Experience

Dalhousie University Faculty of Open Learning & Career Development
• Canada
• Higher Education
• 1 - 100 Employee
• Education Volunteer & Leadership Coach

  • Mar 2021 - Present


Tri-Can Mobile

• Retired - Owner/Managing Director

  • Jul 2016 - May 2022

  Tri-Can Mobile is the Canadian distributor/retailer for Triad Personal Electric Vehicles. Tri-Can Mobile & Triad Motion bring the best in class Personal Electric Scooter Vehicles to Canada. We provided a "gateway to freedom"! Tri-Can Mobile is the Canadian distributor/retailer for Triad Personal Electric Vehicles. Tri-Can Mobile & Triad Motion bring the best in class Personal Electric Scooter Vehicles to Canada. We provided a "gateway to freedom"!



Atlantic Central

• United States
• Banking

• Retired - Credit Union Services Consultant

  • Feb 2012 - Dec 2019

  As a consultant in support services with the Atlantic credit union system I provide credit union management with; - Coaching & mentoring support - Strategic planning consultations - Develop & deliver training workshops for; sales and service, coaching and mentoring, building customer relationships - Amalgamation support strategies - Change management processes - work within project management methodologies As a consultant in support services with the Atlantic credit union system I provide credit union management with; - Coaching & mentoring support - Strategic planning consultations - Develop & deliver training workshops for; sales and service, coaching and mentoring, building customer relationships - Amalgamation support strategies - Change management processes - work within project management methodologies



Credit Union Central of Nova Scotia & Atlantic Central

• Manager Product Solutions & Marketing

  • Oct 2009 - Feb 2012

  On an interim assignment while the company transitioned through a merger with 2 other Atlantic Provinces I oversaw the operations of; - Marketing Dept - Direct and Data based marketing - Product development - Strategic Intelligence On an interim assignment while the company transitioned through a merger with 2 other Atlantic Provinces I oversaw the operations of; - Marketing Dept - Direct and Data based marketing - Product development - Strategic Intelligence



League Savings & Mortgage

• Canada
• Banking
• 1 - 100 Employee

• Manager Financial Planning Services

  • Oct 2006 - Oct 2009

  Managed the strategic initiative which developed and executed opportunities for Atlantic credit unions to enhance delivery of wealth management services to it members. This involved facilitating partnerships between groups of credit unions and establishing participation agreements for sharing services. It also involved facilitation of partnerships between credit union groups and providers of wealth management services as well as the recruitment and selection of wealth advisors into the credit union system. Show less



Sun Life Financial

• Canada
• Investment Banking

• Advisor/ Financial Planner/ Regional Trainer/ Senior Branch Manager

  • Apr 1983 - Oct 2006

  Began career as insurance advisor - built client base, provided financial security planning services for the betterment of clients and their families. Became Regional training Consultant (for Atlantic Canada) - worked with network of Branch managers supporting with recruit, train and retain quality individuals in financial advisor roles. Moved up to Senior Branch Manager - built and managed a sales office of 27 team members. Was responsible recruiting & hiring staff and advisors. Executed effective performance management system to support goal achievement. Provided training and development and ongoing coaching support. Managed financial performance and growth through development and execution of annual strategic business planning. Show less



Zellers & Stedmans Ltd

• Retail management

  • Jun 1976 - Apr 1983

  Began in management trainee program working my way through various positions of higher responsibilities and becoming store manager. Responsibilities included; - Daily operations of retail outlet - Inventory management - Customer & Community relations - Loss control - Annual sales and budget management - HR & Performance management - Strategic plan on store consolidations - Exploration into viability of franchise opportunity Began in management trainee program working my way through various positions of higher responsibilities and becoming store manager. Responsibilities included; - Daily operations of retail outlet - Inventory management - Customer & Community relations - Loss control - Annual sales and budget management - HR & Performance management - Strategic plan on store consolidations - Exploration into viability of franchise opportunity