- Managed the off-boarding process during the onboarding of 780,000 new client accounts in the HSBC acquisition, handling thousands of account closures, transfers & trades in Q1 2024, while ensuring compliance with national and provincial regulations and maintaining service quality throughout the transition.- Adopted incremental improvements that increased operational efficiency by 25%, significantly reducing errors and enhancing overall branch and client satisfaction.- Facilitated and oversaw 10000s of client trades and transactions, including securities transfers and wire transfers, processing over nine figures in assets, ensuring seamless operations and communication between departments.- Collaborated with various departments—such as Trusts/Estates, Transfers In/Out, Invest Easy (IE), Direct Investing (DI), National Credit, Compliance, and Financial/Investment Advisors at RBC & dozen more Financial Institutions—to deliver a cohesive wealth management experience.- Provided operational support to senior management by preparing detailed reports and analyses on account activities and client portfolios.

- I defined and articulated our company's long-term vision, setting strategic goals that will position us as leaders in the software industry, this allowed us to generate over 2 Million downloads & garnered well over 6 figures.- I engaged with investors, shareholders, and our board of directors, communicated company performance, and secured the necessary resources and support all while also I building and maintaining relationships with major clients and partners, ensuring customer satisfaction and fostering lasting partnerships.- Designing & streamlining the launch of over 100+ applications, indicating robust skills in project leadership, product design and technical expertise in the software domain. This was made possible by using agile methodologies and systems like Jira, Figma, Miro, Sketch & Adobe Suites for almost a decade now.- I made key business decisions that influenced our company's direction, profitability, and sustainability. For example by restructuring the company to be remote based, growing the team by hiring over 5 key members to manage new aspects of our company & by offering more services.