Canada Life Assurance Company
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 Parent organization: The Great-West Life Assurance Company CEO: Paul A. Mahon (May 2, 2013–) Founded: 1847 Subsidiaries: Canada Life Assurance Company, Canadian Worksite Marketing Group, Inc.
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Canada Life Assurance Company Employees
Self Employed May 2014 - Present
Self Employed December 2013 - Present
Munich American Reassurance Company October 2003 - May 2012
Canada Life Assurance Company March 2001 - October 2003
Canada Life Assurance Company March 1999 - March 2001
Canada Life Assurance Company June 1997 - March 1999
ING May 1995 - May 1997
Skills
SharePoint, Microsoft Dynamics, Project Server, TFS, SQL, SSRS, SharePoint Designer, Visual Basic, VBScript, JavaScript, jQuery, Microsoft SQL Server, Access, Oracle, .NET, SSIS, Analysis, Business Process, SDLC, Project Management, Microsoft CRM, Testing
Education
The University of Georgia 1990 — 1995
BBA, Finance
University of Georgia - Terry College of Business 1990 — 1995
BBA, Finance
Symmetry Financial Group December 2014 - Present
Insight Global September 2014 - April 2015
Turner Broadcasting System September 2013 - September 2014
Turner Broadcasting February 2013 - August 2013
Turner Broadcasting July 2011 - February 2013
The Home Depot July 2010 - July 2011
The Coca-Cola Company2005-2010 March 2005 - July 2010
GE Power Systems May 2002 - March 2005
Canada Life Assurance Company January 1998 - January 1999
BellSouth Telecommunications January 1997 - January 1998
Skills
SDLC, Agile Methodologies, Agile Project Management, Business Analysis, SharePoint, Requirements Analysis, Requirements Gathering, Analytics, Integration, Business Process, Cross-functional Team..., Software Documentation, Process Improvement, Digital Media, Project Management, Microsoft Office, E-commerce, Visio, Team Leadership, Change Management, Digital Marketing, User Experience, MS Project, Retail, Team Building, Vendor Management, Web Analytics, Quality Assurance, New Media, Microsoft Excel, Web Development, Documentation, Customer Relations, Excel, Agile, Consumer Insights, PowerPoint, Web Project Management, Project Planning, Business Requirements, Scrum, Life Insurance, Term Life Insurance, Annuity Sales, Final Expense Planning
Education
The University of Georgia 1992 — 1996
Bachlor of Arts, Art History
Sun Life Financial February 2012 - Present
Sun Life Financial November 2008 - March 2012
CIBC 2007 - 2008
Timothy Eaton Memorial Church March 2001 - January 2007
Canada Life Assurance Company April 1997 - March 2001
The Dam Youth Drop-In March 1996 - March 1997
Ministry of Transportation of Ontario November 1994 - February 1996
Ciba-Geigy October 1988 - May 1993
Sheridan College School of Continuing Education September 1988 - May 1989
Southam Communications January 1984 - September 1988
Skills
Editing, Writing, Event Planning, Non-profits, Fundraising, Interviewing, plain language, communication planning, copyediting, Content Strategy, Content Marketing, Newsletters, Communications Planning, Corporate Communications, Web Content, Marketing Communications, Nonprofits, Crisis Communications, Copy Editing, Strategic Communications, Speech Writing, Social Media
Education
Ryerson University 1980 — 1983
Bachelor of Applied Arts, Journalism
University of Toronto - Wycliffe College 2002 — 2011
Master of Theological Studies, Theology
Clarkson Secondary School 1970 — 1975
SSHGD (Gr. 13)
Sun Life Financial 2005 - Present
Eckler Partners Ltd. 1999 - 2005
Buck Consultants 1993 - 1999
Mercer May 1988 - June 1993
Canada Life Assurance Company 1985 - 1988
Education
Queen's University 1979 — 1983
BComm, Marketing
Richardson GMP Limited November 2009 - Present
Richardson Partners Financial November 2003 - November 2009
Richardson Greenshields September 1980 - September 1996
Canada Life Assurance Company 1978 - 1980
Skills
Wealth Management, Philanthropy, Estate Planning, Investments, Wealth, Retirement Planning, Public Speaking, Tax, Asset Management, Portfolio Management, Securities, Investment Strategies, Financial Services, Wealth Management..., ETFs, Financial Advisory, Investment Advisory, High Net Worth..., Finance, Alternative Investments, Mutual Funds, Asset Allocation, Investment Management, Equities
Education
School of Homeopathy 1998 — 2003
PDHom, Homeopathy
Ryerson University 1972 — 1976
BA, Merchandising
Sun Life Financial January 2014 - Present
Unum January 2013 - December 2013
Unum January 2009 - December 2013
Unum September 2002 - December 2008
Canada Life Assurance Company June 2000 - September 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Insurance, Claims Management, Advertising, Disability Insurance, Health Insurance, Employee Benefits, Claim, Risk Management
