Allison Comeau Email and Phone Number
FOCUSED ON: Strategy✦Execution✦Impact➥Strategy creation focused on differentiated value propositions & growth➥Turning strategy into accelerated outcomes by leading key initiatives ➥Leadership & mentoring for the ripple effect on people, teams & communitiesI love collaborating with a great team to solve complex problems, helping others adapt to change in a way that achieves their goals, being ahead of the change curve, learning new industries, strategies, history, and innovation to find better outcomes. Transformation, leadership, people, and technology interests me deeply. Some of my super powers include: lifelong learning, hard work, leading a team, helping a lost team find success, and cleaning up messy situations! Leading with goal of lifting all, collaboration for peer success, deep understanding of people change management and successfully leading change, systems thinking and application to solving complex problems are some of the many things I can offer to a business.☎️📲 403-805-2333 📧 allisonlcomeau@gmail.com CORE COMPETENCIES► Program Management ► Strategic Roadmaps ► Business Planning ► Diversity, Equity & Inclusion (DEI) ► Guidance ► Leadership ► Risk Management ► Scenario Development ► Strategy Enablement ► Training & Mentoring ► Financial Planning ► Relationship Management ► Policy & Regulation ► Root Cause Analysis ► Problem Solving ► Cross-Functional Team LeadershipEARLY CAREEREarned 4 Promotions | Nortel, Calgary, ABCareer Synopsis: Inventory Planner/Order Management ➔ ERP Implementation Leader – Business Analyst➔ Business Analyst & Inventory Planner ➔ IT Project Manager & Senior Business AnalystClient Relations Consultant | Solectron, Guadalajara, Mexico
Atb Financial
View- Website:
- atb.com/wealth
- Employees:
- 412
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Vp, Strategy And Growth, Atb Business And WealthAtb FinancialCalgary, Ab, Ca
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Vp, Strategy & Growth, Atb Business & WealthAtb Financial Apr 2024 - PresentEdmonton, Alberta, Ca -
Vp, Growth & Innovation, Atb WealthAtb Financial May 2023 - Apr 2024Edmonton, Alberta, Ca
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Chief Operations OfficerGrayhawk Wealth Oct 2022 - Apr 2023Calgary, Alberta, Ca -
Chief Experience OfficerGrayhawk Wealth Oct 2021 - Oct 2022Calgary, Alberta, Ca►Catapulted growth from $150MM in AUM to $400MM within two years.►Grew revenue by $175K per quarter and exceeded revenue forecast by 19% in 2022.►Reduced sales cycle by a minimum of one month. Accelerated pipeline growth by 75%.
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Chief Experience OfficerGrayhawk Investment Strategies Inc. Oct 2018 - Sep 2020Calgary, Alberta, Ca
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Chief Operating OfficerGrayhawk Investment Strategies Inc. Aug 2015 - Oct 2018Calgary, Alberta, CaAllison Comeau is the Chief Operating Officer acting as the integrator of the Grayhawk pillars by leading a talented, aligned team and creating processes and technology to deliver a differential experience. Allison believes that informing her decisions with integrity is what is most important in life and work as it is the key to creating and maintaining trust, it is important that the work she does every day is adding value personally and professionally. Allison has always been fascinated by the stories of the families she meets and the relationships she builds with them are meaningful.
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Head Of Business Transformation - Investor ServicesAtb Financial Sep 2011 - Feb 2015Edmonton, Alberta, CaBeing a part of ATB Investor Services during their high growth period provided opportunities for a progressive career with continually increasing leadership accountabilities as part of an innovative executive team. Taking on increasing responsibility for organizational transformation through standing up a change management discipline, my team played a pivotal role in business and technology transformation that resulted in exceeding the business plan and driving sustainable profitability. Most importantly, this transformation created an amazing client experience while increasing employee engagement to new levels.►Decreased overall advisor compensation by roughly 40%, achieved 100% advisor retention of top performers, and achieved 92% engagement survey score, the highest in company history.►Developed a five-year technology roadmap and delivered 25+ projects under budget including a customized CRM, two portfolio management systems, and the first robo-advisor model in Canada.
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Managing Director, It Business ServicesAtb Financial Feb 2009 - Sep 2011Edmonton, Alberta, CaThe continued innovative spirit of ATB Investor Services provided great opportunities to integrate business and technology solutions. During this time period, I led the team in designing and implementing a wealth management platform that included end-to-end client on boarding, servicing, and eliminated paper while reducing the process from days to hours. We took innovation to a new level through the introduction of video technology which supported remote areas and allowed us to put our best advisors in front of clients regardless of where they lived.
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Program ManagerAtb Financial Apr 2007 - Feb 2009Edmonton, Alberta, CaAs ATB Investor Services grew its business, its need for technology also grew. During this time period, I led the implementation of an integrated CRM and portfolio management solution for high net worth clients. We also expanded the tool suite for our advisors to support world class portfolio analytics and enhance our ability to manage new accounts and transfers.
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Round Table ParticipantCeb 2014 - 2014Arlington, Va, Us -
Project Manager, Senior Business Analyst & Operations CoordinatorDevon Energy Apr 2005 - Apr 2007Oklahoma City, Oklahoma, Us►Championed and executed the Integration Roadmap, team recruitment, coaching, and development.►Steered completion of the first three development phases of framework and project methodology.►Created data integration best practices and operational best practices. -
Project Manager And Senior Business AnalystAccenture 2004 - 2005Dublin 2, Ie►Fulfilled dual role on several projects as Project Manager & Business Analyst►Managed and delivered billing projects to meet client requirements and increase client satisfaction by:►Ensured the bill met industry standards set by the Alberta Energy Utility Board►Reduced cost by streamlining the billing process and reducing number of bills►Simplified and reorganized bill format to ease customer understanding►Slashed costs by 15% by identifying scope changes and improved efficiencies.►Received Top Tech Services Performer Award for Q2 2005 - nominated by peers and management team -
Senior Project ManagerGuesttek Interactive Entertainment Ltd. 2003 - 2004Calgary, Alberta, Ca►Managed over 60 installation projects, accounting for 50% of quarterly revenue►Designed and implemented high speed internet access solutions for major hotels, including wireless, switched ethernet and DSLImproved customer relations with large property management group which resulted in 32 property deal►Developed vendor relationship resulting in 20% savings in cabling►Initiated installation process to reduce cost to customers and improve project margin by reducing budget requirements
Allison Comeau Skills
Allison Comeau Education Details
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University Of CalgarySocial Work -
Mount Royal UniversityCalgary
Frequently Asked Questions about Allison Comeau
What company does Allison Comeau work for?
Allison Comeau works for Atb Financial
What is Allison Comeau's role at the current company?
Allison Comeau's current role is VP, Strategy and Growth, ATB Business and Wealth.
What schools did Allison Comeau attend?
Allison Comeau attended University Of Calgary, Mount Royal University.
What skills is Allison Comeau known for?
Allison Comeau has skills like Leadership, Customer Experience, Presentation Skills, It Strategy, Information Technology, Consulting, Business Transformation, Requirements Analysis, Employee Engagement, Pmo, Human Resources, Pmo Design.
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