As Senior Director, Analyst, I am researching the leading drivers of transformation in the investment services market and industry.
Led the transformation and turnaround of one of Canada's largest credit unions (including a massive core banking transformation, end to end Salesforce implementation and standing up a ground-up Wealth line of business). Previously, led the digital, cultural and business transformation of ATB Financial.
connectFirst Credit Union
Chief Transformation Officer
The Business Development Bank of Canada
Senior Vice-President, Operations
Financial Services Digital Business Strategy and Innovation
Financial Services Technology Modernization and Transformation
Masters of Business Administration (w/distinction) - University of Oxford
Bachelor of Commerce (hons.) - University of Manitoba
1Wealth Management - Generative AI trends and use cases
2Wealth Management - Business and Technology Trends
3Wealth Management - Project and resource prioritization
4Wealth Management - Digital & Business Transformation
5Investment Services - Core System modernization