Mark Davis

Mark Davis Email and Phone Number

Wealth and insurance consulting | MFin CFA @ Sun Life
wellesley hills, massachusetts, united states
Mark Davis's Location
Greater Kitchener-Cambridge-Waterloo Metropolitan Area, Canada
Mark Davis's Contact Details

Mark Davis work email

Mark Davis personal email

n/a
About Mark Davis

Mark brings broad experience and knowledge to the Sun Life Sales team, having previously provided regulatory consulting and operations management for the investments division, to quantitative modelling for large insurance cases in a quasi-actuarial role. More recently, he was Head of Canadian Pricing Strategy at TransUnion (one of Canada’s two credit bureaus), but returned to Sun Life in 2020 so he could continue to serve his passion of educating and inspiring Canadians to lifelong financial security. He rejoined Sun Life as the Director of Professional Insights on the Sun Life Consulting team, where he created Excel tools for complex insurance strategies, delivered over 200 keynote presentations to more than 10,000 advisors across Canada, and served as lead author for Sun Life’s two thought leadership series; “Rethink” and “Competitive Edge”. Mark has completed a Bachelor of Business Administration degree from Wilfrid Laurier, a Master of Finance at Queen’s University, and is a CFA Charterholder. He is currently working toward the CLU designation. He’s a member of the CFA Society of Toronto and an associate member of CALU. Born and raised in England, he will likely always sound like a limey, but proudly admits he is now more Canadian than British, having lived on Canadian soil for more than 20 years. Mark volunteers for a local charity that is close to his heart, Sports for Special Athletes, where he serves as both Blastball coach and Corporate Sponsorship Lead. He gratefully welcomes donations and encourages readers of this message to check out the donor information package that is pinned to the top of his profile.

Mark Davis's Current Company Details
Sun Life

Sun Life

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Wealth and insurance consulting | MFin CFA
wellesley hills, massachusetts, united states
Website:
sunlife.com
Employees:
25240
Mark Davis Work Experience Details
  • Sun Life
    Avp, Hnw Sales Effectiveness
    Sun Life Jan 2024 - Present
    Waterloo, Ontario, Canada
  • Sun Life
    Regional Sales Director
    Sun Life Jan 2023 - Dec 2023
    Waterloo, Ontario, Canada
  • Sun Life
    Director Of Professional Insights, Sun Life Consulting
    Sun Life Feb 2020 - Jan 2023
    Toronto, Ontario, Canada
  • Transunion
    Head Of Pricing Strategy (Canada)
    Transunion Jun 2018 - Feb 2020
    Toronto, Chicago
  • Sun Life
    Senior Consultant & Manager
    Sun Life Jan 2010 - Jun 2018
    Waterloo, Ontario, Canada
    Senior Pricing Consultant, Affluent Insurance Solutions: 2015 - 2018Operations Manager, Segregated Funds (Sun Life Global Investments): 2014 - 2015Compliance Manager: 2012 - 2014Senior Business Solutions Consultant (Sun Life Financial Investment Services Inc): 2010 - 2012

Mark Davis Education Details

Frequently Asked Questions about Mark Davis

What company does Mark Davis work for?

Mark Davis works for Sun Life

What is Mark Davis's role at the current company?

Mark Davis's current role is Wealth and insurance consulting | MFin CFA.

What is Mark Davis's email address?

Mark Davis's email address is ma****@****ife.com

What schools did Mark Davis attend?

Mark Davis attended Smith School Of Business At Queen's University, Lazaridis School Of Business & Economics At Wilfrid Laurier University.

Who are Mark Davis's colleagues?

Mark Davis's colleagues are Yi Man Wong, Vien Olaer, Elie Romano, Joanne Hulley, Joy Sidhartha, Ralph Gracien, Ravi Joshi.

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