Education
Harvard Extension School 2012 — 2015
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies, 4.0
Kaplan University 2010 — 2012
Associate of Science, Business Administration and Management, General, 4.0
MacLaren McCann November 2012 - Present
Kneebone Inc. November 2005 - March 2012
J.D. Power and Associates January 2002 - November 2005
Consulting 2002 - 2003
Canada Life Assurance Company 2000 - 2001
Toronto Hydro 1998 - 2000
Purolator Courier 1997 - 1998
Sprint Canada 1994 - 1997
Skills
Visionary Thinking, Strategy Development, Customer Experience, Marketing Strategy, Marketing Research, Performance Measurement, Mentoring, Visionary, Process Improvement, Software Development, Marketing Communications, Business Strategy, New Business Development, Innovation, Non-profit Development, Employee Engagement, Quality, Database Design, Customer Focus, Culture, Marketing, Strategy, Fundraising, Competitive Analysis, Analytics, Management, CRM, Team Leadership, Market Research, Direct Marketing, Business Planning, Leadership, Customer Insight, Entrepreneurship, Telecommunications, Digital Marketing, Strategic Planning, Market Planning, Analysis, Customer Retention, Forecasting, Training, Business Development, Segmentation, Brand Development, Market Analysis, Brand Management
Education
Ryerson
BA, Marketing
York University - Schulich School of Business
McKesson June 2012 - March 2014
SAIC March 2005 - November 2010
MetLife May 2000 - December 2005
Canada Life Assurance Company June 1999 - April 2000
New York Life May 1999 - August 1999
Skills
Process Improvement, Program Management, Analysis, Integration, Project Management, Operations Management, Strategic Planning, PMP, Management, Risk Management, Insurance, Team Leadership, Business Development, Team Building, Project Planning, Training, Leadership, Budgets, Software Documentation, Business Process..., Government, Six Sigma, Green Belt, Financial Analysis, Financial Reporting, Business Analysis
Education
The University of Georgia
BA, Economics
University of Phoenix
MBA, Business Administration
Mitchell Financial December 2008 - Present
Canada Life Assurance Company October 2004 - January 2008
Skills
Retirement Planning, Financial Education, Business Planning, Relationship Management, Financial Services, Retirement, Strategic Financial..., Disability Insurance, Life Insurance, Insurance, Financial Advisory, CRM, Finance, Management, Investment Advisory, Wealth, Mortgage Insurance, Financial Planning, Estate Planning, Employee Benefits, Small Business, Critical Illness, Risk Management
Education
Dalhousie University 1997 — 2001
BComm, Marketing
Branksome Hall 1994 — 1997
Citco Fund Services February 2014 - Present
Scotiabank September 2013 - January 2014
Sentry Metrics October 2011 - April 2013
Canada Life Assurance Company December 2009 - September 2011
London Life July 2006 - November 2009
Global Remittance Network August 2001 - April 2006
Teleias Inc. May 1999 - July 2001
Nav Canada June 1996 - January 1999
Skills
Project Management, Team Leadership, Governance, PMO, Business Analysis, Software Project..., Program Management, Vendor Management, ITIL, Disaster Recovery, Infrastructure, SDLC, Risk Management, Software Development, PMP, Process Improvement, Security, Leadership, Management, IT Strategy, IT Management, Enterprise Architecture, Project Portfolio..., Information Technology, IT Service Management, Requirements Analysis, Integration, Data Center, Business Process, Solution Architecture, IT Operations, Project Delivery, Information Security
Education
Loyalist College 2001 — 2001
ITIL Foundation Certificate
York University - Schulich School of Business 1999 — 2000
Masters Certificate in Project Management
Algonquin College of Applied Arts and Technology 1986 — 1987
Real Estate Certificate Program
Sun Life Financial 2005 - 2014
BMO Nesbitt Burns 2004 - 2005
Canada Life Assurance Company 2001 - 2004
St. Joseph's Health Centre, Toronto 1998 - 2000
Skills
Outlook, Microsoft Word, PowerPoint, Windows, English, Microsoft Office, Customer Service, Microsoft Excel, Oracle, Grantstream, Lotus Notes
Education
Herzing College
Diploma, Legal Assistant
Shaw College
Diploma, Administrative Assistant
Anthem Specialty Business/Greater Georgia Life 2004 - Present
Canada Life Assurance Company 1994 - 2004
Confederation Life Insurance Company 1988 - 1994
American Mutual Liability Insurance Companies 1985 - 1988
Skills
