
M.A. (incomplete)
State University of New York College at Brockport 1973 — 1976
B.A. (magna cum laude)
Old Mutual Financial Network 2007 - 2009
Old Mutual Financial Network 2004 - 2007
Canada Life 2001 - 2003
Canada Life 1999 - 2001
Canada Life 1998 - 1999
Canada Life 1995 - 1998
The Hartford 1993 - 1995
Key Program, Inc. 1989 - 1990
Skills
Series 63, Insurance, Fixed Annuities, Variable Annuities, Financial Services, Financial Advisory, Life Insurance
Education
Institute of Business and Finance
Certified Annuity Specialist, CAS
The University of Connecticut
B.A. College of Liberal Arts and Sciences
Howell Cheney Technical School
Certified by United Technologies Corporation and Hamilton Standard in, Machine Operation and Mechanical Blueprint Reading
Human Capital Benefits February 2001 - Present
Canada Life January 1995 - February 2001
The Etherington Group June 1994 - January 1995
Skills
Employee Benefits, Group Benefits, Benefits, Dental, Insurance, Pensions, Retirement, Critical Illness, Brokers, Healthcare, Disability Insurance, Health Insurance, Plan Design, Management, Retirement Planning, Life Insurance, Dentistry, Term Life Insurance, Business Planning, Long-term Care, Financial Planners, Fixed Annuities, Underwriting, Financial Planning
Education
The University of British Columbia 1989 — 1992
B.P.E., Physical and Health Education through Faculty of Education
York University 1988 — 1989
BA, Physical Education
Transamerica Life Canada November 2011 - Present
Self Employed / Free Agent / Contractor August 2008 - November 2011
Canada Life 2001 - 2004
Purolator Inc. January 2000 - January 2001
BMW Group Canada January 1999 - January 2000
Skills
Governance, Cisco Technologies, Security, Network Security, Information Security..., CISSP, Websense, Cisco Security, COBIT, Checkpoint, SharePoint, PCI DSS, IT Compliance, Disaster Recovery, VMware, Information Security, DNS, Firewalls, Penetration Testing, VPN, Cloud Computing, Encryption, Antivirus, DLP, Infrastructure, Data Security, SIEM, Data Center, Incident Response, Vendor Management, Virtualization
Education
University of Catania 1991 — 1993
UnderGrad, Information Technology
Sun Life Financial I provide leadership to the Member Experience team on strategic development and execution of marketing and communication initiatives targeting Group Retirerment Services' plan members.Marketing DirectorManulife FinancialMarch 2011 - April 2015
Canada Life June 1997 - December 2003
Skills
Marketing strategy,..., Financial Services, Marketing, Digital Marketing, Database Marketing, B2B Marketing, Business Strategy, Product Management, Analytics, Mutual Funds, Online Marketing, Strategy, Brand Management, Social Media, Investments, Public Relations, Internal Communications, Event Planning, Multi-channel Marketing, Online Advertising
Education
University of Manitoba
Bachelor of Commerce (B.Com.), Marketing
Benefex Consulting Inc. September 2013 - Present
Manulife Financial May 2004 - June 2013
Canada Life January 1999 - April 2001
Crown Life Insurance September 1992 - January 1999
Skills
Employee Benefits, Health Insurance, Insurance, Disability Insurance, Critical Illness, Account Management, Term Life Insurance, Risk Management, Negotiation, Strategic Planning, Team Leadership, Sales Management, Underwriting, Group Insurance, Coaching, Process Improvement
Education
University of Regina 1988 — 1992
Bachelor, Finance/Administration
AltaLink March 2015 - Present
Forma Consulting Inc. January 2014 - Present
Apache Canada Ltd. October 2010 - January 2014
Total E&P March 2009 - September 2010
City of Calgary July 2008 - March 2009
Convergys July 2007 - July 2008
Convergys October 2004 - July 2007
University of Lethbridge September 2006 - May 2007
American Red Cross October 2000 - October 2004
Canada Life September 1998 - October 2000
Skills
Facilities Management, Sustainability, Contract Management, Project Planning, Project Management, Budgets, Contract Negotiation, Construction, Construction Management, Entrepreneurship, Project Coordination, Strategic Planning, Procurement, Negotiation, Energy
Education
The University of Calgary 2008 — 2013
Certificate, Real Estate Development
University of Manitoba 1991 — 1996
Bachelor, Interior Design
Emory University Center for Continuing Education 2001 - Present
Nancy Colter Consulting, LLC 1999 - Present
The University of Georgia Center for Continuing Education 2013 - 2015
Canada Life 1999 - 2005
United Family Life/ Fortis 1993 - 1998
RTM/Mrs. Winner's 1992 - 1993
Academy Insurance Group 1988 - 1992
Johnstown American Companies 1986 - 1988
Days Inns of America 1984 - 1987
Skills
Employee Relations, Benefits, Labor Relations, Compensation, Restructuring, Customer Service, Talent Management, Performance Management, Organizational..., Talent Acquisition, Talent Development, Leadership Development, Coaching, Organizational Change, Change Management, Organizational Design, HR Strategy, HR Consulting, Benefits Administration, Employee Benefits, Deferred Compensation, Executive Coaching, Recruiting, Training, Human Resources, Leadership, Personnel Management, HR Policies, Program Management, Management, Payroll, Hiring, Start-ups, Career Counseling, Succession Planning, Career Development, Onboarding, Consulting, Management Development, Interviews, Employee Training, Organizational..., Conflict Resolution, Employee Engagement, HRIS, Workshop Facilitation, Resume Writing, Time Management, College Recruiting, Employment Law
Education
University of South Carolina - Darla Moore School of Business 1982 — 1984
MBA, Business
Stony Brook University 1978 — 1982
BA, Economics
UnitedHealthcare International July 2014 - Present
MetLife June 2010 - July 2014
AETNA, Inc July 2004 - January 2010
CIGNA Group Insurance March 2002 - July 2004
Canada Life April 1999 - March 2002
Skills
Employee Benefits, CRM, New Business Development, Customer Satisfaction, Selling, Sales Management, Health Insurance, Competitive Analysis, Customer Retention, Management, Recruiting, Strategic Planning, Cold Calling, Disability Insurance, Sales, Health Savings Accounts, Training, Brokers, Account Management, Insurance, Human Resources, Team Building
Education
The University of Texas at Austin
Psychology
University of St. Thomas, Houston
Psychology
IBM January 2012 - July 2013
IBM 2006 - January 2012
IBM 2004 - 2006
IBM 2000 - 2004
IBM Global Services 2000 - 2003
Canada Life January 1997 - January 1999
De Beers DRL 1982 - 1984
De Beers DRL 1982 - 1984
De Beers DRL 1982 - 1984
De Beers DRL 1982 - 1984
Skills
