Patrick Sherlock Email & Phone Number

Toronto, On, Ca

Toronto, Canada Area

Oversight for the following in support of the TD Insurance and TD Wealth Technology Services teams: -Financial and Portfolio Management-Resource Management(Demand vs. Capacity, real estate, recruiting strategies)-Communications-Data and Analytics-Process and Portfolio Governance

Toronto, Canada Area

Oversight for the following in support of the TD Insurance and TD Canadian Credit Card Technology Services teams: -Financial and Portfolio Management-Resource Management(Demand vs. Capacity, real estate, recruiting strategies)-Communications-Data and Analytics-Process and Portfolio Governance

2161 Yonge Street

• Responsible for the workforce management of over 400 employees within TD Insurance Technology Solutions• Creation and implementation of a dynamic resource management process• Creation and Implementation of a comprehensive project intake and ideation process• Oversight for Training and Talent Management with TD Insurance Technology Solutions• Delivered a pulse score of 4.87 out of 5 for the spring 2015 Employee Experience Pulse Survey• Oversight of a 57MM portfolio… Show more • Responsible for the workforce management of over 400 employees within TD Insurance Technology Solutions• Creation and implementation of a dynamic resource management process• Creation and Implementation of a comprehensive project intake and ideation process• Oversight for Training and Talent Management with TD Insurance Technology Solutions• Delivered a pulse score of 4.87 out of 5 for the spring 2015 Employee Experience Pulse Survey• Oversight of a 57MM portfolio budget• Led the recruitment and onboarding of 85 employees to TD Insurance Technology in 2014• TD Insurance Technology Solutions lead on the introduction of a comprehensive change management process within the TD Insurance portfolio Show less

Toronto, Canada Area

• Maintenance of a 29 million dollar technology budget for the Direct Investing business• Led a series of “quick win” process efficiencies that resulted in an annual savings of approximately 1 million dollars for the Direct Investing business• Present all business projects for consideration at Intake board meetings• Managed all gating and governance activities for the Direct Investing business• Represent Direct Investing when meeting with Wealth Management Technology… Show more • Maintenance of a 29 million dollar technology budget for the Direct Investing business• Led a series of “quick win” process efficiencies that resulted in an annual savings of approximately 1 million dollars for the Direct Investing business• Present all business projects for consideration at Intake board meetings• Managed all gating and governance activities for the Direct Investing business• Represent Direct Investing when meeting with Wealth Management Technology Solutions, or External Vendors• Manage the technical project intake process for the Direct Investing Business, On-Line Channel, and Account Management teams Show less

Toronto, Canada Area

• Created and implemented a comprehensive and dynamic Learning Curriculum for the TD Waterhouse Discount Brokerage Business Development Team• Represented the TD Waterhouse Discount Brokerage on a variety of Pan-Wealth Committees including but not limited to: Pan-Wealth Seminar Creation Committee, Registered Disability Savings Plan product launch, French Translation Policy transition, and various RSP and Money In campaigns• Successfully implemented an audit process for the submission… Show more • Created and implemented a comprehensive and dynamic Learning Curriculum for the TD Waterhouse Discount Brokerage Business Development Team• Represented the TD Waterhouse Discount Brokerage on a variety of Pan-Wealth Committees including but not limited to: Pan-Wealth Seminar Creation Committee, Registered Disability Savings Plan product launch, French Translation Policy transition, and various RSP and Money In campaigns• Successfully implemented an audit process for the submission and publication of business creative• Supported the TD Waterhouse Discount Business Development team with various marketing, business building and Technical needs• Successfully implemented a comprehensive Intra-Wealth Referral audit and reporting tool• Created numerous tools that are utilized for the purposes of employee coaching at TD Canada Trust retail branches Show less