Instruct elite bankers from top tier institutions across the United States, yearly, on the latest and greatest in AI to keep them relevant in their senior leadership positions.

Boutique Advisory Services for U.S. and Canadian Banks and FintechsFocus Area: Business Transformation, Embedded Finance/Bank as a Service, M&A, Lending and Origination- Siempre Spirits Ltd. | Board Advisor and HR Committee member- CitrusX, Tel-Aviv | Board Advisor, building an AI startup that explains how AI decisions are made to enhance understanding- Release, Boston | Board Advisor, connecting multifamily owners with working capital without adding debt or equity dilution- NorthOne, Toronto | Board Advisory, growing a small business-focused NEO bank in the United States – Series B funded- Official, New York | Board Advisor, Fast growing dating app focused on enhancing existing relationships – Exited to Bumble- Flow Water, Toronto | Board Advisor, fastest growing water company in the world- Xphyto Therapeutics (XPHY.CN), Vancouver | Board Advisor, BioPharma Innovation Incubator- Full Cycle Bioplastics, San Francisco | Board Advisor, World’s most advanced, patented bioplastic company- TAAT Global (TAAT.CN), Las Vegas | Board Advisor, Cigarette replacement built to help people stop smoking- KITES, Munich | Board Advisor, NLP AI firm specializing in real-time translation algorithms and technology - Exited to Zoom- CubeHX, Montreal | Board Advisor, AI-driven technology that uses eye movement and pupil dilation to determine sentiment - Exited to Leger- SecureKey, Toronto | Board, Joint venture amongst Canada’s banks and Telco’s to provide digital identity and verification- IconTek, Hong Kong | Board, Venture Capital Funded Natural Language Startup

Our talented team of true data scientists built a real-time transcription and translation Artificial Intelligence API and were acquired by Zoom. Press Release: https://www.zoom.com/en/blog/zoom-to-acquire-kites-gmbh/

Directed strategies to drive modernization and corporate transformation throughout the company, aligning technologies/operations across enterprise portfolios and providing thought leadership and effective solutions.Guided and mentored business leaders in faster decision-making, increased cross-functional collaboration, and efficient deployment of business strategies to accelerate company evolution and overall growth trajectory.

Within this role I drove the development of pioneering businesses with $1B+ revenue targets, guiding the company in the development of effective corporate strategies to modernize business functions; this included the introduction of forward-thinking FinTech solutions.

As Chief Data Officer, I led a North American team to develop and implement strategies, programs and policies to improve and sustain, manage, protect and leverage the value of National Bank of Canada's data assets.My role included providing guidance across all of the Bank's business lines to drive strategic data & analytics initiatives and regulatory and compliance expectations, while also maintaining deep relationships within the Bank's Data & Analytics community, key stakeholders and control partners.

• Digital Strategy: Develop and manage the digital channels investment portfolio (mobile, web, social media) that allows the bank to quickly grow its digital asset base.• Payments: Develop, deploy and manage mobile payment solutions for the bank across all emerging platforms and ensure the bank becomes a market leader in payment innovation.• Data: Develop the roadmap and corporate strategy for BI, analytics and enterprise data across all channels and platforms and ensure the strategy supports the corporate go-to-market efforts. Enhance governance and ensure data is reliable, consistent, accessible, secure, compliant and always available to support the mission and activities of the bank.

I spent many years with the Microsoft corporation, building a wonderful skill set which has served in my career going forward. Within this role, I led a high-profile multinational sales teams in global business and technical sales whilst guiding industry-focused thought leaders for Microsoft Canada; a subsidiary with a turnover of $1B+ in software, cloud and other tech services. I oversaw an operational budget of over $5M and supervised/mentored account teams in-field, creating culture of accountability for individual performance whilst developing effective sales and relationship strategies.

At the height of the financial crisis, my role was to maintain and strengthen the relationship between Microsoft and a select set of flagship Capital Markets clients/partners and solidify long-term partnerships.Clients included: Bloomberg, Thomson Reuters, Deutsche Bank, NYSE, Barclays, New York Mercantile Exchange, Bear Sterns, Lehman Brothers and DTCC and after exceeding my targets and KPI's, was promoted to run the dedicated global relationship with Goldman Sachs.

• Responsible for driving a multi-year transformation to ensure Microsoft becomes a world class leader in customer and partner satisfaction• Set strategy and drive field execution tactics through coaching sales leadership to achieve quality executive business reviews and drive joint relationship scorecards with top customers• Spearhead analysis and insight into customer and partner satisfaction, and determine the key drivers that can be addressed with field execution

Responsible for corporate guidance around Microsoft's Enterprise Customer Satisfaction Strategies (Executive Business Review, Conditions of Satisfaction, Global Relationship Survey)

• Specialized team of worldwide evangelists/consultants responsible for selling the Information Worker Platform value proposition to Microsoft Customers.• Strategic territory planning, funnel management, engagement selling, demand generation, evangelizing, partner account management, channel development, product demonstrations, taking sales from prospecting to close.

• Facilitated business process re-engineering by using technology to improve division inefficiencies using six sigma methodologies, analysis workshops, optimization and visioning sessions• Prepared long-range strategic computerization plans consistent with business process recommendations including web-based e-commerce applications and enterprise resource management systems• Responsible for the business requirements implementation of SAP Business Objects

• Responsible for metrics and analyses to improve the software development and delivery process• Researched new methods for application, operations and integration for a new software release• Ensured that quality gateways were passed appropriately throughout the software project life cycle• Certified that control points were executed efficiently, that testing tools were being used correctly, and that all project deliverables met quality standards