Joseph Colangelo
Wealth Sales Intern @ Sun Life Global Investments
About
BComm Accounting student at the University of Guelph and an aspiring CPA. Completed two internships at Sun Life Global Investments, including roles as a Wealth Sales Intern and Wealth Support Coordinator. Built strong relationships with financial advisors, generated leads through national cold calling, and supported national sales initiatives while collaborating cross-functionally with sales, marketing, and business innovations teams. Developed a strong foundation in investment products and financial analysis. Incoming Staff Accountant I (Audit & Assurance) at Deloitte, where I will leverage my background in investments while building expertise in audit and financial reporting. Known for strong communication, a hard work ethic, and the ability to contribute in fast-paced, team-driven environments.
Canada
Richmond Hill
Food & Beverages
Financial Accounting, Investments, Communication, Leadership, Organization Skills, Time Management, Teamwork, Customer Service
Experience

Wealth Sales Intern
Toronto, Ontario, Canada
• Conducted outbound cold calls to financial advisors across Canada to understand their use of mutual funds, ETFs, or blended strategies. • Generated qualified leads and uncovered new opportunities to drive SLGI’s sales growth and expand advisor relationships.

Wealth Support Coordinator
Toronto, Ontario, Canada
• Collaborated with cross-functional teams, including sales, marketing, and business innovation, to drive key initiatives aimed at enhancing operational efficiency and client satisfaction. • Researched and organized advisor data to support sales initiatives and maintain clean, up-to-date records. • Leveraged my Excel skills for data analysis, Salesforce CRM to manage client relationships and track engagement, and utilized my expertise in Teams, PowerPoint, Word, and Outlook to ensure seamless communication and effective presentations.

Ice Skating Instructor
Ultimate stride
Toronto, Ontario, Canada
Joseph Colangelo's Contact Information
Phone
Find the Right Leads
Find Verified Contact Data
What LeadContact does well
Find verified emails, phone numbers, and decision-makers with 98% accuracy.
Find Leads
Find the right people by company, role, industry, location, and more.
925M+ professional profiles

Find Emails
Access verified email addresses for your target contacts.
657M+ emails

Find Phone Numbers
Get cross-validated phone data from multiple top sources.
239M+ phone numbers

More Accurate. Lower Cost.
Find contact data in 1 tool with 98% accuracy
LeadContact integrates leading enrichment tools to deliver more accurate contact data—without paying for each one.
Great conversations start with the right contact.
It’s time to find yours.



