Tito Dey Csm® Cspo® Email & Phone Number
@conquestplanning.com
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Who is Tito Dey Csm® Cspo®? Overview
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Tito Dey Csm® Cspo® is listed as Senior Content Specialist at Conquest Planning Inc. at Conquest Planning Inc., a company with 37 employees, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at conquestplanning.com and a matched LinkedIn profile for Tito Dey Csm® Cspo®.
Tito Dey Csm® Cspo® previously worked as Senior Content Specialist at Conquest Planning Inc. and Product Adoption Specialist at Conquest Planning Inc.. Tito Dey Csm® Cspo® holds Bachelor Of Commerce (Honours), Management Science from Mcmaster University.
Email format at Conquest Planning Inc.
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AeroLeads found 1 current-domain work email signal for Tito Dey Csm® Cspo®. Compare company email patterns before reaching out.
About Tito Dey Csm® Cspo®
I have built a career as a Subject Matter Expert, Learning Strategist, and Adult Education Professional in the areas of Financial Planning, Insurance Planning, Digital Office Adoption and Compliance. I have been a People Manager for over 20 years and have successfully led my team through a transition to the Lean Six Sigma Management System. I describe myself as a technology power-user and an innovative problem-solver. I possess a Bachelor of Commerce (Honours) degree from McMaster University specializing in Management Science and Information Systems. I am also a Certified Business Analysis Professional. I am expert in converting raw data from various systems into useful and insightful information for decision-makers and I have technical Data Analytics experience with SQL, Microsoft Access, Microsoft Excel and Salesforce Reports. I have experience delivering training either in person or via video-conferencing tools such as Adobe Connect, Zoom, and Microsoft Teams. I have very strong expertise in training financial advisors on multiple Financial Planning software systems including North American Life's Personal Planning Program, Manulife's Diamond View platform, Sterling Wentworth PATH, Univeris, and Advicent Naviplan. I have an evangelical passion for teaching financial literacy and I pride myself on being an excellent presenter, delivering training that is relevant, energetic, enthusiastic and engaging. I have spent my entire career in the Financial Services sector working for companies including North American Life, Manulife Financial, Clarica Life Insurance Company and most recently Sun Life Financial. In my role as Salesforce Information Manager with Clarica, I developed an enterprise-wide Technology Learning Strategy as a framework for developing all courseware related to technology learning within the company. I am a strategic thinker and I pride myself on my ability to create elegant solutions to business problems.
Listed skills include Insurance.
Tito Dey Csm® Cspo®'s current company
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Tito Dey Csm® Cspo® work experience
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Product Adoption Specialist
Financial Centre Resource Team Leader
Provided Technology Training and software change management support for new andexperienced sales advisors Provided Management Information Support for local FC Management Team and advisors Participated in weekly management team meetings and helped formulate the advisor trainingprogram within the Financial Centre Successfully coached staff through.
Salesforce Information Manager
Responsible for supervision of Sales Force Technology Documentation Team and KnowledgeTeam Conducted Performance Management Process and Annual Performance Cycle for my directreports Explored and gave recommendations on new technologies to support E-Learning at Clarica Acted as Business Owner of Intranet Portal (Sales Force Central) and liaised with IT.
