Steve Willson

Steve Willson Email and Phone Number

Mortgage Agent Level 2 @ Mortgage Alliance
Canada
Steve Willson's Location
Canada, Canada
Steve Willson's Contact Details

Steve Willson work email

Steve Willson personal email

n/a

Steve Willson phone numbers

About Steve Willson

Whether you are purchasing your first home, renewing your mortgage, seeking to retire by unlocking the value in home, or using the equity in your home to consolidate higher interest debt, Stephen has spent his (several) careers helping companies understand the needs of their customers, so he will take the time to understand your specific needs and work with you to determine the best solution for YOU.I hold a Bachelor of Science and a Bachelor of Engineering from Dalhousie University. I’m a registered Professional Engineer, and have led teams in the areas of Sales, Market Research, Business Intelligence, Supply Chain, Systems, and New Product Introduction. I’ve worked with numerous organizations to help them develop stronger external relationships and better internal teams, so I will bring Citadel’s internal and external partners to the table to work for YOU in a secure and professional manner.

Steve Willson's Current Company Details
Mortgage Alliance

Mortgage Alliance

View
Mortgage Agent Level 2
Canada
Employees:
1331
Steve Willson Work Experience Details
  • Mortgage Alliance
    Mortgage Agent Level 2
    Mortgage Alliance
    Canada
  • Mortgage Alliance
    Mortgage Agent Level 1
    Mortgage Alliance Oct 2021 - Present
    Toronto, Ontario, Canada
    As a professional, approachable and trustworthy Mortgage Agent it is my job to work with you to match you with the right mortgage for your short and long term needs.This starts by getting to know you as a person and understanding your financial literacy, your risk tolerance and your financial situation.I want to be your trusted advisor and I promise to work to earn and keep your trust every day.Mortgage Alliance, ON Lic # 10530
  • Panoptika Inc.
    Leader, Value Creator, Trusted Advisor, Collaborator, Questioner
    Panoptika Inc. Oct 2001 - Present
    Toronto, Canada Area
    With my Partner, Megann Willson, developed a practice based on the idea of providing custom projects to address our clients’ specific needs, taking into account the particular constraints of their industry. Clients work with us because we listen to their questions, help them understand what they already know, and design a project to deliver the information or answers they need to sell up the organization. Specifically:Improved the businesses of clients in Canada, US and EU through… Show more With my Partner, Megann Willson, developed a practice based on the idea of providing custom projects to address our clients’ specific needs, taking into account the particular constraints of their industry. Clients work with us because we listen to their questions, help them understand what they already know, and design a project to deliver the information or answers they need to sell up the organization. Specifically:Improved the businesses of clients in Canada, US and EU through deeper Customer Understanding, In-depth market analyses and Business Model creationAdvised clients on Customer and Business Development needs, project design and executionProvided Sales and Marketing advise to Pharmaceutical and other companies with complex business processesAssisted companies in improving their processes through internal and external consultationParticipated in Industry Associations to raise the profile of Customer Understanding and DevelopmentManaged all aspects of independent small business (profitability, payroll, tax, AP/AR, etc) Show less
  • Tscc 2265 - Paintbox
    Director
    Tscc 2265 - Paintbox Apr 2019 - Present
    Toronto, Canada Area
  • Citadel Mortgages
    Citadel Mortgages - Mortgage Agent #M2000840
    Citadel Mortgages Apr 2020 - Oct 2021
    Canada
    I strive to deliver first-class services to my clients. The highest compliment I can receive is the referral of your friends, family, and business associates! Thank you for your trust and the opportunity to serve you!
  • Productcamp Atlantic
    Co Founder
    Productcamp Atlantic Jun 2014 - Oct 2016
    Halifax, Canada Area
    Together with Megann Willson, John Whyte and Matt Herdon organized the first ProductCamp Atlantic sessions in Halifax, bringing together Product Management practioners from around Atlantic Canada.Our vision is to mobilize the Product Management community in Atlantic Canada to become a resource for local companies and companies wanting to establish a connection with us.Our website is: www.ProductCampAtlantic.com
  • Atlantic Mentor Group
    Partner
    Atlantic Mentor Group Jan 2014 - Dec 2015
    Atlantic Canada
    The Atlantic Mentor Group was started to provide a venue for the partners to work collaboratively on projects of importance to the Atlantic Canada Start-up Community, both our own and by Mentoring and Advising others.Our first project is StartupCalendar.ca which seeks to consolidate information on upcoming events of interest to the Start-up community.
  • Engage 2015
    Co Organizer
    Engage 2015 Jun 2015 - Nov 2015
    Atlantic Canada
    The Engage 2015 Conference will help students, entrepreneurs and existing companies Develop Globally-focused Businesses. The outstanding speakers, highly interactive sessions and abundant networking opportunities over the first one and a half days will culminate in “Business After Hours” and “ExportCamp”, two events designed to deliver practical advice and face-to-face meetings with decision-makers who can help you and your company excel in a global marketplace.Speakers will include… Show more The Engage 2015 Conference will help students, entrepreneurs and existing companies Develop Globally-focused Businesses. The outstanding speakers, highly interactive sessions and abundant networking opportunities over the first one and a half days will culminate in “Business After Hours” and “ExportCamp”, two events designed to deliver practical advice and face-to-face meetings with decision-makers who can help you and your company excel in a global marketplace.Speakers will include leaders from Atlantic businesses who have succeeded in growing their sales throughout Canada, the US and around the World. They will share their experience and advice through a mix of storytelling and hands-on workshops designed to build your knowledge and skills in areas such as:• The skills and attitudes needed to export• Business and export financing• Logistics and transportation• Cross-cultural communicationWhat we want delegates to come away with is:• New knowledge about what they need to do if they are serious about developing an interrnational business • A sense that hey have contributed to others’ knowledge and abilities• New connections where they can continue the conversation as they grow and advance Show less
  • Marketing Research And Intelligence Association
    Director & Treasurer, Research Agency Council
    Marketing Research And Intelligence Association Dec 2010 - May 2015
    Toronto, Canada Area
