Blake Attwell
Toronto
Summary
Business analysis professional with proven track record of delivering impactful solutions for complex projects. Known for strong analytical skills and ability to translate business needs into technical requirements. Collaborative team player focused on achieving results and adapting to changing project dynamics.
Overview
15
15
years of professional experience
Work History
Senior Business Analyst
DESJARDINS GROUP
06.2022 - 04.2024
- Executed and implement a centralized business development process for all major business units to analyze B2B commercial clients needs and operated at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
- Developed business resources for use as training material, internal resource material and client-facing material to be partnership assets.
- Collaborated with sales directors to generate new referrals across key business segments (Wealth Management, Group Insurance, and Business Banking) based on short-term corporate growth strategy.
- Educated policy advisory partners on framework and created a cloud-based teams toolbox for all account managers to utilize in the field for both public and private business deals.
- Secured over $50 million dollar deals with IT service providers to drive transversal sales initiatives and process improvement project to reduce enterprise risk and extract data securely.
- Established new verticals of business client experience communication with third-party vendors including working with Sales. Operations, HR, and IT to merge reconciliation processes.
Regional Sales Consultant – Internal Wholesaler
DESJARDINS INVESTMENTS
03.2016 - 06.2022
- Managed relationships with top dealerships and advisors to increase net investment inflows.
- Advisor adoption of segregated funds, ETFs, and mutual fund portfolio strategies throughout the retail distribution channel.
- Trained new sales team members on product offerings, industry trends, and best practices for achieving success in the role.
- Advanced sales process using focused initiatives and corporate roadmap to achieve sustainable long-term financial results.
- Exceeded quarterly sales goals by effectively managing accounts and negotiating contracts with clients.
Business Development Manager – Retail Investments
STANDARD LIFE ASSURANCE COMPANY OF CANADA
06.2012 - 01.2016
- Grew territory and supported over 300 selling advisors in both MFDA and IIROC channels.
- Closed new prospects, applied improved technology, targeted quality interactions among sales team members and brokers.
- Developed innovative strategies with detailed financial solutions that supported client engagement tactics.
- Ranked #1 by Environics Advisor Perception Report across Canada.
Regional Sales Manager
EQUITABLE LIFE OF CANADA
01.2009 - 05.2012
- Responsible for bringing in new premium and assets to the firm.
- Wholesaled insurance products within a designated MGA channel.
- Facilitated workshops and coached advisors on best practices and partnered on conferences and symposium events with Advocis alongside top industry experts and carriers.
- Completed industry training requirements, CIRO regulations and licensing requirements.
- Ranked among top wholesalers, achieved record high sales for Savings and Retirement division.
Education
Bachelor of Commerce - Business Administration (Honours)
University of Windsor
Skills
- B2B Sales
- Financial Modeling
- Group Presentations
- Risk Underwriting
- Coaching
- Negotiation
- Business Strategy
- Wealth Management
- Insurance Programs
- Client Relationship Management
Training
- Canadian Securities Course (CSC)
- Canadian Investment Funds Course (CIFC)
- Fellow, Life Office Management Association Institute (FLMI)
- Responsible Investment Professional Certification (RIPC)
- Life License Qualification Program, Advocis
- Junior Achievement Volunteer, JA Central Ontario
References
supplied upon request
Timeline
Senior Business Analyst
DESJARDINS GROUP
06.2022 - 04.2024
Regional Sales Consultant – Internal Wholesaler
DESJARDINS INVESTMENTS
03.2016 - 06.2022
Business Development Manager – Retail Investments
STANDARD LIFE ASSURANCE COMPANY OF CANADA
06.2012 - 01.2016
Regional Sales Manager
EQUITABLE LIFE OF CANADA
01.2009 - 05.2012
Bachelor of Commerce - Business Administration (Honours)
University of Windsor
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