Matthew Angelevski

Consultant, Financial Services - SUN LIFE FINANCIAL

matthew.angelevski@gmail.com
(416) 708-2688

As an action oriented and results driven professional I consistently look for new opportunities to
learn, grow and develop that will add value to the organization. I am resourceful and lead by example
generating positive results. I am a detailed, diligent problem solver who is committed to expanding my
knowledge base to provide sustained value across multiple roles and industries.

Work Experience

Consultant, Financial Services

SUN LIFE FINANCIAL
September 2017 to Present
* Communicating In-Plan insights to clients through investment analysis
* Restructured key metric report increasing productivity and improving efficiencies
* Achieved internal reward and recognition for past four quarters
* Winner of summer 2018 sales competition
* Generated $8.4m in new wealth assets (116% of target) in less than one year
* Produced $23k in new protection premiums (363% of target)
* Led the team for advisory referrals in Q2 2018
* Led and implemented business continuity plans and crises management processes
* Compliance score of 100%
* Part of the team that won Q4 2017 sales competition between Toronto and Montreal departments

Analyst, Intern
GEORGIAN SHORES WEALTH MANAGEMENT
May 2016 to September 2017
* Developed insurance dedicated division within firm
* Successfully integrated various marketing and management techniques leading to client acquisition
and retention

Vice President of Marketing

WILFRED LAURIER BIOLOGY ASSOCIATION
March 2015 to March 2016
Effectively promoted and fundraised for association through various media platforms

President
WILFRED LAURIER NEURO-SOCIETY
November 2014 to March 2016
* Created a new club dedicated to neuroscience at Wilfrid Laurier University
* Grew member count to 20+ within first operating semester
* Eventual merger with Psychology Association
Medical Devices Sales Representative
BLUESKY
December 2014 to September 2015
Regional sales representative for medical device start-up

Sponsorship and Finance Executive

WILFRED LAW SOCIETY
June 2014 to March 2015
Developed and cultivated business relationships with local organizations to secure funding

Education

Bachelor Degree
Wilfrid Laurier University
2013 to 2017

License in Qualification Program

The Wharton School at University of Pennsylvania
2017

Canadian Securities Course

Canadian Securities Institute - Toronto, ON

Certificate in Business & FInancial Modeling

The Wharton School - University of Pennsylvania

Skills

DETAIL ORIENTED, PROBLEM-SOLVING

Links

http://linkedin.com/in/matthewangelevski

Awards

Canadian Conference on Student Leadership

2016
Delegate

Sun Life Financial

2018
VIP Award presented to individuals demonstrating passion and a high level performance.

Q1 '18
Q2 '18
Q3 '18
Q3 '18

Additional Information

SKILLS & ABILITIES

* Action oriented
* Results driven
* Skilled listener and communicator
* Ability to inspire
* Accountable, loyal and trustworthy
* Strong problem-solving skills
* Analytical thinker
* Detail oriented
* Client obsessed