Ben J Therrien, Mba, Cfa

Ben J Therrien, Mba, Cfa Email and Phone Number

President at Zoobla Financial @ Zoobla Financial (Insurance Brokerage)
newmarket, ontario, canada
Ben J Therrien, Mba, Cfa's Location
Newmarket, Ontario, Canada, Canada
Ben J Therrien, Mba, Cfa's Contact Details

Ben J Therrien, Mba, Cfa work email

Ben J Therrien, Mba, Cfa personal email

n/a
About Ben J Therrien, Mba, Cfa

Financial executive with a strong working background in the Automobile, Insurance, Investment and Telecommunication industries.Specialties: CFA Chartered Financial AnalystMBA Master in Business AdminsitrationCIM Canadian Investment ManagerDMS Derivatives Market SpecialistFMA Financial Management Advisor

Ben J Therrien, Mba, Cfa's Current Company Details
Zoobla Financial (Insurance Brokerage)

Zoobla Financial (Insurance Brokerage)

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President at Zoobla Financial
newmarket, ontario, canada
Employees:
20
Ben J Therrien, Mba, Cfa Work Experience Details
  • Zoobla Financial (Insurance Brokerage)
    President
    Zoobla Financial (Insurance Brokerage) Jul 2016 - Present
    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.
  • Knowledge First Financial
    Regional Vice President Sales & Business Development & Vice President Of Partner Network
    Knowledge First Financial May 2014 - May 2016
    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
  • Penncorp Life Insurance Company
    Regional Director
    Penncorp Life Insurance Company Feb 2009 - May 2014
    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
  • Hyundai Auto Canada Corp.
    National Distribution And Sales Planning Manager
    Hyundai Auto Canada Corp. Apr 2006 - Jan 2009
    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
  • Daimlerchrysler
    District Manager
    Daimlerchrysler Mar 2004 - Mar 2006
    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
  • Consultant
    Strategic And Financial Consultant
    Consultant Aug 2002 - Mar 2004
    •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
  • Swift Trade
    Trader
    Swift Trade Sep 2002 - 2003
    Ontario, Canada
    Day Trader
  • Scotiamcleod
    Investment Representative
    Scotiamcleod Mar 2000 - Aug 2002
    Toronto, Ontario, Canada
    Held roles with increased responsibility including:•Telephone investment representative•Internet Trader•Sales Team Supervisor•Compliance Officer
  • Ct Securities - Canada Trust
    Registered Representative
    Ct Securities - Canada Trust Oct 1998 - Mar 2000
    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
  • Fonorola Corp
    Sales Team Member - National Accounts
    Fonorola Corp Nov 1995 - Oct 1998
    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
  • Aquatics
    President
    Aquatics Jan 1990 - Nov 1995
    •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

Ben J Therrien, Mba, Cfa Skills

Sales Management Leadership Investments Sales Strategy Management Strategic Planning Disability Insurance Forecasting Coaching Marketing Training Critical Illness New Business Development Customer Satisfaction Risk Management Budgets Insurance Telecommunications Health Insurance Term Life Insurance Financial Analysis Finance Whole Life Universal Life Fixed Income Financial Management Fixed Income Products Managerial Finance Budgeting

Ben J Therrien, Mba, Cfa Education Details

Frequently Asked Questions about Ben J Therrien, Mba, Cfa

What company does Ben J Therrien, Mba, Cfa work for?

Ben J Therrien, Mba, Cfa works for Zoobla Financial (Insurance Brokerage)

What is Ben J Therrien, Mba, Cfa's role at the current company?

Ben J Therrien, Mba, Cfa's current role is President at Zoobla Financial.

What is Ben J Therrien, Mba, Cfa's email address?

Ben J Therrien, Mba, Cfa's email address is bt****@****ivey.ca

What schools did Ben J Therrien, Mba, Cfa attend?

Ben J Therrien, Mba, Cfa attended The University Of Western Ontario, University Of Ottawa.

What are some of Ben J Therrien, Mba, Cfa's interests?

Ben J Therrien, Mba, Cfa has interest in Children, Education.

What skills is Ben J Therrien, Mba, Cfa known for?

Ben J Therrien, Mba, Cfa has skills like Sales Management, Leadership, Investments, Sales, Strategy, Management, Strategic Planning, Disability Insurance, Forecasting, Coaching, Marketing, Training.

Who are Ben J Therrien, Mba, Cfa's colleagues?

Ben J Therrien, Mba, Cfa's colleagues are Shawn Mugerman, Scott Lindsay, Erin A. A., Samiha Tabassum, Magda Brenner, Zoobla F., Steve Lewi.

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