I am an accomplished management consultant, with over 20 years of solid experience in the wealth management industry, specializing in life insurance, investments, and estate planning.
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With a multidisciplinary background in project management, business development, finance and client relations, I am able to offer highly customized and professional solutions to your business' needs.
• COO - right hand to the President & CEO of a boutique wealth management firm for 20 years, ensuring smooth operation of the firm
• Compliance Officer: fulfill all corporate regulatory requirements including licensing, contracting and professional liability insurance
• Manage the Life Insurance Group, problem resolution and special client service projects including Estate Advisory, and Insurance Leveraging
• Finance: cashflow management, budgeting, reporting, financials, and insurance accounting
• Human Resources: document and implement H/R policies & practices, recruiting, training, supervision, compensation and benefits
• Facilitate effective working relationships between sales & service teams to foster business development opportunities
• Ongoing development of financial and operational strategies for an animation company
• 3 years working internally in an insurance company
• Field Advisory Board member for 2 of Canada's largest insurance companies
• Financial Committee and Board of Directors of a not-for-profit art gallery
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