Customer Relations, Account Management, Underwriting, Problem Solving, Insurance, Benefits, Customer Service, Health Insurance, Negotiation, Employee Benefits, Software Documentation, Term Life Insurance, Sales Management, Training, Customer Retention, Process Improvement, Selling, Sales, New Business Development, Access, Brokers, Health Savings Accounts, Leadership, Analysis, Management, Disability Insurance, Risk Management, Property & Casualty..., Vendor Management, Life Insurance, Strategic Planning, Strategy, Managed Care, Claim, Medicare, Health Care Reform, Workers Compensation, Self-funded, HMO, Group Insurance, Long-term Care, PPO, Medicare Part D, Group Medical, COBRA, Flexible Spending..., Benefits Administration, Provider Relations, Critical Illness, Claims Management
Education
University of Georgia - Terry College of Business 1981 — 1985
BBA, Insurance and Risk Management
St. Pius X 1974 — 1978
MetLife November 2011 - Present
Kennesaw State University August 2011 - Present
KSU Owl Radio 2013 - 2014
KSU Owl Radio 2013 - 2014
Safe America Foundation May 2009 - November 2009
New York Life Insurance Company April 1999 - April 2009
Canada Life Assurance Company January 1998 - April 1999
MetLife August 1988 - January 1998
Law Office of Tobias M. Mendelson August 1987 - August 1988
Golhagen & Davis (and predeceasors) June 1984 - August 1987
Skills
Tax, Accounting, Insurance, Employee Benefits, Estate Planning, Valuation, Financial Planning, Business Planning, Retirement Planning, Finance, Investments, Life Insurance, Fixed Annuities, Retirement, Financial Services, Mutual Funds, Wealth Management, Disability Insurance
Education
Kennesaw State University - Michael J. Coles College of Business 2009 — 2011
Master of Accounting (MAcc), Accounting
Samford University 1980 — 1983
Doctor of Jurisprudence (JD), Law
University of Florida 1975 — 1980
BSBA, Finance
Desjardins Financial Security August 2011 - Present
CALU 2000 - 2013
Credential Financial Inc. January 2010 - November 2011
Daystar Financial Group Inc. March 2007 - March 2009
Standard Life 1999 - 2005
WMS (Barbados) Inc. 1995 - 1999
Toronto Mutual Life Insurance Company 1990 - 1995
Canada Life Assurance Company 1989 - 1990
Skills
Insurance, Retirement Planning, Wealth Management, Strategic Financial..., Mutual Funds, Investments, Estate Planning, Critical Illness, Disability Insurance, Retirement, Financial Services, Financial Planners, Life Insurance, Financial Advisory, Leadership, Relationship Management, Employee Benefits, Small Business, Strategic Planning, Team Building, Fixed Annuities, Business Development, Wealth Management..., Wealth, Management, Sales Management, Succession Planning, Term Life Insurance, Strategy, Long-term Care, Finance, Health Insurance, Investment Advisory, Pensions, Financial Planning, Business Owner Planning
Education
Ivey Business School at Western University 2005 — 2007
MBA, Executive MBA
Advocis 2005 — 2005
RHU, Registered Health Underwriter
Advocis 2004 — 2005
CLU, Chartered Life Underwriter
Society of Trust and Estate Practitioners 2001 — 2002
TEP, Registered Trust and Estate Practitioner
University of Guelph 1995 — 1998
BA, Political Science, Economics and Spanish
Primerica Life Insurance Company November 2005 - Present
Canada Life Assurance Company March 1999 - April 2004
Confederation Life Insurance Company November 1989 - February 1999
Skills
Insurance, Disability Insurance, Underwriting, Management, Financial Risk, Leadership, Life Insurance, Training, Group Insurance, Time Management, Process Improvement, Customer Service
Education
Georgia State University 1989 — 1990
Business Administration and Management, General
Durham Tech 1980 — 1982
Business Administration
General Mills March 2012 - Present
General Mills 2004 - March 2012
General Mills 2001 - 2004
The Pillsbury Company 1995 - 2001
Golden Valley Microwave Foods May 1994 - May 1995
Honeywell, Inc. 1977 - May 1994
Mutual Trust Life Insurance Company 1976 - 1977
Writer's Inc. 1975 - 1976
Canada Life Assurance Company 1973 - 1975
State Farm Insurance 1969 - 1973
Skills
Cross-functional Team..., Process Improvement, Project Management, Supply Chain, Management, Leadership, Continuous Improvement, SAP, Business Analysis, ERP, Forecasting
Education
Concordia College
BA, Organizational Management and Communication
Peel District School Board September 2010 - Present
Peel District School Board November 2008 - December 2010
Equitable Life July 2008 - September 2009
Perimeter Financial August 2007 - June 2008
CPP Investment Board June 2006 - December 2006
CPP Investment Board August 2005 - January 2006
Consultant 2004 - 2005
Canada Life June 1981 - February 2004
Canada Life Assurance Company 2002 - 2004
Skills
Investments, Elementary Education, Special Education, Lesson Planning, Classroom Management, Public Speaking
Education
D'Youville College 2005 — 2006
MSc, Education
The University of Western Ontario 1974 — 1977
BA, Economics
First Service Residential Georgia July 2015 - Present
