Projects Industry ~ Financial Services CIBC – Team BuildingApril 1, 2015 Scotiabank – Commercial Sales Excellence INovember 1, 2014 Scotiabank – Discover ProgramOctober 30, 2014 Scotiabank – Commercial Sales Excellence IIApril 1, 2014 Scotiabank – Bridging the ConversationMarch 1, 2012 MD Financial Management – Inspiring with PresenceFebruary 1, 2012 Scotia Capital – Facets of a Great CoachNovember 1, 2010 RSA – Impact and Influence for LeadersJune 1, 2010 ScotiaMcLeod – Branch Managers’ Recruiting WorkshopMay 1, 2010 BMO – Coaching for Personal Banking Area ManagersDecember 1, 2008 RiverSource – Insurance 201, Building the Financial Advisor RelationshipDecember 1, 2007 RiverSource – Insurance 101, Building the Financial Advisor RelationshipDecember 1, 2007 RiverSource – Asset Management 201, Building the Financial Advisor RelationshipDecember 1, 2007 RiverSource – Asset Management 101, Building the Financial Advisor RelationshipDecember 1, 2007 RiverSource – Annuities 201, Building the Financial Advisor RelationshipDecember 1, 2007 BMO – Coaching for District Vice-presidentsDecember 1, 2007 TD Canada Trust – Coaching for Human Resources CounsellorsDecember 1, 2007 Merrill Lynch – Prospect Practice for Financial AdvisorsDecember 1, 2007 HSBC – Credit Cards, Service PlusDecember 1, 2007 RiverSource – Annuities 101, Building the Financial Advisor RelationshipDecember 1, 2007 Julius Baer Group – Presentation CoachingJune 1, 2007 TD Canada Trust – Customer Service and Cross-selling for CRCsDecember 1, 2006 CIBC – Relationship Building for Financial AdvisorsDecember 1, 2006 BB&T – Coaching ExcellenceDecember 1, 2006 BB&T – Retail Relationship BuildingDecember 1, 2006 First Tennessee – Wealth Management, Phone SalesDecember 1, 2006 CitiMortgage – Sales LeveragingDecember 1, 2006 Ameriquest – Loan ServicingDecember 1, 2006 Bank of America – Business Banking and Premier Call CoachingDecember 1, 2006 TD Canada Trust – Market MasterDecember 1, 2006 TD Canada Trust – Successful Telephone Conversations for Financial AdvisorsDecember 1, 2006 RBC – Coaching Effective Problem ResolutionDecember 1, 2006 HSBC – Coaching for Unit ManagersDecember 1, 2006 BB&T – Relationship Building in Core RegionsDecember 1, 2006 GE Capital – Frontline Associate OnboardingDecember 1, 2006 Countrywide – Home Loans, Selling for Call Conversion SuccessDecember 1, 2006 U.S. Bank – Small Business SuccessDecember 1, 2006 CitiFinancial – Auto Loans, Customer Service and Cross-Selling for CSRsDecember 1, 2005 TD Waterhouse – Service Plus for Investment RepresentativesDecember 1, 2005 GE Capital – Home LoansDecember 1, 2005 Northern Trust – Consultative Selling for Wealth StrategistsDecember 1, 2004 Bank of America – Small Business Call CoachingDecember 1, 2004 Northern Trust – Relationship Management SkillsDecember 1, 2004 RBC – Informing Customer of the Credit DecisionDecember 1, 2002
