Toronto

As an instructional designer and educational technologist, André has been providing innovative blended learning solutions in a variety of sectors, including education, retail, insurance, wealth management, and financial software, for the past twenty-five years. Passionate about andragogy, he strives to transfer his perpetual desire to learn through engaging learning experiences. His objective: facilitate people’s daily work realities! André holds a bachelor’s degree in economics and a master’s degree in Educational technology from Concordia University.

As a Croesus subject matter expert, Anne combines her knowledge of finance and technology to guide clients through technology transitions. Based on her extensive experience in a portfolio management team of a brokerage firm, she understands the challenges faced by financial services professionals and provides them with best-of-breed solutions. She has a bachelor’s degree in Finance and has obtained the CFA designation.

Guillaume is passionate about software and agility concepts. He joined the Croesus team as Vice President, Software Engineering. In this pivotal role, he oversees the Research and Development, Product and Quality Assurance teams. His extensive experience in the IT field at large financial institutions is a major asset in achieving his mission of digital innovation.

Jean-Philippe is a data obsessed Product Owner, whose mission is to help finance professionals build a better practice and optimize their book of business using data analytics. Prior to joining Croesus, he spent five years implementing business intelligence solutions for top-tier consulting firms in the financial services industry. He holds a master’s from Reims Business School in France and is a certified Professional Scrum Product Owner.

As Training Advisor at Croesus, Terry Terrian is responsible for planning and delivering both onsite and online training sessions. He is a dynamic and engaging communicator and presents content in a clear and easy-to-understand manner. Terry’s multicultural and educational backgrounds, combined with his professional experience, make him a unique trainer who can adapt to his audience’s needs. He speaks five languages, including Armenian, Spanish, and Mandarin.