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Peter Kenny

Peter Kenny

Business Intelligence Analyst

Open to New Opportunities | Ottawa, Ontario, Canada

Technologies

My Portfolio Highlights

My New Course

Introduction to Python

My New Course

Introduction to Python

Data ambassador, bridging the gap between numbers and human understanding.

My Work

Take a look at my latest work.

course

Introduction to Portfolio Analysis in Python

course

Intermediate Python for Finance

track

Finance Fundamentals

course

Importing and Managing Financial Data in Python

course

Manipulating Time Series Data in Python

course

Introduction to Python for Finance

course

Introduction to Python

course

Introduction to Portfolio Analysis in Python

My Certifications

These are the industry credentials that I’ve earned.

Other Certificates

Financial Planning Standards Council (FPSC) Certified Financial Planner (CFP)

Canadian Securities Institute (CSI) Professional Financial Planner

Canadian Securities Institute (CSI) Financial Management Advisor (FMA)

Bloomberg Bloomberg Market Concepts

Responsible Investment Association (RIA) RI Essentials for Investment Professionals

DataCamp Course Completion

Take a look at all the courses I’ve completed on DataCamp.

Courses

Introduction to Python
Introduction to Power BI
Introduction to ChatGPT
Introduction to Excel

My Work Experience

Where I've interned and worked during my career.

Canada Life | Jul 2021 - Present

Account Executive, Group Benefits

Overseeing a block of group health insurance plans, managing accounts and relationships with financial advisors and plan sponsors. Proactively supporting advisors to mutually grow our respective market share in the group health plan market. Negotiating renewals with advisors to establish price points that are fair and sustainable based on plan experience. Conducting plan reviews for advisors and sponsors to recommend plan designs that optimize their plan experience and premium value.
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IG Wealth Management | Jun 2008 - Jul 2019

Financial Consultant, CFP, PFP, FMA

I successfully built a financial planning practice from ground zero to over $14 million in assets under administration. I promoted the advantages of group health and retirement plans to small business owners, improving productivity and employee satisfaction, leading to over $125,000 in annual premiums. I executed multiple client acquisition strategies including: targeted direct mail and e-mail campaigns, networking with my warm market and centers of influence, sponsoring local charity golf tournaments for lead generation, and networking through volunteering with local community associations. I proactively maintained timely and relevant communications with clients and prospects through the contact management software system to meet client servicing objectives and for potential referrals. I established meaningful client relationships through the six steps of financial planning, gaining a deep understanding of client goals and objectives accompanied by detailed financial plans to achieve their respective goals.

MD Financial Management | Gestion financière MD | Jun 2002 - Apr 2008

Senior Business Analyst, Business Intelligence

I championed the design, prototype, launch and implementation of IBM (Cognos) business intelligence solutions built around key performance indicators, supporting key stakeholders to drive business growth and achieve corporate targets. The initiative led to a doubling of the number of end users seeking access to the decision support solutions.

MD Financial Management | Gestion financière MD | Jun 2000 - Jun 2002

Market Research Analyst

I built a detailed financial model in Excel to estimate the average debt levels of physicians at each stage of career progression, from student to practicing physician. The model was in support of an MD Banking Referral Service initiative and derived from a quantitative study on physician debt levels. The model, in combination with the research findings, proved instrumental in estimating market penetration rates, revenue and profitability from the various products and services proposed as a physician banking package.

MD Financial Management | Gestion financière MD | Dec 1998 - Jun 2000

Financial Consultant

I managed over $30 million in assets for a client base exceeding 200 physicians and family members. Led a direct marketing campaign targeting dormant physicians in rural locations throughout the Ottawa Valley. The campaign successfully re-engaged dormant physicians leading to new fund sales of over $3 million.

MD Financial Management | Gestion financière MD | Jun 1997 - Dec 1998

Product Analyst

I drove the launch of the MD discount trade brokerage platform using a segmented direct mail campaign requiring Financial Consultants to make follow-up phone calls to promote the new platform. The campaign would lead to growth in assets under administration encouraging physicians to consolidate their securities with MD Financial. I led the launch of a new universal life insurance product, MD Life, to the physician market. I conceptualized the primary needs analysis points and sales concepts for the introduction of the new offering that would go on to enhance MD's risk management offering.

MD Financial Management | Gestion financière MD | Jan 1996 - Jun 1997

Trader

I executed accurate and timely equity, fixed income and mutual fund trades for physician clients and family members. I provided exceptional client service as part of a team effort to maintain a high client satisfaction rating with physician clients and their family members.

My Education

Take a look at my formal education

B. Comm., Marketing, Finance, ITCarleton University | 1991

About Me

Peter Kenny

A Financial Services professional looking to add technical knowledge to my profile to explore opportunities in data analysis, business intelligence and reporting. Main focus is in investing, ESG, Responsible Investment and securities selection.

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