carolyn simpson

About

Owner, Money Moods Incorporated / Financial Advisor, Manulife Securities Investment Services Inc at money moods

Country

united states

City

durham

Industry

financial services

Skill

financial advisory, portfolio management, investments, mutual funds, business strategy, start ups, finance, strategic planning, management, wealth management, new business development, sales management, estate planning, tax, pensions, sales, strategic financial planning, asset allocation, business development, retirement planning, financial planning, training, insurance

Experience

unc kenan-flagler business school

consultant and mutual fund branch manager

manulife securities

1995-1 - 1999-6 · 4 yrs 6 mos

Consultant to Manulife Securities - Mississauga branch new business development, compliance and training.

owner and advisor

the procon group

1986-8 - 1998-6 · 11 yrs 11 mos

Founded independent financial services consulting firm. Provided pension, group benefits, insurance and investment solutions to companies and their employees.

partner and vice president business development

pfs

1993-1 - 1994-12 · 2 yrs

Start up mutual fund dealer. Co-developed proprietary asset allocation software, Portfolio Builder.

sales management and consultant

ontario blue cross

1980-7 - 1992-12 · 12 yrs 6 mos

* Regional Sales Management / Director Ontario Sales / Corporate Strategy & Process Change implementation. * Hamilton Branch 1980 * 1985. * Toronto Branch & Head Office 1988 * 1992.

financial advisor and owner

money moods

1995-1 - Present · 31 yrs 9 mos

Founded money moods based on principles of behavioural finance. Independent financial planning.......investment, insurance, tax & estate planning. money moods good plan great feeling :-)