Responsible for strategy and business planning, as well as all administrative and financial aspects of Firm operations including finance, technology, human resources, marketing, communication, and business development. - Lead strategy development and business planning- Design and execute programs to drive operational effectiveness, enable business growth and improve employee engagement- Oversee financial operations including the planning and budgeting process, financial reporting, and enhancing financial performance- Enable the creative use of technology to drive operational efficiency and effectiveness and leverage innovation opportunities to provide differentiated solutions to the Firm and its clients- Bring best-in-class human resources practices to support workforce planning, talent acquisition, development and management, total rewards, and compensation initiatives- Guide the development and execution of marketing and business development strategies and tactics that support firm-wide industry groups, practice groups, and client teams- Foster relationships with key external partners including banks, financing institutions, external auditors, IT support, and other suppliers

Reporting to the CIO of Global Wealth Management (GWM). Responsible for strategy, transformation, portfolio management, financial and resource planning for the Global Wealth Engineering division. Accountabilities include:- Long-term view in planning the future of GWE and partnering with the CIO in strategy assessment, planning, and execution of strategic roadmaps- Operating model improvement, fiscal planning and budgeting, large program engagement model, and operational efficiency planning- Development and deployment of transformational change including the organizational and operating model change- Leading, optimizing and providing oversight, governance, and controls for delivery including annual planning alignment across the business line- Change management strategy, planning and execution for the function in conjunction with internal and external partners

MD Financial Management is a $55B AUM financial services firm that provides personalized expert advice and best-in-class wealth management solutions to Canadian physicians and their families. On May 31, 2018 Scotiabank announced the $2.6B acquisition of MD. The office of Vice President, Integration was established to ensure an effective ownership transition while maintaining business continuity and highest levels of client experience.Accountabilities:- MD enterprise integration strategy development and program management. Execution of multiple parallel integration priorities through the engagement of Scotia and MD Executives and cross-functional teams.- Assess and implement opportunities to integrate the MD and Scotia Wealth / Scotia Bank businesses, operations, corporate and control functions, regulatory platforms, technology, and real estate with a view to achieving transactional synergies. Balance short-term synergy requirements with long-term business viability to drive synergy dollars while retaining the overall value of the asset.- Enterprise change leadership through regular ELT and senior leadership engagements to lead MD through changing priorities and desired integration outcomes.- Build a high-performance environment and implement a people strategy that attracts, retains, develops, and motivates teams. Foster an inclusive work environment.Key Achievements:- Successful delivery of Year 1 and 2 transaction synergies.- Enterprise communications and change leadership for senior leaders, people managers, and all MD employees.- Enterprise integration of front office, middle office, and head office functions. - Prioritization and roadmap evolution and the establishment of integration guiding principles. - Program-level reporting, communications, and proactive performance monitoring.

Vice President and executive leader responsible for engineering the best client experience across all channels. Accountabilities:- Create memorable moments and exceptional client experience through strategy formulation, program leadership, analysis, evaluation, planning, and implementation.- Lead cross-functional teams that develop new client experience and transform existing client experiences.- Identify opportunities for experiments, trials, and client co-created solutions.- Foster innovation and develop strong vendor and external partner relationships.- Facilitate and lead the adoption of new or improved people, process, and technology initiatives and solutions across the organization.- Advocate for the client experience in all aspects of project and process design and execution.- Track, measure, and report the impact of the customer experience programs.- Demonstrate a high degree of adaptability when developing new concepts, ideas and approaches in a constantly changing environment.- Board reporting and engagement.Key Achievements:- Delivered MD Signature (MDs exclusive private wealth management solution for High Net Worth clients) from inception to implementation.- Redesign of flagship regional sales offices to optimize for client experience.- Pilot of MDs Smart Lounge concept.- Marketo (sales lead management and optimization) implementation.

Accountabilities:- Own and execute the Client Experience Roadmap.- Lead the Integrated Member Experience (IMX) program.- Online roadmap and digital implementation prioritization.- Identify, assess, and analyze a broad range of options and propose solutions that drive sustainable, long term improvement for clients.- Board reporting and engagement.Key Achievements:- Implementation of the Client Experience Roadmap as leader of the Integrated Member Experience (IMX) program. Included enhanced segmentation and modeling, standardized onboarding, client convenience and choice options, and advisor book balancing to ensure optimal customer service levels.- Delivered rebuild of online properties and website.- Introduction of formalized client journey mapping.- Thorough assessment of robo-advisor and alternative delivery options and establishing the delivery partner relationships.- Introduction of online discount brokerage through 3rd party partnership.- Framework for MD’s wealth management mobile app.- Reduced delivery costs through the creation of alternative service delivery models, including centralized advice for select segments.

