Sean Harvey, CFA

Experience

• 

  Ford Motor Company

  Sept 2015 - Apr 2016

  Payroll and Warehouse Coordinator
• 

  Mercedes-Benz Canada

  Apr 2016 - Jul 2016

  Sales Intern

  Assist and support a small but dedicated team in the sales of Mercedes-Benz commercial vans to both dealerships and business customers. Conduct national, regional, and dealer specific market share analysis on commercial vans sales for Mercedes-Benz, Ford, GMC, Chevrolet, and Nissan. Compile dealer specific KPI’s to circulate to dealership principles on a monthly basis to gauge Vans specific performance against sales targets.

• 

  Chubb

  Jul 2016 - Jan 2020

  Manage a renewal book of business with a focus for retention and growth of a portfolio of key client’s Property & Casualty Insurance policies. Analyze exposures and risk management measures while adhering to underwriting guidelines, strategies, and manager authority for the accurate underwriting of a diverse set of companies in the Energy, Mining, Financial Institutions, Advanced Manufacturing, and Technology segments. Manage key broker expectations and relationships during the renewal process with an emphasis on the premium Chubb service value proposition. Identify and improve on operational inefficiencies to improve account management and retention, spur financial growth, and improve workflow logistics. Show less

  • Management Accountant

    Apr 2019 - Jan 2020

  • Commercial Underwriter

    Jul 2017 - Nov 2019

  • Professional Associate

    Jul 2016 - Jul 2017
• 

  TD Securities

  Jan 2020 - now

  • Manager, Data Insights & Business Management

    Feb 2023 - now

  • Senior Business Insights Analyst

    Jan 2021 - Feb 2023

  • Analytics & Data Science Associate

    Jan 2020 - Jan 2021