Transparent, Collaborative and a People-First LeaderWith great energy for ensuring my teams are delivering beyond expectations, this is what I bring to the table. My current role is CEO of CFA Society Toronto, the largest Society of charterholders globally. I have led teams of humble, hungry and smart colleagues and have taken existing or new businesses and then transformed them by accelerating growth well beyond any financial targets. My experience includes managing many complex stakeholder relationships, reinvigorating niche brands and providing calm and steady leadership throughout periods of intense change. I’m an active listener and welcome diverse and unique perspectives as it ensures that we’ve thought through all the possibilities and risks that we may face. Being an active member of the community, through my not-for-profit Board involvement with the Oakville Community Foundation, CFA Society Toronto and the Responsible Investment Association, is extremely important to me. It is who I am and aligns with my personal purpose.
Listed skills include Leadership, Sales, Financial Planning, Portfolio Management, and 16 others.