• Founder of consulting business focussed on supporting the data analytics needs and capabilities at Financial Institutions, FinTech's, Non-Profits, Governmental and other industry verticals
• Consulting services include Strategic Advisory, Data and Analytics solutions development, and educational workshops and training
• Successful engagements with multiple organizations with demonstrated business value realization and proven improvements to BI and Analytics maturity
• Formed Cascadia Community Collaboration in 2019, fostering collaboration across Financial Institutions, sharing of insights and best practice.

• Role presented with challenge of fostering an analytical culture across organization, clarifying strategy and mandate of function, and to infuse data-driven approaches into execution of corporate objectives
• Implemented structure and operating model for Enterprise Analytic function, pro-actively collaborating with departments to share insights, and identify business opportunities to leverage advanced analytics and machine learning. Formed analytical collaboration forum and Innovation lab
• Business outcomes realized through use of analytics successfully operationalized included: deeper member relationships, reduced churn rate, lower delinquency rates on loans, and front-line process efficiencies through faster time to insight. Community of 'super users' dramatically grew self-serve BI capability across organization, while instituting transparency and trust in key data domains

• Recruited into new role, tasked with building a product management team and discipline fueled by analysis, insight, and collaboration. Scope of function included Deposit and Lending products across Retail and Business Banking lines of business
• Instilled analytically centered and results-driven process towards product development, service fee management, and relationship-based pricing strategies
• As catalyst for evolution of Product Management function, results of activities included cross functional collaboration on Deposits, Mortgage Pricing, and Small Business strategies, plus millions of dollars in proven incremental revenue achieved through operationalizing service fees and product enhancements

• Tasked with transformation of Product function (with accountability of $25Bn Retail Deposit portfolio) from one of "gut-feel" to insight-driven rigor, facilitated by standardized metrics, and product & customer analytics
• Institutionalized a data-centric approach through re-organization of team, instilled ongoing discipline in weekly product pricing forum, led implementation of Customer Value Relationship Pricing across branch network, and oversaw development and launch of innovative new deposit products
• Results included the exceeding of revenue targets by tens of millions of dollars, increased adoption of internal pricing calculators and tools from 5% to over 80%, and balance sheet growth directly attributable to new product development

HISTORY (continued) SENIOR MANAGER, CUSTOMER INSIGHT Feb 2007 – Aug 2009 HSBC Bank Canada, Vancouver, Canada
• Role part of newly formed HSBC Direct business, tasked with generating value-added customer insights and analytical tools to help optimize marketing optimization and sales effectiveness
• Created a "business run by metrics" mindset, facilitated by creation of media optimization database and processes in conjunction with other Management Information infrastructure, ultimately driven through successful adoption of metrics in media spend, decision-making and other process enhancements to sales and operational processes
• HSBC Direct business successfully built portfolio of >$2bn deposits in under two years, with demonstrated longevity and value to the organization
● Appointed Metrics Subject Matter Expert for Canadian Bank Canadian lead practitioner among unique team that designed requirements and implemented Distribution Metrics (data, analytics & production governance) acro

• Member of team mandated to create and distribute Management Information (MI) reporting across organization using new and innovative tools and processes
• Elevated awareness and understanding of MI function among both frontline and senior sales leadership,providing consultative support on the data, metrics, and reports

• Generated mid-office reporting & analysis, and successfully implemented new end-to-end
reporting processes through implementation of new Trading system.

• Enhanced departmental market surveillance with reporting and analysis - numerous successful disciplinary cases originated through use of monitoring tools (Business Objects, Excel and Access).

• Created and administered various fares databases, adhering to regulations during 'Fares SettingPeriod'