Leading the design and implementation of data management and analytics capabilities for RBC Global Asset Management (GAM). Partnering closely with business and technology leaders from across GAM and RBC to continually evolve GAM's data strategy, lead the development and adoption of next-generation data enablement capabilities, and deliver high-value insights to the point of business impact and in support of GAM's commitment to improve decision making, driven by data, and powered by technology.

Recognized thought leader helping to drive and enable P&CB’s vision to realize more value from data today and in the future by delivering data & insights to the point of impacts. - Partnered with business leaders in HNW Strategy, Wealth Management, Private Banking, and P&CB Investments to implement lead identification and prioritization models to operationalize $85+ million (5‐year NIBT) cross‐business HNW referral opportunity. - Program Integration workstream lead for ICE’s “Program Emerald” integration, supporting Data Integration, Data Management, Regulatory, Analytics, and Go to Market workstreams. Defining the Analytics Clean Team operating model and leading execution of critical use cases to assess business case synergies, support business integration planning, and accelerate value capture.

DNA leader of Enterprise Client & Insights data product, partnering with business leaders from across RBC to create a 360‐degree view connecting over 17 million personal and business clients across RBC including identity, activity, relationships, holdings, and transactions. Empowering business partners across the organization to develop and implement data-driven strategies through trusted and integrated data, actionable and reusable advanced insights, and sophisticated AI and machine learning models. - Partnered with RBC Economics to develop near-real‐time transaction and spend analysis across the Canadian population enabling the launch of RBC Economics’ Consumer Spend Tracker (first among Canada’s large financial institutions) providing early assessment and ongoing tracking of the impact of COVID-19 on the Canadian economy. - Strategic oversight of advanced entity resolution models used to identify, standardize, categorize, and enrich merchant transaction data that enables RBC’s client-facing Insight Edge merchant and marketplace insights. - Led development of advanced predictive models to identify and support introduction of high-value non-investment clients to RBC Wealth Management resulting in $85+ million business opportunity (5-year NIBT). Partnered closely with multiple HNW business teams to identify, refine, and align models to key client value propositions and orchestrate the adoption and launch as part of the High-Net-Worth Leads campaign. - Worked closely with business partners to guide the development and champion the adoption of numerous reusable and high-value enterprise client insights through multiple business engagements.Recognized as a thought leader and ambassador of change, helping both senior executives and execution teams across the Enterprise to identify new, bold ideas to differentiate RBC as a data and AI‐driven organization. Built trusted relationships with business teams across the organization.

Founded and led WM Analytics team, building transformative capabilities in analytics and data science that supported key business imperatives across Canadian and US Wealth Management businesses. - Developed inaugural WM Data Strategy to support digital and business needs by addressing identified issues with data quality and governance, aligning IT data infrastructure development, and identifying opportunities to drive value through advanced analytics. - Worked closely with business leaders to deliver numerous high-value analytics initiatives supporting immediate business needs while building strategic capabilities, including: DS Portfolio Insights (branch manager launch and advisor pilot), USWM Dashboard (~3,300 users and 180K views in first 10 months), DS Asset Flow Analysis, and various compliance, regulatory, and management reporting dashboards. - Partnered with Enterprise and WM IT teams to advance data and analytics infrastructure, including “platform as a service” Hadoop, Vertica, and Spark, Python and web-application capabilities, Tableau dashboards, and enhanced data access and ingestion. - Designed and led ‘first of a kind’ Financial Research Insights pilot in collaboration with IBM to explore opportunities to leverage IBM Watson cognitive computing and natural language processing capabilities within RBC (one of 2 enterprise IT sponsored pilots).

Senior investment professional supporting Canadian, US, and International private client wealth management teams. Developed enhanced asset allocation strategies, provided management oversight of PAG research publishing team, led development of next generation of portfolio proposal and analysis tools. Recognized for ability to accelerate PAG business objectives and strategy by building and driving collaboration across a global network of WM stakeholders. - Delivered enhanced asset allocation strategy supporting Dominion Securities and US Wealth Management. Collaborated with broad group of stakeholders to develop capital market assumptions, asset allocation models and tactical overlay, client-facing support materials, integration of models within portfolio solutions, and ensured appropriate communication and training. - Created Aggregate Asset Allocation analysis service providing sophisticated portfolio review and analysis for UHNW clients ($20+ million). - Led development of next generation portfolio proposal tools supporting DS Advisors with client risk profiling, asset allocation strategy, and portfolio construction and proposal generation. Drove significant improvements in stability, accuracy, functionality, training, and user adoption. - Implemented enhanced portfolio reporting and monitoring process for all PAG Guided Portfolios. Worked with Law and Compliance to resolve identified issues with prior process, validate and restate returns, ensure appropriate trade confirmation and signoff, and develop new client-friendly performance reporting.

Investment professional supporting the development and implementation of investment strategies and portfolio construction methodologies for HNW / UHNW clients.

Responsible for development and continuous enhancement of operational risk measurement and quantification throughout RBC. Accountable for RBC’s operational risk event data collection and analysis program. Negotiated RBC’s joining the ORX data-sharing consortium. Represented RBC at OSFI information gathering and assessment sessions, and acted as primary liaison with CBA, IMF and ORX industry working groups.

Quantitative investment analysis. Development and implementation of investment strategies, including securities analysis, portfolio construction, and rebalancing under the supervision of Chief Investment Officer.