Premier Global Services January 2007 - January 2014
Ryder Transportation January 2001 - January 2007
Canada Life Assurance Company January 1996 - January 2000
Canada Life Assurance Company January 1996 - January 1998
Skills
Invoicing, Accounts Receivable, Account Reconciliation, Accounting, Accounts Payable, Account Management, Financial Analysis, 10 Key, Customer Service, Customer Satisfaction, Leadership, Telecommunications, Salesforce.com, Team Building, Business Analytics, Analysis, Forecasting, Cross-functional Team..., Microsoft Excel, PeopleSoft, Contract Negotiation, New Business Development, Customer Retention, Management, Time Management, Customer Experience, Administration, Invoice Processing, System Administration, Managerial Finance, Teamwork, Payroll, Outlook, Sales, Access, Team Leadership, Process Improvement, Finance, Budgets, Financial Reporting, Training, Direct Sales, CRM, Sales Operations, Software Documentation, Pricing, Financial Management, Detailed Analysis, Billing, Netsuite
Education
Colorado State University 2010 — 2012
ASGS, Accounting
DISC Advisor September 2013 - Present
The Training Edge Group, LLC June 2004 - Present
Canada Life Assurance Company 1996 - 2004
Skills
Leadership Development, Executive Coaching, Organizational..., Instructional Design, Instructor-led Training, Presentation Coaching, Training Delivery, Blended Learning, Webinar Development, DISC, MBTI, Training Needs Analysis, Emotional Intelligence, Organizational Design, Career Development, Employee Training, Creativity Skills, Innovation, Brainstorm Facilitation, Workshop Facilitation, Organizational..., Organizational Learning, 360 Feedback, Adult Education, Human Resources, Program Management, Employee Engagement, Talent Management, Executive Development, Performance Improvement, Training
Education
The University of Georgia 1991 — 1993
M.Ed., Higher Education/Higher Education Administration
North Carolina State University 1987 — 1991
BA, Psychology
John Maxwell Team August 2015 - Present
AIG April 2014 - Present
Without A Trace Ministries, Inc. March 2010 - Present
Chartis Aerospace Insurance Services June 2011 - April 2014
Chartis Aerospace Insurances Services, Inc. September 2006 - June 2011
AIG Agency Auto August 2004 - September 2006
Canada Life Assurance Company May 2002 - April 2004
Canada Life 2002 - 2004
ADP January 1997 - April 2002
Skills
Process Improvement, Project Management, iSuite Implementation &..., Navigator Rater System..., Shared Services..., User Acceptance Testing..., Management, CRM, Business Analysis, Business Process, Analysis, Vendor Management, SDLC, Program Management, Training, Visio, Requirements Analysis, PMO, Quality Assurance, IT Management, Leadership, Contract Negotiation, Project Portfolio..., Software Development, Operations Management, Requirements Gathering, Team Building, Business Process...
Education
Aspen University
Certificate, Project Management
Centric Health November 2013 - July 2014
Numeric Answers June 2011 - October 2013
Sigma Systems Canada Ltd September 2009 - April 2011
iSign Media August 2008 - September 2009
Strategic Connections, Inc July 2006 - August 2008
NATIONAL PharmaCom/AXON Medical, div October 2003 - October 2005
Canada Life Assurance Company February 2003 - September 2003
Bank of Montreal June 2001 - January 2003
Boston Consulting Group of Canada November 1999 - April 2001
Key Account Strategic Systems, Inc September 1997 - November 1999
Skills
Microsoft Excel, Accounts Receivable, Customer Service, Accounting, Budgets, PowerPoint, QuickBooks, Outlook, Spreadsheets, Microsoft Word, Office Management, Microsoft Office, Invoicing, Human Resources, Employee Relations, Team Leadership, Process Improvement, Employee Benefits, Recruiting, Team Building, Time Management, Project Planning, Event Management, Project Management, Performance Management, Interviews, Onboarding
Education
Canadian Business College 2015 — 2016
Associate's Degree
Seneca College of Applied Arts and Technology
Ryerson University
Pierrefonds Comprehensive High School
Diploma
Independence Blue Cross 2000 - 2015
Canada Life Assurance Company 1995 - 2000
Great West Life Insurance 1993 - 1995
Skills
New Territory..., Consultative Selling, Account Management, New Product Launches, Renewal Strategies, Renewal Pricing, Client Representation, Client Retenion, Relationship Building, Broker Awareness, Brokers, Employee Benefits, Health Insurance, Insurance, Leadership, Medicare
Education
Rutgers University – Camden
Bachelor's degree, Business Administration and Management, General
Ricoh Canada Inc. October 2007 - Present
Redgate Consulting March 2007 - October 2007
Symcor Inc. July 2002 - March 2007
