Lead as voice of the Financial Management & Reporting Product team, driving the development and enhancement of our general ledger accounting, budgeting, and forecasting systems. My role centers around translating business needs into actionable strategies, prioritizing features that align with organizational goals, and ensuring effective collaboration between Finance business partners and our development teams. I’m passionate about leveraging innovative product management techniques to deliver solutions that drive value and align with OTPP’s vision for financial excellence.

Create value for TD Wealth Management through delivery of customer-focused product increments on acquisitions. My work is dedicated to partnering with management to support delivery of a product/journey vision, and create and maintain a product backlog and continuously re-prioritize user stories that will provide the most customer value in delivering against the vision. Alongside, review performance analytics to recommend and champion strategies to enhance the customer or end user product experience.

Lead One TD Estates & Trust strategy under TD's Private Trust - Private Wealth Management.Transform One TD experience for High Net Worth Executors managing an estate. The success of this was dependent on ensuring a coherent interaction model across all business involved, and also on equipping our clients with best in class advice (both investment and goal-based). Alongside, my mandate also included leading & executing on Private Trust related initiatives to expand, streamline, and transform our operations to ultimately increase revenue and market share across Canada.

• Lead initiatives and projects impacting mutual funds by providing partners with subject matter expertise, advise and guidance, while identifying opportunities for process improvement• Deliver success on key operational objectives of enhancing efficiency, distribution, and productivity• Elicit requirements, provide analysis, and manage relations to stakeholders including overall business, Technology, and external vendors