Verified recordFinancial Services

Catherin Mitchell

Client Relationship Executive - National Accounts, Group Retirement Services at Sun Life

Based in Halifax, Canada

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Seniority

Staff

Department

Other

Location

Halifax

Industry

Financial Services

Company size

38K

Contact information

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Email

1 credit

c•••••••@sunlife.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Catherin Mitchell

Results-achieving manager and Certified Financial Planner, Associate Customer Service and Retirement Plans Associate with 25+ years of documented success optimizing account service, building value and driving revenues in the insurance, benefits and financial services industries. Effective leader with proven analytical and planning skills, excellent customer insight, a solid network of insurance industry contacts and extensive knowledge of retirement savings plans, pension legislation and the regulatory environment. Excels in working cross-functionally, managing key projects, establishing best practices and enhancing the customer experience and the value of client offerings.

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