David Grad

David Grad

Chief Compliance Officer, Chief Aml Officer, Privacy Officer, Ombudsman @ Primerica

About David Grad

David Grad serves as the Chief Compliance Officer, Chief AML Officer, Privacy Officer, and Ombudsman at Primerica Financial Services (Canada) Ltd., where he has worked since 2010. He possesses extensive legal and leadership experience, having previously held significant roles at Macdonald Sager Manis LLP and ING DIRECT.

Work at Primerica

David Grad has been with Primerica Financial Services (Canada) Ltd. since 2009, serving in multiple roles including Chief Compliance Officer, Chief AML Officer, Privacy Officer, and Ombudsman. His tenure at Primerica spans over 14 years, during which he has played a critical role in overseeing compliance and regulatory matters. Grad also holds the position of Executive Vice President, General Counsel, and Corporate Secretary, contributing to the company's legal and corporate governance framework.

Education and Expertise

David Grad earned his Bachelor of Laws (LL.B.) from York University - Osgoode Hall Law School, completing his studies from 1986 to 1989. His educational background provides a strong foundation in legal principles, which he applies in his current roles. Grad combines legal knowledge with leadership experience and business acumen, enabling him to influence change and drive initiatives within organizations effectively.

Background

Before joining Primerica, David Grad held significant positions in other organizations. He worked as Counsel at Macdonald Sager Manis LLP for 10 months in 2004 to 2005. Following that, he served as Vice President, General Counsel, and Secretary at ING DIRECT from 2005 to 2009. His diverse background in legal roles has equipped him with the skills necessary to manage legal affairs and represent stakeholders in strategic negotiations.

Achievements

David Grad is recognized for establishing high credibility with executive-level decision makers and regulatory officials. He has a track record of success in creating organizational systems, policies, and procedures that align with organizational goals. Additionally, he drives continuous-improvement initiatives within organizations, demonstrating his commitment to enhancing operational effectiveness.

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