Building a better financial future for all Canadians.

• Partner for Niagara Falls microbrewery Syndicate Brewing Company• Consult ownership team on strategy, brand development, and growth

Simply put my role is to help small businesses discover how they can save time and run their business without having to get a PhD in accounting.We are reshaping the World to Suit the Needs of Self-Employed Professionals and Their TeamsWe’ve brought together in my role our Customer Acquisition and our Product Marketing. This makes sure we are maximizing our customer insights + strategic thinking to find the right prospects. As well looking at what our customers need/want and building a roadmap to reshape the world to suit their needs.Areas I support:Performance Marketing:• Global customer acquisition and awareness across channels (self-serve, resellers, sales, accountants, etc)• SEM + SEO• Social (Facebook, Twitter, TikTok, LinkedIn)• Referrals, Affiliates, Marketplaces• Podcasts• Traditional media• Content, webinarsUser growth:• Assessing new markets and building market growth plans• Lead/prospect nurturing and routing to the appropriate channels to maximize conversion• Drift, Qualified, Salesforce, and Demand GenProduct marketing• Understanding our customers and unlocking new customers segments• Customer segmentation• Influencing the product roadmap to stay focused on business owners needsAccountant channel• FreshBooks Accounting Professionals Program focused on bringing together modern accounting firms with small businesses• Accountant community to meaningfully engage with accountants• Content, webinars, eventsAccomplishments:- Turbo charged revenue and user growth that propelled us into Unicorn status (https://techcrunch.com/2021/08/09/freshbooks-secures-130-75m/)- Implemented ROAS media model

• Retreat is a two-sided marketplace that connects the end customer with a selection of available spa and salon appointments.• Consulted with the CEO and team on operations and growth strategies

Advised CEO on strategy to win in customer support automation, which has helped the company reach huge revenue growth and Unicorn status valued at $1.2B.

Dave transformed how wireless service is done in Canada, and Public Mobile’s revitalization is a testament to his forward thinking leadership.Public Mobile is wireless made simple. We are a new kind of no-frills business, built on the ideals that wireless should be clear and uncomplicated, that our customers should have choices when it comes to their wireless, and that working together pays off for everyone - customers and the business. How does that come to life? Public Mobile is a SIM-only brand, meaning that our customers bring their own phone when they join the brand and, in turn, they don’t have to sign a long-term contract. Customers can build their own phone plan based on what they will actually use, so they’re only paying for what they need. We also have an engaged and growing online community that help each other with technical issues and shares information on how to get the most out of their device and plan (and we reward them for that!). Having that commitment from our customers means that we don’t need a full-time support call centre and those savings go straight back to our customers, making our prices very competitive. Highlights of Dave's leadership:• Defined and lead organizational vision, strategy and tactics to exceed organizational objectives.• Scaled Public Mobile from small niche brand to Canada's fastest growing wireless company.• Elevated Public Mobile to the #1 ranked wireless brand for Likelihood to Recommend (L2R).• Lead Canada’s first community base wireless company where customers contribute to the success of the business and are rewarded for their efforts.• Lead a high performing dynamic team who are motivated to make this a company that truly matters to people.In addition to Public Mobile Dave also lead the Prepaid portfolio on Canada’s largest LTE network.

• Lead the recruitment and management of TELUS' marketing development program, a unique rotational opportunity for new graduates across Canada, which has consistently delivered top performers for the organization.• Shaped the development plans for MDP program members to ensure individuals are learning and contributing with the end objective of producing TELUS leaders. To date, almost half of the leadership team in the consumer organization has graduated from the program.

• Grew sales of existing location by over 20% which catapulted the store into 2nd highestsales in Ontario and fastest growing.• Developed strong community ties making our Panago location a staple within the LibertyVillage community – became exclusive Pizza location for the Liberty Village ResidentsAssociation without any economic inducement.

• Management and negotiation with Loblaws partners to support PC mobile brand.• Turned PC mobile from a laggard underperforming into a strong contributor of consumer postpaid net additions – grew loading over 300%.• Lead team of retail field service representatives to drive prioritization of PC Mobile at The Mobile Shop (Loblaws).• Managed Public Mobile merger and integration with TELUS overachieving on customer migrations from old Public Mobile network to TELUS’ network.• Focused on extracting talent from old Public Mobile into TELUS and successfully aided over 50 team members to find employment throughout TELUS’.• Supported other special projects – MTS acquisition, Mobilicity purchase offer, New brands.