IT Strategy, ITIL, SOA, Architecture, Data Warehousing, Cross-functional Team..., Management, Team Leadership, Middleware, Strategy, Enterprise Architecture, Solution Architecture, Security, CRM, TOGAF, Financial Services, Mainframe, Software Development, Enterprise Software, Integration, SaaS, Pre-sales, Architectures, Management Consulting, Cloud Computing, Leadership, E-commerce
Education
York University - Schulich School of Business 1996 — 1999
Master of Business Administration (MBA)
University of Johannesburg
NHD, Computer Science
Manulife Financial September 2010 - Present
Bank of Montreal July 2000 - November 2009
London Life December 1996 - July 2000
Canada Life June 1990 - December 1996
Canada Life December 1988 - June 1990
Skills
Strategic Planning, Market Development, Sales Coach, Project Execution, Corporate Branding, Advertising, High Net Worth..., Campaign Management, Financial Services, Management, Sales, Financial Planning, Training, Wealth Management, Project Management, Recruiting, Banking, Strategic Financial..., Investments, New Business Development, Business Development, Mutual Funds, Marketing, Insurance, Leadership
Education
The University of Salford 1985 — 1986
MSc, Quantative Business Analysis
GMMI Inc. March 2015 - Present
Europ Assistance - Global Corporate Solutions October 2014 - March 2015
Europ Assistance - Global Corporate Solutions February 2014 - October 2014
Europ Assistance - Global Corporate Solutions August 2011 - February 2014
CMN Inc., a Europ Assistance Company 2006 - July 2011
Canada Life 2000 - 2003
Skills
Insurance, Health Insurance, Underwriting, Reinsurance, Healthcare, Change Management, Analysis, Leadership, Claim, Claims Management, Strategic Planning, Management, Marketing, Employee Benefits, Process Improvement, Risk Management, Human Resources, Team Building, Team Leadership
Education
University of Manitoba 1984 — 1987
B.A., Economics
Identity Branding /e-Relationship February 2010 - Present
nVision Financial Inc,an AEGON Co. February 2009 - July 2009
Ameritas,Union Central,Acacia(UNIFI) 2007 - 2009
Mutual Trust Life Ins. Co December 1995 - April 2001
Canada Life 1987 - 1989
Jefferson Pilot 1983 - 1988
Skills
Fixed Annuities, Life Insurance, Insurance, Series 6, Time Management, Training, Financial Advisory, Disability Insurance, Financial Services, Term Life Insurance, Series 63, Estate Planning, Leadership, Team Leadership, Recruiting, Mutual Funds, Marketing, IRAs, Whole Life, Financial Planners, Wealth, 401k, Long-term Care, Long Term Care Insurance, Retirement, Pensions, Retirement Planning, Health Insurance, Series 7, Critical Illness, Investments, Investment Strategies, Employee Benefits, Mergers & Acquisitions, Wealth Management, Agency Leadership, Variable Annuities, Universal Life, Asset Allocation, Investment Advisory, Securities, Financial Planning
Education
University of Dayton 1972 — 1973
Bachelor of Applied Science (B.A.Sc.), Criminal Justice, Psychology, Political science, 3.5
JEB Stuart High School 1963 — 1967
College Prep
American College
NASD/FINRA
Series 6,63,26, Securities Licenses
Great-West Life December 2002 - Present
Canada Life January 2001 - December 2002
Canada Life March 2000 - January 2002
Canada Life October 1996 - March 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Vente, Formation
Education
Instiut de la planification financière (IQPF)
Titre de planificateur financier
Université du Québec à Montréal 1997 — 2000
certificat en planification financière
Hermès September 2015 - Present
Holt Renfrew September 2010 - August 2015
Holt Renfrew September 2009 - September 2010
Holt Renfrew January 2008 - September 2009
Hermès September 2003 - January 2008
Points International Inc March 2001 - September 2003
Canada Life July 1997 - February 2001
CTF July 1992 - July 1997
Government of Saskatchewan May 1990 - November 1991
Dino Rossi Timberland / Fashion Resort Boutique January 1985 - May 1990
Skills
Public Relations, Event Management, Internal Communications, Planning, Social Media, Corporate Communications, Marketing Communications, Media Relations, Social Media Marketing, Promotions, Investor Relations, Issues Managment, Marketing Strategy, Fashion, Strategic Planning, Leadership, Project Planning, Strategic Partnerships, Strategy, Digital Media, Merchandising, Marketing, Brand Development, Integrated Marketing, Creative Direction, Luxury Goods, Retail, Sponsorship, Start-ups, Brand Management, Sales, Budgets, Speech Writing, Advertising, Communication, Business Strategy, Department Budgeting, New Business Development, Project Management, Management
Education
Bachelor of Commerce, University of Saskatchewan 1987 — 1991
Bachelor of Commerce (B.Com.), Marketing and International Business
Mega Financial Group September 2014 - Present
Performins Canada Inc March 2001 - June 2009
Canada Life September 1995 - September 1998
Skills
Claim, Customer Service, Sales, Life Insurance, Health Insurance, Insurance, General Insurance, Management, Microsoft Office, Term Life Insurance, Strategic Planning
Education
University of Madras 1984 — 1987
Bachelor's Degree, Business/Commerce, General
Insurance Institute of Canada, Toronto, Ontario
Associate's Degree, Insurance studies
Community and Legal Aid Services Programme, Osgoode Hall Law School May 2015 - Present
Transamerica Life Canada June 2014 - April 2015
Great-West Financial January 2013 - August 2013
Great-West Life and Annuity Insurance Company June 2011 - December 2012
Canada Life August 2010 - June 2011
University of Toronto, The Dictionary of Old English Project 2005 - 2009
Skills
Research, Insurance, Editing, Analysis, Public Speaking, Academic Writing, University Teaching, Teaching, Writing, Proofreading, Microsoft Office, Qualitative Research, Creative Writing, Blogging, Customer Service, Legal Research
Education
York University - Osgoode Hall Law School 2013 — 2016
Doctor of Law (JD)
University of Toronto 2004 — 2010
PhD (ABD), Medieval Studies
The University of Western Ontario 2002 — 2004
M.A., English
Université Jean Moulin (Lyon III) 2000 — 2002
B.A. (Hons.), English (LLCE Anglais)
Vital Life (formerly ORG Canada) 2012 - Present
Great-West Life 2004 - 2006
Canada Life 2000 - 2004
Skills
Vocational..., Disability Management, Vocational..., Public Speaking, WCB, Employee Wellness, Customer Service, Policy, Rehabilitation..., Rehabilitation, Coaching, Case Managment, Return to Work, Training, Insurance, Leadership, Claim
Education
University of Wisconsin-Stout 2013 — 2016
Master of Science (MS), Vocational Rehabilitation Counseling/Counselor
The University of Winnipeg
Bachelor of Arts (B.A.)
