Financial Services Executive skilled in Market & Business Development, Client Relations (CRM), Contact Centres, Client Engagement and Experience strategies, Project and Change Management, Talent Development & Leadership. Strong sales professional graduated from University of Toronto.I am an experienced, well-respected Financial Services Executive with expertise in building and optimizing organizational processes. Skilled strategist who transforms strategic plans into workable solutions and known for “making things happen”. I deliver optimal results through initiatives that exceed operational performance targets and achieve long term results. I have a passion for building and executing on client-centric strategies incorporating compelling value propositions that resonate with the marketplace and meet client needs. An example is the Sun Life ‘Welcome’ program for Group and Group Retirement plan members which I developed and launched.I am a business enabler committed to employee engagement and continuous improvement. I enjoy partnering with business leaders, developing and coaching others, and take pride in enabling others to be their best. Areas of expertise and skill include:• Building high performing teams, developing leadership & people capability and successfully leading others through major changes and difficult situations • Client Engagement & Experience strategies• Sales Innovation and Delivery• Client Relations (CRM)• Effective collaboration and partnership • Strategy Development and Execution• Contact (Call) Centre and Service Operations • Project / Program Management
Listed skills include Financial Services, Strategy, Project Management, Mutual Funds, and 25 others.