• Grew TELUS’ average revenue per user from $60.29 to $61.12 through strong operational management.• Launched key client experience initiatives to propel TELUS into #1 in customer service as measured by JD power.

• Define strategy and prioritization for OPEX reduction programs while maintaining industry leading churn• Drive innovative best in class welcome and renewal strategy for wireless clients• Lead client experience within core key priorities projects an initiatives• Own end to end prepaid customer journey that has industry leading prepaid churn• Lead network outages for client recovery strategy and communications to drive TELUS’ leadership in client experience• Support 4 management professionals nationally and manage a $2M programs budget

Projects and system development (December 2009 – January 2011)• Manage cross functional teams for implementation and go to market strategy• Project lead for multi million dollar project, implementing a new rating system on CDMA feature phones from event rating to kilobyte rating – May 2010• Project lead for the development and go to market launch of Data Notifications - May 2010• Responsible and accountable for the coordinated management of multiple related projects directed toward strategic business and organizational objectives. • Provide forecasts, updates, and overall project and pricing scope to senior marketing leadership team• Recognized as Leader of the Quarter (Q2 2010) in Consumer Marketing for the project management and execution of KB rating and Data Notifications launchCompetitive/quarterly go to market initiatives (November 2008 – November 2009)• Project lead for introduction of Clear and Simple pricing Q4 2009 (Removal of SAF/911)• Primed quarterly releases and future rate plan road map forecasting and planning• Supported all consumer rate plans and features including Clear Choice, Share, Smartphone, Data add-ons, LD Packages, Roaming Packages, and Mobile High Speed (Internet Key)• Primed competitive analysis and responses• Coached and mentored new personnel within a dynamic team environment.• Recognized as Leader of the Quarter (Q3 2009) in Consumer Marketing for the project management and execution of Clear and Simple pricing• Worked with IT and business to implement changes for time sensitive initiatives• Worked on highly sensitive projects with demanding timelines

Program Manager, Event and Experiential Marketing: January – October 2008• Primed the development, design, and execution of the back to school strategy through campaign integration in malls, on campus, and online• Managed campaign budgets, vendor management, and implemented ROI model for our investments• Provided forecasts, updates, and overall project scope to senior marketing leadership team• Integrated ROI model for experiential marketing initiatives to quantify measureable value for investments into experiential marketingMarketing Coordinator, Device Marketing: July 2007 - December 2007• Reduced OPEX by implementing a refurbished phone package redesign• Implemented and designed screen cling on BlackBerry devices reducing OPEX and further reducing TELUS’ impact to the environmentProgram Specialist, Customer Marketing: February 2007 - July 2007• Primed various e.Bill initiatives to increase client adoption• Designed and developed the pre-authorized payment push campaign, resulting in ongoing OPEX benefits and paper waste reduction• Launched a call centre e.Bill campaign which increased e.Bill awareness and adoption amongst both clients and TELUS agents• Primed an e.Bill redesign and collaborated with IT to enhance e.Bill functionality and client user friendliness• Primed special project for billing enhancements for Wireline services Team Manager, Data Network Support: October 2006 - February 2007• Directly supported a team of 24 DNA team members• Provided career coaching, development, and performance management objectives and review• Our team was successfully awarded the top performing team for the Q4 2006Client Business Analyst (CBA), Client Care/DNA: May – September 2006• Spent a cumulative of 4 and a half months as a CBA, handling client inquiries and providing technical support • Achieved recognition for top results in quality scores

• Managed 14 Full-time and 60 Part-time staff• Managed 5 large services with revenue of over $1.2 million• Negotiated a Collective Agreement with the unionized staff• Promoted RyeSAC services, events, campaigns to students through several different methods to assure the organization successfully served its members• Lobbied and created relationships with all levels of Government and University Administration decision makers• Worked directly with our Graphic Designer on all advertising and marketing initiatives• Acted as Ambassador for the organization• Participated in the development of the annual budget of almost $5 million dollars

- Serviced information technology equipment- Supported professors and classroom technology to enhance classroom presentations

• Created marketing presentations that were given to the clients executive team for review• Technology consulting