CUMIS Company
Industry: Insurance company
DescriptionParent organization: Co-operators Life Insurance Company Subsidiary: CUFPA Financial Planning Group, Ltd.
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CUMIS Employees
Smart PlanIT 2012 - 2013
CUMIS 2010 - 2012
EISI 2005 - 2009
IBM Global Services 1999 - 2003
Fonorola Inc. 1996 - 1998
CIBC 1991 - 1996
Skills
New Business Development, Key Account..., Proposal Writing, Contract Management, Sales Forecasting, High-Impact..., Client Advocate, Problem Solving, Mentoring, Project Oversight, Competitive Intelligence, Escalations Management, Negotiation, Salesforce.com, Microsoft Office, Miller Heiman Strategic..., Miller Heiman Large..., Value Propositions, Sales, Management, Business Analysis, Vendor Management
Education
Miller Heiman, Inc.
The Sales Performance Company
University of Manitoba
Bachelor of Commerce (Marketing)
The George Washington University
Project Management at IBM, Risk Management, Certified Pricing Specialist
The Banff School of Management
Commercial Bank Marketing
Tombec Consulting Services Inc. January 2001 - Present
American Express Business Travel February 1998 - December 2000
American Express September 1993 - February 1998
American Express Canada September 1991 - September 1993
American Express Canada February 1990 - September 1991
CUMIS August 1988 - February 1990
Skills
Strategic Planning, Business Development, Contract Negotiation, Leadership, Sales, Sales Management, Team Leadership, Travel Management, Management, Customer Service, Business Travel, Account Management, Business Strategy, Strategic Partnerships, Team Building, Negotiation
Education
Conestoga College 1980 — 1982
Travel and Tourism, Business
Keller Williams Elite Realty May 2012 - Present
RE/MAX All Points Realty July 2010 - May 2012
Designs with Intent 2006 - 2010
North Shore Medical Imaging, North Vancouver 1999 - 2010
CUMIS May 1992 - December 1998
Skills
Condos, First Time Home Buyers, Buyer Representation, New Home Sales, Residential Homes, Listings, Sellers, Single Family Homes, Short Sales, Foreclosures, Referrals, Real Estate, Relocation, Townhomes, Investment Properties, Buyers, Investors
Education
British Columbia Institute of Technology
Interior Design Certificate
Simon Fraser University
The CUMIS Group July 2012 - Present
CUMIS January 2012 - June 2012
CUMIS January 2009 - January 2012
Investors Group June 2007 - December 2008
The Open Tap Brewery & Eatery June 2003 - December 2008
Skills
Customer Service, Organized, Time Management, Priority Management, Training, Leadership, Mutual Funds, Sales, Strategy
Education
University of Regina 2001 — 2006
Bachelor of Arts, English
Winston Knoll Collegiate
Kedaro International March 2013 - June 2014
Junta de Andalucía September 2012 - May 2014
CUMIS January 2012 - August 2012
Travel CUTS September 2011 - January 2012
CUMIS May 2011 - August 2011
Conseil scolaire District Catholique Centre-Sud (French Catholic School Board) July 2010 - September 2010
La Ribambelle January 2010 - May 2010
AstraZeneca May 2009 - August 2009
UWO French Club/Club français à Western September 2008 - May 2009
Molnlycke Health Care June 2008 - September 2008
Skills
Microsoft Office, Vital Objects, CLIC 5, I CLIC, Corview, Versatile, Centric, Insurelink, Team Oriented, SAP, AURA, Able To Multi-task, Corporate Communications, Aura, French, Accounts Receivable, Time Management, Social Media, Data Entry, English, Team-oriented, Teamwork, Customer Service, Public Speaking, Leadership, Communication, Sales
Education
The University of Western Ontario 2007 — 2011
Honours Double Major: Bachelor of Management and Organizational Studies, Major in Human Resources, Major in Psychology
Université Lumière (Lyon II) 2009 — 2010
International Exchange Program, Courses in business and psychology
Sainte-Marie
League Data June 2014 - Present
Ficanex Services Limited Partnership June 2013 - Present
Teachers Plus Credit Union September 2011 - Present
CUMIS March 2007 - January 2011
The CUMIS Group Ltd. 2004 - 2007
Heritage Credit Union 1997 - 2003
Credit Union Central of Nova Scotia 1994 - 1997
Richard Electronics Ltd. 1989 - 1994
Continental Bank of Canada 1982 - 1989
ScotiaBank 1979 - 1982
Skills
