Functional Skills

Communications
User Experience Design (UX)
Wealth Management
Agile Software Development
Strategic Planning
DevOps
Risk Management
Customer Experience
Product Innovation
Finance Transformation
Innovation Management
Data Transformation
Leadership Development
Forecasting / Projections
Integration Management (IMO)

Software Skills

Continuous integration
Microservices
Cloud computing

Certifications

PMPProject Management Professional
SASAFe Agilist

Sector Experience

Business Services
Financial Services
Technology

Notable Clients

Bank of Nova Scotia
CIBC Wholesale Banking
TD Bank Group

Experience

Bank of Montreal Information Technology
Executive Transformation Lead
6/2022 - 2/2024
Spearheaded technology transformation and delivery for the core banking platform. Drove digital transformation initiatives, modernizing the platform architecture and technology to optimize business operations. Designed and implemented an Agile operating model to accelerate time to market for critical business outcomes.
• Developed and executed $120M transformation strategy, targeting significant business benefits.
• Achieved $15M in revenue in 1st year by executing the transformation strategy for a major initiative.
• Established scalable Agile development, quality, DevOps and release engineering practices across a 400-member team leveraging SAFE and DAD.
• Applied the OKR framework to translate strategy into measurable business outcomes.

INVIVO - a Red Nucleus company Information Technology
VP, Technology
4/2021 - 6/2022
Directed the establishment of top-tier technology organization, enhancing global business security and strategic partnerships. Led the transformation in medical communications, integrating Innovation, enterprise technology, and consulting.
• Streamlined the IT organization by implementing Cloud Strategy using MS Azure, improving operational efficiency and scalability.
• Transitioned the company into strategic partner in medical communications, establishing unique market position.
• Cultivated startup culture, enhancing customer outcomes, reducing waste, and increasing productivity.

Chorezee Information Technology
Co-Founder / Head of Delivery & Product
9/2020 - 3/2021
Pioneered and executed transformative product vision, establishing competitive edge in the market through efficient delivery models. Conceptualized innovative product delivery strategies, optimizing processes for efficiency and customer satisfaction. Partnered with executive management to define and refine the platform's value proposition and service offerings.
• Launched digital home care assistant, contributing to organization growth and market recognition while enhancing customer experience in home management.
• Led development of cutting-edge social experience platform, redefining domestic management and solidifying Chorezee's position as leader in home care innovation.

Willis Towers Watson Information Technology
Head of Delivery & Transformation
1/2019 - 7/2020
Steered the development of market-ready, multi-tenant reinsurance platform, utilizing the SaaS model and the Microsoft technology stack, including Azure to provide scalable and efficient cloud based solutions. Innovated Agile engineering playbook, incorporating practices like Test-Driven Development (TDD), pair-programming, test automation, CI/CD, microservices architecture, self service analytics, and cloud enablement.

OLG Information Technology
Director of Delivery, Lottery & Digital
8/2018 - 1/2019
Directed end-to-end oversight of diverse lottery portfolio and digital initiatives while managing annual budget of $40M to ensure optimal allocation of resources and successful project execution. Crafted and implemented forward-thinking three-year digital transformation roadmap, enhancing the efficiency and capabilities of retail POS-driven lottery systems, contributing to the organization's strategic growth and market leadership.
• Systemized processes, mitigated risks, and maximized business value realization across all digital initiatives by developing and executing meticulously planned agile product roadmap, integrating revenue targets, effective sequencing, and prioritization.
• Attained consistent track record of delivering complex projects within stipulated timelines and budgets, reinforcing the organization's competitive position in the market through technological innovation and operational excellence.

TD Wealth Information Technology
Senior Delivery & Transformation Lead
1/2012 - 7/2018
Pioneered the execution of complex, multi-segment Lighthouse initiative, managing $50M budget and leading cross-functional team of over 50 members. Fostered culture of continuous improvement and innovation, leading teams to achieve exceptional results in complex project environments.
• Revolutionized account onboarding by reducing the process from two weeks to one day, boosting operational efficiency and client satisfaction.
• Increased the Straight through Processing rate from 80% to 97%, enhancing workflow efficiency and accuracy, and establishing new standards in operational excellence.
• Spearheaded the digital overhaul of the Wealth employee order management platform while managing $30M project portfolio.