Partnered with executive team to develop Capital Markets Finance strategic roadmap, and established scorecard KPIs and process to measure progress; Led enterprise strategic initiatives to support Capital Markets investment business; Oversaw operational due diligence of externally managed fund investments.

Led cross-functional teams to deliver enterprise strategic initiatives, including implementation of Total Portfolio Approach, onboarding Additional Canada Pension Plan, selection and due diligence of technology and data solutions to support public investments life cycle events, and enhancing investment accounting and reporting processes and systems (e.g. SimCorp Dimension).

Led business analysis team to support portfolio management, trade execution, investment operations, compliance and financial reporting; led investment systems implementations, including Charles River, MPower investment accounting system, electronic trading venues, security master, and Eagle performance systems; supported business integration from acquisition.

Led a team of business analysts to provide system solutions to Institutional Equity (Institutional Equity Sales & Trading, Global Equity Finance)

Led implementations of high-profile and complex systems for mutual fund portfolio managers, traders and compliance officers. Systems included Charles River, FIX, OMGEO OASYS etc...

Implemented regulatory changes for RBC Investments business

Contributed to design and implementation of electronic trading platforms for retail and institutional investors; led a team of analysts supporting mission critical applications; conducted market research and RFP for a Client Relationship Management (CRM) platform.