Sales Management, Relationship Management, Leadership, Credit Unions, Underwriting, Insurance, Coaching, Strategic Planning, Team Building, Team Leadership, Mortgage Lending, Sales, Risk Management, Employee Benefits, Financial Services, Loans, Change Management, Banking, Retail Banking, General Insurance, Marketing, Business Development, Executive Management, Management, Finance, Human Resources, Credit, Investments, Business Planning, Budgets, Mutual Funds, Strategy, Business Analysis, Commercial Banking
Education
Canadian Institute of Financial Planning 1999 — 2001
Certified Financial Planner
St. Francis Xavier University 1976 — 1979
Bachelor of Business Administration, Marketing
TD October 2014 - Present
CIBC February 2014 - September 2014
TD Bank Financial Group July 2013 - February 2014
CUMIS October 2012 - January 2013
iTMethods Inc. November 2011 - August 2012
CPP Investment Board February 2011 - October 2011
The CUMIS Group Limited June 2010 - November 2010
Little Geeks Foundation July 2008 - November 2010
TEIBAS November 2006 - October 2009
Open Access July 2008 - September 2009
Skills
Integration, Web Technologies, Technical Leadership, Enterprise Architecture, SDLC, PMP, Microsoft SQL Server, Solution Architecture, Data Modeling, Data Warehousing, IT Management, Enterprise Software, Project Management, Vendor Management, Leadership, PMO, Software Development, Databases, SharePoint, IT Service Management, Oracle, Virtualization, Security, ITIL, Quality Assurance, Outsourcing, IT Strategy, Analysis, Disaster Recovery
Education
University of Toronto School of Continuing Studies 2013 — 2014
Certificate in Management of Enterprise Data Analytics (Big Data)
Clarkson University
Master of Science
Indian Institute of Technology, Madras
Bachelor of Science
PSBB, IT BHU
CUMIS July 2010 - Present
Concentra Financial August 2010 - Present
Credential Financial Inc September 2004 - December 2011
Meridian Credit Union June 2001 - July 2010
BMO June 1981 - June 2001
Skills
Underwriting, Claim, Disability Insurance, Risk Management, Reinsurance, General Insurance, SDLC, Health Insurance, Change Management, Business Analysis, Vendor Management, Liability, Process Improvement, Banking, mutual funds, Securities Market, commercial banking, wealth management..., brokered commercial..., asset and liability..., Finance, Wealth Management, Mutual Funds, Credit Unions, Commercial Banking
Education
Dalhousie University 1996 — 1999
Master of Business Administration (MBA), Business/Commerce, General
McMaster University 1978 — 1981
Bachelor's degree, Economics
The CUMIS Group September 2011 - Present
CUMIS January 2007 - October 2011
The CUMIS Group November 2004 - December 2006
Sunlife Financial January 2000 - November 2004
Skills
Insurance, Change Management, Coaching, Team Building, Organizational..., Team Leadership, Performance Management, Leadership Development, Strategic Planning, Leadership, Talent Management, Training, Performance Consulting, Organizational..., Needs Analysis, Team Management, Training Facilitation, Human Resources, Learning Management, Blended Learning, Organizational Learning, Learning Management..., Training Needs Analysis
Education
Brock University 2006 — 2009
Bachelor, Adult Education
Sheridan College 1995 — 1998
Diploma, Business Administration, Human Resources Management
FINEOS Corp January 2007 - Present
FINEOS Corp 2007 - Present
SwissRE January 2000 - September 2006
Paul Revere 1994 - 1998
CUMIS May 1977 - August 1994
Skills
SDLC, Requirements Analysis, Business Analysis, Requirements Gathering, Software Project..., Business Process..., Business Requirements, Visio, ACS, ALHC, FLHC, Claim, Analysis, Business Process, Software Documentation, Agile Methodologies, Process Improvement, Software Implementation, PMO, Vendor Management
Education
Mohawk College
Advertising/Economics
CUMIS March 2011 - Present
CUMIS November 2005 - March 2011
Aon Hewitt September 2002 - November 2005
Skills
Employee Benefits, Retirement, Risk Management, CRM, Team Building, Leadership, Customer Service, Pensions, Mutual Funds, Insurance, Relationship Management, Underwriting, Financial Services, Life Insurance, Disability Insurance
Education
Ryerson University
Bachelor of Commerce (B.Com.)