WSIB Workplace Safety and Insurance Board October 2001 - July 2002
Canada Life Assurance Company July 1996 - October 2001
Manulife Assurance Company September 1990 - July 1996
North American Life July 1988 - September 1990
Skills
Change Management, Professional Services, Business Management, Business Analysis, Business Process..., International Project..., Strategic Consulting, Technical Analysis, Technical Documentation, Technical Communication, Pre-sales Consultancy, Sales Support, Programming, Business Communications, Management, Business Process, Sales Operations, Vendor Management, Print Production Process, Project Management, Enterprise Software, Document Management, New Business Development, Outsourcing, Marketing, CRM, Enterprise Content..., SaaS, Solution Selling, Document Imaging, Business Intelligence, Pre-sales, Strategy, Integration, Sales Process, Consulting, Cloud Computing, Account Management, Direct Sales, Process Improvement, Business Development, Managed Services, Selling, B2B, IT Strategy, Requirements Gathering, Cross-functional Team..., Cold Calling, Sales Presentations, PMP
Education
Prosci 2011 — 2011
CCMP, CCMP, Change Management, 2011 — 2011
Seneca College of Applied Arts and Technology 1985 — 1988
3 Year, Business Administration (Dean's Honour List)
Buck Consultants, A Xerox Company July 2014 - Present
Spotlite February 2012 - February 2014
Benefitfocus.com, Inc. September 2009 - October 2011
Nationwide Better Health (a former division of Nationwide Mutual Insurance Co.) March 2005 - September 2009
The Hartford September 2001 - December 2004
Canada Life Assurance Company December 1999 - August 2001
Aetna, Inc. June 1994 - November 1999
Holophane Corporation July 1992 - June 1994
Skills
Insurance, Benefits, Consultative Selling, Healthcare, Health Insurance, Employee Benefits, Disability Insurance, Benefits Administration, Group Benefits, Wellness, Salesforce.com, Wellness Programs, SaaS, Health, Voluntary Benefits, Worksite, Strategic Partnerships, Business Development, Selling, New Business Development, Sales, Employee Wellness, Strategy, Strategic Planning, Consulting, Leadership
Education
University of Delaware 1988 — 1992
BS, Business Administration
Hempfield High School 1984 — 1988
Rx Canada August 2012 - Present
OntarioMD January 2011 - August 2012
B Sharp Technologies September 2001 - December 2010
Canada Life Assurance Company July 1997 - September 2001
Atlantic Council of Canada July 1995 - July 1997
Skills
Project Management, Business Relationship..., Full SDLC, Customer Support, RFP, Leadership, Change Management, Proposal Writing, Vendor Management, Project Planning, Business Analysis, Strategic Planning, CRM, Management, Requirements Gathering, E-commerce, Analysis, Business Intelligence, Integration, IT Strategy, SDLC, Program Management, Visio, Requirements Analysis, PMP, Project Portfolio..., Process Improvement, Business Process, Software Project..., Enterprise Architecture
Education
University of Manitoba 1989 — 1996
Master of Arts (M.A.), Political Science
Sun Life Financial March 2015 - Present
Alterna Savings / Alterna Bank 2012 - Present
Educators Financial Group 2011 - 2012
Seniors Money Canada 2007 - 2011
The Co-operators 2004 - 2007
Connolly & Associates 2001 - 2004
Canada Life Assurance Company 1999 - 2001
The Forum Corporation 1998 - 1999
London Life Insurance Company 1983 - 1998
Skills
Sales Management, Global Business..., Strategy Development, Recruiting, Training, Change Management, Team Building, Coaching and Mentoring, Business Process..., Perfromance Management, Cultural Transformation, Sales Process, Strategy, Sales Operations, Retirement, Leadership, Business Strategy, Sales, Management, Marketing, Business Planning, Performance Management, Business Development, Coaching, Entrepreneurship, Start-ups
Education
Fanshawe College
Business Administration Diploma, Marketing
Johns Hopkins University, Division of Health Sciences Informatics April 2014 - Present
University of Maryland, School of Nursing April 2014 - June 2015
Johns Hopkins University, Armstrong Institute for Patient Safety and Quality May 2012 - April 2014
Johns Hopkins University, Department of Surgery, Center for Surgical Trials and Outcomes Research September 2011 - May 2012
Johns Hopkins University, Division of Health Sciences Informatics September 2009 - August 2011
University of Washington July 2008 - September 2009
Centers for Disease Control and Prevention July 2004 - May 2005
Emory University May 2004 - May 2005
Canada Life Assurance Company August 2002 - October 2003
Riverside Regional Medical Center May 2001 - July 2002
Skills