Texas Health Resources April 2013 - Present
Towers Watson 2011 - 2013
Apex Global Partners 2008 - 2011
Perot Museum of Nature & Science, Dallas 2007 - 2009
Century Healthcare (CHC) 2007 - 2008
Mutual of Omaha 2005 - 2007
Dallas Children's Museum 2004 - 2007
Canada Life 1994 - 2004
Unum 1989 - 1993
Skills
Management Consulting, Healthcare Technology, Mergers and Acquitions, Executive Management, Sales Management, Financial Control, Operations, Strategic Partnerships, Productivity Improvement, Strategic Leadership, Scalability, Social Media Healthcare..., Human Capital Data..., Cultural Transformation, Medical Home, Thought Leadership, Mergers, Human Capital, Social Media, Insurance, Program Management, Leadership, Human Resources, Employee Benefits, Change Management, Business Strategy, Business Development, Strategy, Medical Technology, Mergers & Acquisitions, Marketing, Finance, Healthcare, Private Equity, Employee Engagement, Health Insurance, Employee Relations, Marketing Strategy, Sales, Organizational Design, Cloud Computing, Consulting, Organizational..., Analysis, Organizational..., Strategic Planning, Analytics, Leadership Development, Start-ups, Process Improvement
Education
Southern Methodist University - Cox School of Business 2005 — 2007
MBA, Business Administration and Management
Southern Methodist University 1985 — 1989
Bachelor of Science, Economics and Finance
Agence d'assurance MD November 2014 - Present
Canada Life August 2013 - November 2014
Sogemec Assurances September 2003 - February 2013
Fonds de solidarité FTQ January 2001 - June 2003
Caisse populaire Desjardins February 1999 - January 2001
Planification financière Banque Nationale April 1997 - February 1999
Skills
Assurance de personnes, Anglais, Développement des..., Marketing, Gestion de personnel, Assurance collective, Assurance groupe..., Vente conseil, Formation, Communication, Sens de la planification, Capacité d'écoute, Capacité d'adaptation, Développement et..., Organisation, Travail d'équipe, Stratégies de vente et..., Planification..., Planification...
Education
Université de Sherbrooke 1998 — 2000
Diplôme de 2e cycle, Fiscalité
Université du Québec à Montréal 1988 — 1992
Baccalauréat, Administration des affaires
Université du Québec à Montréal 1988 — 1991
Certificat en assurance et intervention financière, Financial Planning and Services
Pierre Jeaurond &/et Assoc. ifs-asf.ca January 2013 - Present
La Cité collégiale 1998 - Present
Capital Benefit Financial Group June 2005 - December 2012
Canada Life 2001 - 2003
Industrial Alliance May 1989 - May 2000
Education
University of Ottawa / Université d'Ottawa 1983 — 1987
B.Soc. Sciences (Hon), Political Science
Cité Collégiale
Aetna Life Insurance Company February 2014 - Present
Aetna January 2009 - January 2014
Aetna December 2000 - December 2008
Canada Life February 1998 - December 2000
Skills
Disability Insurance, Employee Benefits, Account Management, Life Insurance, Salesforce.com, Term Life Insurance, Health Insurance, Health Savings Accounts, Insurance, Sales, Underwriting, Strategic Planning, Management, Managed Care, Claim, Benefits Administration, Brokers
Education
University of Maryland College Park
NFP Corporate Services (NY) January 2015 - Present
Barnstable County, Department of Human Services January 2011 - Present
EBS FORAN Insurance & Advisory Specialists March 2000 - Present
EBS FORAN July 2001 - January 2015
Canada Life October 1988 - August 1994
Skills
Employee Benefits, Health Insurance, Disability Insurance, Public Speaking, Insurance, Leadership, Event Planning, Underwriting, Strategic Planning, Term Life Insurance, Small Business, New Business Development, Retirement, Workers Compensation, Long-term Care, Fixed Annuities, Life Insurance, Account Management, Dentistry, Sales, Brokers, Health Savings Accounts, Start-ups, Health Care Reform, Managed Care, Medicare, Marketing, Group Insurance, Claim, Customer Service, Team Building, Management, Marketing Strategy, CRM
Education
University College Cork 1984 — 1987
BA
Cork Grammar School 1978 — 1984
Cornell University Adjunct ProfessorNotre Dame of Maryland UniversityAugust 2013 - May 2015
University of Maryland Baltimore County June 2010 - January 2015
University of Maryland Baltimore County September 2006 - December 2013
University of Maryland, Baltimore County August 2006 - November 2013
University of Maryland Baltimore County September 2007 - August 2008
University of Toronto September 2003 - May 2006
AMEC Earth and Environmental June 2005 - July 2005
American Museum of Natural History May 2002 - July 2003
Canada Life October 2002 - May 2003
University of Toronto August 2002 - September 2002
Skills
Biology, Ecology, Laboratory, DNA sequencing, Ornithology, Science, PCR, Cell Biology, Lifesciences, Microscopy, Gel Electrophoresis, Genetics, University Teaching, Molecular Cloning, qPCR, Spectroscopy, Biotechnology, DNA extraction, Genomics, Research, Scientific Writing, R, Developmental Biology, Biostatistics, Scanning Electron..., Protein Chemistry, Bioinformatics, Cancer Research, Protein Expression, NMR, HPLC, Organic Chemistry, Immunohistochemistry, ELISA, Literature Reviews, Infectious Diseases, Protein Purification, UV/Vis, Proteomics, Statistics, DNA, RT-PCR, Fluorescence, Mass Spectrometry, Flow Cytometry, Neuroscience, Chemistry, Chromatography, Immunology, Field Work
Education
University of Maryland Baltimore County 2006 — 2012
Ph.D., Biological Sciences
University of Toronto 2003 — 2007
M.Sc., Population Ecology
University of Toronto - New College 1997 — 2001
H.B.Sc., Zoology and Botany
The Randall Group of Companies August 2009 - Present
Insure.com December 2008 - August 2009
Fort Dearborn Life 2005 - 2008
Hartford Life 2004 - 2005
Canada Life 1999 - 2003
Education
Texas A&M University-Commerce 2010 — 2013
Masters, Management
University of Manitoba
Curry-Henry Group Inc. December 2008 - 2010
Walton Capital Management Inc. 2007 - 2007
CST Consultants Inc. January 2005 - July 2006
Edward Jones 1998 - 2002
Merrill Lynch Canada (Midland Walwyn) 1994 - 1997
Canada Life 1991 - 1993
Buffalo Savings Bank 1989 - 1990
Empire of America 1987 - 1989
Skills
Compliance, Compliance Management, Regulatory Requirements, Compliance Training, Internal Investigations, Risk Management, Troubleshooting, Credit, Retail Brokerage, Financial Services, Retirement, Insurance, KYC, FINRA, Supervisory Skills, Brokers, Regulations, AML, Financial Risk, Regulatory Risk, Investigations, Disciplinary, Privacy, Securities, Series 7, Series 63, Retirement Planning, Relationship Management, Customer Service, Pensions, Policy/Procedure..., Documentation &..., Team-Building &..., Strategic Planning, Banking, Due Diligence, Financial Markets, Management, Strategy, Analysis
Education
Canadian Securities Institute
FINRA
Series 6, 7, 9, 10, 63
University at Buffalo
BA
Royalton Hartland High School
The Center for Endometriosis Care October 2014 - Present
