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There is no reason to fear disruption or innovation. For an entrepreneur, these are opportunities, not problems.I've known since university that I wanted to pursue a career in financial services, but what I've realized along the way is that it's the challenge that inspires me. Each one is a new opportunity to uncover areas needing improvement, to strategize solutions, set goals and create value.This is how I collaborated to turn a small Canadian investment firm into a major player in a competitive field. And it’s that same drive that led me to explore a market ripe for disruption, successfully positioning Benecaid for rapid growth and profitability.How do you turn a struggling company into a formidable player in the market?• make innovation your friend• be ready to make some tough decisions to prepare your organization for long-term success• remain agile so you can evolve to suit your organization’s rapid growth The key is to evaluate strengths and assess the challenges facing your organization. Then you can maximize tactical advantages while strengthening areas needing improvement. The process is as exhilarating as the success is satisfying.I love the feeling of chasing a goal, and not just at the office. Several years back I set my mind to learning to cook. I took three years of classes at George Brown College—I was that serious. The experience was amazing, and I still love cooking, almost as much as my family loves eating the results.Specialties include: entrepreneurship | innovation | executive leadership
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PresidentLono Fine Asset LendingToronto, On, Ca -
PresidentXalt Claims Management Mar 2023 - Present -
Advisory Board MemberThe Group Ventures 2018 - PresentToronto, Ontario, CanadaWorking with like-minded leaders, advise venture capital firm investing in exceptional entrepreneurs. Drive strategy that creates value. -
PresidentBenecaid 2005 - Apr 2018Toronto, Ontario, CanadaMoved quickly from investor to president of group health and benefits organization focused on providing health benefits solutions to small and medium-sized businesses in Canada. Led strategic execution of vision to rebuild organization toward rapid market growth and profitability.Rebranded and reorganized the company to foster innovation and better provide flexibility and cost savings for clients. Analyzed the competitive landscape, assessed organizational strengths and challenges, and… Show more Moved quickly from investor to president of group health and benefits organization focused on providing health benefits solutions to small and medium-sized businesses in Canada. Led strategic execution of vision to rebuild organization toward rapid market growth and profitability.Rebranded and reorganized the company to foster innovation and better provide flexibility and cost savings for clients. Analyzed the competitive landscape, assessed organizational strengths and challenges, and developed the vision that drove success and unprecedented growth. Focused organizational attention toward:• raising capital from private investors to better position the company in the marketplace• creating an advisory board to assist with strategic guidance• exploiting opportunities for evolution in Canada’s competitive financial services market Show less -
DirectorThird Party Administrators' Association Of Canada (Tpaac) 2010 - 2018Director and member of the governance committee. -
Partner, DirectorNewcrest Capital 1995 - 2000Toronto, Ontario, CanadaRestructured and rebranded boutique investment banking and institutional equities firm, quickly developing organization from small independent equity participant to meaningful presence in the Canadian capital market.With responsibility for institutional sales, focused attention and energy on:• developing corporate-client relationships• creating opportunities for new business development
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Senior Vice President And Director, Institutional EquityMidland Walwyn 1987 - 1995Toronto, Ontario, CanadaCreated a leading sales and research team along with leading relationship management for the largest banks, mutual funds and pension managers.
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Assistant Vice President, Canadian EquityManulife 1984 - 1987Toronto, Ontario, CanadaResponsible for all Canadian equity portfolios including pension, corporate and mutual funds.
Marla Schwartz, Cfa Skills
Marla Schwartz, Cfa Education Details
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Master Of Business Administration - Mba -
Cfa InstituteChartered Financial Analyst (Cfa) -
Bachelor Of Business Administration - Bba -
Grinnell LeadershipGraduate
Frequently Asked Questions about Marla Schwartz, Cfa
What company does Marla Schwartz, Cfa work for?
Marla Schwartz, Cfa works for Lono Fine Asset Lending
What is Marla Schwartz, Cfa's role at the current company?
Marla Schwartz, Cfa's current role is President.
What is Marla Schwartz, Cfa's email address?
Marla Schwartz, Cfa's email address is ms****@****aid.com
What is Marla Schwartz, Cfa's direct phone number?
Marla Schwartz, Cfa's direct phone number is +141662*****
What schools did Marla Schwartz, Cfa attend?
Marla Schwartz, Cfa attended Schulich School Of Business - York University, Cfa Institute, Schulich School Of Business - York University, Grinnell Leadership.
What are some of Marla Schwartz, Cfa's interests?
Marla Schwartz, Cfa has interest in Contemporary Art.
What skills is Marla Schwartz, Cfa known for?
Marla Schwartz, Cfa has skills like Disability Insurance, Insurance, Employee Benefits, Life Insurance, Health Insurance, Critical Illness, Small Business, Strategic Planning, Long Term Care, Term Life Insurance, Underwriting, Strategic Financial Planning.
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