Experience

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  Investors Group

  • Burlington, Ontario

  • Financial Advisor

    • May 2008 - Jul 2011
    • Burlington, Ontario

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  Wilson Banwell Human Solutions

  • Director-Marketing

    • Jan 2002 - Nov 2007

    Introduced EAP programs to employers to assist with improving mental well-being for employees, and in improve ee productivity. Coordinated employee data (STD,wsib, ltd, medical, EAP, etc) to reduce employer costs & improve employee productivity.No. 1 accomplishment - secured and managed EAP program for 7 years for largest food retailer in Canada.

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  Medgate

  • Director Marketing

    • Apr 1999 - May 2002

    Marketing and sales of occupational health & safety systems to Fortune 500 corporations in North America. Team member of ISO certification and ensured clients were Y2K compliant. Secured two of the largest contracts at Medgate.No. 1 accomplishment - analyzed and secured $1MM contract for international oil company.

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  Sobeco Ernst & Young

  • Toronto downtown

  • Director-ABC Consulting

    • Nov 1996 - Mar 1999
    • Toronto downtown

    Benefits and consulting analysis along with recommendations to private and public corporations in Canada and U.S.No. 1 accomplishment - successful conversion of Medical Company (7,500 ee's) from standard group benefits to flexible benefits program, including modifications to TPA software.

• 

  Paul Revere

  • Burlington & Edmonton

  • Senior Group Representative

    • Sep 1986 - Oct 1996
    • Burlington & Edmonton

    Sales and marketing of company programs throughout western Canada and Ontario. Top group sales rep for three years and secured largest LTD group contracts in Paul Revere history.No. 1 accomplishment - Leading team member to develop, implement, and sell early intervention services for STD/LTD from sales through to claim payments, including the strategy and execution of a new software program to manage claims.