    The Research Agency Council (RAC) considers issues specific to the operation of MRIA's corporate research agencies. In particular, RAC: * Formulates and recommends policy and actions connected to the operation of research agencies in Canada (e.g. response rates) * Provides research agencies with a voice on the MRIA board * Reports on the activities of the Research Registration System and sets annual volume discounts for member firms to economically register their… Show more The Research Agency Council (RAC) considers issues specific to the operation of MRIA's corporate research agencies. In particular, RAC: * Formulates and recommends policy and actions connected to the operation of research agencies in Canada (e.g. response rates) * Provides research agencies with a voice on the MRIA board * Reports on the activities of the Research Registration System and sets annual volume discounts for member firms to economically register their surveys (a requirement of corporate membership) * Administers the annual Gold Seal certification process to verify that those designated with the Gold Seal continue to uphold the quality standards assigned to this designation * Monitors the financial health of the industry through monthly sales reporting and an annual survey of all member agencies in Canada on business trends, salary levels, etc. Show less
  • Qualitative Research Consultants Association
    Co-Chair, Canada Chapter
    Qualitative Research Consultants Association Aug 2011 - Aug 2012
    Toronto, Canada Area
    QRCA is a not-for-profit association of consultants involved in the design and implementation of qualitative research — focus groups, in-depth interviews, in-context and observational research, and more.Our goal is to promote excellence in the field of qualitative research by pooling experience and expertise to create a base of shared knowledge.The Canada Chapter, along with the Canada East Chapter, develop programs of interest to Canadian Qualitative researchers. This is an… Show more QRCA is a not-for-profit association of consultants involved in the design and implementation of qualitative research — focus groups, in-depth interviews, in-context and observational research, and more.Our goal is to promote excellence in the field of qualitative research by pooling experience and expertise to create a base of shared knowledge.The Canada Chapter, along with the Canada East Chapter, develop programs of interest to Canadian Qualitative researchers. This is an association of practitioners working to share our best practices in a non-competitive environment, thus allowing each of us to serve our customers better and ensure Qualitative research in Canada is carried out to the highest degree.We welcome all Canadian Qualitative researchers to join QRCA and help us continue to develop the practice in Canada...and globally. Show less
  • Dupont Pharma
    Associate Director, Strategic Commercial Relations
    Dupont Pharma Jan 1999 - Dec 2001
    As a member of Canadian Leadership Team, had overall responsibility for both Strategic and Tactical direction for commercial areas that touched a variety of customers, including Manufacturing, Distribution, Customer Service and Business Information.Provided actionable recommendations and information to the Canadian Operating Group through the integration of sales information, market research and market intelligenceDeveloped alliances with key wholesale and direct retail… Show more As a member of Canadian Leadership Team, had overall responsibility for both Strategic and Tactical direction for commercial areas that touched a variety of customers, including Manufacturing, Distribution, Customer Service and Business Information.Provided actionable recommendations and information to the Canadian Operating Group through the integration of sales information, market research and market intelligenceDeveloped alliances with key wholesale and direct retail customersLed the corporate Business Resource Planning process, translating Sales and Marketing plans into Supply Plans for both current and new productsEnsured effective and efficient movement of products through enhancing relationship with 3rd party logistics partnerImproved relationships with internal and external product suppliers in Canada, the US and Europe, to increase product turnover and decrease inventory costCreated both customer and business plans in alignment with the Corporate Strategy Show less
  • Dupont Pharmaceuticals
    Manager, Business Services
    Dupont Pharmaceuticals Sep 1996 - Jan 1999
    Had overall responsibility to lead and develop all areas of Business Information, including all Primary and Secondary data. With a team of between 3 and 6 staff, supported the decision making by Marketing and Sales teams, developed and administered forecasts, and instituted and managed the corporate Customer Relationship Management (CRM) system.Planned and Sourced the acquisition of both Primary and Secondary market information, including IMS and Brogan data, Qualitative and… Show more Had overall responsibility to lead and develop all areas of Business Information, including all Primary and Secondary data. With a team of between 3 and 6 staff, supported the decision making by Marketing and Sales teams, developed and administered forecasts, and instituted and managed the corporate Customer Relationship Management (CRM) system.Planned and Sourced the acquisition of both Primary and Secondary market information, including IMS and Brogan data, Qualitative and Quantitative Market ResearchManaged the corporate Business Resource Planning process, increasing the communication between marketing and production, lowering inventory and improving customer service Recommended strategies and tactics based on analysis of sales and marketing dataDeveloped innovative and cost effective business information systems for the Sales Force and Head Office Member of product alliance negotiation teamSupplied professional project planning for a new product launches in the HIV market, addiction medicine and intensive care. Show less
  • Dupont Pharmaceuticals
    Business Analyst
    Dupont Pharmaceuticals Dec 1994 - Sep 1996
    Conducted primary and secondary market research and analysis for 2 key productsAnalyzed markets for both product and business developmentDesigned, developed and administered the sales force call-reporting systemImplemented computer-based solutions for Sales Force and Business Planning, including innovative CRM systemsCreated an electronic communication network for information and ROI managementTrained sales team on territory analysis and targeting
  • Dupont Pharmaceuticals
    Territory Manager
    Dupont Pharmaceuticals Mar 1990 - Nov 1994
    Pharmaceutical sales in the region from Peterborough to Cornwall, including teaching hospital responsibility in Ottawa and KingstonMentored and trained new Sales Representatives in surrounding areasGrew market share, increased new product sales and developed tactics to enhance brand performanceLaunched 3 new products, two Specialist/GP and one hospital, in multiple therapeutic areasExecutive Council award for sales and personal leadershipSeveral individual product and… Show more Pharmaceutical sales in the region from Peterborough to Cornwall, including teaching hospital responsibility in Ottawa and KingstonMentored and trained new Sales Representatives in surrounding areasGrew market share, increased new product sales and developed tactics to enhance brand performanceLaunched 3 new products, two Specialist/GP and one hospital, in multiple therapeutic areasExecutive Council award for sales and personal leadershipSeveral individual product and overall achievement sales awards Show less
  • Dupont Canada
    Various
    Dupont Canada Jun 1981 - Apr 1990
    I started as a Civil Engineer but soon realised that Sales and Marketing had all the budgets!I helped customers in mining, metals' processing, municipal engineering, plastics, and many other areas, to use the various products that DuPont produced.I travelled a lot and met many great people. It help to develop my independance, but mostly it enabled me to teach others things that I knew, and to learn from them the things that they knew.

