• Lead and continually improve a high-performing team of seasoned sales executives with experience in sell-side, buy-side, asset management and issuer markets• Multi-year track record of significantly exceeding sales goals to CDN Financial Services clients, often by delivering innovative and collaborative solutions • Regular contributor to client executive-level strategy and sales meetings • Strong contributor to the executive P&L teams, leveraging experience, energy, and acuity to suggest new ways to offer our existing product, as well as opportunities to expand the Broadridge solution through acquisition

• Leveraged tech start-up experience to accelerate sales revenue growth for ADP DataSmart Solutions, an incubator within ADP Investor Communications. Transformed creation and delivery of regulatory documents on behalf of bank/broker dealers and mutual fund companies • Expanded sales leadership mandate to include all Investor Communications product lines including Proxy services• Closed series of major deals that collectively form the base of Broadridge’s industry-leading regulatory and marketing/communications network for financial advisors in Canada

• Leveraged Big 5 consulting experience plus financial services knowledge and network to originate and close new revenue opportunities for this VC-funded tech start-up, which IPO’d in 2000 and grew to $30M in revenue within 2 years• Built upon sales achievements to transition to Strategic Alliances role, responsible for developing and executing strategic account plans for 8 Alliance partners to maximize OEM revenue and minimize client issues