Chief Financial Officer 2008 - 2013Vice-President Finance 2005 - 2008Overall responsibility for Investment Finance and Corporate Accounting departments. Responsibilities included managing the financial risks of the organization, strategic planning, financial planning and analysis, budgeting, cash management, maintenance of effective internal control environment, timely and accurate financial and managerial reporting, risk management, taxation, insurance, corporate governance, and liaising with audit committee and board of directors. Also oversaw Human Resources, Office Services and Information Technology departments from 2008 to 2010.Selected Accomplishments- Active participant in development of overall corporate strategy- Led financial planning, budgeting and forecasting, driving significant improvements in transparency of financial performance and overall firm profitability- Coached, mentored, and empowered team members, achieving high employee engagement scores- Valuation Committee Chairman- Human Resources: participated in job evaluation and grading, development of cash and equity based long-term incentive plans, talent planning, HR policies, incentive compensation calculations- Information Technology: oversight of key information system implementations: portfolio accounting, CRM, budget and planning tools- Negotiated $40 million credit facility- Introduced Enterprise-Wide Risk Management Process- Acquisition due-diligence and integration of Hedge Fund business- Sub-advisor due diligence- Participated in over 30 public offerings raising in excess of $3 billionProduct Knowledge: Mutual Funds, Closed-end Funds, Flow-Through Limited Partnerships, Hedge Funds, Capital Pool Corporations, Forward Agreements, Options, Futures, Convertible Debentures

Responsible for planning and executing various audit and consulting engagements and managing client relationships. Industry specialization included asset management, private equity, and retail banking.Key clients included: RBC, Ontario Teachers' Pension Plan, EdgeStone Capital Partners, Torquest Partners Inc., Kensington Capital Partners Inc., Sentry InvestmentsSelected assignments included:- Developed and delivered asset management and private equity industry training- Initial Public Offerings- Acquisition due-diligence engagements

Responsible for planning and executing various audit and consulting engagements and managing client relationships. Industry specialization included asset management and retail banking.Key clients included: CIBC, CIBC Mutual Funds, CIBC Mortgages, Invesco, Bank One Selected assignments included: - Developed and delivered asset management industry training - Initial Public Offerings - Acquisition due-diligence engagements - Operations review of Alternative Investments division of large pension plan - Global consulting assignment at major, Frankfurt-based, German bank