Shavane Sullivan
Etobicoke,ON
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Resourceful team, process and project manager with 8+ years in the Canadian Financial Industry. Experienced in meeting team and client needs, improving processes and exceeding requirements in team environments. Diligent worker with strong communication and task prioritization skills. Detail-oriented team player with strong organizational skills.
Overview
11
11
years of professional experience
4
4
Certification
Work History
Business Analyst
Investment Planning Counsel
Toronto
Jan.2020 - Current
- Manage Operations projects and support corporate projects, simultaneously
- Design workflows, create user stories and playbooks.
- Engage cross-functional teams, and manage stakeholder relationships.
- Respond to 15-20 inquiries, from multiple projects/teams and escalate concerns from stakeholders, at all levels.
- Improved over 10 business processes over 8 years in the Financial Industry, by analyzing current practices and recommending optimization strategies.
- Act as team leader in group projects, leading meetings, delegating tasks and providing feedback.
- Demonstrated adaptability and proficiency in learning new concepts quickly and efficiently.
Nominee Specialist
Investment Planning Counsel
03.2017 - 12.2019
- Led and supported 10 small/ medium Operations Projects and 2 Corporate Projects.
- Facilitated transition of assets for Financial Advisors/ clients.
- Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
- Evaluated customer needs and feedback to drive product and service improvements.
- Earned recognition as top performer consistently exceeding targets throughout my tenure as specialist.
- Created and managed project plans, and timelines.
- Conducted thorough research to identify trends and inform decision-making for business growth initiatives.
Transitions Specialist
Investment Planning Counsel
07.2015 - 03.2017
- Led and/ or assisted with Financial Advisors Due Diligence meetings.
- Supported Corporate projects with planning, testing and quality assurance for Software Implementation
- Collaborated with, and managed relationships with cross-functional teams and other stakeholders.
- Conducted thorough assessments of client needs prior to developing tailored transition plans, ensuring alignment with organizational goals and objectives.
- Successfully managed multiple transition projects simultaneously, prioritizing tasks and maintaining deadlines.
- Streamlined communication between stakeholders, resulting in more efficient collaboration during Advisor onboarding.
- Conducted post-transition evaluations to measure overall success rates, using findings to refine future strategies and approaches.
Remote Administrative Manager
ASB Technologies
03.2013 - 03.2015
- Streamlined communication processes, enhancing overall efficiency across two departments by eliminating unnecessary delays or miscommunications among team members.
- Established workflow processes, monitored daily productivity, and implemented modifications to improve overall employee performance.
- Maintained primary relationship accountability for clients, overall servicing responsibility and client satisfaction to maximize profitability of client relationships.
- Oversaw the recruitment process, hiring top talent that contributed significantly to company growth and success.
- Nurtured positive work environments by addressing employee concerns promptly and fairly, fostering open communication channels between staff members at all levels.
- Built and managed processes for tracking and monitoring department performance.
- Hired, developed and trained staff, established and monitored goals, conducted performance reviews
Education
Certificate of Completion - Business Management
McKinsey Management Program
New York, Financial District11.2022
No Degree - Project Management
Project Management Institute
PA, United States10.2020
No Degree - Canadian Investment Funds Operations Course
IFSE Institute
Mississauga, ON12.2016
No Degree - Business Administration
Academy of Learning
Toronto, ON03.2015
No Degree - Communication Studies
University of Guyana
Turkeyn Campus, Guyana07.2000
Skills
- Leadership & Time Management
- Problem Solving
- Process Improvement
- Resource & Stakeholder Management
- Procedure Development
- Advisor/ Client Onboarding
- Client Communication
- KPI Tracking
Websites
Accomplishments
- Led team to meet 70% of SLAs by streamlining business processes and identifying areas for improvement.
- Process Improvement - Achieved revenue objective by implementing cost-cutting measures.
- Reduced organizational operating costs by 30% by streamlining processes.
- Two-time Volunteer of the Year Award winner, my positive impact to non-profit organizations over the years.
Languages
English
Full Professional
Certification
- Licensed Project Management Professional (PMP Certified) - PMP® Expiration Date: 01 October 2026
- Business Administration Training - 05 March 2015
- McKinsey Management Training (Business Strategy, Problem Solving, A2E Business Fundamentals) November 2022
- Bsc. Communications
Timeline
Business Analyst
Investment Planning Counsel
Jan.2020 - Current
Nominee Specialist
Investment Planning Counsel
03.2017 - 12.2019
Transitions Specialist
Investment Planning Counsel
07.2015 - 03.2017
Remote Administrative Manager
ASB Technologies
03.2013 - 03.2015
Certificate of Completion - Business Management
McKinsey Management Program
No Degree - Project Management
Project Management Institute
No Degree - Canadian Investment Funds Operations Course
IFSE Institute
No Degree - Business Administration
Academy of Learning
No Degree - Communication Studies
University of Guyana
- Licensed Project Management Professional (PMP Certified) - PMP® Expiration Date: 01 October 2026
- Business Administration Training - 05 March 2015
- McKinsey Management Training (Business Strategy, Problem Solving, A2E Business Fundamentals) November 2022
- Bsc. Communications
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