Mahesh Sreeram
Milton,ON
Summary
Dynamic leader with a proven track record at Sreeram Insurance, driving client growth and revenue optimization. Expert in AI-driven decision making and lean operations, I successfully doubled our client base and enhanced service delivery. Passionate about transforming strategies into impactful results, I thrive on collaboration and innovation in the insurance and wealth management sectors.
Overview
33
33
years of professional experience
2
2
Certifications
Work History
Owner/President
Sreeram Insurance & Financial Services Inc. - Cooperator's Agency
Mississauga, Ontario
12.2017 - Current
- Doubled client base from under 1,000 to over 2,000 households through organic growth.
- Expanded P&C revenue from $2M to $8M, with agency revenue exceeding $700K and projected to surpass $1M within two years.
- Managed operations exceeding $10M across P&C insurance, life insurance, and wealth management.
- Developed replicable lean growth model across regional networks to scale results without increasing headcount.
- Transformed operations by implementing AI and analytics for marketing, segmentation, and client targeting.
- Led digital transformation initiatives, integrating analytics into underwriting and client engagement processes.
- Enhanced client experience through segmentation strategies, personalized marketing, and efficient service delivery.
- Positioned agency as a scalable model for enterprise adoption, showcasing national-level impact of lean operations.
Member, Financial Advisory Council
Co-operators
- Current
- Serve as one of the representatives for 500+ agency owners nationwide, acting as a voice between field operations and corporate leadership.
- Meet twice annually with senior leadership to present insights, challenges, and opportunities gathered from districts and regions.
- Influence enterprise strategy by aligning agency perspectives with corporate priorities, strengthening collaboration and long-term growth.
Life Insurance and Wealth Advisor
RBC Insurance
Oakville, Ontario
03.2015 - 12.2017
- Developed customized financial plans for clients based on individual goals.
- Collaborated with clients to identify risk tolerance and investment preferences.
Project Manager
Sharp Electronics
04.2013 - 03.2015
- Coordinated cross-functional teams to ensure timely project delivery.
- Led project planning and execution for various financial initiatives.
National Account Manager
Sharp Electronics
09.2011 - 04.2013
- Cultivated strategic partnerships with key national accounts to enhance sales growth.
Store Manager/Senior Project Manager, Client Services
Sony Electronics
05.2003 - 12.2011
- Achieved Store Manager of the Year award in 2008 for exceptional performance.
- Recognized as Silver Club Achiever for outstanding sales results.
- Established national customer service standards and ensured staff compliance across locations.
Department Sales Manager
Future Shop
01.1997 - 02.2003
- President’s Club
Sales Executive
Jumbo Electronics (UAE)
, UAE
01.1993 - 12.1997
Education
MBA - Business Administration
Boston University, Questrom School of Business
Boston, USA05-2022
MMA - Master of Management in Analytics - Analytics (AI/ML, Data Modeling)
Queen’s University, Smith School of Business
Kingston, ON06-2017
M.Sc. - Mathematics
Sambalpur University
Sambalpur,IndiaB.Sc. - Mathematics (Honours), Physics, Chemistry
Sambalpur University
IndiaFoundations in Business Analysis -
University of Toronto
Mississauga, ONSkills
- AI and analytics-driven decision making
- Leadership and strategy development
- Sales growth and distribution
- Revenue optimization and KPI management
- Data-driven decision making
- Risk assessment and underwriting
- Lean operations management
- Digital transformation and innovation
- Insurance and wealth management
Core Leadership Strengths
- Strategic Distribution & Sales Growth
- Revenue Optimization & KPI Management
- AI & Analytics-Driven Decision Making
- Underwriting & Risk Assessment
- Scalable Leadership Through Lean Operations
- Digital Transformation & Innovation
- Insurance & Wealth Management Solutions
- Client Relationship & Market Expansion
Impact Achievements
- Managing multi-million-dollar operations ($10M+) across P&C insurance, life insurance, and wealth management portfolios.
- Quadrupled P&C revenue from $2M → $8M through lean, scalable operations.
- Doubled household clients from under 1,000 → 2,000+, expanding reach without increasing overhead.
- National Growth Award (2022) winner across all lines of business.
- 5× Regional Builder’s Club Winner at Co-operators, proving consistent growth leadership.
- Delivered $700K+ agency revenue, projected to exceed $1M within two years.
Personal Information
- Specialization: Insurance & Financial Services | Distribution, Sales & Marketing Strategy
- Title: Executive Leader
Certification
SAP CRM
Accomplishments
National Growth Award (2022) – Co-operators, across all lines of business
Timeline
Owner/President
Sreeram Insurance & Financial Services Inc. - Cooperator's Agency
12.2017 - Current
Life Insurance and Wealth Advisor
RBC Insurance
03.2015 - 12.2017
Project Manager
Sharp Electronics
04.2013 - 03.2015
National Account Manager
Sharp Electronics
09.2011 - 04.2013
Store Manager/Senior Project Manager, Client Services
Sony Electronics
05.2003 - 12.2011
Department Sales Manager
Future Shop
01.1997 - 02.2003
Sales Executive
Jumbo Electronics (UAE)
01.1993 - 12.1997
Member, Financial Advisory Council
Co-operators
- Current
MBA - Business Administration
Boston University, Questrom School of Business
MMA - Master of Management in Analytics - Analytics (AI/ML, Data Modeling)
Queen’s University, Smith School of Business
M.Sc. - Mathematics
Sambalpur University
B.Sc. - Mathematics (Honours), Physics, Chemistry
Sambalpur University
Foundations in Business Analysis -
University of Toronto