Resume

• 2013

  Manulife

  Toronto

  Canada

  AVP and Head of Planning

  Management Reporting & Board Reporting

  Investment Finance

  Manulife

  Toronto

  Canada

  Vice President

  Head of Investor Relations

  Manulife

  English

  French

  Wilfrid Laurier University

  Honours Bachelor of Business Administration

  Major in Accounting\nMinor Concentration in Economics

  Chartered Professional Accountants of Ontario (CPA Ontario)

  Chartered Professional Accountant

  Chartered Accountant (CPA

  CA)

  CFA Institute

  Chartered Finanacial Analyst (CFA)

• 2008

  Clair Lake Community Task Force

  O'Neill

  CPA

  CA

  CFA

  Manulife Asset Management

  The Institute of Chartered Accountants of Ontario

  Manulife

  Toronto

  Canada

  Taught CA Candidates at the annual CA School of Accountancy as part of the Ontario CA program (2 weeks per year)

  Seminar Leader (School of Accountancy)

  The Institute of Chartered Accountants of Ontario

• 2007

  Beechwood South Homes Association

  Manulife

  Waterloo

  Canada

  Held a variety of Finance roles in the Canadian business prior to being appointed to this role in 2011

  Director

  Accounting Policy & Finance Projects

  Individual Insurance

  Manulife

• 2003

  KPMG LLP

  Calgary

  Canada and Toronto

  Canada

  KPMG Advisory Practice: Corporate Finance

  Valuation and Transaction Services (2005-2007)\nKPMG Assurance Practice: Financial Services (2002-2005)

  Senior Associate

  KPMG LLP

  Toronto

  Canada

  Senior Managing Director

  Head of Private Markets Business Office

  Manulife Asset Management

  Toronto

  Canada

  Vice President

  Global Head of Decision Support

  Wealth & Asset Management Finance

  Manulife