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KRISTIN FOSTER 25 SOHO STREET , TORONTO , ON M5T 3L8 647 218 2183 [email protected] P 1 E EXPERIENCE York University Schulich School of Business MBA Masters of Business Administration Specialization in Marketing and Strategy Mediatize ME Public company, Marketing and Advertising Industry Independently developed a business plan for Mediatize ME during its start-up phase. Collaborated with CMO and CFO to formulate financial projections, product pricing and go to market sales strategy; Used market data to perform segment analysis and develop planning for client demand; Performed competitive market analysis using SWOT and independently designed competitive matrix to determine appropriate launch strategy; and Created a proposal for the organizational structure of the company. University of Western Ontario Honours Bachelor of Arts Economics Manulife Financial Client Account Manager Same responsibilities as Senior Client Account Representative (below) in addition to: Managed corporate 401K accounts with assets exceeding $100 million; Identified and defined training and developmental needs for the department; Developed creative ways to meet client needs and productivity goals as a team and on an individual basis; Helped create specialized and tailored client presentations focused on new plan administration strategies and occasionally traveled to the U.S, facilitating client education meetings; Integrated and applied expert knowledge of the business, products, and administration to problem-solving and resolution of client issues around Manulife service delivery and day to day plan execution; Obtained Series 6 Certification; and Manulife United Way volunteer. September 2009 - May 2011 Toronto, ON September 2000 - June 2004 London, ON Summer Intern, 2010 Dubai, UAE June 2007 - November 2008 Toronto, ON EDUCATION

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Page 1: Kristin Foster CV

KRISTIN FOSTER2 5 S O H O S T R E E T , T O R O N T O , O N M 5 T 3 L 8

647 218 2183 f o s ty44@gma i l . comP

1

E

EXPERIENCE

York UniversitySchulich School of Business

MBA Masters of Business AdministrationSpecialization in Marketing and Strategy

Mediatize MEPublic company, Marketing and Advertising Industry

Independently developed a business plan for Mediatize ME during its start-up phase.

Collaborated with CMO and CFO to formulate financial projections, product pricing and go to market sales strategy; Used market data to perform segment analysis and develop planning for client demand;Performed competitive market analysis using SWOT and independently designed competitive matrix to determine appropriate launch strategy; andCreated a proposal for the organizational structure of the company.

University of Western Ontario

Honours Bachelor of ArtsEconomics

Manulife FinancialClient Account Manager

Same responsibilities as Senior Client Account Representative (below) in addition to:

Managed corporate 401K accounts with assets exceeding $100 million;Identified and defined training and developmental needs for the department; Developed creative ways to meet client needs and productivity goals as a team and on an individual basis;Helped create specialized and tailored client presentations focused on new plan administration strategies and occasionally traveled to the U.S, facilitating client education meetings;Integrated and applied expert knowledge of the business, products, and administration to problem-solving and resolution of client issues around Manulife service delivery and day to day plan execution; Obtained Series 6 Certification; andManulife United Way volunteer.

September 2009 - May 2011Toronto, ON

September 2000 - June 2004London, ON

Summer Intern, 2010Dubai, UAE

June 2007 - November 2008Toronto, ON

EDUCATION

Page 2: Kristin Foster CV

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Manulife FinancialSenior Client Account Representative

Managed corporate 401K accounts with assets exceeding $50 million;Completed 5 insurance charter exams, a business writing course, and numerous investment product and industry knowledge courses; Mentored those individuals new to the client account representative role through job shadowing and formal assessment; andActive volunteer of the Junior Achievement Program, instructed a class about the economics of staying in school, mentored grade 10 students on the “Dream Big” Program: A Life Lesson with Tiger Woods.

Same responsibilities as Client Account Representative (below) in addition to the following:

February 2006 - June 2007Toronto, ON

Manulife FinancialClient Account Representative

Managed corporate 401K accounts with assets exceeding $20 million;Maintained and managed often difficult relationships with clients and business partners such as brokers, third party administrators and auditors;Acquired extensive knowledge of the U.S. pension and investment business; Performed reconciliation of client accounts and developed “win-win” solutions to complex problems often under tight deadlines; andTrained clients on how to utilize and interpret our financial/investment data and related materials.

November 2004 - February 2006Toronto, ON

Deloitte & Touche / Saba & CoAnalyst supporting external audit.

Assisted auditor in the planning of audits, audit testing, and internal control evaluation;Helped to prepare and draft audit reports;Prepared and compiled financial statements; andSet up analysis for a pre-merger integration.

Summer Intern, 2003Dubai, UAE

KRISTIN FOSTER2 5 S O H O S T R E E T , T O R O N T O , O N M 5 T 3 L 8

647 218 2183 f o s ty44@gma i l . comP E

EXPERIENCE (CONT’D)