Longevity Achieved

General Manager, Inbound Insurance Program®️

General Manager

Manage incoming sales opportunities
Manage outbound sales opportunities 
Account for and track activities and results 
Reconnect with current clients to ensure satisfaction and build relationships
Resolve any client inquiries, partnering with community members

Life Licensed Advisor

American Income Life Insurance Company

Insurance Agent at BP Agencies 

Highgate Systems Inc.

Provide consulting, business development to clients & prospects. Coordinate with Pre-sales team, Account Managers and Product/Development owners/Managers during planning and pre-sales activities. Other duties include (but are not limited to): Salesforce Administrator, RFPs participant/coordinator, Presentations and Demonstrations to clients and prospects as required, attend industry events/conferences. (In addition to responsibilities of Manager, Business Development, outlined below.)

Businees Development Manager responsibilities; identify prospects, management of the complete sales process, and the management of the relationship with prospects and our existing client base. Drive and enhance sales in the Caribbean, Europe and domestic regions by;

• Building a partner network
• Prepare and respond to RFIs & RFPs 
• Presentations and demonstrations 
• Building a sales strategy
• International travel

Senior Relationship Manager

As Manager of Business Development I am responsible for the identifying of prospects, management of the complete sales process, and the management of the relationship with prospects and our existing client base. And to drive and enhance sales in the Caribbean, Europe and domestic regions by;

• Building a partner network
• Prepare and respond to RFIs & RFPs 
• Presentations and demonstrations 
• Building a sales strategy
• International travel

Manager Business Development

Verico Designer Mortgages Inc.

Mortgage Agent

Strategic Information Technologies Ltd. (SIT)

Business Development Account Manager- within this role I use my experience as a Relationship Manger in combination with the key responsibilities of a Business Development Manager. The key goal within the role of Business Development Account Manager is to actively manage client relationships and 3rd Party Partnerships. This is performed by working with internal clients on internal initiatives for system development & enhancements, while in tandem working with clients and 3rd party partners to perform the same end goal to enhance their day-to-day business initiatives & activities.

Business Development Account Manager

Strategic Information Technology

As Manager, Business Partner Strategies, I worked closely with my clients in Ireland ensuring that their needs both systematically and service wise were being met. I worked with them on new business ideas to see how/where our platform could enhance or meet their proposed product launches/changes. All while supporting any anticipated challenges by the proposed changes or active service issues and championing them on their behalf, all with the support from my colleagues at Head Office.

Manager, Business Partner Strategies

My role within SIT is that of Business Solutions Consultant as well as Relationship Manager. My relationship with SIT started while working within AGF Trust Company as Director, Operations. SIT's banking system, Portfolio Plus was purchased by AGF to manage their investment loan products.  Therefore, I have been affiliated with SIT for the past 5 - 6 yrs.  When SIT started to enter into the Irish market, they made contact with me to see if I would be interested in running an Irish satellite office....the answer was, YES!

Business Solutions Consultant

FEXCO

BGÉS Appliance Servicing have outsourced their Call Centres and Administration to FEXCO. I manage (3) teams within this business unit; Inbound Call Centre, Outbound Telesales Call Centre and Administration team. This is a new venture for FEXCO and have (2) other BGÉS business units up and running; Energy Supply and Networks.

Team Manager, BGÉS Appliance Servicing

Recognized company savings and implemented them effectively with Sr Management

Department Head, FAI

FEXCO Dynamic Currency Conversion (DCC)

Day-to-day responsibilities of running technical support desk for DCC customers; scheduling, training, mentoring, escalated calls, liaise with support teams. Assist in overall operation of Operations department with supervising colleague and manager.

Helpdesk Supervisor

AGF Management Limited

For AGF Trust;

Relationship manager to; OSM Unisen, Collections, SIT software appliaction provider; All Third Party application providers. Loyalty customers and Financial Brokers. 

Project Manager; Junior Signing Officer; Complaints Officer; Manager of (5) managers/supervisors; BCP Leader; UAT Manager for all projects and overall day-to-day liaise with management of administration/call centre staff. Day-to-day management of Collections team. Escalated calls from brokers/customers or end borrowers as required.

Director, Operations

Manager of AGF Trust Loans Program - day-to-day management of Call Centre and administration teams. Liaise with AGF Trust Product Manager, Senior Management, loyalty customer, Financial Brokers and end borrowers.

Manager, Operations

BCP Leader for all of Transfer Agency within AGF Management. Repsonsible for; organizing departmental meetings, requirements, manual, testing and overall ownership of 2000 BCP creation.

BCP Leader

Project lead and supervisor of AGF/Citibank RSP Loan program. Responsibilities; worked in conjunction with AGF Trust Senior Managment and Citibank Senior Management to create, outline, document, train and manage the overall RSP Loan program - start to finish. Manage day-to-day; Call Centre; Processing and liaise with customer, brokers and end borrowers.

Supervisor, Citibank Loan Program

A well-rounded individual who has a demonstrated track record of achieving personal and team goals, Management and motivating others. Strong background in Business Development including product development, Marketing, call center operations and software implementation projects from conception to completion with measurable and measurable improvements. Has the ability to identify areas for enhancement, analyze information/data, generate reports & communicate findings effectively within all levels of an organization

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