Hugh Margey

Hugh Margey

Senior Manager - Strategic Projects

Followers of Hugh Margey1000 followers
location of Hugh MargeyGreater Toronto Area, Canada

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  • Timeline

  • About me

    Director of Corporate Development at EY

  • Education

    • Project Management Institute

      2015 - 2015
      PMP Project Management Professional

      Project Management Professional PMP

    • IFSE Institute - Canada

      2011 - 2011
      LLQP Life License Qualification Program Insurance
    • Investment Funds Institute of Canada

      2011 - 2011
      Certificate CIFC Canadian Investment Funds Course

      Mutual Funds License

    • International Software Testing Qualification Board

      2006 - 2006
      Certificate Software Testing

      Certified Software Tester (Foundation Level)

    • Financial Planning Board

      2001 - 2001
      QFA Qualified Financial Advisor
    • Life Insurance Association

      1996 - 1996
      A.L.I.A. Dip Associate with Merit
    • University College Dublin -Michael Smurfit Graduate Business School

      1992 - 1993
      DBS Post Graduate - Business & Marketing 2.1 Hons
    • University College Dublin

      1989 - 1992
      BA Economics 2.1 Hons

      BA in Economics

    • St Conleths College

      1987 - 1989
      Leaving Certificate
    • Sandford Park School

      1983 - 1989
      Intermediate Certificate
    • UCD Michael Smurfit Graduate Business School

      -
  • Experience

    • Cornmarket Group Financial Services Ltd.

      Aug 1994 - Jun 2014
      Senior Manager - Strategic Projects

      Cornmarket is one of Ireland's largest insurance and investment brokerages, specializing in public sector and affinity voluntary group insurance schemes, and is a wholly owned subsidiary of Irish Life Plc (part of Great West Lifeco group of companies) Head of Strategic Initiatives & Project Management - Personal Insurance and Wealth Management, Financial Planning Software Development and Fieldstaff Training• Designed, developed, delivered and managed Financial Health Check "FHC", a bespoke multi million Dollar industry leading Financial Planning (Insurance & Wealth Management) software system. FHC complised of integrated KYC, POS and CRM systems, serving over 250 internal users (including 2 call centres), 100 external Financial Advisors, a client database of over 250,000 and multiple 3rd party interfaces.Responsible for Strategy, Innovation, Development, Executive Sponsorship, Process Improvement, Project Management, Operating Model and ongoing operations of advisor solutions. Previous Positions Held:Senior Manager - Financial Health CheckSoftware Development ManagerManager - Fieldstaff OperationsProject Manager Senior Financial Consultant Show less

    • (Special Projects) Canada

      Feb 2011 - Jun 2012
      Independent Financial Services Professional

      Based in the Greater Toronto Area, Canada, I provided management consultancy in the area of KYC & CRM design, financial salesforce automation, retirement planning & business development.

    • St. Pius X GIrls National School

      Oct 2012 - May 2014
      Board of Management

      Member of Board of Management for St Pius X Girls National School

    • Emerald eco Inc.

      Jul 2014 - Nov 2015
      CEO

      Founder and CEO Automotive Environmental Projects CompanyResponsible for Business Model, Strategy & Operations, Business DevelopmentStrong emphasis on building and maintaining relationships with senior executives in major Canadian REITs and with key strategic senior Ontario City officials in Planning, Zoning and Fleet Management

    • Accenture

      Jan 2015 - Aug 2017
      Management Consulting Senior Manager, Insurance & Banking

      Financial Services - Insurance Designing and implementing business changes that drive industry function and digital operating model transformation with a strong focus on people and process. Consulting, Strategy, Digital, RPA, Program & Project Management, Change Enablement & Process Excellence, Relationship Management & DevelopmentCombining deep insurance industry knowledge and experience with highly developed consulting, planning, operations, problem solving and project management skills. Show less

    • EY

      Aug 2017 - now

      Exploring strategic relationships, alliances and partnering opportunitiesMergers & Acquisitions supporting select priority capabilities EY Canada M&ADevelopment of CDO infrastructure, governance and processes, building and mentoring M&A transaction team Deal pipeline development, target evaluation, database development and management Target negotiations, relationship building and transaction contractingManagement of Transaction Management Office (TMO), due diligence, day 1 readiness, cultural assessment and integration activities Post acquisition review and reporting Working with our financial services clients to provide thought leadership and drive strategic projects that innovate, disrupt and solve business challengesPerformance Improvement, Emerging Technology (AI, Robotic Process Automation), Program and Project Management, CRM, KYC, Customer Centricity, Digital, Data

      • Director of Corporate Development

        Jul 2022 - now
      • Associate Director Corporate Development

        May 2020 - Jul 2022
      • Senior Manager at EY, Consulting - Strategy & Operations

        Aug 2017 - May 2020
    • PropertySmart.ie

      Jan 2018 - Jun 2022
      Co-Founder

      PropertySmart.ie - PropTech startup

  • Licenses & Certifications

    • Project Management Professional (PMP)®

      Project Management Institute
      Dec 2015
      View certificate certificate