Informatics, Public Health, Programming, Genetics, Statistics, Data Analysis, Research, Databases, Clinical Research, Biostatistics, Bioinformatics, SQL, Computer Science, Program Evaluation, Data Management, Qualitative Research, Data Mining, Epidemiology, Analysis
Education
University of Washington 2005 — 2009
PhD, Biomedical Informatics
Emory University 2001 — 2005
MSPH, Public Health Informatics
William & Mary 1997 — 2001
BBA, Information Technology
Minted January 2015 - Present
Amazon December 2011 - December 2014
Amazon November 2008 - December 2011
Bloomberg January 2007 - October 2008
Amazon January 2004 - January 2007
Amazon August 2002 - December 2002
Amazon January 2002 - April 2002
Systems Xcellence May 2001 - August 2001
Systems Xcellence September 2000 - December 2000
Canada Life Assurance Company January 2000 - April 2000
Skills
Software Engineering, C++, Java, Software Development, Linux, Distributed Systems, SOA, Technical Management, People Management, Product Development, Product Management, Agile Methodologies, Software Design, Algorithms, Web Services, Scrum, Mobile Devices
Education
The Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
University of Waterloo 1998 — 2003
Bachelor's Degree, Mathematics and Computer Science
Prospira PainCare June 2015 - Present
Elements Behavioral Health July 2014 - May 2015
Alere Health, Inc. September 2007 - August 2014
Alere Health, Inc September 2007 - April 2012
WellStar Physician's Group July 2006 - March 2007
Sanuwave, Inc. (HeathTronics Ortho Division) August 2005 - February 2006
HealthTronics, Inc. (Ortho Division) October 2002 - July 2005
Intellectual Properties Management April 2002 - October 2002
Canada Life Assurance Company May 2000 - November 2001
USAF February 1989 - July 2000
Skills
Process Improvement, Strategic Planning, Leadership, Outlook, Healthcare, Revenue Recognition, Revenue Cycle Management, Claims Management, Medical Billing, Collections, Operations Management, Operational Excellence, Financial Audits, Sarbanes-Oxley, Settlement Agreements, Increase Productivity, Transition Management, system integrations, Budgets, Medical Coding, Commission Plans, Change Management, Compliance, Contract Negotiation, Contract Management, Financial Forecasting, Healthcare Reimbursement, Revenue Analysis, Medical Logistics, Microsoft Office, Project Management, Managed Care, Relationship Management, Human Resources, Management, Cross-functional Team..., Quality Assurance, Training, Sales Operations, Program Management, Team Building, Healthcare Management, Healthcare Information..., Software Documentation, Integration
Education
Golden Gate University 1991 — 1992
Master of Business Administration (MBA), Management
Community College of the Air Force 1990 — 1991
Associate of Science (AS), Electronic Systems Technology
State University of New York at Buffalo 1985 — 1990
BS in Business Administration, Concentration in Marketing
Manu Life Financial September 2007 - Present
Manulife Financial 2009 - Present
Canada Life/Great West Life 2004 - 2005
Canada Life 1982 - 2005
Canada Life 2000 - 2004
Canada Life Assurance Company 1999 - 2000
Skills
Employee Benefits, Insurance, Strategic Planning, Health Insurance, Management, Disability Insurance, Claim, Coaching, Customer Service
Education
Humber College
Business Administration
Jewish Federation of Greater Atlanta July 2014 - Present
Jewish Federation of Greater Atlanta July 2013 - June 2014
The Amit Program November 2004 - January 2013
Karen Paz, Inc. November 1997 - May 2003
Freelance / Graphic Design Services January 1986 - January 1995
CANADA LIFE ASSURANCE COMPANY January 1988 - January 1993
Skills
Event Planning, Non-profits, Social Media, Non-profit..., Volunteer Management, Public Speaking, Newsletters, Community Outreach, Nonprofits, Fundraising, Program Development, Media Relations, Teaching, Advertising, Marketing, Program Management
Education
Portfolio Center 1985 — 1986
Associate's degree, Graphic Design
Tulane University 1978 — 1982
Bachelor of Arts (BA), Sociology
Riverwood High School 1973 — 1978
Portfolio Center
Graphic Design Degree
Tulane University
BA, Sociology
InterContinental Hotels Group (IHG®) October 2015 - Present
InterContinental Hotels Group (IHG®) July 2010 - Present
The Home Depot August 2004 - July 2010
BearingPoint March 2004 - August 2004
Canada Life Assurance Company June 1993 - November 2003
City of Canton January 1998 - December 2001
Skills
Forecasting, Business Analysis, P&L, Process Improvement, Cross-functional Team..., P&L Management, Strategy, Income Statement, Voice of the Customer, Consumer Insight, Consumer Insight..., Pricing, Inventory Management, Analytics, Competitive Analysis, Voice of the Customer..., Access, Microsoft Excel, PowerPoint, Management, Team Building
Education
Kennesaw State University
Bachelor of Business Administration (B.B.A.)
