• Product owner and implementation expert for critical financial services compliance software used by 40 North American financial institutions to monitor over 10M client accounts• Expertise in North American financial and investment services, risk and regulatory compliance• Familiar with anti-money laundering, suitability, trade monitoring and other features• Extensive client facing responsibilities including consultation, implementation, support and negotiating renewals• Recognized as insightful and proactive product roadmap owner• Released three major feature sets in 2021, driving 80% of new sales• Business savvy, with industry knowledge necessary to value and prioritize product features• Skilled collaborator, able to communicate with technical and business experts internally and externally • Efficient and thoughtful steward of timelines and technical resources• Effective and successful sprint planner• 24 bi-weekly feature releases in 2021, ensuring full utilization of development team and on time releases• Translate features into user stories• Decisively rank and prioritize backlog for effective sprints• Provide in-sprint guidance and support to development teams• Continuous improvement and change mindset• Trusted by leadership to structure development team roles• Understanding of product P&L, costs and revenues

• Critical start-up role at Subserveo, an investment brokerage compliance firm acquired within three years• Built implementation processes and delivered over 70 successful SaaS implementations in Canada and US• Expert project management ensured continuity across platform migrations, client M&A and product releases• Performed data analysis and wrote mapping / ETL specifications for broker – dealer compliance and new platform integrations• Business development included sales training, participation in prospecting, and application demos

• Following acquisition of Paradata Systems, led service team merger activities including onboarding and training of PayPros customer service team• Managed software payment integrations, feature releases and major back-end platform migrations• Implemented streamlined requirements gathering and project management procedures

• Built and led client support and implementation team, moving from team member to Director in three years• Reduced implementation times by 75% by building processes including support documentation and standardized procedures