Employee Spotlight: Operations Manager, Anne Welland

CRM Dynamics prides itself in the diversity of our staff’s experience. To highlight that, we present the Employee Spotlight.   

This month we learn about our new Operations Manager, Anne Welland.

Read on to find out more about Anne!


After graduating from McGill University with a double major in Political Science and History, Anne began working at RBC as an estate planner and then moved over to the world of marketing.  This sparked a long career with the financial institution as Anne spent over 20 years at RBC working up through a variety of roles before becoming the Senior Marketing Manager of Wealth Management Canada.

You have such a long and successful history with Marketing, what changed your focus?

“Towards the end of my tenure at RBC, I worked on creating an integrated marketing portal for all private bankers and investment advisors so they could customize their marketing materials.  I was the marketing and technical lead for this project, which was a quick and deep introduction into the world of CRM.”

From that background, what led you to becoming Operations Manager at CRMD?

“While I was with a large company, the group I was in was very much like a small business. It had lots of entrepreneurial qualities and I worked on a variety of activities that a marketing person may not normally be involved in. I was also looking for new challenges and a role that would leverage the expertise I gained from building and managing the portal.”

 Was there something specific that attracted you to CRM Dynamics?

“This role touches on many things, I’m not siloed in my day-to-day activities.  I am operations, I’m HR, I’m working closely with Microsoft and its technology – it’s a diverse position, which I like.”

What about outside of work, what are some things you enjoy?

I am very passionate about wine, so I decided to invest my time learning about wines through formal education.  Before I knew it, I was at the Sommelier Factory working towards my Sommelier certification with the Court of Master Sommeliers. 

Wow!  What does the course consist of and how long does it take?

“The course covers all the relevant wine-producing regions of the world, which really opened my eyes.  I developed blind tasting skills and learned professional services like decanting and sparkling wine presentations.  From beginning to end it was about 18 months, finishing with a blind tasting of wines, serving a master sommelier in a professional dining setting, and a theory exam.”

Now begs the question, what’s your favorite wine?

I really like “Crémant de Bourgogne”, which is a sparkling wine made with the same technique as Champagne (the traditional method), but from outside the Champagne region, making them much more affordable.

I’ll be trying that soon! Any domestic wineries you recommend?

“There are so many  I enjoy, but if I had to pick three for Ontario, I would say Leaning Post and Big Head Wines in Niagara, and Hinterland Winery in Prince Edward County.”

Outside of your love of wine, what else do you enjoy spending your time on?

“I am a runner.  My last race was the Chicago marathon.  I’ve also done the New York Marathon and I plan to continue with more marathons once the pandemic is over.  Of course, I’m big on traveling as well, for my next trip I want to cycle through the wine regions of France!”

Jared Teed

Click Here to Leave a Comment Below

Leave a Comment: