1. Edward Yaghledjian, (PMP)-
Business Project Management / Client Development
: Toronto, ON M3C 4G9 : 416.803.0637 : edward.takavor@gmail.com : https://ca.linkedin.com/in/eyaghledjian
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EXECUTIVE SUMMARY
Proven Business Development Manager with exemplary relationship development skills and demonstrated success with management
practices that embrace diversity. Uses data analysis in design of various marketing strategies, understanding customer life cycle and
achieving new growth channels. Leader in project management with background in conflict and risk management, achieving results
by establishing unified and collaborative team focus.
Core Knowledge Areas:
- Project Management, Leadership - Corporate Financial, Direct Reporting, Analysis
- Client Relationship Development Management - Research, Solutions Architect
- Business Development, Marketing - Training, Educating via seminars
PROFESSIONAL EXPERIENCE
HY Vision Investments Inc. Consulting Firm 2011 – Current Period
Aimia Proprietary Loyalty Canada Inc., Toronto (2013 – Jan 2016)
Business Development Project Manager / Client Relations
Consulting in the field of business development loyalty program, business process re-engineering, and change management. As lead
business project developer, consulted in areas of joint business ventures with large Retail and Financial Institutions.
● Established an understanding of the customer base, age, geography, gender and prior engagement history in accordance with
government regulatory parameters, to design the correct marketing methodology. Data analytics was a great source used to
determine reactive nature of the client to our marketing techniques.
● Managed projects for onboarding of new products with existing clients. Involved in preliminary discussions to establish key
stakeholders and understand departmental and personal barriers to requested completion timeline.
● Established weekly meeting agenda to highlight project progress and determine areas of concern and ascertain resolutions.
● Monitored the daily progress of projects, looking to immediately bring issues to light that we may maintain timelines and budget.
Successfully delivered project both on timing and budget.
● Designed projects for incentive marketing campaigns applyed towards inbound call centre channel, this was in collaboration with
digital marketing campaigns and client servicing centre. The incentive campaign acquired a growth rate of 200% on an
annualized basis when looking at equivalent call volumes coming into the call centre for enquiry purpose or product education.
● Assisted in design and language of marketing material relevant to style of campaign (digital vs Telecom vs direct mail) working in
collaboration with legal, IT, and business finance.
● Assessed the financial viability and profitability through financial modeling for new business ventures over one, three and five
year continuous business cycles to determine to commence or cease. Successfully enhanced cost savings by eliminating
projects that were not monetarily feasible early on in the evaluation stage reducing resource hours from legal and finance
departments.
● Developed face to face training exercises with client customer service agents, resulting in 120% growth in sales on the inbound
channel. The design of marketing documentation highlighting key features and benefits to direct the agent and educate the
consumer, establishing a retention rate of 30% well above industry standards.
● Developed annual business forecast, continuity, risk management and new acquisition channels. Successfully transitioned
marketing methodology that saw the reduction of $43,000 in marketing costs for one specific campaign while enhancing overall
sales.
● Established and coordinated the funding requirements for new business opportunities. Presented business documentation with
financial models to senior executives to attain required funding for business enhancement projects. Implemented continuous
Incentive programs and campaigns that saw results in customer acquisition almost double year over year for one client. Growth
in 2014 increased from 87,000 subscribers to 155,000.
● The Primary contact between Client, Executive staff and the team on dissemination of information and management of overall
business relationship. Provided Monthly and Quarterly review on business performance and ongoing new opportunities.
Customer engagement and strength in new business opportunities were enhanced with three new projects in the horizon for
2016.
● Understanding product and customer segmentation within established and non-established markets through data analysis.
Establishing the data criteria, and economic viability in order to determine channels of incorporation.
2. Edward Yaghledjian, (PMP)-
Business Project Management / Client Development
: Toronto, ON M3C 4G9 : 416.803.0637 : edward.takavor@gmail.com : https://ca.linkedin.com/in/eyaghledjian
2
● Established efficient communication methodology to manage relationship established and maintained a strong team environment
where department boundaries were dissolved through consistent engagement and weekly connection triggers, resulting in
signification improvement in delivery of requirements.
● Consulted in the writing of legal documentation, Master Services Agreement, Statement of Work and Request for Proposals.
● Advised senior management on yearly business planning objectives, budget forecasting and distribution, resulting in minimal
variances with actual year end values and overall executive acceptance of analysis modeling.
Sun Life Financial, Toronto 1996 – 2011
Client Relations Executive, Group Pensions & Retirement Planning (2005 – 2011)
Senior client, and project manager. Overseeing the daily functions of the business enterprise while looking for opportunities to better
the business model and increase sales.
● Managed a project to integrate pension and retirement product lines from Clarica Life into SunLife Financial. The scope of the
project included collecting data for 3500 clients, normalizing the data, and integrating the data into SunLife Financial. A project
with resource limitations and enormous financial implications due to market fluctuations. Project was completed 2 weeks prior to
deadline and under budget.
● Consulted, advised and lead in the establishment of the Asset Retention department of terminated employees with senior
management. Five years following inception, 2010 saw the asset retention department as the largest growing business division
within SunLife financial with 800% growth in five year time frame.
● Monitored, led performance and educated staff on delivery and understanding of industry standards FSCO, ensuring quality
service standards were consistently met and procedures followed. Key point to addressing escalated issues with clients. A
positive approach resulting in absolute retention over five years time frame. Maintaining strict privacy standards as per legislation.
● Managed performance constraints with regularly scheduled progress meetings. Objective, to determine progress level, and
identify possible obstacles, so as to satisfy and meet customer needs and meet company objectives.
● Presented educational seminars to client management groups and employees on changes to their pension programs, changes in
pension legislation, and retirement planning products and methodology. Managed key relationships with partners and
stakeholders, resulting in efficient business development and growth.
● Identifying trends and changes in client needs, collaborating with marketing and education departments to provide appropriate
materials to meet those needs, and deliver new products that fulfill their new requirements.
Analyst, Corporate Finance and Commercial Mortgages (1996 – 2005)
Detailed analysis of financial data, by continuous dialogue with senior officers globally, added enormous value to the delivery of
controversial information to heads of the Sun Life Financial and its Board of Directors.
● Audited and prepared presentation material consisting of consolidated financial statements from world wide business enterprises
of Sun Life Financial as well as business areas such as commercial mortgages, real estate and securities. Consistent reliable,
verifiable, explainable data also with relation to industry comparisons via Bloomberg, brought a sense of ease and comfort to
senior management when presenting to the Board.
● Performed monthly analysis on performance numbers to determine segment and regional achievements in relation to industry
average and internal set guidelines. This resulted in maintaining limited liability to market and sector changes.
● Monthly, quarterly financial reporting on SunLife Segregated fund assets, Real Estate portfolio and Mortgage Portfolio. Consisting
of data analysis and audit, problem investigation, consolidation and documentation.
● On site inspection of mortgage portfolio real estate assets. Inspection of property maintenance compliance, building code
regulatory requirements and building structure safety. This lead to greater understanding of property maintenance, management
and building structural design.
● Supervised the allocation of funds $180 million annual budget to varying areas of investment per company commercial lending
policies. Ensured adaptation to market changes.
● Involved in analysis and establishment of portfolio of MBS, for subsequent sale to ING Direct.
3. Edward Yaghledjian, (PMP)-
Business Project Management / Client Development
: Toronto, ON M3C 4G9 : 416.803.0637 : edward.takavor@gmail.com : https://ca.linkedin.com/in/eyaghledjian
3
EDUCATION & PROFESSIONAL DEVELOPMENT
Project Management Professional (PMP)
Executive Certification Program in Negotiation and Conflict Management, Harvard University
Bachelor of Arts, Mathematics and Commerce, York University
Continuing Education in the field of (Data Science, Data Mining, Data Analysis), (Change Management & Communication)
ASSOCIATIONS
Member Project Management Institute (PMI)
Public Office, provincial elections 2014
Board of Directors Member, Canada Armenia Business Council (CABC)
Member and Workshop Facilitator, Toastmasters Richmond Hill