Kennesaw State University
Master of Business Administration (MBA)
Ingram Micro November 2013 - Present
IBM Canada Ltd. April 2011 - October 2013
IBM 2006 - 2011
Great West Life Assurance Company 2003 - 2006
Canada Life Assurance Company 2002 - 2003
Select Marketing Inc January 2001 - January 2002
Eroh Dynamics January 1995 - January 2001
Skills
Leadership, Cloud Computing, Sales, Account Management, Training, Solution Selling, Sales Process, Team Leadership, Workshop Facilitation, Sales Management, Enterprise Software, Marketing, Management, Sales Enablement, Employee Training, Channel Partners, Customer Service, Strategic Partnerships, SaaS
Education
Ryerson University 1989 — 1992
B.A.A., Bachelor of Applied Arts, INSTRUCTIONAL
B&B Merchant Services, a division of The Beran Group January 2011 - Present
B&B Insurance Services, a division of The Beran Group April 2007 - Present
Competing Insurance Agency October 2004 - April 2007
Canada Life Assurance Company January 2001 - October 2004
B&B Services September 1999 - January 2001
Prudential Insurance Company April 1996 - September 1999
Travelers Insurance Company August 1991 - April 1996
Travelers Insurance Company April 1984 - August 1991
Skills
Employee Benefits, Insurance, Health Insurance, Disability Insurance, Health Savings Accounts, Fixed Annuities, Cold Calling, Small Business, Time Management, Long-term Care, COBRA, Term Life Insurance, Retirement Planning, Life Insurance, HRA, Medicare, 401k, CRM, Team Building, Account Management, Sales Management, Negotiation, Accounting, Leadership, Sales, Brokers, Risk Management, Financial Services, Long Term Care Insurance, Strategic Financial..., Selling, Finance, Direct Sales, Benefits Administration, Group Insurance, Customer Retention, Underwriting, Merchant Services, Credit Card Transaction..., Credit Card Terminals, Point of Sales Systems..., Recurring Payment / ACH, E-commerce, Customer Service
Education
Leadership Macomb 2014 — 2015
Lawrence Technological University
Macomb Community College
University of Phoenix
Waddell & Reed January 2015 - Present
AIG April 1999 - April 2013
Canada Life Assurance Company 1996 - 1999
Margill Capital Management 1994 - 1995
Skills
Forecasting, Management, Derivatives, Operations Management, Portfolio Management, Contract Negotiation, Financial Analysis, Investments, Banking, Finance, Program Management, Financial Services
Education
Arizona State University 1985 — 1988
Bachelor of Arts (B.A.), Organizational Communication, General
VFGadgets.com July 2001 - September 2008
Reach Media Sales June 1988 - July 2000
Keith Healthcare Communications June 1986 - June 1988
Canada Life Assurance Company June 1985 - June 1986
Canadian Outward Bound Wilderness School 1984 - 1985
Air Canada 1979 - 1984
Education
Queen's University 1977 — 1979
BA, Sociology
Delta Dental Insurance Company April 2014 - Present
Jewish Family & Career Services April 1997 - Present
Delta Dental Insurance Company November 2006 - April 2014
Delta Dental Insurance Company April 1999 - November 2006
Canada Life Assurance Company November 1996 - March 1999
Broome-Tioga ARC 1994 - September 1996
Skills
Dental, Health Insurance, Employee Benefits, Insurance, Healthcare, Underwriting, Account Management, Benefits, Dentistry, Disability Insurance, Leadership, Open Enrollment, Claim, Outlook, Responsiveness, Training, Customer Service, Medicare, Microsoft Excel, Strategy, Benefits Administration, Health Savings Accounts, Management, Sales Management, Managed Care, New Business Development, Brokers, Workers Compensation, Negotiation, Long-term Care, Health Care Reform, Term Life Insurance, PPO, Life Insurance, HIPAA, Provider Relations, COBRA, Employee Relations, Customer Retention, HMO, Call Centers, Team Building, Healthcare Industry, Cold Calling, Medicaid, Health Policy, Employee Wellness..., Selling, Sales Presentations, Recruiting
Education
Binghamton University 1993 — 1995
BA, Psychology and Anthropology
Broome Community College 1990 — 1993
LAS, Liberal Arts
Craighall Real Estate Services January 2001 - Present
Canada Life Assurance Company August 1980 - January 2000
Mortgage Insurance Company of Canada 1977 - 1980
Skills
Commercial Lease Review, Lease analysis and..., Real Estate Due..., Mortgage Lending, Commercial Mortgages, Portfolio Management, Investments, Leases, Real Estate, Real Estate Financing, Investment Properties, Property Management, Real Estate Finance, Mortgage, Real Estate Investment, Lease Administration
Education
Queen's University 1973 — 1977
B.Comm, Finance
Sir John A. McDonald Collegiate Institute 1971 — 1973
High School
Beaconsfield High School, Beaconsfield, Quebec 1967 — 1971
High School
Investors Group 2002 - Present
Canada Life Assurance Company 1987 - 2001
Skills
Strategic Financial..., Finance, Entrepreneurship, Financial Services, Investments, Microsoft Excel, Retirement Planning, Mutual Funds, Wealth Management, Financial Planners, Retirement, Financial Planning, Wealth, Investment Strategies
Education
(CFP) Financial Planners Standard Council 2010 — 2010
CFP, Financial Planning
(FMA) Canadian Securities Institute 2006 — 2007
FMA, Financial Management
(FLMI) Life Office Management Assoc. Inc. 1988 — 1992
FLMI, Life Insurance
Ateneo Graduate School of Business 1979 — 1982
Ateneo de Manila University 1969 — 1972
BA, Philosophy
Our Lady of Penafrancia Seminary 1965 — 1968
High School; some pre-divinity courses
Ateneo de Naga University 1964 — 1966
High School