Seneca College of Applied Arts and Technology
Business Administration - Financial Planning
York University - Osgoode Hall Law School
Certificate in Pension Law
Dalhousie University
RPA, GBA, CMS & CEBS Designations
CUMIS March 2013 - Present
Skills
Insurance
Education
Sheridan College 1980 — 1982
CUMIS September 2004 - Present
The CUMIS Group 2004 - Present
Skills
Insurance, Risk Management, Disability Insurance, Life Insurance, Employee Benefits, Underwriting, Critical Illness, Claim, Customer Service, Health Insurance, Reinsurance, Call Center, Term Life Insurance, General Insurance, Languages, Liability, Relationship Management
Education
ESD 1987 — 1992
Dawson College
BMO April 2013 - Present
Cumis Life Insurance Company March 2009 - September 2012
CUMIS November 2007 - March 2009
CUMIS 2005 - November 2007
Hartford Life Insurance 1996 - 1999
Skills
Insurance, Underwriting, Claim, Disability Insurance, Risk Management, Life Insurance, Reinsurance, Term Life Insurance, Critical Illness, Relationship Management, Business Analysis, Health Insurance, Brokers, Investments, Mortgage Lending, Commercial Insurance, Employee Benefits, Liability
Education
Sheridan College
Marketing
RBC Insurance October 2012 - Present
SunLife Insurance April 2010 - September 2012
CUMIS June 2008 - March 2010
UAT 2001 - 2002
Insurebest 1997 - 1997
Insurebest 1997 - 1997
Insurebest 1997 - 1997
Skills
Insurance, Process Improvement, Underwriting, Life Insurance, Claim, Critical Illness, Coaching, Training, Customer Service, Management, Auditing
Education
Humber College 2009 — 2014
HR Management Certificate, Human Resources
York University - Glendon College 1992 — 1996
BA, Social Studies/French, University
CUMIS November 1999 - Present
CUMIS 1999 - 2011
CUMIS January 2007 - September 2009
The CUMIS Group January 2007 - January 2009
Skills
Insurance, Underwriting, Risk Management, Life Insurance, Reinsurance, Business Analysis, Delegation, Leadership, Strategic Planning, Timely Decision Making, Problem Solving, Employee Engagement, Change Management, Development Of Employees, Result Oriented, Employee Benefits, Relationship Management, Disability Insurance, Term Life Insurance, Critical Illness, Financial Services, Credit Unions, Customer Service
Education
Mohawk College
CUMIS November 1989 - Present
Skills
Claim, Insurance, Disability Insurance, Claims Management, Risk Management, Underwriting, Customer Service, Lotus Notes, Business Analysis, Organizational..., Software Documentation, Coaching, Life Insurance, Employee Benefits, Claim Investigation, Property & Casualty..., Health Insurance, Liability, Reinsurance, Disability Management
Education
Sheridan College 1978 — 1979
Communications
Mimico High School
High School
Goodison 2004 - Present
CUMIS 2006 - 2009
TransTech April 2001 - November 2003
Raisio Chemicals November 1996 - November 2000
Great Western Chemical February 1995 - November 1996
Skills
Strategy, Coaching, Team Leadership, Management, Strategic Planning, Training, Business Planning, Change Management, Leadership, Business Strategy, Budgets, Marketing Strategy, Business Process..., Management Consulting
Education
Justice Institute of British Columbia 2012 — 2017
Certificate of Conflict Resolution, Principled Negotiation
Justice Institute of British Columbia 2014 — 2016
Certificate of Advanced Consultation and Facilitation
The University of British Columbia 2000 — 2001
eBusiness, Applying technology for improving business
University of Toronto 1999 — 1999
Strategic Management
University of Waterloo
Bachelor of Science (B.Sc.)
