Peter Hanson, Mba Email and Phone Number
Peter Hanson, Mba work email
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Peter Hanson, Mba personal email
An experienced financial services leader, consultant and educator with a passion for excellence in the delivery of financial products and services. Seeking opportunities where I can bring twenty plus years of financial services and wealth management experience to the benefit of leading and innovative organizations, focusing on generating measurable results by breaking down silos through working collaboratively and using limited resources and data in creative ways to unlock value and realize goals through enhancing people, processes and supporting technology systems and tools. Core Values: Integrity & Accountability, Continuous Learning & Improvement,Teamwork, Excellence & High Performance.Specialties: | Business Analysis | Strategy Development & Execution | Project & Product Management | Executive & Team Leadership | Client Facing Advisory Services | Sales of Financial Products | Financial Services Education, Training & Development | Industry Representation & Regulatory Affairs |
Ph Consulting
View- Employees:
- 54
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Retired As Of December 2023Ph Consulting Jan 2024 - Present
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PrincipalPh Consulting Services Jun 2009 - Present
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Academic Director – Wealth Management & Financial PlanningCsi Global Education, Inc. Jul 2011 - Jan 2012Toronto, Canada AreaResponsible for the design, development and delivery of training and certificate programs in wealth management and financial planning for the Chinese financial services clients of CSI Global Education, Inc. (CSI) both in Canada and China. -
Senior ManagerBmo Financial Group May 2006 - Sep 2008Enterprise Financial Planning ProgramsRetirement Market GroupAs a Senior Manager with the BMO Financial Group, I was a financial planning subject matter expert on an enterprise-wide cross-functional team, involved in the development, enhancement, and delivery of new retirement income solutions and products, along with their supporting business processes and technology, focused on maximizing overall profit contribution to the Bank.
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Vice President & Managing DirectorBmo Nesbitt Burns Jun 1996 - Apr 2006Financial Planning SupportLead and managed a team of 7 highly qualified financial planning professionals providing technical support and training to 1,300 BMO Nesbitt Burns Advisors.Oversaw the complex development, commissioning and deployment of the proprietary financial planning software technology and application of the financial planning process used by BMO retail investment advisors in both the banking and brokerage distribution channels. -
Manager Of Private Client Investment ServicesMmi Group Inc. Jun 1994 - May 1996Devised and initiated customized marketing plans for the discretionary portfolio management services targeted to high net worth clients.Provided outstanding customer service, defining client’s investment requirements, maintaining and updating investment policy statements, reviewing quarterly reports and performance reporting.
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Senior Financial ConsultantMd Management Limited Jun 1989 - May 1994A subsidiary of the Canadian Medical Association.Worked alongside 500 Ontario-based physicians, members of the Canadian Medical Association to provide financial planning and investment recommendations to meet their specific needs.Gained a comprehensive knowledge of a vast array of independent financial products, utilizing experience to build a compelling investment portfolio.
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Estate Planning ConsultantMutual Financial Planning Limited Jun 1986 - May 1989A subsidiary of Mutual Life of Canada.Provided support and advice to Mutual Life of Canada Agents and their clients seeking estate planning.Analyzed wills and prepared detailed financial plans to support the application of life insurance solutions.
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Client Service OfficerRoyal Trust Sep 1985 - May 1986Built and maintained relationships with a diverse clientele to sell and renew term deposits and mutual fund products.
Peter Hanson, Mba Skills
Peter Hanson, Mba Education Details
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Business Management -
Business Administration -
Environmental Studies
Frequently Asked Questions about Peter Hanson, Mba
What company does Peter Hanson, Mba work for?
Peter Hanson, Mba works for Ph Consulting
What is Peter Hanson, Mba's role at the current company?
Peter Hanson, Mba's current role is Retired Financial Services Leader, Consultant & Educator.
What is Peter Hanson, Mba's email address?
Peter Hanson, Mba's email address is pl****@****tico.ca
What schools did Peter Hanson, Mba attend?
Peter Hanson, Mba attended The University Of Western Ontario - Richard Ivey School Of Business, Wilfrid Laurier University, University Of Waterloo.
What are some of Peter Hanson, Mba's interests?
Peter Hanson, Mba has interest in Poverty Alleviation, Health, Education, Economic Empowerment.
What skills is Peter Hanson, Mba known for?
Peter Hanson, Mba has skills like Financial Analysis, Investments, Private Wealth Management, Wealth Management, Financial Advisory, Financial Planning, Product Management, Team Leadership, Team Management, Cross Functional Team Leadership, Software Project Management, Business Strategy.
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