Canada Life Assurance Company January 1999 - January 2009
Canada Life 1998 - 2009
Education
Mohawk College 1973 — 1975
Certificate in Computer Science, Application Development
Crain & Schooley Financial a division of Johnson Inc February 2013 - Present
Crain & Schooley Financial Corp. April 1993 - Present
Canada Life Assurance Company April 1977 - April 1993
Education
Algonquin College of Applied Arts and Technology 1974 — 1976
General Business, Diploma
Algonquin College of Applied Arts and Technology 1972 — 1974
Hotel Administration, Diploma
OPSEU Pension Trust April 2014 - Present
Ontario Public Service 2009 - April 2014
OSFI 2003 - 2009
Canada Life Assurance Company January 2000 - 2003
TTC 1998 - 2000
Mackenzie Financial Corporation 1996 - 1998
Prudential Insurance 1994 - 1996
Aetna Canada, Prudential Insurance 1988 - 1994
Skills
Leadership, Employee Engagement, Training, Instructional Design, Instructor-led Training, Training Facilitation, E-Learning, Talent Management, Competency Development, Developing Trainers, Performance Management, Project Management, Program Management, Succession Planning, Coaching
Education
Yorkville University 2012 — 2015
Master's degree, Adult Education
Brock 1999 — 2003
Bachelor, Adult Education
Ryerson University
Bachelor's degree, Business Administration and Management, General
RBC Insurance Services Inc. December 2014 - Present
RBC Insurance May 2008 - December 2014
RBC Insurance March 2007 - May 2008
The CUMIS Group June 2001 - March 2007
Canada Life Assurance Company October 2000 - June 2001
Canada Life Assurance Co December 1990 - June 2001
Skills
Leadership, Mediation, Disability Insurance, Claim, Management, Life Insurance, Insurance, Coaching, Critical Illness, Employee Benefits, Strategy, Underwriting, Claims Management, Customer Service, Reinsurance, Litigation, Financial Services, Health Insurance, Casualty
Education
McMaster University
B.A, Anthropology
Mohawk College
RTI International May 2007 - Present
Dixon Hughes Goodman LLP February 2007 - May 2007
Scottish RE February 2004 - December 2006
Canada Life Assurance Company November 2000 - December 2003
Deloitte November 1997 - November 2000
Fidelity Bank & Trust International February 1995 - November 1997
Standard Chartered Bank May 1990 - February 1995
The Imperial Life Assurance Company of Canada 1989 - May 1990
Swiss Bank Corporation 1986 - 1989
Prudential Financial 1981 - 1986
Skills
Sarbanes-Oxley Act, Business Process..., Financial Reporting, IT Audit, Risk Assessment, Internal Audit, Internal Controls, Enterprise Risk..., Sarbanes-Oxley, CISA
Education
Florida State University 1976 — 1978
Bachelor's of Science degree, Finance
TD Bank Group February 2011 - December 2011
TD Bank Group February 2010 - January 2011
TD Bank Group January 2010 - June 2010
TD Bank Group December 2008 - November 2009
TD Bank Group December 2006 - November 2008
Phoenix Interactive Design Inc September 2005 - December 2006
London Life Insurance Company August 2004 - August 2005
Canada Life Assurance Company July 2002 - January 2003
Education
Canadian Securities Institute
Canadian Securities
Rensselaer Polytechnic Institute
Masters Certificate, Human-Computer Interaction
Western University
Bachelor of Arts, Social Science
Aon Hewitt May 2014 - Present
Financial Services Company in Hamilton September 2013 - May 2014
Courneya Group March 2004 - August 2013
Canada Life Assurance Company September 1997 - February 2004
Skills
Employee Benefits, Salesforce.com, Sales Process, Direct Sales, Account Management, Sales Presentations, Lead Generation, Selling, Relationship Management
Education
Brock University 1984 — 1990
Bachelor of Arts, Business Administration
Td Water house February 2012 - December 2012
RBC January 2011 - November 2011
DWM Securities Inc. ( Scotia Bank) February 2010 - December 2010
CIBC October 2005 - October 2009
Royal Bank November 2004 - June 2005
Canada Life Assurance Company March 1991 - July 2003
Education
Medix School 2010 — 2010
Diploma, Social Services Worker
Computek Institute of Technology 2004 — 2004
Diploma, Computerized Accounting
Centennial College 2000 — 2000
Diploma, Computer in Business Studies
Burke & Company January 2013 - Present
Manulife Financial July 2007 - January 2013
Manulife Financial July 2007 - January 2013
AMEC August 2006 - July 2007
AMEC Inc August 2006 - July 2007
Royal LePage May 2005 - July 2006
Benefit Plan Administrators December 2005 - April 2006
Royal LePage Real Estate Services April 2005 - December 2005
Manulife Financial October 2004 - April 2005
Canada Life Assurance Company January 2004 - January 2005
Skills
Group Benefits, Insurance, Excel, Event Planning, Customer Service, PowerPoint, Word, Reporting & Analysis, Employee Benefits, Microsoft Office, Outlook, Underwriting, Microsoft Word, Microsoft Excel, Health Insurance, Life Insurance, Human Resources, Leadership, Performance Management, Management, Time Management, Coaching
Education
Seneca College of Applied Arts and Technology 1979 — 1983
Western Technical and Commercial High School 1979 — 1983
High School Diploma, Business
Western Technical & Commercial High School
Community Living Toronto May 2011 - Present
Towers Watson 1987 - 2010
Canada Life Assurance Company 1975 - 1987
Skills
Risk Management, Retirement, Business Planning, Organizational Design, Pensions, Financial Modeling, Management Consulting, Valuation, Mergers & Acquisitions, Mergers, Strategy, Change Management
Education
The University of British Columbia / UBC
Bachelor of Commerce, Finance