Carol Stevens
Carleton University
Tell me more about Carol Stevens?
Carol Stevens is a highly experienced professional with 15.7 years of work experience in the insurance industry. She possesses a wide range of skills including disability insurance, wealth management, and financial planning. Currently, she serves as the Manager of Client Services at Bruce Etherington & Associates in Mississauga, Ontario, Canada. Prior to this, she held positions as a Client Service Coordinator and Business Development Executive at IDC Worldsource Insurance Network Inc. Carol's expertise and extensive background make her a valuable asset in the field of insurance.
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Emails and Phone Numbers
About
Manager, Client Services at Bruce Etherington & Associates
Work Experience
Manager | Client Services
Client Service COOrdinator
Financial Services
Carol Stevens's Professional Milestones
- Manager | Client Services (2013-09-01~): Streamlined client satisfaction journey, increasing satisfaction and loyalty.
- Business Development Executive (2008-01-01~2012-05-01): Executing strategic partnerships and expanding market reach to drive revenue growth and expand the company's client base.
Education
Economics,
Geography,
Bachelors,
Bachelor Of Arts
Skill
Insurance
Disability Insurance
Wealth Management
Financial Planners
Critical Illness
Term Life Insurance
Fixed Annuities
Retirement
Certification
Colleagues
Bruce Etherington BA, CLU,CHFC, CFP
Founder | Bruce & Associates Family Harmony & Philanthropy
Michael Ryan
director estate planning and financial analysis at bruce etherington & associates
James Lindsay
Vice President
Danielle Morin
managing director at bruce etherington & associates
Lindsay Wilcox
executive assistant & marketing associate at bruce etherington & associates
Other Named Carol Stevens
Frequently asked questions
We found 2 Carol Stevens's email addresses
Carol Stevens's social media include: Linkedin,
Carol Stevens works for Bruce Etherington & Associates
Carol Stevens's role in Bruce Etherington & Associates is Manager | Client Services
Carol Stevens works in the industry of Financial Services
Carol Stevens's colleagues are Bruce Etherington BA, CLU,CHFC, CFP,Michael Ryan,James Lindsay
Carol Stevens's latest job experience is Manager | Client Services at Bruce Etherington & Associates
Carol Stevens's latest education in Carleton University