Overview
Work History
Education
Skills
Certification
Timeline
Generic

Ashley Fallone

Toronto,,ON

Overview

7
7
years of professional experience
1
1
Certification

Work History

Contract Surety Underwriter

Intact Financial Corporation
01.2023 - Current
  • Responsible for the profitability, growth and retention of an assigned book of business through a knowledgeable understanding of Intact's risk appetite to make aligned decisions within underwriting authority.
  • Cultivate and maintain relationships with key external partners through proactive engagement with brokers and clients, facilitating new business acquisition and nurturing existing opportunities.
  • Conduct thorough analysis of underwriting data, perform financial analysis and apply critical thinking to enhance underwriting decisions and client relations.
  • Actively contribute to a collaborative team environment, fostering cohesion and efficiency, while engaging in industry functions, forums, and events to stay informed of market trends and developments.

Financial Planning Associate

Elite Private Wealth Ltd./ Elite Tax Service
11.2020 - 12.2022
  • Effectively managed client relationships to build financial confidence in existing investment strategies.
  • Placed various trades under the supervision of Certified Financial Planners (CFP) based on client's risk capacity and risk tolerance.
  • Responsible for synthesizing investor profiles, creating financial forecasts based on client's long-term financial goals and presenting data to Certified Financial Planners (CFP) prior to client portfolio review meetings.
  • Prepared and processed various investment and insurance documents, such as KYC updates, applications and systematic instruction forms (pre-authorized contributions and automatic withdrawal deposits).
  • Prepared over 200 basic and enhanced T1 General for individuals, sole proprietorships and partnerships with 100% accuracy during peak tax season.

Office Coordinator

North Hill Private School
06.2017 - 08.2019
  • Executed administrative duties including facilitating campus tours, managing new business admissions, arranging appointments, addressing client inquiries, performing data entry and overseeing social media management.
  • Partnered with the talent acquisition team to obtain quality candidates for consideration of employment and supported new hire orientations.
  • Administered vendor payments and cultivated positive vendor relationships.

Education

Bachelor of Commerce (Honours) - Business Management - Global Management Studies

Ryerson University - Ted Rogers School of Management
Toronto, ON
2022

Skills

  • Interpersonal Skills
  • Collaborative Leadership
  • Team Oriented
  • Conflict Resolution
  • Analytical Thinking
  • Customer Relationship Management (CRM)
  • Underwriting guidelines
  • Analyzing data
  • Risk Assessment
  • Financial Analysis

Certification

  • Personal Income Tax Course - Softron Tax, 03/2021
  • Associateship of Canadian Surety Bonding (A.C.S.B.) and Canadian Risk Management (CRM) Designation Candidate

Timeline

Contract Surety Underwriter

Intact Financial Corporation
01.2023 - Current

Financial Planning Associate

Elite Private Wealth Ltd./ Elite Tax Service
11.2020 - 12.2022

Office Coordinator

North Hill Private School
06.2017 - 08.2019

Bachelor of Commerce (Honours) - Business Management - Global Management Studies

Ryerson University - Ted Rogers School of Management

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Ashley Fallone