Westwood Interational Advisors April 2012 - Present
AGF October 2010 - March 2012
RBC Royal Bank July 2007 - January 2010
RBC Royal Bank June 2005 - July 2007
RBC Royal Bank May 2003 - June 2005
Canadian Tire 2002 - 2003
CUMIS 2002 - 2003
Grupo ASSA 1999 - 2001
Deutsche Bank 1996 - 1999
Credit Lyonnais 1993 - 1995
Skills
Financial Analysis, Financial Modeling, Mergers, Strategic Planning, Forecasting, Equity Research, Valuation, Financial Planning, Portfolio Management, Strategic Financial..., Finance, Investments, Corporate Finance, Analysis, Due Diligence, Equities
Education
Queen's University 1991 — 1993
Master of Business Administration, (Finance)
University of Buenos Aires 1987 — 1990
Bachelor of Arts, Business Administration
University of Buenos Aires 1983 — 1987
Bachelor of Arts, Economics
CGI April 2013 - Present
CGI January 2005 - Present
CGI March 2001 - January 2005
CUMIS August 2000 - March 2001
CBC Television August 1999 - August 2000
ClientLogic February 1999 - August 1999
Skills
Security, Hardware, Technical Support, System Deployment, BMC Remedy, Cisco Call Manager, Tandberg, Siebel, IBM iSeries, NICE Call Recording, Microsoft Office, Italian, Customer Service, Process Improvement, Analysis, Troubleshooting, Software Documentation, Networking, Operating Systems, Routers, WAN, SDLC, Citrix, Help Desk Support, Information Technology, ITIL, Laptops, IT Service Management, Unix, SharePoint, Active Directory, IT Management, IT Operations, VMware, Microsoft Exchange, Data Center, Windows Server, Integration, Enterprise Architecture, Virtualization, Incident Management, IT Strategy, Visio, Solution Architecture
Education
CGI Workshop 2004 — 2004
Introduction to Project Management for Non-Project Managers
Centennial College 2003 — 2003
Unix Intermediate Applications
DeVry Institute of Technology 1998 — 2000
MCSE 2000, Windows NT/2000 Technologies
Centennial College 1993 — 1996
MCP, Computer Science
Radio College Of Canada 1992 — 1993
CET, Computer Electronics
CUMIS March 2015 - Present
CUMIS July 2008 - March 2015
CUMIS February 2001 - July 2008
GAN Canada Insurance April 1998 - December 2000
Skills
Insurance
Education
Mohawk College 1996 — 1998
Business of Insurance
Portland Investment Counsel Inc. December 2010 - Present
Manulife Financial September 2009 - August 2010
AIC Limited May 1999 - September 2009
CUMIS 1996 - 1999
CUMIS 1993 - 1996
KPMG LLP 1989 - 1993
Skills
Financial Reporting, IFRS, Accounting, Microsoft Office, Finance, Canadian GAAP, Asset Managment, Fund Accounting, Asset Management, Financial Services, Mutual Funds, Financial Statements, Management, Portfolio Management, Financial Analysis, Tax
Education
Institute of Chartered Accountants of Ontario 1990 — 1993
Chartered Accountant, Accounting
McMaster University 1986 — 1990
B Comm, Business
Parkside High School 1983 — 1986
HSSGD, General
VMware February 2013 - Present
VMware October 2008 - February 2013
Normac adhesive products March 2005 - February 2008
CUMIS September 2002 - January 2005
Cogeco Cable inc. January 1995 - August 2001
Skills
Performance Tuning, Performance Testing, Storage Virtualization, Network Administration, Virtualization, Application..., Troubleshooting, Database Administration, Active Directory, Linux System..., RedHat, Suse, Oracle Enterprise Linux, VMware, vSphere, Team Management, Linux, VMware ESX, VMware vSphere
Education
McMaster University 2012 — 2016
Bachelor's Degree, Business Administration, Management and Operations
Mohawk College 2002 — 2004
GIS / Gps programming
Unitrin Data Systems May 2008 - Present
AON 2000 - 2004
CUMIS 1977 - 1991
Education
Mohawk College 1974 — 1977
Sun Life Financial November 2013 - Present
Sun Life Financial November 2010 - Present
Manulife Financial June 2005 - November 2010
CUMIS May 2003 - October 2004
Skills
Research, Training & Development, Communication, Organization, Leadership, Documentation, Influence, Employee Training, Enterprise Software, Call Centers, Software Documentation, Project Management, Social Influence, Management, Customer Service, Change Management, CRM, Policy, Time Management, Training, Team Leadership
Education
Mohawk College 1990 — 1991
Certificate, Records Management
McMaster University 1985 — 1988
BA, Sociology
Aviva Canada January 2013 - Present
Aviva Canada April 2010 - December 2012
Aviva Canada 2007 - 2010
CUMIS 2003 - 2006
Skills
Actuarial Science, Solvency II, Economic Capital, Profit and loss..., SAS, FoxPro, APL, Axis, Valuation, Insurance, Reinsurance, Financial Risk, ALM, Financial Modeling, Pricing, Risk Management
Education
Laval University 1989 — 1992
Bachelor Sc, Actuarial Science
KAT Consulting October 2012 - Present
Crawford & Company June 2006 - September 2012
Travelers February 2002 - May 2006
CUMIS 1986 - 1992
Skills
Policy Analysis, Insurance Law, Credit Unions, Construction Defect, Personal Injury, Litigation, Civil Litigation, Legal Liability, Professional Liability, Commercial Insurance, General Insurance, Underwriting, Reinsurance, Casualty, Editing, Construction Law, Litigation Management, Claim, Construction, Product Liability, Dispute Resolution
Education
Western State University College of Law 1982 — 1985
Doctor of Law (J.D.)
California State University-Fullerton
Bachelor of Arts (B.A.), History