Accountabilities:- Lead strategy creation with the Enterprise Leadership Team and Board of Directors.- Enterprise visioning and imagineering.- Annual business planning and project portfolio prioritization.- Frame and execute quarterly business and operational reviews.- Delivery of key enterprise programs.- Own corporate communications and change management.- Orchestrate quarterly and annual Board of Directors reporting.Key Achievements:- Delivered first-ever internally crafted corporate strategy refresh to Board of Directors. - Implemented annual business planning for $400M revenue organization.- Defined and implemented the quarterly business review process.- Delivered social intranet that significantly enhanced employee experience for 1600+ staff.- Implemented internal change management center of excellence.- Delivered several large-scale projects including scoping, planning, and implementation across multiple disciplines.- Successfully led $12M enterprise transformation program that fundamentally changed the way 700+ Head Offices employees work. Included significant facilities renewal, technology enhancements, and wide-ranging change management at all levels of the organization.

Accountabilities:- Implement professional project management discipline.- Project portfolio management.- Cost containment and reduction.- New team development including recruiting, coaching, and training.Key Achievements:- Stood up program management office.- Established corporate program management processes including project prioritization, pipeline management, and monthly reporting for $14M portfolio of 15-25 projects. - Implemented release management and delivery processes.- Program lead for divestiture of insurance manufacturing business.

Accountabilities:- Enterprise project leadership- Process definition, implementation, and monitoring- Release management- Budgeting and financial managementKey Achievements- Cost reduction: Delivered $31M run-rate reduction through workforce planning, divestiture, and streamlining.- Program leadership for delivery of multi-million dollar integrated brokerage technology solution.

Accountabilities:- Project portfolio management- Resource planning and management- International team leadership- Software project tracking, reporting, and delivery- Quality and schedule predictability- Software change control and defect management - Offshore partnering and outsourcingKey Achievements:- Senior R&D Release Manager: R&D project leader / manager for a $13M software delivery program from project inception to delivery. Successfully delivered the 14-month program on time.- Reduced feature churn from >25% to 5% and implemented discipline for defect management.- Implemented a risk management framework that directly contributed to schedule predictability.- Delivered consistent, accurate, and timely reporting.- Worked with multiple functional teams to build integration plans for 3rd party software based historical data and technically sound implementation models.- R&D Project Manager, Wireless (CDMA) Development: Re-vectored troubled multi-year wireless research and development project through assessment of the project environment and process infrastructure and subsequently implemented significant change to restore project credibility.- Extensive communication, introduction of schedule and risk management best practices, and implementation of detailed project tracking and reporting, resource management plans, and formal practices to mitigate schedule and technical risk.- Implemented enhanced project reporting.- Coached management team to effectively track, monitor and interpret key project performance indicators.- Guided global project team to on-time achievement of milestones through practical management and attention to detail.

Project Manager, OAM Integrated Project Team: End-to-end responsibility for achieving project goals for several software development projects. Worked extensively with cross-functional teams to build high-value deliverables in conjunction with lead customers. Coordinated peers and staff to further develop and refine organizational project management knowledge, processes, and best practices. Created risk management, change control, and project closure procedures that were integral to the project management methodology adopted by the entire business unit. Introduced industry best practices defined in MBA research paper Maturity Models: Frameworks for Guiding Change Management. Successfully managed the transition of product support responsibilities to offshore outsource provider. Project manager for the closure of Nortel offices.Portfolio Project Manager: Responsible for career development and management of a team of project managers. Delivered a portfolio of related software applications. Won the Time-to-Market Circle of Excellence (Nortel Gold Pride) Award for his innovation and commitment to implementing process change.

Accountabilities:- Strategic information systems planning and implementation- Information systems requirements definition- Proposal creation- Implementation of alternative service models- Project management- International teaming- Report writing and executive presentationsKey Achievements:Finance / Banking: Project manager of an international team that built a client solution set for information requirements definition and executive reporting. Defined the project charter, including objectives and key deliverables. Selected geographically dispersed team. Effectively managed the project’s staff, budget, and workplan. Delivered a solution that integrated industry-leading software packages.Oil & Gas Provider: Developed components of a strategic technology plan transforming the organization’s IT capability and business model. Created a vision for the future IT environment through assessment of IT processes, people, technology, and applications. Delivered significant annual cost savings through the implementation of an alternate service delivery model.City of Calgary: Authored and won proposal to develop an IT Strategic Plan. Team lead for requirements confirmation and team definition. Led a team through the data collection and analysis phases. Wrote sections of the final report and had editing responsibilities for entire team’s work. Leadership skills recognized through increased responsibilities throughout the engagement. Deloitte Consulting Training Development and Delivery: Managed a team that created new content for a global new-hire orientation program. Supervised the development of a case-based, interactive training session incorporating adult learning techniques. Demonstrated commitment to new-hire training through course delivery to global recruits. Recognized as new-hire training lead for the strategic IT practice area.

Accountabilities:- Business and information technology consulting- Process modelling and re-engineering- System design, development, and conversion- Application coding and testing- FacilitationKey Achievements:New Brunswick Social Assistance Reform: Coded high quality application modules and assembly tested several business functions of a multi-million-dollar application. Designed fixes and modifications to one of the most crucial system components: payments. Team lead for conversion of the related legacy systems.Provincial 9-1-1 Emergency System Implementation: Designed process models and flows for data collection, processing, and maintenance for the team that established and implemented the New Brunswick provincial 9-1-1 emergency system. Facilitated customer interaction through strong interpersonal and conflict resolution skills.