Process architecture and restructuring of operational delivery and governance for 55yr-old cloud transaction processing platform used by 60% of IIROC member firms, tracking the investments of millions of Canadians.SIS currently manages over 18 million client investor accounts, processing an average of 7 million trades and 200 million online transactions per month. Hands-on command & control for all major client broker-impacting incidents with Kepner/Fourie/Tregoe CauseWise methodologies, through to post-incident analysis and holding line managers accountable for actions required to prevent recurrences.Successful migration of enterprise operations from Tivoli INFOMAN for z/OS to ServiceNow, including: Incident, Problem, Change, Service RequestCoaching and guidance of management team members (Infrastructure, Risk/Privacy/Security/DR, Development, Testing, PMO, Data custodial, Client Service) through significant organizational and cultural change to decades-old established practices. Leadership of major cross-functional initiatives to align delivery processes with industry best practices to improve client satisfaction and retention. Alignment of processes: ITIL/ITSM, DevOps/SDLC, Agile/PMO.Rebuilt change management process, allowing for higher-level management oversight and reduction of client-impacting incidents. Rebuilt incident, problem and crisis management processes to improve street reputation.

As a volunteer flight instructor with a registered not-for-profit corporation, I help our students discover the joys of flight, and, when scheduled, provide supervisory safety services on the flight line. We fulfill our mandate to promote the sport through instruction and coaching to members, hosting of youth camps organized by related charities, sponsorship of athletes to international competition, and introductory flights.Various other volunteer roles held with this and similar Soaring Association of Canada clubs since 2002. Currently volunteering as Flight Instructor, Introductory Pilot, Technology consultant and associate refrigerated refreshment coordinator.

As a volunteer pilot with a registered not-for-profit corporation, I was asked to join the board of directors on a two-year term. We fulfill our mandate to promote the sport through instruction and coaching to members, hosting of youth camps organized by related charities, sponsorship of athletes to international competition, and introductory flights.Various other volunteer roles held with this and similar Soaring Association of Canada clubs since 2002. Currently volunteering as Flight Instructor, Introductory Pilot and associate refrigerated refreshment coordinator.

Established operational control over all integrated production environments, processes and personnel following Macquarie's 2009 acquisition of Blackmont Capital; led existing staff and systems for established lending, investment and wealth management businesses within BFS ($25M/yr IT operational budget, $500k/mo vendor charges).Built high-performance team of 3 senior managers and 9 analysts in Canada, with 35 shared service operations analysts in Manila, responsible for Confidentiality, Integrity and Availability of systems containing $45B in AUM and $8B lending book. Reported directly to North America CIO. Hired staff strategically from my own external network and internal transfers, building up existing staff with performance management, training plans, coaching, mentoring.Optimized purchased service operations team to handle 80% workload increase with no net new staff as our business grew AUM faster than all our competitors combined. Launched Twitter for IIROC-licensed advisors in March of 2011 after assessing and evaluating the IT risks and navigating the Enterprise IT processes associated with social media.Transitioned all IT processes relating to $8B mortgages business to a new strategic partner; packaged the IT solutions in preparation for the sale of $600M premium financing business.Wrote and implemented processes and policies for: Incident, Problem, Change, Continuous Improvement, Request Fulfillment, Access, Operational Control, Vendor, Capacity, Catalog, Service Level, Availability, Business Continuity & Disaster Recovery management. Oversaw construction of Software Development and QA policies and processes.Executed Operational Risk Self-Assessment of processes and environment to identify adopted gaps from corporate policies and regulatory requirements; developed remediation plan that was verified complete by Internal Audit with no additional findings; completed all required actions ahead of deadlines for internal, external and regulator audits.

Management and leadership of various Morgan Stanley delivery teams in Halifax, NS and Markham, ON.

Developed and supported best practices, frameworks and tools for production management and operations teams encompassing all business units, as leader of Prime Brokerage Horizontal Initiatives team that became the genesis of the IDEAS Production Management Tools, Service and Plant Intelligence team.Optimized and built IT production management and service operational processes and methods, using continuous process improvement to reduce opportunity cost and improve service.Initiated and drove projects to standardize ITIL-based incident and problem management process for all business lines.Oversaw specification, prototyping and development management of new support tools for configuration management, troubleshooting, tracking and metrics reporting.Created strong track record of execution, creative problem-solving and relationship-building, leading to account growth (5X), cost savings ($5M) and SLA adherence (10X response time improvements).

Built, staffed and managed the Prime Brokerage Custody Straight-Through Processing Application Support team (12 FTE), responsible for all applications in the trade cycle (web-based to mainframe).Designed and implemented new CMDB abstraction layer, renewing lifespan of existing segregated inventories. My 2-week initiative realized 80% of the benefits of proposed 3-year $15M CMDB purchase that was then cancelled.Tracked and remediated IT Security risks and operational incidents to reduce business impact.

Oversaw generation of 150,000+ reports on a daily basis, tracking movement of US$900B in client assets; managed responses to all overnight incidents and business continuity events, with my overnight Remote Command Monitoring Centre (RCMC) team as the globally visible umbrella group responsible for monitoring the production of client reporting, data delivery and on-demand applications for 12 business units.Led RCMC and provided template for Morgan Stanley's 2006 Enterprise Command Center construction after demonstrating coordinative value we had brought during business continuity events (natural disasters, terrorist attacks).Managed growth and attrition from 3 to 19 FTE, including major scope expansions and multivendor growth in offshore facilities to provide follow-the-sun coverage in a CMMi Level-5 environment.

Conceived, designed and constructed first several versions of what was to become N-central, the ITIL-based network and systems infrastructure monitoring and management flagship product of N-able Technologies. Product became so successful that Nitrosoft rebranded itself as N-able Technologies and profitably entered the ASP marketspace.Designed and constructed Linux-based hardened operating system distributions, allowing product to be sold as a hardware appliance with low up-front costs to the customer and immediate revenue recognition for N-able.

Trained and mentored Linux professional services team, becoming the first group to become entirely LPI certified. Oversaw all the team’s projects, developing and managing minimum standards of quality, documentation and version control.

Privileged with the opportunity to be the first hire at an ambitious startup, reporting directly to the principals, I built the entire corporate infrastructure; from furniture and telephones to load-balanced high-availability server clusters with geographic hot-failover. I rolled out Canada's largest commercial instant-messaging network in 2000, including the supporting web and internet services.