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Claire Storie | Elance
 
176985602337900
Last Sign-in: May 17, 2015

Claire Storie

Wealth management and operations specialist
   Canada
  |  11:00 pm Local Time

Overview

Minimum Hourly Rate $40

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.

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.

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Skills (5)

Tested
Life insurance
Operations Management Test
My Score
avg
Wealth management

Service Description

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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Education

Ryerson University
Bachelor of Commerce, Accounting and Finance
- 1995
Overview  |  Job History  |  Resume/C.V.

Keywords

wealth management
life insurance
operations
financial planning
estate planning
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Identity
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ClaireStorie
Type
Individual
Member Since
February 2012
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Claire Storie | Elance

Claire Storie