ShawHankins LLC March 2012 - October 2014
Ameritas Group March 2007 - March 2012
Lockton Companies November 2005 - February 2007
Mutual of Omaha January 2004 - November 2005
The Hartford 2000 - 2004
Canada Life 1994 - 2000
Confederation Life Life August 1988 - July 1993
Skills
Employee Relations, Insurance, Employee Benefits, Microsoft Excel, Underwriting, Strategic Planning, Disability Insurance, Account Management, Sales, Customer Service, New Business Development, Brokers, Life Insurance, Team Building, Relationship Management, Sales Management, Salesforce.com, Term Life Insurance, Claim, COBRA, Critical Illness, Health Care Reform, Group Insurance, Flexible Spending..., Management, Sales Operations, Negotiation, Customer Satisfaction
Education
University of South Florida 1984 — 1988
Bachelor, Criminology, Political Scienc
Qualcomm 2015 - Present
Qualcomm 2014 - 2015
Deccan International 2012 - 2014
Great-West Life 2003 - 2010
Canada Life 2007 - 2009
CNH 2001 - 2003
Education
University of Wisconsin-Parkside 1996 — 1998
University of Manitoba 1991 — 1993
Murray Securus April 2015 - Present
Aetna March 2012 - March 2015
StoudtAdvisors April 2008 - March 2012
BCF Group, Inc. February 2007 - May 2008
CapRisk, LLC September 2001 - January 2007
Prudential Financial 1998 - 2001
Canada Life 1991 - 1998
Great-West Life and Annuity Insurance Company 1986 - 1990
Lincoln National Life Insurance Company 1985 - 1986
Skills
Insurance, Benefits, Employee Benefits, Health Insurance, Sales Management, Medicare, Health Savings Accounts, Underwriting, Risk Management, Sales, Brokers, Managed Care, Healthcare, Disability Insurance, Leadership, Workers Compensation, Long-term Care, Life Insurance, Customer Retention, Commercial Insurance, Claim, Professional Liability, Property & Casualty..., Term Life Insurance
Education
International Foundation of Employee Benefit Plans and Wharton 1995 — 1997
International Foundation of Employee Benefit Plans, Certified Employee Benefit Specialist (CEBS), N/A
Ursinus College 1980 — 1985
BA of Economics, Economics/Business Administration
Ohio National Financial Services April 1992 - Present
Canada Life April 1990 - April 1992
Philadelphia Life April 1983 - April 1990
National Life of Vermont September 1981 - April 1983
Education
Temple University 1979 — 1981
BBA, Computer Science
IFDS July 2007 - Present
IBM Canada Ltd. October 2003 - July 2007
Canada Life December 2002 - September 2003
Sun Life Financial September 1999 - September 2002
Dynamic Mutual Funds 1999 - 2001
Skills
Requirements Gathering, Functional..., Tech-savvy, User Acceptance Testing, Oracle, Testing, Databases, SDLC, Software Documentation, Object Oriented Modeling, Intelligence, Business Requirements, Data Analysis, Integration, Data Warehousing, Systems Analysis, Quality Assurance, Analysis, Requirements Analysis, Business Analysis, Agile Methodologies
Education
1988 — 1994
Bachelor, Computer Sience
Roynat Capital January 2011 - Present
Bank of Nova Scotia January 1997 - October 2008
Canada Life 1994 - 1995
Skills
Credit, Portfolio Management, Risk Management, New Business Development, Commercial Lending, Retirement Planning, Asset Management, Banking, Commercial Banking, Credit Analysis, Loans, Strategic Financial..., Mortgage Lending, Investments, Retail Banking
Education
University of Saskatchewan 1991 — 1995
Commerce, Finance/Economics
JCPenney October 2012 - May 2014
Motive nyc February 2011 - October 2012
Smarter Product Development February 2011 - January 2012
Canada Life January 2008 - February 2011
CAPE Technologies January 2005 - December 2008
Skills
Agile Methodologies, Scrum, Enterprise Software, Software Development, SaaS, Mobile Devices, E-commerce, Product Management, Mobile Applications, Cloud Computing, Integration, Business Analysis, Software Project..., Java, Requirements Analysis, XML, Unix, SQL, Java Enterprise Edition, Project Management, Telecommunications, IT Strategy, Web Applications, Solution Architecture, Enterprise Architecture, Agile Project Management, SDLC, Retail, ecommerce, omnichannel, User Experience, User Interface Design, Continuous Integration, Continuous Delivery, Leadership, Digital Strategy, Lean Startup
Education
Trinity College, Dublin 2000 — 2001
Master's Degree, Computer Science, 1st class honors
Trinity College, Dublin 1996 — 2000
Management Science and Information Systems Studies, Mathematics, Economics and Computer Science, 1st class honors
McGill University October 2013 - Present
Key Capital April 2010 - September 2013
GE Capital November 2008 - August 2009
Dolmen Securities November 2007 - November 2008
Canada Life 2007 - 2007
Skills
Trading, Structured Finance, Hedge Funds, Currency, Investments, Equities, Fixed Income, Finance, Wealth Management, Derivatives, Alternative Investments
Education
CFA Insitute 2011 — 2013
Level 3 Candidate
Trinity College Dublin 2003 — 2007
BA, Mathematics and Economics
Quintiles December 2008 - Present
UCB, Inc 2004 - 2008
Canada Life July 1999 - September 2003
Skills
Clinical Trials, Clinical Research, CTMS, GCP, CRO, EDC, Clinical Development, Pharmaceutical Industry, Clinical Data Management, Oncology, Sop, FDA
Education
The University of Akron 1992 — 1994
BA, Management Information Systems
The University of Akron 1988 — 1991
AA, Computer Programming
Citizens, Inc August 2006 - February 2015
Genworth 2003 - 2006
Canada Life January 2001 - October 2003
Assurant 1994 - 2001
Unum May 1991 - December 1994
Dupont 1988 - 1991
Skills
Actuarial Science, Insurance, Financial Risk
Education
University of Florida 1984 — 1988
Bachelor of Science (B.S.), Statistics
Holland Bloorview Kids Rehabilitation Hospital December 2009 - Present
J. D. Hunter Consulting July 2004 - Present
Kinross Gold Corporation June 2007 - December 2008
Aviva Canada Inc. October 2005 - May 2007
Scotiabank Inc. September 2002 - June 2004
Air Canada Jazz Airlines Inc. August 2001 - September 2002
Glaxo Wellcome Inc. January 1998 - October 2000
Sears Canada February 1996 - January 1998
Canada Life July 1990 - February 1996
Baxter International Inc. 1982 - 1990
Skills
Organizational..., Talent Management, Employee Engagement, Executive Coaching, Leadership Development, Performance Management, Leadership, Strategic Planning, Succession Planning, Strategy, Human Resources, Organizational..., Change Management, Consulting, Culture Change, HR Transformation, Board of Director..., Strategic Human..., Executive Management, Nonprofits, Management, Program Management, Coaching
Education
Stanford University Law School
Certificate, Directors' College
Stanford University Graduate School of Business
Certificate, Leading Change and Organizational Renewal
University of Toronto
NFP-GEP, Not-for-Profit Governance Essentials Program
Southern Cross University 1999 — 2002
Doctor of Philosophy (Ph.D.), Management
International Management Centres (IMCA) 1997 — 1999
Master of Business Administration (M.B.A.)
