Qualified Financial Services
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Qualified Financial Services Employees
Medtronic Vascular October 2014 - Present
Covidien June 2011 - Present
Los Angeles County Sheriff's Department August 1989 - June 2007
Qualified Financial Services 1995 - 1999
Golden Nugget Las Vegas 1984 - 1986
Skills
Training, Access, Medical Devices, ISO 13485, R&D, Computer Hardware, Tax Preparation, Law Enforcement..., Computer Repair, Small Business, Inventor, Investments, Retail Sales, Retail Marketing, Credit Management, Home Appliances, Appliance Repair, CompTIA A+ Certification, Public Lectures, Member of Toastmasters, Project Management, Management, FMEA, SolidWorks, Product Development
Education
Cypress College 2008 — 2009
College Studies, Medical Device
Mercer County Community College 1983 — 1986
Associate's degree, Accounting/Computer Programming
Qualified Financial Services September 2014 - Present
Financial Horizons Group August 2013 - September 2014
The Edge Benefits June 2011 - August 2013
GSA Financial Services 2000 - 2011
Darmouth Hyundai 1990 - 2000
London Life 1988 - 1990
Skills
Insurance, Health Insurance, Life Insurance, Long-term Care, Property & Casualty..., Employee Benefits, Pensions, Mortgage Marketing, Retirement, Strategic Financial..., Wealth Accumulation, Investments, Mutual Funds, Financial Planners, Wealth Management, Wealth, Risk Management, Customer Service, Sales Management, Term Life Insurance, Critical Illness, Disability Insurance, Retirement Planning, Estate Planning
Education
Advocis 2011 — 2011
Certified Health Specialist (CHS), Insurance
Life Underwriters Association 1988 — 1988
Life Licence, Insurance
Dalhousie University 1980 — 1983
Parks, Recreation and Leisure Studies
Grahan Creighton High 1976 — 1979
PPI Solutions Inc. July 2014 - Present
Equitable Life January 2012 - May 2014
Qualified Financial Services January 2010 - December 2011
Manulife Financial 1989 - 2009
Maritime Life 1989 - 2003
Skills
Insurance, Investments, Retirement, Financial Services, Disability Insurance, Change Management, Strategic Planning, Relationship Management, Sales, Critical Illness, Life Insurance, Whole Life, Universal Life, Term Life Insurance, Retirement Planning, New Business Development, Sales Management, Business Development, Business Planning, Wealth Accumulation, Marketing, Sales Presentations, Sales Prospecting, Recruiting, Customer Service, Underwriting
Education
Humber College
Manulife Financial September 2015 - Present
Manulife Financial May 2013 - Present
Bank of Montreal November 2011 - May 2013
Qualified Financial Services October 2011 - November 2011
Dan Murphy's May 2010 - August 2010
Cidel Financial Group March 2007 - August 2007
Skills
Microsoft Office, Investments, Accounting, Financial Analysis, Wealth Management, Customer Service, Microsoft Excel, PowerPoint, Time Management, Teamwork, Life Insurance, Problem Solving, Insurance, Analysis, Strategic Financial..., Sales, New Business Development, CRM, Financial Services, Training
Education
The University of Western Ontario - Huron University College 2007 — 2011
Business Management Organizational Studies, Specialization in Finance and Administration
Qualified Financial Services January 2015 - Present
Royal Bank Insurance August 2012 - January 2015
L'Excellence May 2010 - August 2012
RBC Insurance June 1996 - May 2010
RBC Insurance May 1996 - January 2010
Skills
Disability Insurance, Critical Illness, Insurance, Fixed Annuities, Life Insurance, Health Insurance, Retirement Planning, Term Life Insurance, Long-term Care, Employee Benefits, Strategic Financial..., Brokers, Long Term Care Insurance, Personal Finance, Financial Planners
Education
York University/Humber College 1990 — 1992
Diploma - Administration, General Arts and Sciene
Toronto School of Business
Business and Computer Diploma, Business Administration and Management, General
TD Wealth Management May 2015 - Present
Qualified Financial Services April 2014 - May 2015
Qualified Financial Services March 2011 - April 2014
Performins Canada Inc April 2008 - March 2011
Performins Canada Inc June 2007 - May 2008
Performins Canada Inc April 2006 - June 2007
Performins Canada Inc January 2006 - April 2006
Jonas Software 1997 - 2005
Skills
Software Documentation, Strategic Financial..., Microsoft Office, Insurance, Marketing Strategy, Risk Management, Long-term Care, Life Insurance, Microsoft Word, Fixed Annuities, Wealth Management, Team Building, Marketing Communications, Account Management, Customer Service, Retirement Planning, Employee Benefits, Health Insurance, Project Management, Team Leadership, Business Analysis, Critical Illness, Wealth, Term Life Insurance, Disability Insurance, Estate Planning, Investments, Outlook, Pensions, Event Management, Financial Planners, Retirement, Strategic Planning, Sales, Sales Compensation, Policy Servicing, Account Reconciliation, Benefits Administration, Administrative..., Financial Services, Succession Planning, Small Business, Salesforce.com, Marketing, Customer Retention, Long Term Care Insurance, Office Administration, Personal Finance, Whole Life, Microsoft Excel
Education
Centennial College
Business Administration and Management, General
Qualified Financial Services January 2012 - Present
PPI Advisory February 2009 - May 2011
Sun Life Financial July 2005 - August 2007
RBC Insurance December 2001 - June 2005
Sunlife of Canada Philippines 1986 - 1997
Skills
