Functional Skills

Change Management / Org Design
Business Planning
CRM Selection / Implementation
Benchmarking
Communications

Sector Experience

Business Services
Financial Services
Social & Public Sector

Languages

French

Experience

Sustainable Asset Advisors Management Consulting
Chief Engagement Officer
5/2018 - Present
Advise clients grappling with ESG and SRI initiatives; focusing on research, strategy, client communications and partnership development.
Gitterman Wealth Mangement Finance
SMART Investing Services - Marketing and Communications
10/2019 - Present
Oversee all SMART marketing and communications. Data analysis, generating lead campaigns, analyze market trends and driving sales in new areas of business.
Corporate Insight Management Consulting
Asset Management Research Analyst/Team Lead
1/2015 - 4/2018
Led asset management retail investor services at a private consulting firm focusing on competitive intelligence of the client experience through multiple digital channels.
Private Practice Corporate Strategy & Development
Independent Consultant
7/2012 - 12/2014
Consulted for a number of private and non-profit organizations, providing business and fundraising strategies.
Government of Canada Other
Research and Policy Analyst / Corporate Social Responsiblity Researcher
9/2011 - 6/2012
Transport Canada - Assisted in drafting new aviation legislation and collaborated with multidisciplinary team to ease industry transitions.

Global Affairs Canada - Researched economic and political developments in the mining sector and emerging markets with focus on corporate social responsibility to asset clients with off-shore investments.
The Carter Center Other
Democracy Program
1/2011 - 4/2011
Conducted pre-election assessment mission in DRC, liaising with high-level government and political officials, EU/MONUSCO representatives, donors, CSO’s, presidential candidates and the electoral commission.