Experience

Western Medical Assessments

• Canada
• Medical Practices
• 1 - 100 Employee

• Chief Operating Officer

  • May 2009 - Present

  Responsible for the results on a day-to-day, quarter-to-quarter basis. Play a critical leadership role in executing the strategies developed by the top management team. Heavily involved in developing strategic management initiatives. Offering input on decisions regarding expansion, acquisitions, cost-containment, debt reduction, staff downsizing. Meet with department heads to discuss the feasibility of the executive team’s strategic initiatives. Review production goals, budgets, staffing and any structural changes to a department and ensure that each department’s goals and spending fit in with our company’s overall plans and budget. Monitor and track the progress of all areas of the business. Monitor reports and reviews of sales, production and financial reports. Develop and understand our companies financial position at all times.



Sun Life Financial

• Canada
• Investment Banking

• Business Manager - Case Manager

  • Apr 1995 - May 2009

  Ensuring that the office is running in an adequate and efficient manner. Responsibilities include setting up team building sessions, review and acknowledge 90 day plans, reconstruction to best utilize employees’ strengths and weakness, attend and run training courses, review and initiate yearly increases, create yearly business plans and proposals, set annual budgets, run recognition programs, and ensure that the team is a professional, trusting, innovational well running machine. Recruiting of financial advisors. Assisting with developing tools that the industry can utilize in order to completed there case management strategies, support and assist with services that would be required to an individual case management plan, work closure with Medical Doctors and Specialist to get a clear indication to the case management requirements, and provide regular support to our clients with any questions that they may need assistance with (escalated or just regular inquiries). Assesses various types of claims for eligibility for benefits and makes decisions within service standards. Skills such as reviewing and assessing claims further to the policy or contract provisions.