Richard Rees
Director, Individual Portfolio Management @Equitable
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WORK HISTORY
Director, Individual Portfolio Management @Equitable
Waterloo, ON, CA
Leading strategic planning and execution for the Individual Insurance portfolio, with a core focus on maximizing customer value and driving business growth. Foster strong partnerships between digital and backend teams to streamline workflows, improve governance frameworks, and ensure seamless delivery of key initiatives. Champion a culture of continuous improvement by identifying upskilling opportunities for project teams, implementing best practices, and leveraging data-driven insights to optimize portfolio performance
EDUCATION
Middlesex University
HND, Electrical & Electronic Engineering
Wilfrid Laurier University
Master Manager, Management
University of Waterloo
Diploma of Education, Digital Transformation
SKILLS
ABOUT RICHARD REES
Strategic and results-oriented Engineering Leader driving significant operational improvements and large-scale project delivery. Adept at leading global teams, aligning technical strategies with business objectives, and leveraging AI/ML to optimize processes and enhance product quality. Proven ability to manage multi-million dollar budgets, drive revenue growth, and ensure high customer satisfaction, while fostering collaborative environments and mentoring high-potential talent. Experienced in navigating high-pressure situations and implementing Agile methodologies to consistently deliver projects on time and within budget, exceeding organizational goals
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