Summary
Overview
Work History
Education
Skills
Certification
Websites
Hobbies and Interests
Volunteer Experience
References
Timeline
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Suraj Abe Thomas

Toronto,Canada

Summary

Dynamic Licensed Financial Broker with a proven track record at World Financial Group, delivering tailored financial strategies and enhancing client satisfaction. Skilled in market research and investment solutions, I excel in communication and project management, driving results that align with client goals. Proficient in financial planning and ethical professionalism.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Licensed Financial Broker

World Financial Group
Toronto, Canada
01.2024 - Current
  • Company Overview: World Financial Group is a financial services marketing organization focused on insurance and investment solutions for families and small businesses.
  • Licensed LLQP professional with expertise in life insurance, segregated funds, accidental sickness, and ethical professionalism.
  • Provide personalized financial planning and investment strategies to help clients achieve their financial goals.
  • Conduct comprehensive market research to provide clients with the best product recommendations tailored to their needs.
  • Facilitate regular reviews and updates of clients' financial plans to adapt to their changing circumstances.
  • World Financial Group is a financial services marketing organization focused on insurance and investment solutions for families and small businesses.

Project Engineer-C2

Capgemini Engineering
Ontario, Canada
05.2022 - 12.2023
  • Company Overview: Capgemini Engineering is a global leader in engineering and technology services, specializing in advanced solutions for industries such as automotive, aerospace, and digital transformation.
  • Enhanced project scope definition processes to involve more stakeholders, ensuring alignment with strategic goals and enhancing communication.
  • Streamlined communication processes between teams to enhance collaboration and project outcomes significantly.
  • Managed project finances and risks, implementing strategies that reduced potential impacts by 30%.
  • Our Team Fintech Devops was awarded best contractor excellence for efficiency and project delivery.
  • Capgemini Engineering is a global leader in engineering and technology services, specializing in advanced solutions for industries such as automotive, aerospace, and digital transformation.

Software Programmer

LifePlan Investments
Markham, Canada
07.2021 - 10.2021
  • Company Overview: AI-Powered Compliance & CRM. All-in-One Solution for Financial Advisors & Agencies.
  • Collaborated with cross-functional teams to gather feedback and insights for continuous improvement of the Bluemindapp.
  • Designed and developed modular, reusable components in ReactJS to enhance code maintainability and reduce duplication.
  • Collaborated with DevOps to monitor system performance and implement necessary adjustments for improved reliability and efficiency.
  • AI-Powered Compliance & CRM. All-in-One Solution for Financial Advisors & Agencies.

Tier 2 Specialist

Arvato Systems
Waterloo, Canada
08.2017 - 01.2021
  • Company Overview: Arvato is a global services provider and a division of Bertelsmann, headquartered in Gütersloh, Germany. It offers a wide range of services, including customer relationship management, supply chain solutions, financial services, and IT solutions.
  • Diagnosed and resolved high-complexity technical issues for Scale Computing's hyperconverged computing clusters.
  • Provided timely fixes and updates for systems, maintaining optimal server and core infrastructure performance.
  • Developed strong expertise in virtualization technologies, networking, and Linux and Windows administration.
  • Arvato is a global services provider and a division of Bertelsmann, headquartered in Gütersloh, Germany. It offers a wide range of services, including customer relationship management, supply chain solutions, financial services, and IT solutions.

Blood Bank Drive Lead

Canadian Blood Bank
Hamilton
01.2016 - 12.2020
  • Company Overview: Canadian Blood Bank is a vital healthcare organization that specializes in collecting, testing, and distributing blood products to hospitals across Canada.
  • Organized and orchestrated blood donation drives, collaborating with local organizations to maximize participation and ensure collection targets were met.
  • Canadian Blood Bank is a vital healthcare organization that specializes in collecting, testing, and distributing blood products to hospitals across Canada.

Mechanical Engineer

DUTCO TENNANT LLC
Dubai, United Arab Emirates
07.2009 - 04.2015
  • Met with design team or client to discuss project scope and mechanical applications, ensuring alignment on objectives and expectations.
  • Drafted mechanical blueprints and created computer-generated designs with a focus on precision and innovation.
  • Conducted advanced simulations using state-of-the-art software to enhance design performance and feasibility.
  • Managed projects, including milestones, resources, and budgets effectively to ensure timely delivery and stakeholder satisfaction.
  • Utilized advanced CAD tools to create detailed engineering drawings and specifications for manufacturing.

Education

Master of Engineering - Mechatronics, Robotics, and Automation Engineering

University of Waterloo
Waterloo, ON, Canada
06.2017

Bachelors of Technology -

SaintGits College of Engineering
Kottayam, Kerala
06.2009

Skills

  • Prototyping
  • Control Systems
  • Google Cloud Platform (GCP)
  • SolidWorks
  • Mechanical Engineering
  • CATIA
  • Abaqus
  • COMSOL Multiphysics
  • Geometric Dimensioning & Tolerancing
  • Computer-Aided Design (CAD)
  • Python
  • Reactjs
  • DevOps
  • Software Management
  • Extract, Transform, Load (ETL)
  • Network Troubleshooting
  • Remote Troubleshooting
  • Business Process Improvement
  • Computer Simulations
  • Autonomous Vehicles

Certification

  • AWS Certified Cloud Practitioner
  • Google IT Support

Websites

Hobbies and Interests

  • Walking in Foreign Cities
  • Kayaking
  • International Travel
  • DIY Home Projects
  • Camping

Volunteer Experience

Blood Bank Drive Lead, Canadian Blood Bank, 01/01/16, 12/31/20, Hamilton, Canadian Blood Bank is a vital healthcare organization that specializes in collecting, testing, and distributing blood products to hospitals across Canada. Organized and orchestrated blood donation drives, collaborating with local organizations to maximize participation and ensure collection targets were met.

References

References available upon request.

Timeline

Licensed Financial Broker

World Financial Group
01.2024 - Current

Project Engineer-C2

Capgemini Engineering
05.2022 - 12.2023

Software Programmer

LifePlan Investments
07.2021 - 10.2021

Tier 2 Specialist

Arvato Systems
08.2017 - 01.2021

Blood Bank Drive Lead

Canadian Blood Bank
01.2016 - 12.2020

Mechanical Engineer

DUTCO TENNANT LLC
07.2009 - 04.2015

Master of Engineering - Mechatronics, Robotics, and Automation Engineering

University of Waterloo

Bachelors of Technology -

SaintGits College of Engineering
Suraj Abe Thomas