Kelsi is the VP of Product Management of APEXA, and is responsible for leading the internal team to implement APEXA’s product roadmap with a focus on creating solutions to the problems faced by our advisors.
Joshua is the Director, Training & Process Management for APEXA and is responsible for developing and executing the APEXA training strategy, which consists of a blend of e-learning and onsite facilitation. Joshua’s experience in the financial services industry spans over 9 years, where he has enriched his expertise areas of training, coaching, and people management.
Joshua is a huge proponent of developing a reputation for reliability, honesty, and integrity by following through on commitments, providing feedback and avoiding office politics.
Joshua holds an Honours Bachelors of Science in Psychology from Trent University and a Graduate Certificate in Human Resources from Durham College. In addition, he is also a Certified Training Practitioner as recognized by the Institute for Performance and Learning.
In his spare time, Joshua enjoys spending time with his wife and son and reluctantly completes home renovations. He is also passionate about fitness, nutrition and playing softball.
Shree is a Senior Business Analyst for APEXA, and is responsible for ensuring that APEXA is operating smoothly and meets business needs. As the system is deployed to additional partners, she will also be responsible for system enhancements.
Shree has 15 years of industry experience, which have bolstered her expertise in business analysis, project management and system testing. Prior to APEXA, Shree has been a Senior Business Analyst at both The Insurance Institute and Brookfield Lepage Johnson Controls.
Shree believes that there’s nothing that can’t be solved if you are patient and willing to continuously gather knowledge.
Shree holds a Bachelor of Science in Biology from the University of Western Ontario and a System Programming and Analysis Certificate from Seneca College. Additionally, she is CBAP certified from the International Institute of Business Analysis.
In her spare time, she actively practices yoga and enjoys spending time with family and friends.
Bonnie is a Business Analyst for APEXA, and is responsible for developing and implementing strategies to support APEXA’s clients. Bonnie’s experience in software implementation and support spans over 10 years, where she has developed her expertise around business analysis and intelligence, software documentation and process improvement.
Prior to APEXA, Bonnie held a wide range of work experiences, which include consulting and data conversion. Through these range of experiences, Bonnie has fueled her passion of consistent and continuous learning and is a firm believer of taking accountability in everything that you do.
Bonnie holds a Marketing diploma from Seneca College and a SQL Server Certification.
In her spare time, Bonnie enjoys walking, biking and rollerblading through the variety of neighbourhoods in Toronto. She is also guilty of being a Netflix enthusiast.
Chantel graduated from Carleton University with a BA in Psychology and is currently working towards achieving a CBAP designation. She has seven years of experience working as a Business Analyst in the insurance industry with a primary focus on Finance, Treasury and ERP system implementations and solutions.
Most recently she worked in the Integrated Financial Solution group at Manulife, where she collaborated within a small team to manage the financial reporting and cash operations infrastructure for the Company. In her free time, she enjoys travelling, playing with her dog and spending time with friends.
Kerwin is a Business and IT Operations Lead for APEXA, and is responsible for IT Service Management. Kerwin studied Engineering at the Mapua Institute of Technology and obtained his MBA from De La Salle University.
He has several years of experience working in the Business Process Outsourcing and Financial Services industries, with a primary focus on meeting and exceeding service level commitments.
Kerwin holds an ITIL V3 Expert Certificate and is also a Certified Scrum Master. He is an avid aviation enthusiast, and he collects and builds aircraft scale models in his spare time.