Currently working as a Senior Consultant for a Legal firm for client initiatives in the Private Wealth and Blockchain space

Leading and managing complex internal and external projects in the legal sector from regulatory compliance to improving efficiencies, business process transformation and automation.

Overview: Working in a project management capacity for a private consulting firm that provides business growth, strategy and technology direction for firms looking to expand their organization• Facilitate and direct meetings with venture capital firms/consultants looking to provide clients with consulting services for business growth• Develop business, marketing and technology development plans for stakeholders • Source and hire project team resources including, business analysts, consultants, accountants, lawyers and technology specialists as needed for project completion• Projects are comprised of business change management and technology projects for FINTECH, payment processing and financing firms • Managed all aspects of assigned projects included planning, budgeting, initiation, execution & monitoring and project auditing. Creation of detailed project plans, resource plans and schedules.• Identify project issues, risks, and critical paths for stakeholder attention• Facilitated meetings across geographically distributed teams • Tracking and reporting of project budgets, and status reports.• Creation of Business Change Management plans• Make recommendations for modifications of processes/procedures to lead to improved efficiency in operational processesResults• Standardization of PMO Processes: Developed standards and procedures to facilitate successful completion and auditing of all the firms projects. • Streamlined internal processes: Organized and documented company best practices for client & vendor engagement, requirements and change management

Overview: Managed multiple concurrent projects for the development and business implementation of a Wealth Management Services platform. Delivery of new technology solutions with budgets ranging from $1-4M• Managed all aspects of assigned projects including planning, budgeting, initiation, and execution & monitoring while working with cross-functional team.• Identified dependencies and critical paths across business and technology work streams. Created and maintained detailed project plans, resources plans and schedules.• Facilitated geographically distributed team and vendor status meetings and working sessions in order to achieve collaborative solutions and outcomes to project tasks and issues.• Facilitated communications & coordination with internal & external stakeholders. Created status reports for the organization’s Project Management Office (PMO) and key project stakeholders on progress, goals, changes, issues and budget.• Managed new business process definition, business requirements & knowledge management documentation, design, development, testing, implementation, training and organizational change management.• Sourcing, management and coordination of supplier/vendor contracts and tracking of tasks and progress.• Identified and managed project issues and risks through to closure via creative problem solving and mitigation strategies.Results• Wealth Management Investment Trading Platform. Established a new trading platform for clients to self-management retirement products including mutual fund, bond and exchange-traded fund investments• Legal Compliance Management: Established a new corporate legal entity in the US to oversee all legal compliance & auditing matters, policies and procedures related to products sold on the new Platform. • Established relationships with 3rd party vendors to provide value added services/products such as fund advisory services and self direct brokerage accounts.

Overview: Managed multiple concurrent projects for financial and commercial clients. Budget $250K -$2.5M • Management of the company’s largest US clients through the various stages of the project lifecycle by coordinating resources, vendors, consultants, design, development, testing and quality assurance resources• Directed business requirements, design, development, testing, client acceptance and deployment processes for all projects• Prepared Statements of Work, evaluated responses and monitored quality and client delivery dates • Produced project charters and tracked scope changes to maintain cost and schedule expectations• Created estimates, prepared budgets, tracked expenditures and controlled changes to project costs to ensure team performance aligned with project objectives• Prepared periodic status reports, including list of major issues and risks for stakeholder updates• Facilitated team status meetings and executive level steering committee meetings which include direct interaction and communication with senior executive sponsors • Recommended process & policy changes or best practices for the D+H Project Management Office (PMO)• Experience in taking a disciplined approach to managing and identifying project issues, risks and mitigation strategiesAccomplishments as Senior Project Manager at Cyence International (later Davis + Henderson):• Mortgage division of a major Canadian Financial institution: Created a solution that integrated with multiple 3rd party vendors (i.e. credit bureaus, lien registration) for end-to-end mortgage financing and servicing• Global hardware/software manufacturer based the US: Implemented a software solution to allow their clients to finance networking equipment hardware and software in 50+ countries • US multi-national bank (Leasing Division) – Implemented a software solution to allow for the processing and servicing of online leasing transactions. This solution processed 2.1 billion+ in transactions.

Overview: Managed multiple concurrent projects for financial and commercial clients. Budget $250K -$2.5M. Became a key member and contributor of start up firm that became a leading international provider of credit lifecyle management. The company grew from 5 to 150 employee and was later acquired by Davis + Henderson in 2008 for $40M.• Served initially as customer relationship manager to the company’s largest Canadian clients and part of the team managing the large expansion into the US market. • Successfully worked with team to create partnership with Deloitte to scale the company’s consulting efforts and business transformation projects across multiple jurisdictions and countries• Preparation of client proposals, budgets and project plans for engagement of the company’s largest clients through the various stages of the project lifecycle • Identify stakeholder strategic goals, risks and constraints• Implementation of projects for banking and leasing finance clients including planning, business requirements gathering, design and development, testing and deployment processes• Measuring performance metrics to track and monitor project status, resource and material usage and provide ways to optimize performance• Conduct regular team status meetings with internal and external clients and stakeholder Steering Committee meetingsAccomplishments as Senior Project Manager at Cyence International (later Davis + Henderson):• In 2004, participated in the company’s most aggressive and successful sales initiative, which allowed our firm to be chosen first out of 18 North American vendors after presenting to IBM Global Finance over a three month period; showcased how the solution could be configured to run their finance operation worldwide, in every currency, language and region.

Overview: Worked in various key roles to help build US based client relationships for a start up web-based software company • Created standard Project Management documents including project charters, statements of work, project management plans, project schedules, budgeting plans, risk management plans and change management documentation• Managed initial customer engagement projects for the implementation of a customized global enterprise wide web-based lending/leasing application solution• Developed proposals and recommendations leveraged from past business cases to determine how e-commerce applications could improve efficiency and reduce costs
• Worked to achieve sales targets for new business opportunities with existing clients• Participated as a key member of the management team responsible for sales responses to potential customers through the Request for Information (RFI), Request for Proposal (RFP) and Request for Quote (RFQ) processResults• Streamlined costs and growth for a global provider of integrated mail, copier and document management solutions in North America with over 1.4 million clients.• Automated manual processes and reduced costs for a major Canadian mortgage and equipment leasing company with over 30 billion in assets under management.