Bio
Credentials
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Certified Employee Benefits Specialist
International Foundation of Employee Benefit Plans (IFEBP)Jun, 2020- Apr, 2026
Experience
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Cal LeGrow Insurance & Financial Group
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Newfoundland and Labrador, Canada
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Senior Account Executive & Financial Advisor
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2023 - Present
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Newfoundland and Labrador, Canada
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Canada Life
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St John’s, Newfoundland and Labrador, Canada
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Senior Account Executive
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Apr 2011 - Apr 2023
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St John’s, Newfoundland and Labrador, Canada
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Solium
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Calgary, Alberta, Canada
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Accountant
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2008 - 2011
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Calgary, Alberta, Canada
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Field Service Representative/Auditor
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Mar 2007 - May 2008
Communicate adjustments or account problems related to misapplied/unapplied funds, credit balances and/or disputed payments to territory manager. Plan effective routing of inspections to ensure maximum risk containment with minimal input from territory manager.Maintain a strong professional relationship with the dealers from each account balancing role of auditor and customer service representative. Worked independently with minimal supervision in organizing routes and schedules to complete monthly quota.
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Education
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2002 - 2005Saint Mary's University
Bachelor of Commerce, Finance
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