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.