*Business lead and program manager for digital transformation of online wealth professional education platform.*Conducted market research and competitive analysis to identify key growth drivers and opportunities to expand globally.*Envisioned and initiated “education as a service” turn-key education model focused on offering eLearning platform for small to large scale wealth professional enterprises.*Initiated vendor search for SaaS learning management system and content authoring tool*Built and implemented new pricing model designed to move from transactional revenue streams to recurring revenue driven by subscription sales and monthly retainer model*Authored and designed advisor life event based sales opportunity and subject matter education modules for continuing education

*Acting COO for a female focused, financial literacy and investment program start-up. *Led strategic planning session with founders and shareholders to articulate long term objectives and identify tactics required to achieve them.*Recommended and implemented a for-benefit, social enterprise business model.*Responsible for managing the successful development and launch of the web, mobile and tablet ready program platform.*Aided in the development of a member rewards program designed to attract and retain members*Designed and authored business development and marketing collateral.*Developed and managed social media strategy and calendar.

* Firm wide leader in development and delivery of Practice Management solutions to 1,300 financial advisors representing $34 billion in assets under administration.* Performed extensive review and renewal of comprehensive Financial Planning software and support program.* Created holistic CRM2 toolkit, including the implementation of an integrated technology platform, to support advisors in managing new compliance requirements.* Established Client Engagement model to assist advisors in deepening client relationships and identify opportunities to grow asset base.* Launched Business Planning program aimed at assisting advisors in running more scalable and profitable businesses.

* Led cross-functional team in development of business case and successful implementation of Fund Fact distribution platform in order to meet POS2 compliance requirements.* Researched, developed and presented comprehensive competitive analysis of US based wealth management firm with strategic recommendations for executive management.* Strategic lead on the redesign and delivery of industry leading digital dealer statements to ensure clients were better able to understand the information presented both on and offline.* Partnered with outside consulting firm to identify and address gaps in practice management offering.

* Key member of Executive Management Team responsible for the strategic direction and tactical focus of the firm. * Accountable for the creation and maintenance of annual department deliverables and budgets.* Responsible for managing firm's merger and acquisition strategy including due diligence, agreement of purchase and sale and integration. * Planning and integration lead on acquisition of 5 firms representing $850 Million in assets under administration.* Oversaw the identification and implementation of back-office trading and operating platforms, client billing and reporting tools and CRM software. * Managed team of 25 operations, customer service and office administration professionals. * Created Business and Competitive Intelligence unit to identify and report on key growth and profitability drivers both within and outside of the firm.* Identified and managed leasing and office installation of 10,000 square feet of Class A building space.

* Co-founder of a turnkey asset management firm (TAMP) servicing 350 Registered Investment Advisor’s (RIA’s) and $1.3 Billion in assets under administration. * Created comprehensive on-boarding program for RIA’s and their clients.* Designed and implemented core operations and advisor services processes and team structure. * Developed content for advisor service collateral and sales tools. * Identified and delivered practice management toolkit for RIA’s to promote asset retention and growth and to assist with succession planning.* Managed all aspects of firm’s annual conference and employee events.* Member of Investment Committee comprised of MPT Nobel Laureate Harry Markowitz, Behavioural Finance Expert Meir Statman and Sanjiv Das with mandate to identify and deliver best in class sub-advisors for investment management mandates.* Established joint venture with Life Planning firm to deliver holistic wealth planning tools to RIA’s.

* Senior management role focused on the development, implementation and on-going oversight of investment products and services for 2000 advisors.* Designed and launched a white-labeled separately managed account program for clients with investable assets of $500,000 or more.* Reviewed and enhanced a fee-based investment platform and service model focusing on the portfolio management and billing system, operational processes and fee schedule. * Provided strategic and tactical direction to the development and administration of a web-based needs analysis, investment policy generator and product implementation software tool. * Chaired Alternative Investment Committee comprised of Executive Management group and legal and analyst representatives which reviewed hedge funds, principle protected notes and managed futures products for distribution through Dundee advisors. * Determined product and program reporting metrics and drivers to ensure a focused and profitable delivery model. * Designed and delivered internal sales activity reporting and advisor distribution matrix. * Led a dealer statement redesign initiative using an outside design consulting firm and internal senior management inputs to determine client and advisor needs in statement components while managing to operational and technical constraints.

* Change management and strategic planning specialist. * Key team member in evaluation and redirection of corporate strategy. * Conducted activity analysis in Client Services, Inside Sales and *Operations groups and proposed cost-to-serve restructuring plan. * Modeled, recommended and implemented an alternative distribution compensation policy. * Facilitated competitive intelligence review and presented findings to various business unit leaders. * Created business case and led team in the development of an integrated technology platform. * Participated in planning sessions employing the Pusateri Value Ladder to engage Executive Management in redefining business model. * Prepared industry trend analysis to identify product gaps in the marketplace.

*Lead project team member on firm's foremost priority to harmonize 18 separate sales commission grids into one nationally standardized, results-based compensation platform. *Determined the scope, economic impact and implementation strategies for department related projects focused on the retention and organic growth of assets under management. *Facilitated focus groups and strategy sessions held with financial advisors across Canada to ascertain project viability. *Determined feasibility of alternative distribution channels envisioned as a risk mitigation strategy that focused on advisor segmentation opportunities and made recommendation. *Reviewed strategic alliance opportunities with accounting firms to accelerate overall sales momentum. *Represented business unit in development of firm's three year national strategic plan to be presented to Board of Directors. *Interim territory Sales Manager focused on delivery of sales and service support for advisor related sales activities. *Evaluated Private Client Service offering to establish service model viability by analyzing the competitive landscape, geographic limitations and overall profitability of the offering. *Reviewed National Sales Code and developed advisor real dollar and soft dollar marketing allocation program.