Canadian School of Management 1993 — 1995
Fellow in Health Administration, Long Term Care
Canadian School of Management 1987 — 1992
Graduate of Management, Business Administration
Canada Life 1972 - 2000
Education
University of Manitoba 1968 — 1972
HOOPP (Healthcare of Ontario Pension Plan) 2013 - Present
Sun Life Financial September 2012 - April 2013
Manulife Financial February 2011 - June 2012
CIBC February 2010 - February 2011
Manulife Financial March 2008 - February 2010
TELUS April 2004 - March 2008
Canada Life July 2001 - March 2004
Fidelity Investments May 1998 - March 2001
Skills
Requirements Gathering, Program Management, Business Analysis, Data Management, SDLC, Requirements Analysis, PMO, Agile Project Management, PMP, Data Warehousing, Project Management, SOA, Risk Management, Analysis, Business Intelligence, Data Modeling, Business Requirements, Data Analysis
Education
PMI
Project Management Professional, Agile Practitioner
McMaster University
Business Analysis Advanced Certificate
LOMA
Fellow, Life Management Institute (FLMI) with Distinction;, Associate, Reinsurance Administration;, Professional, Customer Services
University of Essex
Research
Xidian University
BSc. MSc, Computer Science, Artificial Intelligence
RBC Bank August 2014 - Present
RBC Bank May 2011 - Present
RBC Insurance November 2006 - May 2011
RBC Insurance August 2004 - October 2006
RBC Insurance August 2002 - July 2004
RBC Insurance November 2001 - July 2002
Kanetix September 1999 - October 2001
Canada Life March 1994 - August 1999
Skills
Strategic Planning, Strategy, Vendor Management, Leadership, Change Management, Business Process..., Master Data Management, Six Sigma, Insurance, Project Planning, Risk Management, Business Analysis, Call Centers, Client Information..., Customer Centric..., Cross-functional Team..., Personnel Management, Product Launch, sales and service...
Education
Sheridan College 2000 — 2006
Business Diploma (Ontario Scholar), Accounting and Finance
Assurant Specialty Property August 2010 - Present
Ceridian February 2010 - July 2010
MediaOcean January 2009 - September 2009
MediaOcean April 2005 - January 2009
CompBenefits January 2004 - March 2005
Canada Life October 1999 - December 2003
American Capitol 1999 - 1999
Statesman National Life 1993 - 1999
Skills
Business Intelligence, Requirements Analysis, SDLC, Cross-functional Team..., Quality Assurance, Requirements Gathering, Business Analysis, User Acceptance Testing, Agile Methodologies, Visio, XML, Software Project..., Integration, Software Documentation, Agile Project Management, Business Requirements, Analysis, Vendor Management, Testing
Education
The University of Texas at El Paso 1988 — 1993
Bachelor of Business Administration (BBA), Management
Best Buy Canada Ltd. September 2010 - Present
Best Buy Canada Ltd. January 2001 - September 2010
Best Buy Canada January 1995 - December 2000
Canada Life June 1994 - December 1994
Skills
Marketing, Spanish, English, Web Content, Manuals, Retail, Advertising, French, Time Management, Public Relations, Coaching
Education
The University of British Columbia 1995 — 1997
Diploma, Translation
The University of British Columbia 1990 — 1994
Bachelor, Commerce in Marketing
York House School 1989 — 1990
High School Diploma
HealthCare Specialists, Inc. June 1994 - Present
Independent Life Ins. Co. 1989 - 1994
Canada Life 1971 - 1976
Skills
Member of the Virginia..., Employee Benefits, Health Insurance, Insurance, Marketing, Health Savings Accounts, Brokers, Underwriting, Disability Insurance
Education
University of New Brunswick
Bachelor of Education, Business
BMO Life Assurance March 2012 - Present
Bank of Montreal 2006 - March 2012
Sun Life Financial 1997 - 2005
UNUM Ca 1992 - 1997
Canada Life 1981 - 1990
Skills
Claims Management, Claim, Underwriting, Health Insurance, Insurance, Disability Insurance, Reinsurance, Employee Benefits, Call Centers, General Insurance, Claim Investigation, Pensions, Critical Illness, Brokers, Financial Risk, Customer Service, Financial Services, Risk Management, Benefits Administration, Leadership, Team Leadership, Enterprise Risk..., Liability, Commercial Insurance, Business Analysis, Life Insurance, Relationship Management, Term Life Insurance, Coaching, Analysis, Claims Handling, Investments, Property & Casualty..., Training, Legal Liability, Workers Compensation, Process Improvement, Executive Management, Claims Resolution, Negotiation, Vendor Management, Litigation Management
Education
Trent University 1978 — 1980
BA Psychology
Pan-American Life Insurance Group August 2015 - Present
Canada Life July 2011 - August 2013
London life / Great-West Lifeco Inc December 2007 - June 2010
London Life 2007 - 2010
London Life 2007 - 2010
Education
University of Calgary
Deloitte 2010 - Present
HP Enterprise Services 2006 - 2010
Sapient 2005 - 2006
Sun Microsystems 2003 - 2005
KPMG 2001 - 2003
University of Toronto 1990 - 2002
Canada Life 1999 - 2001
CIBC 1997 - 1999
IBM Global Services 1995 - 1997
Ontario Government 1987 - 1995
Skills
IT Strategy, Financial Services, Management Consulting, Business Process, Business Transformation, Enterprise Architecture, Management, Strategic Account Growth, Business Analysis, Integration, Solution Selling, Strategy, Outsourcing, Business Process..., Professional Services
Education
University of California, Berkeley, Haas School of Business 1999 — 1999
The University of Western Ontario 1984 — 1984
Bachelor of Education
University of Waterloo 1979 — 1984
Bachelor of Mathematics
Crestwood Highschool
Crestwood Highschool
Honda of Canada Mfg. November 2003 - Present
Intelliware January 2003 - July 2003
Supremesoft Corp. July 1999 - December 2002
Intelligent Environments September 1998 - June 1999
Canada Life September 1997 - September 1998
IBM / Footprint Software Inc. May 1996 - September 1997
Celestica Inc. May 1994 - August 1995
Skills
Java, OOAD, Agile Methodologies, C++, Relational Databases, WebSphere Application..., Unix Shell Scripting, UNIX/AIX, Project Management, Team Leadership, Lean Manufacturing, JMS, Canadian Securities..., Life Insurance, Kaizen, Linux, Java Enterprise Edition, Software Development, Object Oriented Design, DB2, Smalltalk, Spring, JavaScript, SOA, SQL, EJB, MySQL, JBoss Application Server, Visual Basic, Websphere, C, AIX, TCP/IP, Software Design, XML, Web Services, Eclipse, OOP, Oracle, Tomcat
