Role was expanded to include leadership of the Asset Management sales forces deployed across Canada to sell NEI Mutual Funds and Aviso Wealth Private Wealth Solutions to advisors in both Credit Unions and other advisory firms. • Achieved Net Sales of over $2B in Managed Solutions programs from 2020 - 2022 • Restructured sales teams in 2021 based on a channelized sales model which delivered >$2B in Net Sales

Recruited to drive growth in AUA/AUM on the Credit Union wealth platform. Responsible for building and growing relationships with CU partners (100+ nationally) at the head office level and influencing the sales management disciplines required to deepen wealth relationships with CU members.

Recruited to lead the effort to bring the Wealth units of 3 Saskatchewan based Credit Unions together under a new entity. Responsible for determining the strategy and brand that led to growth of all the channels (IIROC, MFDA and Insurance) and improved Member's experience.• Achieved outstanding first year results with AUM Growth reaching #2 on Credential platform in year 1• #1 in 2017 for 12 consecutive months• Introduced key compensation plan changes for MFDA team that led to Net… Show more Recruited to lead the effort to bring the Wealth units of 3 Saskatchewan based Credit Unions together under a new entity. Responsible for determining the strategy and brand that led to growth of all the channels (IIROC, MFDA and Insurance) and improved Member's experience.• Achieved outstanding first year results with AUM Growth reaching #2 on Credential platform in year 1• #1 in 2017 for 12 consecutive months• Introduced key compensation plan changes for MFDA team that led to Net Sales growth of 50% in 2017• Branded the firm as Thrive Wealth Management to differentiate Credit Union Wealth presence Show less

Consulted and advised US Mutual Fund companies on the Canadian market, and Canadian Asset Management firms looking to expand into retail mutual funds.

Directed and oversaw nationwide retail activities including $30B AUM ETF portfolio, and the strategic direction of new mutual fund product.Planned, developed and implemented key sales practices, policies and procedures ensuring compliance with regulatory requirements, and addressing key organizational concerns. CONTRIBUTIONS:Orchestrated realignment of sales team target markets, focusing on high density areas across the country which resulted in a 50% revenue increase from… Show more Directed and oversaw nationwide retail activities including $30B AUM ETF portfolio, and the strategic direction of new mutual fund product.Planned, developed and implemented key sales practices, policies and procedures ensuring compliance with regulatory requirements, and addressing key organizational concerns. CONTRIBUTIONS:Orchestrated realignment of sales team target markets, focusing on high density areas across the country which resulted in a 50% revenue increase from British Columbia and Alberta.Established due diligence meetings for a hand selected group of advisors in San Francisco and New York to demonstrate BlackRock’s capabilities. Show less

Directed and led all aspects of client relationships across Canada, United States, and Europe for this $100M systems firm servicing the investment industry.Championed firm’s partnerships, acquisitions, product, marketing and client services activities including improving client satisfaction and revenue.Worked in a team environment with department heads to assist them with developing strategies for specialized client services and partnerships.KEY… Show more Directed and led all aspects of client relationships across Canada, United States, and Europe for this $100M systems firm servicing the investment industry.Championed firm’s partnerships, acquisitions, product, marketing and client services activities including improving client satisfaction and revenue.Worked in a team environment with department heads to assist them with developing strategies for specialized client services and partnerships.KEY ACCOMPLISHMENTS:Achieved 17% improvement (4.1 to 4.8 out of 5) in client satisfaction results by implementing team restructure.Successfully retained 100% of clients through renegotiation of legacy contracts leading to increase in IFDS revenue by 13%. Spearheaded introduction and launch of first new client product (self-serve investment data application) in many years, solidifying IFDS industry leadership and market position.Introduced first new revenue stream to IFDS in over 4 years by restructuring IFDS call center capability establishing a new division targeting client environments. Show less

A member of the senior management team accountable for the leadership of the sales and service of the $35 billion AUM (Assets under Management) business in retail mutual funds. • Wholesaling team recognized as #1 External Wholesalers in Service & Support (Horsemouth/FRC Survey 2008)KEY ACCOMPLISHMENTS:Negotiated and delivered rollout of $2M Salesforce CRM globally improving client experience and contact.Identified and implemented sale/closure of poorly performing $750M… Show more A member of the senior management team accountable for the leadership of the sales and service of the $35 billion AUM (Assets under Management) business in retail mutual funds. • Wholesaling team recognized as #1 External Wholesalers in Service & Support (Horsemouth/FRC Survey 2008)KEY ACCOMPLISHMENTS:Negotiated and delivered rollout of $2M Salesforce CRM globally improving client experience and contact.Identified and implemented sale/closure of poorly performing $750M AUM separately managed accounts resulting in $2M savings to Russell Canada.Directed and led renewed global brand public relations and advertising campaigns increasing Russell Canada’s media exposure by over 400%.Spearheaded 35 new distribution agreements implemented over 6 month period generating $1B Net Cash Flow. Show less

Managing Director, Distribution & Marketing, Canada (2006 - 2007)