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Shawn Kauth is listed as Vice President Wealth at Meridian Credit Union, a with 1505 employees, based in Kitchener, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Shawn Kauth.
Shawn Kauth previously worked as AVP Product Strategy & Practice Management at Meridian Credit Union and AVP Strategy, Analytics, partnerships at Sun Life. Shawn Kauth holds Master Of Business Administration (M.B.A.) from Wilfrid Laurier University.
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Experienced leader in change management having lead cross functional teams in both company integrations (M&A), new product launches, and new third party vendors. Developed solutions across product portfolios, including: wealth management, retirement solutions, life insurance, health insurance, and third party vendors. Leader in strategy development, client engagement, and marketing analytics with a focus on business transformation and decumulation.
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A career timeline built from the work history available for this profile.
St. Catharines, Ontario, Canada
Accountable for the overall business results related to the Wealth business for Meridian. Lead 80 financial planners, 40 sales support & operational staff, along with regional executive team driving all financial planning and investment activities for the Wealth business.
Greater Toronto And Hamilton Area, Ontario, Canada
Lead >40 support and operational staff covering advisor investment coaching, risk management, sales support and operations teams for Meridian Wealth. Accountable for both day-to-day operations and project work including implementation of a new CRM platform, new financial planning system, new product & pricing policies, and new digital partnerships.
Waterloo, Ontario, Canada
Accountable for strategic planning, product development, analytics, and curating Sun Life's growing partnership ecosystem, and decumulation strategy for the Group Retirement Services area in Canada.
Waterloo, Ontario
Lead the strategy development and campaign function for Sun Life's rollover business. Accountable for client engagement, expanding distribution & sales through digital channels, and driving deeper penetration in the decumulation / retirement market.
Waterloo, Ontario
Design and develop the product development function for the newly created Client Solutions business unit. Solutions managed spanned life insurance, health insurance, and wealth management across various platforms - including group and individual product designs. Supported solutions and strategy development across multiple market segments including rollover business through a licensed call-centre, direct-to-consumer, voluntary benefits, and association & affinity .
Waterloo On
Lead a the product development team accountable for management and innovation related to payout annuities, segregated funds (variable annuities), fixed term deposits, and specialty solutions (ex. structured settlements). Focus on retirement income solutions and savings solutions available through both career sales force add third-party advisors
Waterloo, On
Oversee the development of innovative wealth management solutions including annuities, segregated funds, and GIC's. Partner with various financial institutions including CI Investments for segregated funds and BMO Capital markets for equity linked-notes.
Waterloo, On
Develop all aspects of annual strategic and financial plan for the Individual business unit at Sun Life. This included the annual strategic plan, key initiative (projects) planning, expense planning, and sales forecasts. Was also accountable for the business PMO.
Waterloo, On
Senior program director focussed on mergers & acquisitions. Acquistions included the purchase of Royal Trust Pension business, and merger of Sun Life and Clarica Life Insurance.
Other employees you can reach at meridiancu.ca. View company contacts for 1505 employees →
Claudio Zamai
Colleague at Meridian Credit UnionSt Catharines, Ontario, Canada
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Elizabeth Ferreira
Colleague at Meridian Credit UnionGreater Toronto Area, Canada
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Amreen Fatima
Colleague at Meridian Credit UnionToronto, Ontario, Canada
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Steven A.
Colleague at Meridian Credit UnionToronto, Ontario, Canada
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Peter Gyorkos
Colleague at Meridian Credit UnionFredericton, New Brunswick, Canada
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Alissa Jesik
Colleague at Meridian Credit UnionWelland, Ontario, Canada
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Jonathan Kelly
Colleague at Meridian Credit UnionCanada
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Frank Ferreira
Colleague at Meridian Credit UnionEtobicoke, Ontario, Canada
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Jessica Alford
Colleague at Meridian Credit UnionOntario, Canada
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Itayi Nyaundi
Colleague at Meridian Credit UnionNiagara Falls, Ontario, Canada
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Quick answers generated from the profile data available on this page.
Shawn Kauth works for Meridian Credit Union.
Shawn Kauth is listed as Vice President Wealth at Meridian Credit Union.
Shawn Kauth is based in Kitchener, Ontario, Canada while working with Meridian Credit Union.
Shawn Kauth has worked for Meridian Credit Union, Sun Life, Sun Life Financial, Clarica Life Insurance, and Bmo.
Shawn Kauth's colleagues at Meridian Credit Union include Claudio Zamai, Elizabeth Ferreira, Amreen Fatima, Steven A., and Peter Gyorkos.
You can use AeroLeads to view verified contact signals for Shawn Kauth at Meridian Credit Union, including work email, phone, and LinkedIn data when available.
Shawn Kauth holds Master Of Business Administration (M.B.A.) from Wilfrid Laurier University.
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