Ben J Therrien, Mba, Cfa Email & Phone Number

Canada

Mentor and train entrepreneurs to develop their financial business in a technological era. Provide ongoing support in terms of compliance, lead generation, social media, sales training and access to financial products & services.Specializing in the following market segments:1) Assisting the self-employed, blue collar trades and hard to insure to access personal insurance products. Enhancing recruiting and staff retention with employee benefits.2) Helping seniors pass away with dignity while ensuring their final expenses are taken care off and finals wishes are respected.3) Helping family plan and assist their children to become all they may wish to be. Focusing on access to all government grants and saving solutions for their children’s educations through RESP/TFSA tax havens.4) Helping small business and entrepreneur to reduce their collectable and improve cash flow by accepting credit and debit transaction. Improve profitability by reducing collection efforts and reducing credit/debit fees.

Mississauga, Ontario

Responsible for increasing sales by more than 40% in 2 years In Eastern Region(Ontario, Quebec and the Atlantic provinces).Develop recruiting tools and dramatically increase recruiting (exceeded 23% net growth target)Develop new marketing initiative for the RESP industryTook over the Partner Network group in Dec 2105Launched numerous marketing, recruiting and sales projects. Brought new vendors into the organizationMember of the pension committee and the Post graduation award committee

Gta, Ontario

President Club winner (2009, 2010, 2011, 2012 & 2013)Ambassador winner (2010, 2011)Excellence ring winner (only 2 awarded nation wide)#2 Sales Agents for Dash for Cash contest (Nationwide)Many more awards

Quebec And Ontario Canada

National Distribution and Sales Planning Manager:-Provided montlhy and yearly sales forecast to executive-Provided recommendations for the monthly incentive programs-Co-ordinated the integration of new storage facilities in the US-Negotiated new contracts with an estimated $5.5 millions in savingsDSM (District Sales Manager):Analyze financial statements, marketing initiatives/proposals and market data to recommend to dealers to make investments in products and services from suggested suppliers to increase their sales and profitabilityReviewed dealership processes to improve their profitability (40% travel)Responsible for the allocation and usage of a $2 Million marketing budgetKey team member for the allocation and use of the $10 Million DAAResponsible for the recruitment of new franchiseesObtained the highest sales growth rate and market shareObtained the highest Hyundai market share in CanadaAchieved the highest sales growth Y CSI score in Quebec

Ontario And Quebec Canada

Wholesale sales of $200 million /year:oObtained the highest market penetration in the Quebec regionoExceeded all monthly sales objectivesoRecipient of numerous performance rewardsoImproved customer satisfaction indexes & increased retail activity•Conduct analysis of financial statements, sales reports and other market information for the purpose of:oOptimizing sales, increasing revenues and maximize profits•Through the Five Star Program, have implemented:oProcess changesoDealer certification/decertificationDistribution Analyst (Ontario) •Performed analytical work on the vehicle allocation process•Managed large scale special events including:o“The Molson Indy Magnum” drive away of 110 launch unitsoA VIP night for the launch of new models at over 100 dealerships

•Prepared forward looking financial statements, statistical work, sales forecasting, modeling and sales projections.•Prepared international expansion plans including the strategic positioning of products and services•Conducted financial engineering of investment vehicles for the purpose of raising funds•Trained and prepared various course/workshop curriculums including GMAT, CSI, CFA and MBA tutorialsWorked as a proprietary trader•Day traded securities on the NASDaQ using various ECN’s•Engineered trading rules dependant on money management principals, fundamental research and technical analysis

Ontario, Canada

Day Trader

Toronto, Ontario, Canada

Held roles with increased responsibility including:•Telephone investment representative•Internet Trader•Sales Team Supervisor•Compliance Officer

Toronto, Ontario, Canada

•Managed the night shift retail trading activity in equity, derivatives and fixed income products.•Introduced Internet trading responsibilities to the overnight shift•Reorganized the overnight shift work processes and staffing levels, which increased servicing levels

Toronto, Ontario, Canada

Held roles with progressively more responsibility going from:•Residential “win back” inside sales representative•Small business inside sales representative•Team leader inside sales team•National account sales team member

•Owned and operated an aquatic leadership training company•Trade show and other sales staff management, Inbound and Outbound B to C campaigns, corporate trainer•Managed 2 wave pools

Mba, Business/Commerce, General

Graduated with Distinction Recipient of the Ivey Scholar Award

Baa, Business Administration