Terry Levely

Terry Levely Email and Phone Number

Executive Assistant to CEO
Terry Levely's Location
Hamilton, Ontario, Canada, Canada
Terry Levely's Contact Details

Terry Levely work email

Terry Levely personal email

n/a
About Terry Levely

An achievement oriented senior manager with 25 years of progressive and diverse experience primarily in the financial services sector. A highly experienced Administration, Sales and Client Service Manager possessing a successful track record for building strong team relationships and client loyalty. Consistent application of excellent critical thinking and problem resolution skills to all projects, changes and daily management to maintain service levels and meet establish deadlines.Has developed a high degree of expertise in the areas of:* Client Service * Budget Preparation and Expense Control *Sales Management * Administration* Event Planning Track record of success in effective department start-up, business development and re-organization to build new business, improve efficiency and improve customer service. A focused individual, who acts decisively, is a team player and possesses the interpersonal skills to deal competently at various levels of Management.Specialties: Event Planning

Terry Levely's Current Company Details

Executive Assistant to CEO
Terry Levely Work Experience Details
  • Agf Trust
    Manager, Sales & Marketing
    Agf Trust 2007 - 2009
    Reporting to the VP, Advisor Sales and Director, Broker Sales I was responsible for activity management, sales reporting as well as management of the sales department marketing initiatives including sales events and sales tools. The training piece in this role included joint creation of training material, activity software training, sales retreats and corporate event organization.
  • Aic Limited
    Avp, Sales Administration
    Aic Limited 1989 - 2007
    Reporting to the Sr. Vice President, Sales I was responsible for the following areas:Strategic planning National Sales budget Operational expense management and auditAdministrative Assistant TeamKPI Reporting & Project Management TeamData integrity & customer relations management systemSales practices & cooperative marketingSales Team event coordination and internal trainingThis role worked in conjunction with internal and external sales teams to maintain service levels and meet established deadlines. The AVP role was the key contact with external vendors and internal business units to ensure the sales team requirements and expectations where maintained.

Terry Levely Skills

Strategic Financial Planning Mutual Funds Budgets Risk Management Financial Services Recruiting Management Analysis Performance Management Insurance Sales Strategic Planning Team Building Team Leadership Leadership Investments Financial Planning

Frequently Asked Questions about Terry Levely

What is Terry Levely's role at the current company?

Terry Levely's current role is Executive Assistant to CEO.

What is Terry Levely's email address?

Terry Levely's email address is tl****@****ble.net

What are some of Terry Levely's interests?

Terry Levely has interest in Family, Interior Design, Sports, Travel.

What skills is Terry Levely known for?

Terry Levely has skills like Strategic Financial Planning, Mutual Funds, Budgets, Risk Management, Financial Services, Recruiting, Management, Analysis, Performance Management, Insurance, Sales, Strategic Planning.

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