Experience

Copper

• United States
• Software Development
• 1 - 100 Employee

• Talent Coordinator

  • Dec 2021 - Present



iA Clarington Investments

• Canada
• Financial Services
• 100 - 200 Employee

• Project Coordinator

  • Jan 2015 - Dec 2021

  - Manage multiple small to medium sized successful product development projects to successful implementation- Work closely with senior project and program managers to monitor and report on large high-profile project progress to steering committees and project teams while ensuring regular facilitated communication- Report and highlight risks and mitigation strategies that impacts project delivery- Create and track timelines and project plans across all initiatives- Align project objectives across the wealth lines of business with strategic company goals to ensure that project objectives are clear

• Dealer Services Representative, Team Lead

  • 2010 - 2015

  Team Lead experience:- Point of contact for escalated concerns and negotiate resolution options- Train new staff members on business policies and processes- Onboard new broker along with building and maintaining relationships with each firm to successfully satisfy client needs, market activities and industry trends- Provide back-office support for multiple business line products- Work closely with multiple external distributors on multiple conversion projects. Responsible for project planning, documentation, communication, report compilation, resource allocation, and quality control check