Leadership: Manage the NBIN Multi-Asset Trading Desk, overseeing NBIN Trade Support and the GIC Desk.Business Development: Spearheaded the development and refinement of the Portfolio Transition business, successfully transitioning over $5 billion. Focus areas include trading product risk management, modeling, best execution, and relationship management.Financial Impact: Identified and delivered new PnL totaling over $5M within 12 months by analyzing, harmonizing, and re-pricing existing products.Team Development: Assisted, coached, and supported staff in their career and educational ambitions, fostering professional growth and development.

Leadership: Managed the NBIN General, International, and FX Trading Desk, along with NBIN Trade Support, supporting the trading needs of 400 clients with over $125B+ in AUA.Process Development: Developed extensive knowledge and processes around the DEA/RA electronic FIX trading setup and design.Cost Efficiency: Implemented several compression initiatives to reduce processing and posting costs, focusing on client impact and change management.Stakeholder Engagement: Acted as a key functional stakeholder in overhauling National Bank’s Wealth FX process to improve accuracy, manage risk in real-time, and automate processes.Data Analysis: Developed and maintained trading BI using SQL databases for in-depth analysis.Automation Projects: Led process improvement and automation projects, collaborating with partners and vendors to develop custom applications for automating order entry and repetitive tasks (using VBA, Excel, Access, Bloomberg EMSX-API, Fidessa, etc.).

Platform Transition: Led the trading team and clients through the transition from the TD platform to the National Bank platform, ensuring seamless support and uninterrupted trading for transitioning clients.Historic Conversion: Managed the largest conversion in Canadian financial history, integrating over 248 clients, $39 billion in AUM, and 133,000 client accounts.Team Leadership: Coached staff to deliver top-tier services and products from both TD and National Bank.Trade Support Team: Established and developed the Trade Support team to enhance service and technology offerings, facilitating efficient trade settlement and allocation.

Ensured client satisfaction with trading services and offering education of services offered by TDWIS. Engaged clients on their requests for enhanced trading services is a very enjoyable part of this role. Making myself available as a resource to both our clients and internal staff to answer any trading related questions. The challenges of developing and growing human talent both within my team and other areas of the division provides me with a great deal of satisfaction. Other key skills that I am developing include:People ManagementClient EscalationsEmployee CoachingEmployee DevelopmentBusiness DevelopmentTrading Product EducationRelationship Management (Inside and Outside)Business Intelligence

Supported manager of trading and senior management team with client reporting, repricing, and analytics. Focused on development of trading tools, process improvement, project management (fixed income migration), technology (FIX), and process documentation (TTM - Trader Training Manual). Other key skills developed include:Business RequirementsProject ManagementProcess MappingChange ManagementProcess Creation and ImplementationClient Trend ReportingReport DevelopmentBusiness IntelligenceImpact Analysis (pricing, flow, etc.)Microsoft Access (database management)Microsoft Visio

Client facing role, focused on taking inbound calls from portfolio managers and introducing brokers. Focused on development of bulk trading, fixed income, rapid execution, and excel calculators for team. Other key skills developed include:Trade Execution (Equities, fixed income, money market, mutual funds)Trade AllocationsClient InquiriesClient RequestsInventory ManagementCustomer Service

Client facing, entry-level role that focused on taking inbound calls from retail clients during regular market hours (9:30am to 4:00pm). Focused on the development of basic trading experience and framework for relationship management. Other key skills developed include:Trade ExecutionAsset GatheringProduct and Services PromotionClient Seminar DeliveryNew Account AssistanceQuotesCross-SellingCustomer Service