As a member of the Tool Rental Centre team, responsible to store leadership for delivering a superior customer service experience to customers wishing to rent tools to complete Do It Yourself home and/or professional projects.

Delivers practical solutions to the financial services industry through a passionate application of intelligence, curiosity, and imagination, including developing business ‘best practices’ and staff training. Employs active listening and a ‘partnership’ approach while working with clients to improve their business, especially organizations with a matrix or silo structure.Recent engagements:~ Validated and improved a new course for trading room professionals on behalf of the leading provider of professional credentials and compliance solutions for the financial services industry~ Enhanced field audit procedures for a financial services regulator, standardizing and unifying existing processes to facilitate a seamless approach~ Collaborated in the design and preparation of Enterprise Risk Management solutions for smaller financial institutions, enabling them to comply with changing regulatory requirementsNow accepting engagements

Elected to the nine person Board of Directors of the national sport organization for sailing in Canada at the AGM in October 2015. Nominated as the Treasurer in early 2016.Served as chair of both the Fundraising and Finance committees until 2021.

Providing mentoring and leadership to existing team while enhancing second tier surveillance for all institutional trading activities, including fixed income, equities, and exchange-traded derivatives.

As the Business Manager for the 18 person institutional bond sales and trading department, jointly accountable to the Business Head and the CEO for efficient and compliant operation of the branch. Confidently executed conversion to Branch Manager structure.

Managed HSBC’s debt syndication process, working with issuers, investors, colleagues, dealers, and other syndicate partners to ensure the success of new debt transactions within firm guidelines.

Managed distribution of new provincial issues to the retail sales force. Supported both the institutional fixed income and derivatives trading teams, providing backup coverage and product knowledge as required. Profitably traded a broad range of interest rate investment and risk management products with retail, mid-market, corporate, and institutional clients, increasing product range and client penetration.

Canadian Forces – over 25 years of part-time service in the Primary Reserve:- Deputy Commanding Officer – managed the non-public funds, annual audits, and ongoing administration of a 200 member Regiment- Squadron Commander – responsible for the operational readiness of the Squadron, prepared and implemented the annual training plan, supervised and mentored immediate subordinates- Troop Leader – trained and instructed all subordinates

Profitably traded interest rate risk management products on a proprietary basis, including interest rate swaps, cross currency swaps, interest rate options, swaptions, forward rate agreements, as well as Canadian and foreign bonds.

Marketed foreign exchange, money market, and interest rate derivatives to clients in Western Canada.