Loree Gray Email & Phone Number

Calgary, Alberta, Canada

Leading transformational change to operating models, with a focus on people & culture.

Langley

Leading the VSA's strategy development and implementation to deliver programs and services to the public and industry stakeholders and their clients. Building the profile of the VSA within government, the public and the industry as the leading organization for knowledge and best practices in regulating a fair motor vehicle sales marketplace.

6470 201 Street Langley Bc V2Y 2X4

BC’s largest credit union owned general insurance brokerage. Reporting to the CEO, devised and executed strategy to consolidate 3 independent regions (Valley First, Envision Financial, Island Savings), and build a roadmap to drive scaleability and capacity in order to position business for digital future. • Exceeded growth expectations amidst multiple system conversions, restructuring of leadership and sales & service support teams and harmonizing business processes across network of 38… Show more BC’s largest credit union owned general insurance brokerage. Reporting to the CEO, devised and executed strategy to consolidate 3 independent regions (Valley First, Envision Financial, Island Savings), and build a roadmap to drive scaleability and capacity in order to position business for digital future. • Exceeded growth expectations amidst multiple system conversions, restructuring of leadership and sales & service support teams and harmonizing business processes across network of 38 branches.• Increased efficiency and enabled delivery of seamless service through executing a broker management system conversion – moving from 4 disparate systems to a new single system. Awarded “Applied Systems Pinnacle Award” for visionary execution. Show less

Langley, British Columbia

Reporting to the CEO, drove efficiency and standardization within operational infrastructure supporting multiple lines of business within network of 56 branches. Implemented initiatives to enhance member experience and front line sales effectiveness. • Championed First West Lean strategy and deployment. Exceeded objectives for staff training and process time reduction; re-engineered operations across 3 regions using Lean practices. • Appointed to Credit Union Industry leadership teams… Show more Reporting to the CEO, drove efficiency and standardization within operational infrastructure supporting multiple lines of business within network of 56 branches. Implemented initiatives to enhance member experience and front line sales effectiveness. • Championed First West Lean strategy and deployment. Exceeded objectives for staff training and process time reduction; re-engineered operations across 3 regions using Lean practices. • Appointed to Credit Union Industry leadership teams for national credit card program, national procurement organization and BC Solutions Center. Show less

Langley British Columbia

Reporting to the President, led aggressive growth in membership count and Retail business volume growth, through revitalizing sales culture. Launched new Wealth Management Strategy. 20 branches and 15 insurance offices. $3.5B AUM. 4 direct/250 indirect reports.• Optimized resourcing through creating an FTE Allocation and a Branch Staffing Model ensuring high growth branches were equipped with optimal staffing levels.• Executed a new Wealth Management Strategy; developed a… Show more Reporting to the President, led aggressive growth in membership count and Retail business volume growth, through revitalizing sales culture. Launched new Wealth Management Strategy. 20 branches and 15 insurance offices. $3.5B AUM. 4 direct/250 indirect reports.• Optimized resourcing through creating an FTE Allocation and a Branch Staffing Model ensuring high growth branches were equipped with optimal staffing levels.• Executed a new Wealth Management Strategy; developed a high-performance Branch Management team focused on coaching and developing 60 newly licensed MFDA reps; introduced performance goals and tracking systems to support success. Show less

Vancouver - 28 Branches Across Lowermainland And Vancouver Island

Reporting to SVP Retail Banking, tasked to inspire 28 branch teams to meet and exceed growth and operational targets while improving both customer and employee experience. Exceeded target expectations in Premier Growth and mutual fund sales . 28 direct/500 indirect reports.• A founding member of the National Diversity Council and Gender Diversity Steering Group - received Diversity Ambassador Award 2010National Programs Director for Women’s Network 2010

Toronto, Canada

Reporting to SVP Direct Channels, charged with creating a multi-channel Customer Experience Strategy designed to integrate with the Global Member Experience Strategy.

Toronto, Canada

Reporting to SVP Toronto Region, led business development, client relations and daily operations for Toronto Private Banking Center and 7 downtown Retail Branches. 10 direct /95 indirect reports.• Led the country in overall new account growth by leveraging new relationships with Commercial Banking and Marketing.• Implemented sales and sales leadership practices designed to elevate focus of Premier and Wealth Management business; created Premier Plus workshops which were rolled out… Show more Reporting to SVP Toronto Region, led business development, client relations and daily operations for Toronto Private Banking Center and 7 downtown Retail Branches. 10 direct /95 indirect reports.• Led the country in overall new account growth by leveraging new relationships with Commercial Banking and Marketing.• Implemented sales and sales leadership practices designed to elevate focus of Premier and Wealth Management business; created Premier Plus workshops which were rolled out nationally. Show less

Toronto

Joined TD Bank in 1988 as management trainee and progressed through leadership roles in TD Canada Trust and TD Waterhouse Financial Planning in Vancouver, London & Toronto until 2006Key accomplishments include launching and leading TD Waterhouse Financial Planning business in BC (1998-2003), earning Champions Award (2004), partnering in Project Cocoon - TDCT Innovation Lab (2006)

Bachelor Of Arts - Ba

Cfp, Financial Planning

Activities and Societies: Earned CFP designation in 1999

Icd.D