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Work Background
Angela Sue OBM: Online Business ManagementFounder
Jul. 2024
Kindle Cash FlowCoach/Mentor
Apr. 2021 - Jan. 2024*Served as a group and private mentor/coach for those embarking on a career in the self publishing industry. *Panel guest and workshop facilitator.
HabitStackCoach
Mar. 2020 - Nov. 2023South Surrey, British Columbia, CanadaBecome a high performance leadership team. HabitStack is all about guiding your leadership team to elevate their perfomance through consistent and intentional execution of strategically crafted goals. Accelerating a team’s strategy execution is simple, but not easy. Our mission at HabitStack is to help leaders get better at staying focused on strategic wins so the business reaches its true potential faster.
Lurn IncCoach
Jul. 2017 - Jan. 2020* Coached students through a variety of programs, at both live events and virtual, in a manner of capacities including: Workshop Facilitator
Execution Coach
Accountability Coach
Tactical Coach
Mind Set Coach * Created and led a volunteer program that helped to support workshop coaches and students at live events. Included a leadership training for volunteers interested in growing their leadership and coaching skill set. * Organized and led live and virtual workshop events on the operational level. * Operations and Management lead of an international team of coaches in the execution of taking students through 6 month mastermind/mentorship programs. (virtual program)
Manulife Securities IncorporatedInvestment Advisor Associate
Dec. 2003 - Jul. 2016Member of a very successful and award winning book of business. Has worked in a variety of roles within this team including Executive Assistant, Life Agent. IIROC licensed and LLQP. Provides comprehensive investment planning support including the preparation of client reviews, presentations, trade reconciliation, commission reconciliation and tracking, management of client review and meeting system, preparation of client paperwork, executing confirmed trades, processing EFTs, and consistent client communication and follow up. Maintains strong relationships with integral head office departments including Securities Operations, Reorg, Transfers, Trading, Capital Markets, and Advisor Services. Works closely with the Compliance Department in reviewing client accounts on an ongoing basis to ensure all external/internal policies, guidelines, and regulatory requirements are met. Builds and fosters strong relationships with clients and maintains careful notes and records pertaining to all client communication.
National Bank FinancialExecutive Assistant
Aug. 1997 - Jan. 2001Worked closely with new management in the opening and establishment of a new branch of National Bank Financial and, through team work, experienced great success in the facilitation of a smooth and seamless transition for both clients and advisors. Compiled and prepared various investment documents for client presentations
Executed confirmed stock and mutual fund trades
Prepared information required for client reviews
Processed EFTs, transfers, opening new accounts
Consistent client communication and follow up
Prepared client letters and mass mailings
Responsible for supervising junior support staff
Provided extra support and training to newly licensed Junior Advisors
ScotiaMcLeodExecutive Assistant
Dec. 1993 - Aug. 1997
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