Insurance, Fixed Annuities, Customer Service, Mutual Funds, Life Insurance, New Business Development, Retirement Planning, Disability Insurance, Long Term Care Insurance, Critical Illness, Term Life Insurance, Financial Planners, Retirement
Education
LOMA
FLMI, ACS, Insurance
Polytechnic University of the Philippines
Bachelor of Science in Commerce, Accounting
Qualified Financial Services February 2011 - Present
TasteToronto 2013 - Present
Bayview Glen Day Camp June 2009 - August 2010
Skills
Investments, Insurance, Disability Insurance, Annuities, Long Term Care, Critical Illness, Financial Planning, Retirement Planning, Estate Planning, Wealth Management, Fixed Annuities, Strategic Financial..., Long-term Care, Financial Planners, Life Insurance, Business Development, Retirement, Finance, Wealth, Financial Advisory, Financial Services, Employee Benefits, Relationship Building, Social Media
Education
The University of Western Ontario - Huron University College 2006 — 2010
Psychology
Points May 2015 - Present
Points May 2014 - Present
Maple Leaf Sports & Entertainment September 2009 - Present
52 Pick-up Inc. June 2012 - June 2014
Qualified Financial Services December 2011 - March 2012
Qualified Financial Services July 2011 - December 2011
Mount Sinai Hospital, Toronto January 2011 - May 2011
Forzani Group February 2007 - September 2010
SIFE Ryerson February 2007 - May 2010
Ryerson University September 2008 - April 2010
Skills
Marketing Communications, Advertising, Social Media Marketing, Event Management, Marketing Management, Corporate Communications, Adobe Creative Suite, Customer Service, Time Management, Strategic Planning, Facebook, Integrated Marketing, Microsoft Office, Entrepreneurship, Project Management, Outstanding Customer..., Leadership, Sales, Google Adwords, Account Management, Creative Direction, People Skills, Administrative..., Direct Sales, CRM, Multi Tasking, Creative Services, Art, Organization, Sports Marketing, Management, Google Analytics, SEO, Digital Advertising, Online Marketing, Email Marketing, Advanced Microsoft..., Presenter, PeopleSoft, CPC, Competitive Analysis, Online Advertising
Education
Ryerson University 2006 — 2010
Bachelor of Commerce, Marketing Management
Ryerson University Ted Rogers School of Management 2006 — 2010
Bachelor of Commerce, Marketing Management; Business Communications
Ladies Learning Code
Intro to HTML & CSS
Seneca College of Applied Arts and Technology
Web Optimization Specialist – Advanced Web Metrics with Google Analytics
George Brown College
Microsoft Office Advanced Excel Certification Course
DivorceMate Software Inc. September 2012 - Present
The Fit Critics Ltd. October 2014 - July 2015
MySupportCalculator Ltd. November 2013 - July 2015
BSTREET November 2011 - September 2012
Qualified Financial Services May 2007 - November 2011
Zygoht Partners July 2010 - June 2011
Chair-man Mills July 2008 - June 2010
Media Experts 2007 - 2008
theideashop March 2007 - May 2007
Skills
Event Management, Marketing Strategy, Advertising, Marketing Communications, Marketing Operations, Advertising Operations, Advertising Management, Customer Service, Operations Improvement, Business Process..., Communications..., Communications Planning, Strategic Communications, Adobe Creative Suite, Microsoft Office Xp, Liasing, Creative Campaign..., Resource Management, Takes Direction Well, Works well individually, Works well in a team, Creative Problem Solving, Digital Marketing, Event Planning, Facebook, Integrated Marketing, Online Advertising, Social Media, Social Media Marketing
Education
University of Toronto
Business Management
Seneca College of Applied Arts and Technology 2005 — 2007
Graduate:, Creative Advertising
McMaster University 2003 — 2005
Sociology, Psychology
Canadian Fitness Professionals Association
Fitness Instructor Specialist
Qualified Financial Services October 2013 - Present
The Home Depot Canada November 2010 - October 2013
Sun Life Financial September 2008 - November 2010
Education
Investment Funds Institute of Canada 2010 — 2010
Certificate, Financial Services
Financial Services Commission of Ontario 2008 — 2008
Life Learning Qualification Program, Insurance
Universidad Rafael Urdaneta 1992 — 1999
Electrical Egineer
Millennial Financial Group January 2015 - Present
Qualified Financial Services December 2010 - December 2014
Skills
Insurance, Financial Services, Strategic Financial..., Risk Management, Financial Analysis, Finance, Financial Modeling, Wealth Management, Investments, Leadership, Financial Planning
Education
Huron University College 2007 — 2010
Bachelor Of Arts, Political Science
Economical Insurance November 2013 - Present
Qualified Financial Services November 2012 - November 2013
Tactical Paradigm Financial Advisory May 2012 - November 2012
Canadian Final Expense Plan August 2010 - March 2012
Corporate and General Liquidators January 2009 - July 2010
McQuillan Group June 2008 - December 2008
UJA Federation June 2007 - February 2008
Foresters 2002 - 2005
Foresters 2002 - 2005
Skills
Administration, Data Entry, Microsoft Office, Travel Arrangements, Database Administration, Office Equipment, System Administration, Insurance, Problem Solving, Outlook, Receptionist Duties, Account Reconciliation, Accounts Payable, Accounts Receivable, Communication, Office Administration, French to English, Customer Service, Property & Casualty..., Auto Insurance, Final Expense Planning, Employee Benefits, Accounting, Human Resources, Life Insurance, Payroll, Training
Education
University of Toronto 1989 — 1992
BA, History and Sociology
Seneca College of Applied Arts and Technology
French Language