Sr. Project Manager and Client Manager for Wealth Management software implementations:- Manage all aspects of enterprise-wide software implementation projects.- These are large scale 1-3 year projects ranging from $5 - $10 million in revenues. - Lead the first major software product implementation project for a large Insurance Company.- Managed a $10 million software implementation project for a large Wealth Mgmt Client.- Managed 3 other software implementations projects for Investment Dealers.- Developed and implemented Client Services processes and procedures. - Provided Client Relationship Management services post implementation.- Provide Client Relationship Management for large Financial Institution.

Senior Project Manager:- Managed all business related project management activities of a de-mutualization project, including oversight of the international component.Senior Project Manager/Business Development:- Responsible for the Bank of Canada's registered product line program.- Accountable for $3 million revenue and staff of 5- Managed all aspects of product development from inception to implementation. - Provided business requirements for systems development.- Designed, developed and implemented administrative procedures and client SLA.- Managed Client Relationships through all stages of the development cycle.Manager, Plan Adminsitration:- Accountable for budget of $1 million and staff of ten- Launched the Employee Stock Purchase Plan and RRSP product line.- Responsilble for the ESP and RRSP relationship management.- Developed and implemented administrative procedures and the creation of the business unit.- Provided business support and requirements for systems development.Manager, Securities Transfer:- Accountable for $2 billion in securities, $2.5 million in revenue and staff of 40.- Responsible for Securities Transfers, Vault Operations, Counter Operations, Estates and Re-organizations.- Participated in the development of NCI processing within Canadian Depository for Securities- Provided support for Client Services

Held Positions of:Manager Securities TransfersSenior Corporate Trust OfficerCorporate Trust Officer