Steve Willson Skills

Market Research Strategy Focus Groups Strategic Planning Qualitative Research Business Strategy Questionnaire Design Marketing Research Leadership Competitive Analysis Business Development Market Analysis Market Intelligence Pharmaceutical Industry Segmentation Analytics Consumer Insight Analysis Crm New Business Development Business Planning Consumer Behaviour Interviews Quantitative Research Research Competitive Intelligence Project Management Customer Insight Integrated Marketing Brand Equity Team Building Business Insights Primary Research Pharmaceutical Market Research Online Research Survey Research Meeting Facilitation Customer Discovery Online Moderation Survey Design Lean Canvas Moderator Business Modeling Mentoring Large Group Facilitation Market Research Online Community Moderation Business Model Canvas Marketing Data Analysis Marketing Strategy User Experience Microsoft Office Management Team Leadership General Management Scientific Background Continuous Improvement Strategic Initiatives

Steve Willson Education Details

Frequently Asked Questions about Steve Willson

What company does Steve Willson work for?

Steve Willson works for Mortgage Alliance

What is Steve Willson's role at the current company?

Steve Willson's current role is Mortgage Agent Level 2.

What is Steve Willson's email address?

Steve Willson's email address is st****@****tika.ca

What is Steve Willson's direct phone number?

Steve Willson's direct phone number is +190240*****

What schools did Steve Willson attend?

Steve Willson attended Real Estate And Mortgage Institute Of Canada Inc., Dalhousie University, Tuns, University Of Waterloo, Bell High.

What are some of Steve Willson's interests?

Steve Willson has interest in Both Playing And Listening, Social Services, Education, Environment, Poverty Alleviation, Human Rights, Travel.

What skills is Steve Willson known for?

Steve Willson has skills like Market Research, Strategy, Focus Groups, Strategic Planning, Qualitative Research, Business Strategy, Questionnaire Design, Marketing Research, Leadership, Competitive Analysis, Business Development, Market Analysis.

Who are Steve Willson's colleagues?

Steve Willson's colleagues are Martin Larivière, Rob Evans, Sabrina Sabourin, Arshia Khalid, Jerome Christensen, Fraser Jurock, John Merrifield.

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