
Peter Cotterill
Marketing Representative

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About me
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Education

UBC Sauder School of Business
2015 - 2015Family Enterprise Advisor (FEA) ProgramActivities and Societies: — The Family Enterprise Advisor (FEA) Program is the only university-based programming designed to help professionals gain insight into the complex dynamics inherent within a family enterprise. Advisors are introduced to tools and strategies that help guide families and their business through a successful transition. Graduates become eligible to pursue for the FEA professional designation—quickly becoming a recognized designation that business families seek out and trust.
Experience

Pitney Bowes
Jan 1989 - Jan 1994Marketing RepresentativePitney Bowes is a global technology company best known for its postage meters and other mailing equipment and services, and with recent expansions into global e-commerce, software and other technologies.

GE Capital
Jan 1995 - Jan 2008GE Capital, Fleet,Services, now Element Fleet Services, is a leading global corporate fleet management company providing clients with vehicle financing and service solutions - including strategic consulting.Accomplishments• Increased sales in the Western Region by 20% year over year while retaining 100% of the existing client portfolio• Built a cohesive sales team which was recognized with an award for its excellence in collaboration and inclusiveness • Developed solid internal relationships with business VP’s, building trust, driving consensus and fostering teamwork• Provided coaching and strategic guidance to a team of six sales professionals as well as support to the customer service team • Represented the company at multiple industry events and provided leadership in customer meetings with senior contacts• Participated in National Client Advisory Board meetings and provided a voice and feedback for the Western based clients Show less Accomplishments• Earned the President’s Award for driving positive teamwork and lead the stabilization of the Western Regional Sales Team• Identified, coached and mentored new hires as part of a national account team growth strategy • Improved relationships and credibility within an existing portfolio of clients• Managed a complex new customer integration—successfully implemented a highly customized solution including implementation with regional management groups across North America.• Identified and implemented cost saving strategies for clients that quantified potential savings and tracked progress towards the attainment of predetermined goals Show less
Director of Sales, Western Canada
Jan 2006 - Jan 2008Team Leader, National Accounts
Jan 2004 - Jan 2006Fleet Solutions Manager
Jan 1995 - Jan 2004

Kelly
May 2009 - Feb 2010Sales Manager, Western CanadaA global leader in providing workforce solutions, Kelly offers a comprehensive array of outsourcing and consulting services as well as staffing on a temporary, temp-to-hire and permanent placement basis.Accomplishments• Recruited and developed a sales team—provided coaching and strategic guidance to 3 sales professionals located in Calgary, Edmonton and Vancouver• Enhanced Kelly’s presence in the Western marketplace by promoting their outsourcing and professional/technical business lines Show less

UBC Sauder School of Business
Nov 2010 - Mar 2014Business Development ManagerUBC's Business Families Centre (BFC) works with business families to address their most complex challenges. Working at the intersection of family enterprise and business acumen, the BFC advocates education as the central path to success for all enterprising families. In 2012 UBC founded the Institute of Family Enterprise Advisors (IFEA)—a not for profit organization committed to improving the advising experience and outcomes that business families receive. In March 2014, IFEA separated from UBC. Show less

Institute of Family Enterprise Advisors
Apr 2014 - Dec 2016Business Development ManagerThe Institute of Family Enterprise Advisors (IFEA) merged with the Canadian Association of Family Enterprise in January 2017. The new organization, Family Enterprise Xchange, is a national association which supports both business families as well as their professional advisors. This supportive community provides shared wisdom, world-class expertise, and education to address the realities and opportunities unique to Family Enterprise.

Family Enterprise Canada
Jan 2017 - Sept 2018Manager, Business DevelopmentThe Institute of Family Enterprise Advisors (IFEA) merged with the Canadian Association of Family Enterprise in January 2017. The new organization, Family Enterprise Xchange, is a national association which supports both business families as well as their professional advisors. This supportive community provides shared wisdom, world-class expertise, and education to address the realities and opportunities unique to Family Enterprise. Accomplishments• Lead the management and execution of initiatives designed to achieve the successful commercialization and sale of all FEX services—including membership, educational programs, services, and events• Created strategic partnerships with professional firms and industry associations (regionally and nationally) to expand FEX’s reach, grow annual sales revenue from education programs and further illuminate the field of family enterprise advising• Continued to grow the Family Enterprise Advisor (FEA) Program in Vancouver & Toronto in addition to expanding to Alberta in partnership with the University of Alberta’s Business Family Institute• Developed strategic relationships with professionals from a multitude of disciplines including Bankers, Lawyers, Accountants, Therapists, Coaches, Investment Advisors and Insurance Planners to create awareness for the formal FEA Program as well as customized family enterprise related educational programs and workshops Show less

Coast Capital Savings
Apr 2019 - Oct 2023Assistant Vice President Sales
Licenses & Certifications
- View certificate

FEA - FAMILY ENTERPRISE ADVISOR™
Family Enterprise XchangeMar 2016
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