Provide a high-value management consulting service for global organizations with expertise in SaaS and compliance engagements.Major Projects 2011 to Present INVESTORS GROUP - Senior Project Management Consultant - Risk Reported to SVP Information Services. Conducted a Fusion Program Implementation Risk Assessment. Conducted a series of interviews with key staff and sponsors. Implemented a multi step approach:• Identified entity level risks and mitigations.• Assessed probability of risks.• Facilitated risk review and assessment.• Created risk review document for sign-off.INVESTORS GROUP - Senior Project Management Consultant Reported to the VP Information Services. Conducted a Fusion Program Health Check Survey and analysis. Implemented Health Check Diagnostic Questionnaire to collect key information and metrics from stakeholders. Implemented corrective actions to remediate the deficiencies highlighted in the Health Check document.ELEMENT FLEET MANAGEMENT - Program Manager Reported to the COO. Integrated the recently acquired GE Capital Canadian fleet portfolio and operations. Established the PMO and setup governance structures. Secured over $7M for a 12 month program. Included the upgrade of lease and operations applications; development of a data warehouse; data conversion; alignment of business functions; & re-engineered business processes. SUN LIFE - Program Manager for Global HR Platform ProjectDirected the $ 25 million Global HR Platform Project to implement solutions and improve functionality of HR, Payroll, Time & Attendance. Implemented SaaS solution Workday HR Solution globally in Canada, United States, British Isles, India, Hong Kong, the Philippines, Indonesia & Bermuda. Implemented ADP GlobalView Payroll in Canada. Created Governance Structure with these results:• Lines of accountability for staff.• Structured negotiation of releases with 38% increase in contingency. • All releases on time and under budget by $ 3 million.

Consulting Director, Financial Services 2009 - 2011 Generated over $ 9 million in new revenue through strategic business relationships with all four major banks, two of the largest insurance companies in Canada and other Fortune 500 companies such as BCE, Rogers and MTS Allstream.Vice President, Eastern Private Sector Practice 2006 - 2009Major Projects -Manulife Financial 1. Program Manager - USA Tax Implemented a $ 3.8 million US Taxation System with Maximus Investment software. Result: reliable and proper valuation to comply with legal and regulatory federal requirements within 18 months.2. Portfolio Manager, Investment Division Instrumental in creation and implementation of a portfolio management system with a pre-determined selection criteria of transparency at all levels. It evaluated what programs should receive more funding, those to be delayed and those to be eliminated. Result:Reallocation of resources for 3 of 7 high priority projects valued at $ 3.7 million. 3. Program Management, Investment Division Oversaw a $ 4.5 million program for compliance with Canadian Institute of Charted Accountants (CICA) standards and regulations for Toronto and Boston offices. Deliverables: multilevel status reporting for business and system issues as well as complex documentation for current & future CGAAP.Partner, Toronto Branch 1999 - 2006Major Project :Program Manager – Bell Canada Enterprises (BCE) Established and directed a $ 60 million Sarbanes-Oxley (SoX) compliance program for Bell Canada. The PMO management team provided support and guidance to all project teams, 6 managers with 80 internal/external reports.

Chief Strategy Officer, Internet Commerce 1999Revolutionized, designed and established an innovative reporting framework for the new “ecommerce” business unit to address 4 primary evaluation criteria - Shareholder Value; Customer Value; Objectives against Priorities; and Progress against Goals.Managing Director, Internet Commerce 1998-1999Negotiated and pioneered several Internet-based joint ventures and strategic alliances. Completed 2 successful revenue generating programs within two years which served 9 million consumer clients and half a million+ business clients.Secured $6MM of Executive funding with appropriate business case and business strategy to implement a multi-million dollar North American venture with AT&T to commerce-enable Worldwide Web (WWW) sites to facilitate Business-to-Consumer (B2C) as well as Business-to-Business (B2B) transactions.Senior Manager, Electronic Commerce Internet 1995 - 1998Instrumental to initiate and develop a business strategy targeted at a new channel “internet delivery” for the North American Market.Revolutionized RBC’s business strategy to transform the EDI Value Added Network (VAN) model to an internet commerce model.Group Product Manager 1987 - 1995Directed and mentored a team through marketing, product development and sales strategy for electronic banking. Focused on entrepreneurial business, corporate, and multi-nationals.Increased revenue growth from $ 3.2 million in 1987 to $ 17.2 million in 1994 with the latest telecommunications and computer soft/hardware available.  Office of the Comptroller,Treasury Board - Seconded by Royal Bank Executive Interchange 1985-1987Designed and implemented a cash management strategy for the Federal Government. An assessment of the payment methodologies of all departments was conducted and resulted in $12 million in savings.Manager, Sales Advisory Strategies 1980 - 1985Delivered multiple treasury management consulting engagements with external clients.