Education
University of Alberta 1991 — 1996
B.Sc., Computing Science
Eastspring Investments May 2012 - Present
Jackson National Life Distributors December 2005 - May 2012
Prudential UK October 2003 - December 2005
Jackson National Life January 2002 - October 2003
Jackson National Life June 2000 - January 2002
Transamerica March 1999 - June 2000
GE Life and Annuity Assurance Co January 1998 - March 1999
Canada Life 1996 - 1997
Fortis 1988 - 1993
Skills
Marketing, Training, Product Development, Product Management, Team Building, Competitive Analysis, Sales, Investments, Sales Management, Fixed Annuities, Insurance, Wealth Management, Business Strategy, Financial Advisory, Finance, Marketing Strategy, Financial Services, Salesforce.com, Strategy, Leadership, Financial Analysis, Mutual Funds, Series 7, Mergers & Acquisitions, Series 63, Strategic Financial..., Asset Management
Education
University of Denver 2006 — 2007
Graduate Certificate, Corporate Finance
The Madeira School
University of Virginia
BA, Anthropology, Chemistry
Canada Life June 2012 - Present
Hannover Life Re America February 2009 - May 2012
Scottish Re May 2001 - February 2009
Scottish Re Group Limited May 2001 - February 2009
Scottish Re 2001 - 2009
GE Financial Assurance (GEFA) 1994 - 1997
Skills
Reinsurance, Actuarial Science, Insurance, Life Insurance, Risk Management, Solvency II, Pricing, Economic Capital
Education
University of Central Florida 1989 — 1993
BS, Applied Math
Public Sector February 2006 - Present
Canada Life 2002 - 2005
Skills
Public Relations, Diplomacy, Strategic Planning, Foreign Affairs, Intercultural..., Public Policy, International..., Foreign Policy, Political Science, Public Administration, Policy, International Relations, Politics, Government, Analysis, Policy Analysis, Research, Social Media, Business Development, Strategic Communications, Federal Government, Stakeholder Engagement, English, Public Speaking, Program Management, European politics, Foreign Languages, Human Rights, International..., European Union, Foreign Policy Analysis, Political Risk Analysis, Report Writing, Management, Political Campaigns, Event Planning, French, Public Diplomacy, Speech Writing, Economic Development, International Security, Economics, Democracy, International Economics, Public Affairs, European Politics
Education
Université du Québec à Montréal 2001 — 2004
Master's degree, International Relations and Affairs
Université de Montréal 1996 — 2000
Bachelor's degree, Economics
Collège Bois de Boulogne
Federal Reserve Bank of Atlanta January 2014 - September 2014
Sysco December 2012 - December 2013
Johnson & Johnson February 2011 - February 2012
State of Alaska August 2008 - October 2009
Fannie Mae January 2006 - May 2008
Yukon Kuskokwin Health Corp January 2004 - January 2006
Canada Life July 2001 - January 2004
City of Atlanta September 1999 - July 2001
US Navy June 1990 - July 1992
Skills
Accounts Payable, Accounts Receivable, Financial Analysis, Auditing, Accounting, General Ledger, Finance, Financial Reporting, Account Reconciliation, Managerial Finance, Financial Statements, Business Strategy, Variance Analysis, Invoicing, Journal Entries, Accruals, Sarbanes-Oxley Act, Internal Controls, Account Management, Personnel Management, Microsoft Excel, Microsoft Word, PowerPoint
Education
University of Phoenix 2001 — 2004
MBA, Global Management, 3.4
Jones College 1996 — 1998
BS, Accounting, 3.62
Jones College 1996 — 1998
BS, Business, 3.62
Tuskegee University 1992 — 1994
N/A, Accounting & Business
Sodexo March 2014 - Present
Sodexo Canada February 2010 - March 2014
Ontario March of Dimes September 2006 - June 2008
Great-West Life September 2002 - August 2006
Canada Life December 2001 - May 2002
Maritime Life March 1997 - September 2001
The Precision Group March 1994 - March 1997
Prudential Assurance January 1993 - March 1994
Baxter December 1989 - February 1992
Amdahl Corporation December 1987 - December 1989
Skills
Recruiting, Policy, Human Resources, Performance Management, Employee Engagement, Team Building, Talent Management, HR Consulting
Education
Brock University 2008 — 2012
Bachelor of Education, Adult Education
Sheridan College 1986 — 1988
Certificate, Human Resources Management
University of Guelph 1982 — 1986
BA, Psychology
Canada Life Director Creditor InsuranceCanada Life Assurance2001 - 2009
Canada Life 1990 - 2009
Skills
Insurance, Critical Illness, Disability Insurance, Pensions, Health Insurance, Underwriting, Risk Management, Claims Management, Life Insurance, Business Analysis, Strategic Planning, Customer Service, Financial Services, Reinsurance
Education
University of New Brunswick 1970 — 1972
Simonds Regional High School 1967 — 1969
Great-West Life April 2015 - Present
Great-West Life October 2014 - May 2015
Great-West Life January 2010 - May 2015
Great-West Life January 2013 - October 2014
Great-West Life June 2010 - October 2014
Great-West Life January 2010 - January 2013
Canada Life 2010 - January 2013
Great-West Life September 2006 - January 2010
London Life 2006 - January 2010
Great-West Life February 2002 - September 2006
Skills
Enterprise Architecture, Architecture, System Architecture, Integration, SOA, Solution Architecture, Security, Requirements Analysis, Team Leadership, Strategic Planning, Requirements Gathering, Systems Engineering, Disaster Recovery, Enterprise Software, ITIL, Application Architecture, Systems Analysis, Technical Architecture, Software Development, IT Strategy, Architectures, Innovation Consulting, Information Security, Strategy, SDLC, Process Improvement, IT Management, Software Project..., TOGAF
Education
The University of Winnipeg 1981 — 1986
Bsc., Applied Mathematics and Business Computing
Travailleur autonome January 2000 - Present
MusiquePlus September 1999 - Present
ICI Montreal January 2006 - January 2007
Canada Life May 1999 - September 1999
Alpnet Canada October 1997 - April 1999
Skills
