I am regularly asked to speak to groups about career, the importance of a personal brand, employee engagement, leadership and customer experience--those sessions have evolved into an engaging ‘personal manifesto’ of sorts.Peruse the published articles section of my Linkedin profile for a survey of my thoughts on: personal brand, grade 9 algebra, being a worthy rabbit, club awesome, lessons from the gym and more ... better yet, ask me about it sometime."... [Your] manifesto of… Show more I am regularly asked to speak to groups about career, the importance of a personal brand, employee engagement, leadership and customer experience--those sessions have evolved into an engaging ‘personal manifesto’ of sorts.Peruse the published articles section of my Linkedin profile for a survey of my thoughts on: personal brand, grade 9 algebra, being a worthy rabbit, club awesome, lessons from the gym and more ... better yet, ask me about it sometime."... [Your] manifesto of how to develop a unique personal brand, translates something that’s not so tangible into an actionable set of to-do’s --- great help to those of us who are trying to make the great leap across LOBs [Lines of Business] and career paths."" ... Your messages around leaving positive leadership shadows, modeling an exceptional customer experience through words AND actions, and choosing to be awesome every day really resonated and inspired. Thank you so much! You make a difference. 👏" Show less

Accountability for TD’s real estate portfolios and relationships for TD’s Personal Bank, Wealth, Insurance, & Business Banking Groups to the Group Head Level (C-Suite).Scope included:• 4 million+ square feet across ~2,500 locations including: branches, ATMs, operations centers and corporate centres.• Facilities management, new builds, renovations, transactions, & disaster recovery.• ~$350 million annual operating budget and an $85 million annual capital reinvestment… Show more Accountability for TD’s real estate portfolios and relationships for TD’s Personal Bank, Wealth, Insurance, & Business Banking Groups to the Group Head Level (C-Suite).Scope included:• 4 million+ square feet across ~2,500 locations including: branches, ATMs, operations centers and corporate centres.• Facilities management, new builds, renovations, transactions, & disaster recovery.• ~$350 million annual operating budget and an $85 million annual capital reinvestment plan.• Development and delivery of real estate strategies aligned with business strategies.Select Key Accomplishments:• JD Power Premises Satisfaction—led competitive set (Canada’s ‘big five’ banks) each year.• 98% Customer Satisfaction with branch premises as measured by TD’s Customer Experience Survey.• Operational expenses kept flat offsetting unavoidable inflation (e.g., energy cost increases).• Development and delivery of TD's distribution strategy: future proofing the organization by determining what branch archetype and what branch presence TD needed to flourish in the near and long-term.• Development & delivery of progressive ‘brand billboard’ program to enhance TD’s street presence via refreshed design standards (e.g., TD’s Toronto City Hall branch at Queen & Bay—a bold industry leading digitally branded location, TD’s presence in Toronto’s Union Station and flagship branches in Vancouver, Calgary & Montreal). Show less

• United Way: 6 year Line of Business Executive lead.• TD’s Corporate LGBTQ2+ Diversity Committee: 9 year Executive Member and Leader of TD’s Transgender Diversity file (a significant leadership role requiring progressive vision and thoughtful organizational change management).• TD’s Graduate Leadership Program: 6 years acting as Executive Program Advisor and Mentor (TD hires 10-15 high potential MBA graduates each year for a 2 year curated development program with the goal of 50%+… Show more • United Way: 6 year Line of Business Executive lead.• TD’s Corporate LGBTQ2+ Diversity Committee: 9 year Executive Member and Leader of TD’s Transgender Diversity file (a significant leadership role requiring progressive vision and thoughtful organizational change management).• TD’s Graduate Leadership Program: 6 years acting as Executive Program Advisor and Mentor (TD hires 10-15 high potential MBA graduates each year for a 2 year curated development program with the goal of 50%+ earning executive roles within 5 years).• Faculty Member TD Executive Leadership Program (Build for the Future). Show less

With a team of 12, developed, built and led the first ever seamless North American Cross-Border Banking Service for TD’s unique Cross-Border Client Base. Scope included:• Development of distinct value proposition supported by complex customer segmentation strategy.• Deliver compelling product/service offering that materially improved the customer experience / loyalty within a complex regulatory and operating framework.• Low-to-mid 8 figure annual operating budget (including… Show more With a team of 12, developed, built and led the first ever seamless North American Cross-Border Banking Service for TD’s unique Cross-Border Client Base. Scope included:• Development of distinct value proposition supported by complex customer segmentation strategy.• Deliver compelling product/service offering that materially improved the customer experience / loyalty within a complex regulatory and operating framework.• Low-to-mid 8 figure annual operating budget (including marketing).Select Key Accomplishments:• 5 team members have since earned promotions to Executive.• Delivered a new and innovative business that differentiated TD from its peer group and created a greatly enhanced customer experience.• Aggressive 5 year business case revenue targets met in 2 ½ years with program broadly acknowledged as a case study in ‘speed-to-market’. • Cross-Border Banking leveraged as a ‘TD Brand Proof Point’ to Canadian Market via national advertising campaign. Show less

With a team of ~90, led TD’s Prairie Region’s Shared Services Group. Scope included:• 195 branches across 3 provinces & 1 territory• HR, Local Area Marketing, Sales Performance, Customer Experience (including Customer Problem Resolution), Finance, Operational Excellence, & Community Relations.Select Key Accomplishments:• 5 members of the management team have since earned promotion to executive. • Key leader supporting leadership and culture rebuild including:… Show more With a team of ~90, led TD’s Prairie Region’s Shared Services Group. Scope included:• 195 branches across 3 provinces & 1 territory• HR, Local Area Marketing, Sales Performance, Customer Experience (including Customer Problem Resolution), Finance, Operational Excellence, & Community Relations.Select Key Accomplishments:• 5 members of the management team have since earned promotion to executive. • Key leader supporting leadership and culture rebuild including: operational / audit readiness and disciplined region wide activity management sales process put in place (top region of 8 in terms of sales efficiency and 2nd of 8 regions in terms of net business volume growth). • Led overall Customer Satisfaction as measured by Synovate vs. ‘big five’ peer set each year. Show less

With a team of ~25, led the design and stewardship of Retail Sales Strategies (including R&R and Retail Incentive Compensation), Annual Sales Goal Planning, Development of the ‘Metrics that Mattered’ and Sales Culture. Select Key Accomplishments:• 6 members of the management team subsequently earned promotion to executive. • As the first Canadian TD employee to move to the U.S. when TD acquired Banknorth in 2005, played a critical leadership & influence role integrating TD’s… Show more With a team of ~25, led the design and stewardship of Retail Sales Strategies (including R&R and Retail Incentive Compensation), Annual Sales Goal Planning, Development of the ‘Metrics that Mattered’ and Sales Culture. Select Key Accomplishments:• 6 members of the management team subsequently earned promotion to executive. • As the first Canadian TD employee to move to the U.S. when TD acquired Banknorth in 2005, played a critical leadership & influence role integrating TD’s U.S. acquisition. • Designed, built & operationalized the US Bank’s first scalable retail sales strategy, and automated sales performance tracking system.• Developed retail incentive compensation program from concept to productionalization (system remains in place). Show less

• Sr. Manager, Retail Sales & Service, TD, Toronto (2004—2005)• Sr. Finance Manager, Business Analysis & Activity Based Costing, Toronto (2003—2004)• Sr. Finance Manager, Management Reporting, Toronto (2001—2003)• Sr. Finance Manager, Pacific Region, Vancouver (1999—2001)• Increasingly senior retail branch, sales, operational, finance and people leadership roles (1988—1999)