Thalia Wasserman

Background

About Thalia Wasserman

Over 16 years’ experience in the financial industry, including Digital Strategy, Innovation, Mobile App Business Development, Conversational AI/Chatbot Business Development, Lean Six-Sigma Process Improvements, Project Management, Analytics and Front-Line Sales. Experienced in collaborating at all levels of an organization to support projects of all sizes involving coordination of multiple stakeholders with competing priorities. Skilled in managing the requirements of all project team members, including Vendors, Compliance, Legal, Privacy and the Business, to deliver within project timelines. Exposure to project management fundamentals, creation of comprehensive work back schedules and coordination of reviews and approvals across multiple levels and stakeholders within restricted time frames. Demonstrated ability to design end-to-end processes including concise, user friendly procedures, clear, easily understood customer fulfillment, comprehensive Certificates of Insurance and Distribution Guides as well as well-defined call-center scripts, within an environment of heightened regulatory scrutiny. Recognized for strong skills in successful completion of Privacy Impact Assessments as well as Detailed Risk Assessments, which are considered key elements in the initiation of projects within our organization. Capable of critically analyzing daily processes within diverse environments with the goal of improving efficiency while supporting a positive employee and customer experience. A life long learner, after completing my B.Comm in International Management, I completed my Canadian Securities Course (CSC) as well as my Certified Human Resource Professional Designation (CHRP). I have also worked to improve my written french by taking a professional french course offered through Humber College. I'm always on the lookout for a new key skill set to develop to drive my career forward, whether through on the job training, or formal course work!