Member of Sun Life Financial Distribution (SLFD) Advisor Journey Leadership team with oversight of Engineering for solutions delivered to advisors. Leverage SAFe and Kanban agile methodologies. Ensure solutions improve advisor experience to allow them to deliver advice more effectively to meet client needsCurate topics and host ongoing SLFD Engineering meetings and local Software Engineering Guild to increase team knowledge and share best practicesProgram Engineer for 3 year… Show more Member of Sun Life Financial Distribution (SLFD) Advisor Journey Leadership team with oversight of Engineering for solutions delivered to advisors. Leverage SAFe and Kanban agile methodologies. Ensure solutions improve advisor experience to allow them to deliver advice more effectively to meet client needsCurate topics and host ongoing SLFD Engineering meetings and local Software Engineering Guild to increase team knowledge and share best practicesProgram Engineer for 3 year Advisor Portal program, smoothly migrating 5K users, millions of records, business content and tools to new Advisor Portal and to new Financial Services Cloud Salesforce cloud/digital platformSME/Consultant for Advisor Experience Platform delivering centralized, real-time access to curated advisor data via modern APIs/tech stack to improve data quality and availabilityCompany Awards:2019: Continuous Improvement Award (Personal) - Saved company $300K/yr2021: DBTS Award Team Winner - Advisor Experience Platform – Advisor Profile APIs2021: DBTS Award Team Nomination - Salesforce migration from Classic to FSC Show less

Lead designer for mutual/segfund complex, then led New Business design incl the New Business Transformation program which leveraged AI, process redesign and advanced technology to significantly increase automated decisioning and underwriter productivity to deliver insurance policies to clients more quickly while also reducing underwriting riskLead application designer for strategic projects within Individual IT incl Firestorm project where I oversaw multi-year tax legislation changes to… Show more Lead designer for mutual/segfund complex, then led New Business design incl the New Business Transformation program which leveraged AI, process redesign and advanced technology to significantly increase automated decisioning and underwriter productivity to deliver insurance policies to clients more quickly while also reducing underwriting riskLead application designer for strategic projects within Individual IT incl Firestorm project where I oversaw multi-year tax legislation changes to 24+ core systems with 60 successful system implementations across a 5 month deploymentDesign Lead for new SLFD Salesforce team. We delivered the first Sun Life applications on the platform including replacement and smooth migration of data from previous CRM system for 5K users. This digital platform became the central hub for SLFD advisors and was one of the largest and most complex IT projects in Sun Life history (3 years, $28MM)Company Awards:2007 to 2013: 7 x ES Quarterly Team Awards – various projects2012: iStar personal award: “You exemplify what we consider to be a ‘star’ and are a shining example of an employee whose work and attitude supports the kind of culture we strive to create.” – Brigitte Parent, SVP of Individual Insurance & Investments2013: ES Award Team Winner – Salesforce.com (Recruiting)2015: ES Award Team Winner + CEO Award Team Nomination – Salesforce.com (CRM) Show less

Solution Architect for various teams in Individual IT. Received CEO Award nomination for successfully delivering the ability for underwriters in Mumbai, India to underwrite Canadian insurance cases using our local client-server software stackCompany Awards:2006: CEO Award Nomination (Personal) – remote underwriting solution

For The Mutual Group/Clarica: Managed team of designers/developers to deliver market-based and interest-based product solutions within Individual IT.Design, development and 24/7 support. Full cycle development working with business sponsors to design, develop, test , implement and support applications.

For The Mutual Group: Programmer/Analyst for interest-based wealth systems. Design, development and 24/7 support. Full cycle development working with business sponsors to design, develop, test , implement and support applications.

University of Waterloo co-op jobs (4 quarters) 1991 - Worked in Support Services, delivering new software tools to IT.1989-1990 - Helped re-platform Group Benefits administration system.

University of Waterloo co-op job (2 quarters)Wrote software applications to manage data related to government programs and offered technical support to regional offices.