Joseph Colangelo

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.

Country

Canada

City

Richmond Hill

Industry

Food & Beverages

Skill

Financial Accounting, Investments, Communication, Leadership, Organization Skills, Time Management, Teamwork, Customer Service

Experience

Sun Life Global Investments

Wealth Sales Intern

Sun Life Global Investments

LinkedIn
2025-6 - 2025-8 · 3 mos

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.

Sun Life Global Investments

Wealth Support Coordinator

Sun Life Global Investments

LinkedIn
2024-5 - 2024-8 · 4 mos

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.

Concord Food Centre \ Greco's Fresh Markets

Assistant Bakery Manager

Concord Food Centre \ Greco's Fresh Markets

LinkedIn
2023-4 - 2024-5 · 1 yr 2 mos

Richmond Hill, Ontario, Canada

Concord Food Centre \ Greco's Fresh Markets

Grocery Stocker

Concord Food Centre \ Greco's Fresh Markets

LinkedIn
2021-10 - 2023-10 · 2 yrs 1 mo

Richmond Hill, Ontario, Canada

Ultimate stride

Ice Skating Instructor

Ultimate stride

2021-12 - 2023-1 · 1 yr 2 mos

Toronto, Ontario, Canada

Education

Lang School of Business and Economics - University of Guelph

Lang School of Business and Economics - University of Guelph

LinkedIn
2023-9 - 2027-4 · 3 yrs 8 mos
University of Guelph

University of Guelph

LinkedIn

Economics and Finance

2023 - 2027 · 4 yrs

Joseph Colangelo's Contact Information

Email

******@***.com

Phone

(**) *** ****

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