New Media, Television, Video Production, Broadcast, Social Media, Digital Media, Film, Translation, Journalism, Public Relations, Marketing Communications, Storytelling, French, Social Media Marketing
Education
1997 — 2000
Baccalauréat, Traduction
Altura Global, LLC Chief Coaching OfficerProActive EdgeMay 1996 - Present
Phoenix Wealth Management June 2005 - August 2006
Law Offices of David Kozich September 1986 - 2004
Canada Life 2002 - 2003
Canada Life 2002 - 2003
CNA 1996 - 2001
Education
University of San Diego School of Law 1985 — 1988
LL.M, Law and Tax
University of La Verne 1978 — 1981
JD, LL.M, Law
Canada Life January 2014 - Present
Bob's Your Uncle (BYU) December 2006 - January 2014
Canadian Bankers Association August 2006 - December 2006
Dexior Consulting July 2005 - November 2005
j2 Global September 2003 - December 2004
Canadian Forces December 2001 - May 2003
Carlson Wagonlit Travel March 2000 - November 2000
HRG February 1998 - March 2000
Skills
Advertising, Social Media, Event Management, Event Planning, Digital Marketing, Marketing Communications, Online Advertising, Social Media Marketing, Management, Time Management, Leadership, Travel Arrangements, Business Development
Education
Information Technology Institute (ITI) 2000 — 2001
Applied Information Technology Diploma, Information Technology / Administration
Toronto School of Business 1997 — 1998
Tourism and Travel, Tourism and Travel Services Management, Honours
University of Ottawa 1995 — 1997
Science
Janine A.S. Thomas Law Corporation June 2003 - Present
Goodman and Carr LLP September 2001 - June 2003
Canada LIfe 2000 - 2001
Skills
Powers of Attorney, Life Insurance, Corporate Law, Estate Planning, Tax Law, High Net Worth..., Wills, Estate Administration, Strategic Thinking
Education
The University of British Columbia
B.Comm
The University of British Columbia
LLB
Canadian Tire 2003 - 2010
Canada Life 1995 - 2003
Pitney Bowes 1995 - 1995
Canadian Tire 1994 - 1994
Imperial Oil 1985 - 1994
Labourers' Pension Fund 1984 - 1985
Rapistan, IOL, Neilson Dairies, Herman Miller, Firemans’ Fund, Uniroyal 1978 - 1985
Benefacts Ltd, Continental Can, Westinghouse 1970 - 1978
Education
University of Guelph 1967 — 1970
AIG June 2014 - Present
Lincoln Financial Group May 2009 - June 2014
Mutual of Omaha March 2004 - May 2009
Canada Life January 1997 - February 2004
United Health Care January 1996 - January 1997
New York Life Insurance Company January 1980 - December 1996
Skills
Insurance, Benefits, Consultative Selling, Negotiation, Employee Benefits, Dental, Worksite sales, Dentistry, Selling, Brokers, Healthcare, Disability Insurance, Sales, Health Insurance, Strategic Planning, Term Life Insurance, Long-term Care, Health Savings Accounts, Life Insurance, Underwriting
Education
The Ohio State University 1975 — 1979
Bachelor of Science, Business Administration and Management, General
Allstate November 2013 - Present
Allstate Canada October 2010 - Present
Allstate Canada September 2008 - Present
Allstate Canada November 2005 - Present
Allstate Canada January 2005 - Present
Canada Life January 2000 - January 2005
Canada Life January 1995 - January 2000
Westminster International University in Tashkent January 1994 - January 1995
Pacific Acura January 1991 - January 1993
Skills
SDLC, Requirements Analysis, Business Analysis, Insurance, Software Project..., Requirements Gathering, Leadership, Vendor Management, Business Requirements, Process Improvement, PMP, PMO
Education
The Institute For Computer Studies
Computer Programming and Systems Analysis
University of Regina
Bachelor’s Degree, Business Administration, Marketing
Federated National Holding Company July 2008 - December 2014
RBC Royal Bank June 2005 - July 2008
MobileQ, Inc. August 2000 - August 2002
Canada Life August 1998 - August 2000
Skills
Financial Analysis, Risk Management, Financial Reporting, Accounting, Financial Risk, Enterprise Risk..., Financial Modeling, Corporate Finance, Financial Statement..., Hedge Accounting, Banking, Treasury Management, SEC Reporting,..., Internal Audit, Cash Flow, Auditing, General Ledger
Education
University of Guelph 1995 — 1996
MA, Economics
University of Guelph 1982 — 1986
Bachelor of Science (B.Sc.), Marine Biology
Sun Life Financial June 2010 - Present
Sun Life Financial January 2009 - June 2010
Sun Life Financial August 2003 - December 2008
Canada Life May 2002 - August 2003
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Internal Controls, Risk Management, Portfolio Management, Investments, Enterprise Risk..., Forecasting, Strategic Financial..., Process Improvement, Relationship Management
Education
Richard Ivey School of Business - University of Western Ontario 2000 — 2002
MBA, Accounting and Finance
The University of Memphis 1995 — 1998
Master, Accountancy
Stealth Partner Group August 2009 - Present
Sun Life Financial April 2004 - August 2009
Canada Life August 2000 - April 2004
Skills
Employee Benefits, Health Insurance, Brokers, Insurance, Underwriting, Cold Calling, Sales, Life Insurance, Management, Disability Insurance, Reinsurance, Dentistry, Health Savings Accounts, Term Life Insurance
Education
Southern Methodist University 1991 — 1995
BA, History (major) / Psychology (minor)
Brophy College Prep 1988 — 1991
Highschool
Canada Life 2009 - December 2009
Great-West Life and Annuity Insurance Company 2004 - 2009
Merrill Lynch 2000 - 2004
Education
University of Colorado Boulder 1985 — 1989
Examination Resources, LLC 2013 - Present
Ervin Financial Services, LLC 2012 - April 2014
Southern Casualty Insurance Company 2012 - 2013
Interstate National 2010 - 2012
American Safety Insurance 2008 - 2010
Builders Insurance Group 2006 - 2008
Scottish Re 2006 - 2008
Canada Life 1998 - 2006
Ernst and Young LLP 1991 - 1998
United Way of Greater Chattanooga 1991 - 1991
Skills
Commercial Insurance, Legal Liability, Commercial Lines, Professional Liability
Education
The University of Tennessee at Chattanooga
Voya Financial August 2003 - Present
Canada Life August 1999 - July 2003
Levesque, Beaubien Securities May 1997 - March 1999
Canada Life December 1992 - May 1997
Professional Electronics February 1987 - August 1992
