Tony Green, CPA, CGA has a comprehensive work experience spanning over two decades. Tony is currently serving as the Director of Financial Planning at Schlegel Villages since October 2021. Prior to this, they worked as an Account Manager at ProCorp Financial, a HUB International Company, from October 2020 to October 2021.
Tony's earlier work experience includes various roles at Sun Life Financial. From July 2012 to December 2019, they worked as the Director of Business Development Initiatives, where they collaborated with senior management and business partners to develop and implement strategic initiatives. Tony also served as a member of the GRS Risk and Compliance Committee, ensuring regulatory compliance and providing recommendations for sales channel compliance matters.
From May 2002 to July 2012, Tony held the position of Investments Solutions Executive at Sun Life Financial. Here, they delivered pension governance meetings, participated in sales opportunities, and was an expert in Defined Benefit pension plan investment support and Stock Purchase plans.
At the start of their career, from August 1998 to May 2002, Tony worked as a Senior Analyst - Investment Financial Management at Sun Life Financial.
Tony Green's work experience showcases their expertise in financial planning, account management, business development initiatives, and investment management within the insurance and financial industry.
Tony Green, CPA, CGA completed their education at the University of Guelph, where they pursued a degree in Economics. The specific start and end years of their education are not provided.
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