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InvestorCOM provides financial technology and outsourcing services to banks, asset managers, insurance companies and investment dealers. Responsible for directing and developing the company’s portfolio of products and solutions by working with customers, our development team, project management, operations, and sales to enhance current products and services and bring new products to market that are innovative, industry-leading and that provide strong value to our… Show more InvestorCOM provides financial technology and outsourcing services to banks, asset managers, insurance companies and investment dealers. Responsible for directing and developing the company’s portfolio of products and solutions by working with customers, our development team, project management, operations, and sales to enhance current products and services and bring new products to market that are innovative, industry-leading and that provide strong value to our customers.Working with sales, I help to present our solutions to clients to help win new business, to hear the voice of clients regarding their business problems and to use those business problems as input to our product enhancements roadmap and our new product funnel. Show less

Crawford Technologies provides software solutions and services that help financial services organizations optimize their customer communications. Office locations in Canada, the United States, and the United Kingdom. Responsible for defining target markets, customer business problems within those markets and defining the product requirements that address the business problems for each market. I worked closely with the development team to define and implement new features and new… Show more Crawford Technologies provides software solutions and services that help financial services organizations optimize their customer communications. Office locations in Canada, the United States, and the United Kingdom. Responsible for defining target markets, customer business problems within those markets and defining the product requirements that address the business problems for each market. I worked closely with the development team to define and implement new features and new products. These products included an automated document workflow product, color management capabilities, a new PDF output capability that complied with AODA/WCAG document accessibility specifications, significant enhancements to the other products in the portfolio and much more.Researched and defined the competitive landscape and our positioning against that competition. Assisted in Product Marketing from product collateral development, product demonstrations with demo scripts and with our product web content. Successfully assisted on our largest sales opportunities including the largest single sale in the company's history.We achieved double-digit average annual revenue growth during my tenure here. Show less

Responsible for all marketing, except for corporate communications, within the Davis + Henderson marketing team, reporting to the Vice President of Marketing. Oversaw ongoing product enhancements, coordination with agencies for our printed and internet marketing channels, trade show and events coordination, proposal management, and new product and services development and execution. Our portfolio included chequing programs for business, chequing programs for individuals… Show more Responsible for all marketing, except for corporate communications, within the Davis + Henderson marketing team, reporting to the Vice President of Marketing. Oversaw ongoing product enhancements, coordination with agencies for our printed and internet marketing channels, trade show and events coordination, proposal management, and new product and services development and execution. Our portfolio included chequing programs for business, chequing programs for individuals, BizAssist - a business social networking service, Idefense - a fraud and identity theft protection service, Filogix software solutions for the mortgage industry, Cyence software solutions for the leasing industry, administration services for Student Loans, administration services for Credit Cards, call centre services, services to provide Personal Property searches, registrations, discharges and other services. I managed a team of 11, including direct and indirect reports. Revenues for these product portfolios are approximately $650 million annually. Show less

Responsible for the $125 million dollar in annual revenues Integrated Statement Services product portfolio including product enhancements and new product introductions. The product portfolio included Statement Composition (data processing), Statement production and distribution, electronic presentment services, and Cheque Image Statement products. The product portfolio generated approximately $125 million annually.Led a staff of 12 consisting of a team of 4 Solutions Consultants, 8… Show more Responsible for the $125 million dollar in annual revenues Integrated Statement Services product portfolio including product enhancements and new product introductions. The product portfolio included Statement Composition (data processing), Statement production and distribution, electronic presentment services, and Cheque Image Statement products. The product portfolio generated approximately $125 million annually.Led a staff of 12 consisting of a team of 4 Solutions Consultants, 8 Product Managers / Product Analysts.▪ Responsible for the line of business’ Solution Consulting team, proposal and sales support teams that worked with the North American sales force to customize our standard product offerings to deliver unique customer value and marketplace differentiation.Key Accomplishments▪ Successfully deployed the Pragmatic Marketing Framework (Product Management) for the company▪ Was a member of the core 3 person team that won the largest, non-bank new business deal since the inception of the company, with a total contract revenue value of $57 million.▪ Partnering closely with operations, introduced and deployed Symcor’s “A” Integrity program delivering the Highest North American privacy standards related to statement production which won an international privacy protection award.▪ Introduced the Cheque Image Statements and Smart Prospectus products. During my tenure, we significantly grew revenue and profitability for the line of business. The revenue increase was approximately $15 million dollars annually. Show less

While at Xerox I was responsible for the sales support of Xerox production printing systems hardware and software solutions into various market segments, for the management of a team of Solutions Consultants, for the direct sales of Xerox Production systems, and for the National Marketing programs for the Mid Range Systems market segment.Key Accomplishments▪ Achieved President Club award status for my National Marketing support of the Printing Systems Division sales goals▪ Annually… Show more While at Xerox I was responsible for the sales support of Xerox production printing systems hardware and software solutions into various market segments, for the management of a team of Solutions Consultants, for the direct sales of Xerox Production systems, and for the National Marketing programs for the Mid Range Systems market segment.Key Accomplishments▪ Achieved President Club award status for my National Marketing support of the Printing Systems Division sales goals▪ Annually helped to create and deliver sales and technology training programs to the national sales and analyst force for Canada. This program was internationally recognized within Xerox for its effectiveness.▪ Analyst of the year award.▪ Award of Merit & Customer Hero awards. Show less