 | Louis R. Martel, CFA, FSA, FCIA, ICD.D, Managing Director & Chief Client Strategist | |||
| Responsibilities: | Business & product development, client service | |||
| Career began: | 1982 | |||
| At Greystone: | 2006 | |||
| Previous experience: | SVP, AON Consulting; Consultant/Practice leader, Aon Consulting; Consultant, Watson Wyatt; Pension analyst & consultant WM Mercer Ltd; Pension Analyst, CP Rail; Actuarial, AETNA Cda | |||
| Education: | Chartered Financial Analyst; Fellow of the Cdn Institute of Actuaries, Fellow of the Society of Actuaries; Institute of Corporate Directors Course (ICD.D), BS.Sc., Laval University | |||
 | Zaheed Jiwani, CFA, Senior Vice-President, Client Strategy | |||
| Responsibilities: | Thought Leadership, business development and client service | |||
| Career began: | 1997 | |||
| At Greystone: | 2011 | |||
| Previous experience: | Analyst, William M. Mercer; Manager, Investment Research & Analyst, Manulife Financial; Principal & Head of Canadian Defined Contribution Investment Consulting Group, Aon Hewitt | |||
| Education: | Bachelor of Science, University of Toronto; Chartered Financial Analyst | |||
 | Lisa Moen, CFA, Director of Marketing Strategy Research & Product Development | |||
| Responsibilities: | Business & product development, client service | |||
| Career began: | 1992 | |||
| At Greystone: | 2010 | |||
| Previous experience: | Director of Investments, Saskatchewan Healthcare Employees' Pension Plan; Senior Investment Analyst, City of Regina; Corporate Finance Analyst, Sherwood Credit Union | |||
| Education: | B.Admin., B.A., University of Regina; Chartered Financial Analyst | |||
| BUSINESS DEVELOPMENT | ||||
 | Michael R. Gillis, Senior Vice-President, Business Development | |||
| Responsibilities: | Business development and client service | |||
| Career began: | 1987 | |||
| At Greystone: | 2006 | |||
| Previous experience: | Vice-President Institutional Marketing, Seamark Asset Management; Director, Business Development, National Trust; Senior Account Executive, Royal Trust | |||
| Education: | B. Ed., Mount Saint Vincent University; B.BA St Francis Xavier University | |||
 | Sean Collins, CFA, Vice-President, Business Development | |||
| Responsibilities: | Business development and client service | |||
| Career began: | 1993 | |||
| At Greystone: | 2009 | |||
| Previous experience: | Investment Solutions Executive, Sun Life Financial Group Retirement Services; Consultant/ investment analyst, Hewitt/James P Marshall | |||
| Education: | B. Com., Ryerson University; Chartered Financial Analyst | |||
| CLIENT SERVICE | ||||
 | Heather J. Horner, Senior Vice-President, Client Service | |||
| Responsibilities: | Institutional marketing and client service | |||
| Career began: | 1977 | |||
| At Greystone: | 2003 | |||
| Previous experience: | Vice-President, Marketing & Client Servicing, Montrusco Bolton Investments; Manager, Research Department, Loewen, Ondaatje, McCutcheon | |||
| Education: | B.A., University of Western Ontario | |||
 | Loren Gee, MBA, CFA, Vice-President, Client Service | |||
| Responsibilities: | Business development and client service, third-party relationships | |||
| Career began: | 1996 | |||
| At Greystone: | 2002 | |||
| Previous experience: | Fidelity Funds; BMO Nesbitt-Burns | |||
| Education: | Chartered Financial Analyst; MBA Admin & Finance, University of Memphis; B.A. Economics, University of Saskatchewan | |||
 | Frank R. Greco, Vice-President, Client Service | |||
| Responsibilities: | Institutional marketing and client service | |||
| Career began: | 1998 | |||
| At Greystone: | 2008 | |||
| Previous experience: | Senior Investment Consultant and Practice Leader, Segal Advisors; Senior Manager, Investment Research, RBC Global Services; Senior International Analyst SEI Investments | |||
| Education: | B. Admin, B.A. (Economics) York University, Toronto | |||
 | Elizabeth A. Marr, CFA, Vice-President, Client Service | |||
| Responsibilities: | Institutional marketing and client service | |||
| Career began: | 1979 | |||
| At Greystone: | 1997 (incl. Mentor Capital prior to 1999 acquisition by Greystone) | |||
| Previous experience: | Vice-President, Marketing, Mentor Capital; Assistant Vice-President, Investments, Great-West Life | |||
| Education: | Chartered Financial Analyst; B.Comm. (Hon.), University of Manitoba | |||
 | Mary Robinson, CFA, ASA, Vice-President, Client Service | |||
| Responsibilities: | Institutional marketing and client service | |||
| Career began: | 1988 | |||
| At Greystone: | 2011 | |||
| Previous experience: | Associate, Foster Higgins & Co.; Manager, Pension Services Group, Price Waterhouse; Director, Investment Strategy/Policy, Russell Investments Canada Ltd. | |||
| Education: | Bachelor of Mathematics in Actuarial Science, Minor in Economics, University of Waterloo; Associate of the Society of Actuaries, Chartered Financial Analyst | |||
 | Chris Chernecki, CFA, Director, Client Service | |||
| Responsibilities: | Institutional marketing and client service | |||
| Career began: | 1998 | |||
| At Greystone: | 2010 | |||
| Previous experience: | Manager, Business Performance Management; Account Manager, GE Capital Solutions; Account Manager, BDC; Financial Services Manager, Bank of Montreal | |||
| Education: | Chartered Financial Analyst; B. Comm, University of Manitoba | |||
| COMMUNICATIONS | ||||
 | Paul G. Hartman, Senior Vice-President, Communications | |||
| Responsibilities: | Communications and marketing support | |||
| Career began: | 1976 | |||
| At Greystone: | 1996 | |||
| Previous experience: | Vice-President, Pioneer Life Assurance Company, Director, Saskatchewan Property Management Corp., Manager, Saskatchewan Government Insurance | |||
| Education: | M.A. (School of Business), B.A. (Economics), University of Wisconsin at Madison | |||
Marketing, Client Service & Communications