New Business Sales Analyst
Deciphered client meeting notes from principle broker Bruce Etherington Used collected data to create New Business Proposal for next client meeting Created and contrasted multiple product proposals for client Provided client service for insurance and investment products
Senior Regional Technology Advisor
Formulated and delivered regional technology training program for Manulife brokers Opened and managed Regional Technology Training Centre Responsible for managing local area network at 5 locations on Windows NT Server Acted as network administrator for occupant advisors Supervised team of 4 Technology Administrators
Junior Sales Manager
Assisted Senior Sales Manager in delivering advanced case support for brokers Led training sessions on Advanced Marketing Sales Concept Illustrations Conducted off-site training sessions at MGA offices Conducted broker certification sessions for Manulife’s Insured Retirement Program
Regional Technology Administrator
Provided desktop support for occupant brokers in 5 locations Provided troubleshooting and training support on Windows, Novell Netware, IRMALAN,Manulife Client Manager, Word, Excel, and Powerpoint. Provided just-in-time training to Manulife brokers Processed paperwork for system access requests
Business Analyst
Responsible for TAI Ceded administration system Liaised with reinsurance treaty partner administrators Compiled reports for Case Managers
Technology Support Consultant
Provided technology hotline support for IMPACT sales support software Created training documentation for advisors Responsible for reimaging defective laptop units and shipping to financial centres Maintained database of leased laptop units for entire company Liaised with technology trainers from across the country
Customer Service Representative
Joined Hotline Team and fielded direct customer inquiries and complaints Processed policy surrenders and investment transfers Passed Knowledge Support accreditation school Joined Hotline Team and fielded customer inquiries and complaints Downloaded work packages to Processing Team Responded to written correspondence from clients
Colleagues at Conquest Planning Inc.
Other employees you can reach at conquestplanning.com. View company contacts for 37 employees →
Anastasiya Vinogradska
Colleague at Conquest Planning Inc.Winnipeg, Manitoba, Canada, Canada
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SF
Soren Funk-Froese
Colleague at Conquest Planning Inc.Winnipeg, Manitoba, Canada, Canada
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JR
Jonathon Rowe
Colleague at Conquest Planning Inc.Winnipeg, Manitoba, Canada, Canada
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JT
James Teitsma
Colleague at Conquest Planning Inc.Canada, Canada
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Noah Evans
Colleague at Conquest Planning Inc.Winnipeg, Manitoba, Canada, Canada
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AB
Angie Brown
Colleague at Conquest Planning Inc.Winnipeg, Manitoba, Canada, Canada
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Sean Macdonald
Colleague at Conquest Planning Inc.Winnipeg, Manitoba, Canada, Canada
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RD
Robert Delorme
Colleague at Conquest Planning Inc.Winnipeg, Manitoba, Canada, Canada
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RS
Robert Sabourin
Colleague at Conquest Planning Inc.Altona, Manitoba, Canada, Canada
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RK
Robert Kottelenberg
Colleague at Conquest Planning Inc.Winnipeg, Manitoba, Canada, Canada
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Tito Dey Csm® Cspo® education
Frequently asked questions about Tito Dey Csm® Cspo®
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What company does Tito Dey Csm® Cspo® work for?
Tito Dey Csm® Cspo® works for Conquest Planning Inc..
What is Tito Dey Csm® Cspo®'s role at Conquest Planning Inc.?
Tito Dey Csm® Cspo® is listed as Senior Content Specialist at Conquest Planning Inc. at Conquest Planning Inc..
What is Tito Dey Csm® Cspo®'s email address?
AeroLeads has found 1 work email signal at @conquestplanning.com for Tito Dey Csm® Cspo® at Conquest Planning Inc..
Where is Tito Dey Csm® Cspo® based?
Tito Dey Csm® Cspo® is based in Toronto, Ontario, Canada while working with Conquest Planning Inc..
What companies has Tito Dey Csm® Cspo® worked for?
Tito Dey Csm® Cspo® has worked for Conquest Planning Inc., Sun Life, Clarica Life Insurance Company Of Canada, Etherington'S, and Manulife.
Who are Tito Dey Csm® Cspo®'s colleagues at Conquest Planning Inc.?
Tito Dey Csm® Cspo®'s colleagues at Conquest Planning Inc. include Anastasiya Vinogradska, Soren Funk-Froese, Jonathon Rowe, James Teitsma, and Noah Evans.
How can I contact Tito Dey Csm® Cspo®?
You can use AeroLeads to view verified contact signals for Tito Dey Csm® Cspo® at Conquest Planning Inc., including work email, phone, and LinkedIn data when available.
What schools did Tito Dey Csm® Cspo® attend?
Tito Dey Csm® Cspo® holds Bachelor Of Commerce (Honours), Management Science from Mcmaster University.
What skills is Tito Dey Csm® Cspo® known for?
Tito Dey Csm® Cspo® is listed with skills including Insurance.
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