Caber draws its name from Scottish Games in which large men in kilts hoist something resembling a telephone pole against their shoulder and toss it outwards. That's called "tossing the caber". I have sought consulting opportunities which were as challenging as "tossing the caber" in financial services (retail banking, mutual funds, institutional and retail asset management, merchant and investment banking), flight simulation, marcomm and start-ups when not fully engaged in my corporate… Show more Caber draws its name from Scottish Games in which large men in kilts hoist something resembling a telephone pole against their shoulder and toss it outwards. That's called "tossing the caber". I have sought consulting opportunities which were as challenging as "tossing the caber" in financial services (retail banking, mutual funds, institutional and retail asset management, merchant and investment banking), flight simulation, marcomm and start-ups when not fully engaged in my corporate assignments. Am seeking to help corporate leaders and/or companies aspiring to "be somebody" in their respective fields. Show less

Leading voice nationally for comunity banking and the power of localization. During my tenure the bank's assets tripled. Key accomplishments included formation/management of private banking group ($230mm deposits), management of retail distribution network delivering customer satisfaction and net advocacy rating scores in top 10% nationally, wholesale redesign of retail pricing and products, management of all marketing and award-winning advertising activities, management of community affairs… Show more Leading voice nationally for comunity banking and the power of localization. During my tenure the bank's assets tripled. Key accomplishments included formation/management of private banking group ($230mm deposits), management of retail distribution network delivering customer satisfaction and net advocacy rating scores in top 10% nationally, wholesale redesign of retail pricing and products, management of all marketing and award-winning advertising activities, management of community affairs including bilateral partnerships with 340 not-for-profits, recruitment/management of the bank's Advisory Council, and served as spokesperson for the bank. Show less

Management team member for former consulting client; project included global institutional asset manager for public, corporate, endowment, foundation, trade union, defined benefit plan, and sub-advised client relationships. Chaired Product Development Committee, was corporate spokesperson.

Advanced to this role to capitalize on CIBC’s position among the fastest-growing investment banks in North America by strategically driving growth strategy on a global scale for proprietary research, high yield, real estate, structured/leveraged finance, asset securitization, capital markets and hedge fund groups. Prior position was Head of Marketing/Sales for CIBC Oppenheimer's retail high net worth brokerage network of 18 US offices.