Change ManagementInterim Executive ManagementStrategic PlanningProject ManagementPension and Benefit consultingCustodial TransitionSecurities Servicing consulting on Securities Lending and Foreign Exchange and any aspects of securities administration

Provide leadership and oversight to the delivery of consulting and subject matter expertise to credit union management and boards in the areas of credit union strategy development, operations analysis, sales, human resources, change management and loss prevention.Direct the development, promotion, sales, delivery, evaluation and reporting of consulting services for credit unions. Services and initiatives include, but are not limited to:• Managed the Transforming Sales Culture (TSC) program including needs analysis, sales and service training, coaching, sales culture development, employee satisfaction surveys, member satisfaction surveys and market analytics.• Work with credit unions and League Data in the adoption of new client origination application (ASAP): testing, identifying and rectifying bugs. • Provided Data Analytics reporting on members market share, wallet share and member analysis to credit unions. • Transformed data capture and reporting for the Data Analytics reporting Atlantic Central provides for Credit Unions.• Lead the execution of the strategic planning process with CU boards and management teams focusing membership growth, satisfaction, business development and sales culture.• Created an online sales training program, CU Master, supported by an internet based coaching program, Skill Ownership to Mastery, for management and member facing staff with Level I, II and III certifications for managers, FSO’s and FSR’s.• Managed the administration and support of the credit union insurance program to monitor and prevent fraud and cybercrime.• Business lead in credit union merger planning and execution which includes, financial analysis, creating proforma’s, analysis of the strategic, cultural and financial “Fit”.• Managed the Board and Governance support services program: board self-evaluation, board and management policy development, CEO recruitment and performance.

Brand development and comprehensive marketing plan implimentationStrategic planning, including business plan & sales strategy development.Creating board reports and financials. Chief Executive and CFO of a start-up built to fill a gap in the employment agency model, matching baby boomers to flexible work arrangements. Taking it from startup stage to a functional business while creating a client service culture with a marketing mindset in preparation for entrance into the Ontario market. Secondly by creating a more robust search and matching engine with an innovative document parsing system able to sort and store the data in a sophisticated database structure. • Built a great working environment for our staff to excel in servicing the members, employers and investors. • Recruited and built a marketing team from my network to increase brand awareness through all media avenues exponentially growing our follower-base, growing the sales funnel from zero to $60,000 in 30 days and adding 500 new members to the database.• Created a weekly radio program, “Encore” with Seaside Radio, hosted by Costas Halavrezos to greatly engage the boomer generation.• Created the business plan to build a foundation in Atlantic Canada and then expand west to Ontario, Alberta and BC. Ontario soft-launched in April 2017.• Implemented business, reporting, monitoring and control processes, giving board members and future investors greater comfort, resulting in $500,000 in new capital.

Responsible for managing business in Atlantic Canada. The branch serviced 62 public and private sector pension plans with over $35B in Assets Under Administration (AUA) generating $10 M in revenue and managing eight staff. Led team through restructuring and transition due to centralization, ensuring team remained engaged while continuing to deliver excellent service throughout.Selected Achievements;• Highest client-satisfaction scores in Canada attributable to building strong relationships with our clients by developing a culture based on teamwork.• Maintained 63 large institutional client relationships worth $33B and transitioned them to Toronto while managing the seamless closure of the Halifax office.• Planned and implemented national marketing strategy focused on Canadian consultants improving their understanding of RBC’s new approach to service Canadian pension plans.• Fostered strong relationships with eight of Atlantic’s largest clients resulting in greater executive connectivity between RBC and our clients.

Oversaw Sales, Client Service and Operations for RBC Investor and Treasury Services in Western Canada from our offices in Vancouver and Calgary. With 130 staff servicing over 500 clients with $300B in assets we provided Financial Reporting, Performance Analytics, Foreign Exchange, Securities Lending, Banking and Treasury functions, Trade Settlement, Corporate Actions, etc.Selected Achievements:• Managed the P&L and maintained 100% client retention across Western Canada, representing over $200B in assets and $50B in revenue.• Doubled new business growth in each year for the last 3 years generating $7.5 million in new business while retaining $30M in business looking to go to market.• Led the globe in performing Strategic Relationship Reviews with RBC’s largest investment clients. Presented Strategic Relationship Review methodology at a global conference in Paris.• Won five global awards for Relationship Management and Business Development.• Appointed as the executive sponsor for our largest investment client in the world representing $25 million in revenue and $120 billion in assets.• Appointed by CEO to create the global communication strategy for the implementation of a new $500 million IT Platform.• Worked with Canadian Coalition for Good Governance, Canadian Coalition of Corporate Secretaries resulting in two panel discussions and a two-day conference promoting Responsible Investing, Shareholder Democracy and trade settlement across Canada.

Developed strong relationships with the "C-suite" of our largest clients in Atlantic and Western Canada.Won Sales and Relationship Management award 5 times.Never lost a single ClientGrew market share in Atlantic Canada to 95% and In Western Canada to 60%

Negotiated over 200 contractsWrote and edited quarterly newslettersAccounting and TreasuryBoard presentations

Managed operations team responsible for settling all trades made by investment managers with the stockbrokers through our global settlement network.

Responsible for team of 25 individuals whose mandate was to exchange shares of M&A companies into successor companies and reconcile to CDS daily. Also maintained treasury of all issued and outstanding shares held with CDS.