Skills
Variance Analysis, Financial Analysis, Financial Modeling, Strategic Financial..., Financial Reporting, Sarbanes-Oxley Act, Financial Forecasting, Corporate Finance, Managerial Finance, Financial Audits, Visual Basic programming, General Ledger, Underwriting
Education
Society of Management Accountants (CMA) 1991 — 1996
Certified Management Accountant (CMA), Accounting and Finance
Life Office Management Association (LOMA) 2003 — 2008
Fellow, Life Management Institute (FLMI), Insurance, Annuities
University of Regina 1980 — 1985
Bachelor of Business Administration (B.Admin), Accounting and Business/Management
University of Regina 1973 — 1977
Bachelor of Arts (B.A.), Political Science, Sociology
De Souza Financial Corp February 1986 - Present
The Leading Edge Insurance & Financial Services Group September 1999 - November 2005
Canada Life April 1994 - September 1999
New York Life Insurance Company February 1986 - March 1994
Skills
Life Insurance, Retirement, Critical Illness, Financial Planners, Retirement Planning, Strategic Financial..., Estate Planning, Disability Insurance, Fixed Annuities, Customer Service, Investments, Team Leadership, Mutual Funds, Wealth
Education
St. Britto's High School, Mapusa
St. Xavier's College
SITA January 2012 - Present
SITA March 2008 - July 2011
Carestream Dental August 2004 - March 2008
Canada Life January 2004 - July 2004
Allstate May 2002 - October 2003
Education
Tennessee State University 1999 — 2003
Bachelor of Business Administration, Business Information Systems
BMO Global Asset Management August 2009 - Present
AGF Management Limited October 2003 - February 2009
Canada Life July 2002 - September 2003
Sun Life Financial November 2000 - July 2002
Skills
Investments, New Business Development, ETFs, Key Account Management, Strategic Partnerships, Relationship Management, Institutional, Business Planning, Portfolio Management, Negotiation, Management, Mutual Funds, Business Strategy, Customer Negotiations, Banking, Investment Strategies, Leadership, Forecasting, Financial Services, Financial Markets, Capital Markets, Investment Advisory, Client Relations Skills, Segregated Funds, Securities, Communication, Investment Management, Sales & Marketing..., Finance
Education
University of Guelph
B.A, Management Economics
Sheridan College
B.A, Marketing Management
Scotiabank December 2008 - Present
Scotiabank June 2007 - December 2008
Manulife Financial 2004 - June 2007
Canada Life 2001 - 2003
Education
University of Guelph
Principal Financial Group December 2013 - Present
Reliance Standard January 2001 - December 2013
Canada Life March 1999 - January 2001
Skills
Insurance, Brokers, Disability Insurance, Sales, Health Insurance, Term Life Insurance, Health Savings Accounts, Employee Benefits, Underwriting, Group Insurance, Benefits Administration, Claim, Long-term Care
Education
University of Georgia - Terry College of Business 1991 — 1995
BBA, Insurance
Deloitte October 2003 - Present
Canada Life 2000 - 2003
Lincoln Re January 1996 - June 2000
Optimum Consultants and Actuaries Inc. September 1989 - June 1995
La Nationale Compagnie de Reassuance du Canada July 1978 - September 1989
Skills
Economic Capital, Financial Risk, Insurance, Financial Reporting, Solvency II, Capital Management, Governance, Financial Analysis, Reinsurance, Auditing, Risk Management, Life Insurance, Actuarial Science, Enterprise Risk..., Financial Modeling, Valuation, ALM, Financial Services, Mergers & Acquisitions, Pricing
Education
Université Laval 1972 — 1975
Bachelor's degree, Actuarial Science
CEGEP Drummondville 1970 — 1972
DEC Sciences pures, Pure sciences
ING U.S. Investment Management April 2009 - Present
ING U.S. Investment Management March 2005 - April 2009
ING U.S. Investment Management March 2002 - March 2005
ING U.S. Investment Management December 1999 - March 2002
Canada Life July 1998 - December 1999
Canada Life September 1995 - July 1998
Voicecom August 1994 - September 1995
Park 'N Fly, Inc. August 1991 - May 1994
Custom Audio Distributors October 1990 - August 1991
Langford, deKock, and Associates August 1989 - August 1990
Skills
Fixed Income, Data Analysis, Data Integrity, Troubleshooting, Enterprise Systems..., Project Management, Technical Liaison, Reporting & Analysis, Executive Reporting, Auditing, Financial Analysis, Investments, Derivatives
Education
Southern Polytechnic State University
Master of Technology Management
The University of Georgia
Master of Accountancy
University of Alabama
Bachelor of Science, Accounting major and Spanish minor
Canada Life August 2012 - Present
Canada Life January 2007 - August 2012
Boucher Institute of Naturopathic Medicine May 2011 - December 2011
WorkSafeBC November 2006 - January 2007
Skills
Customer Service, Crisis Management, Crisis Intervention, Leadership, Teaching, Public Speaking, Mentoring, Coaching, Disability Insurance, Fast Learner, Training, Case Management, Policy, Insurance, Nonprofits, Analysis, Psychology, Claim, Research, Decision Making
Education
LOMA
ALMI, Associate, Life Management Institute
LOMA
ACS - Life Insurance. Associate, Customer Service
Insurance Institute of Canada
Candidate for CIP - Chartered Insurance Professional
The University of British Columbia
B.Sc., Biochemistry and Botany
CanGlory International Consulting Ltd. 2014 - Present
Canada Life July 2011 - April 2014
PPI Solutions Inc. June 2008 - June 2011
Skills
Insurance, Microsoft Office, Strategic Planning, Marketing Strategy, Social Media, Public Speaking, Business Analysis, Customer Service, Event Planning, Risk Management
Education
Canadian security institution 2008 — 2015
Insurance, mutual fund, financial planning
Forum for International Trade Training 2007 — 2008
FITT certificate, International Business/Trade/Commerce
Simon Fraser University 2004 — 2008
Bachelor of Arts (B.A.), Economics
MetLife 2000 - Present
Canada Life 1997 - 2000
Skills
Account Management, Brokers, Customer Service, Business Process Mapping, Employee Benefits, Escalation Resolution, Procedure Manuals, Quality Auditing, Training, Underwriting
Education
University of Central Florida
Bachelor of Arts, Legal Studies