Experience

Fiera Capital

• Canada
• Financial Services
• 400 - 500 Employee

• EVP, Global CTO & COO

  • Jun 2018 - Present

  Toronto, Canada Area Member of the Global Executive Management Committee, accountable for investment operations, client servicing, branding, technology, and information security as well as leading the execution of the firm’s multi-year transformation program, driving front, middle and back-office integration and digital transformation globally. Served as strategic office to the CEO on strategy development and communication, board materials, CEO addresses, external presentations, annual report content and… Show more Member of the Global Executive Management Committee, accountable for investment operations, client servicing, branding, technology, and information security as well as leading the execution of the firm’s multi-year transformation program, driving front, middle and back-office integration and digital transformation globally. Served as strategic office to the CEO on strategy development and communication, board materials, CEO addresses, external presentations, annual report content and creation, organizational redesign and execution. • Responsible for 220 of 850+ employees across Canada, US, EMEA & APAC • Architected and led a global transformation program, transitioning the firm from a regionally led to a globally integrated organization. Delivered 10M+ of annual saves on top-graded back to front operating models and data infrastructure through the design and implementation of operations suited for solution-oriented, multi-asset class investment management services across a proprietary set of institutional grade public and private markets actively managed capabilities. • Implemented several organizational re-structuring initiatives within Investment Operations across front, middle, and back- office functions, incrementally evolving the service delivery model, improving service quality, lowering costs, strengthening culture and top-grading leadership. Driving a 10% cost reduction in first 2 years and 20% by year 4. • Coordinated the development of the firm’s 10-year vision and 3-year strategic plan, including strategy articulation for varying stakeholder audiences and leading the creation of all communication materials. Show less



COZM Inc.

• CEO & Founder

  • Jul 2017 - Dec 2019

  Toronto, Canada Area We empower investment professionals with artificial intelligence technology geared to produce intelligent trading decisions and recommendations. Our advanced analytics platform enables trading teams to systematically create intuitive prescriptive analytics solutions that generate counter-intuitive trading strategies with desired frequency. A machine learning platform that supports a fully automated trading strategy life cycle, including data and situation modeling, development of effect… Show more We empower investment professionals with artificial intelligence technology geared to produce intelligent trading decisions and recommendations. Our advanced analytics platform enables trading teams to systematically create intuitive prescriptive analytics solutions that generate counter-intuitive trading strategies with desired frequency. A machine learning platform that supports a fully automated trading strategy life cycle, including data and situation modeling, development of effect and directing functions, strategy generation and optimization, and back testing phases. The intent of this platform is to enable organizations to exponentially scale by incrementally building, sharing, reusing, and preserving its intellectual capital. Show less



Manulife

• Canada
• Insurance
• 700 & Above Employee

• SVP, Global CIO - Investment Division & Group Division

  • May 2014 - Dec 2016

  Toronto SVP, Global Chief Information Officer for global divisions of Manulife Asset Management, General Account Investments, and Group Functions. Member and key contributor of the Investment Division Executive Committee and the Global Technology Executive Committee, involved in strategy development and thought leadership globally. Accountable for a globally distributed organization of 800+ staff across North America and Asia, dually reporting to the Global Chief Investment Officer and… Show more SVP, Global Chief Information Officer for global divisions of Manulife Asset Management, General Account Investments, and Group Functions. Member and key contributor of the Investment Division Executive Committee and the Global Technology Executive Committee, involved in strategy development and thought leadership globally. Accountable for a globally distributed organization of 800+ staff across North America and Asia, dually reporting to the Global Chief Investment Officer and Global Chief Information Officer, supporting all business units within the Investment and Group Function divisions. • Led Technology team in the acquisition of Standard Life Investments (>$1-billion acquisition and addition of +$35-billion in AUM). Architected end state system design and transition plan. Designed and implemented the program governance structure with direct accountability of program management of a 200+ staff M&A team. Successfully executed business objectives to realize $4M in operational efficiency and synergies, including reorganization to integrate new Montreal based unit. • Led the enterprise data and analytics strategy, including the establishment of AI competency and an advanced data analytics team. Implemented cloud-based, big data infrastructure for an actuarial systems transformation delivering significant performance and efficiency gains with 30% annual run rate savings. • Established Manulife’s innovation hub, LoFT: Lab of Forward Thinking, utilizing emerging technologies to tackle challenges and expedite solution delivery for Manulife/John Hancock customers. Engaged 2000+ employees, sourced 200+ business innovation ideas, delivered 50+ MVPs, and sponsored 10 MVPs for incubation and development.

• VP, Global CTO - Investment Division

  • Jan 2013 - May 2014

  VP, Chief Technology Officer and Head of Information Services, with global responsibility for driving business aligned technology strategies for the Investment Division at Manulife Financial. Recognized as a specialist in the implementation of business process management and associated methodologies designed to align business and IS goals, responsible for establishing a framework for business architecture for the Enterprise.

• VP, CTO - General Fund Investment Division

  • Jun 2010 - Jan 2013

  VP, Chief Technology Officer of General Fund Investment Systems, responsible for managing end to end product development as well as Architecture Management and Governance in support of the Investments Division.



State Street

• United States
• Financial Services
• 700 & Above Employee

• VP - Global Technology Services

  • Dec 2005 - Jul 2010

  Head of Global Technology Services across North America region including Kansas City, Princeton, and Toronto. Working experience within several business operating units including; Mutual Fund Accounting, Pension Fund Accounting, Custody Operations, Valuations and Pricing, Global Fund Admin, Alternative Operations, Sales & Marketing, and Technology Services. Managed end-to-end product development of global post-trade compliance system and other applications in support of Fund and… Show more Head of Global Technology Services across North America region including Kansas City, Princeton, and Toronto. Working experience within several business operating units including; Mutual Fund Accounting, Pension Fund Accounting, Custody Operations, Valuations and Pricing, Global Fund Admin, Alternative Operations, Sales & Marketing, and Technology Services. Managed end-to-end product development of global post-trade compliance system and other applications in support of Fund and Asset Servicing for institutional clients. Accountable for a $40 million budget, leading 400+ staff across North America and supporting a portfolio of 100+ applications.

• AVP, Product Development - Sr. Systems Application Manager

  • Apr 2004 - Dec 2005

• Systems Application Manager

  • Sep 2002 - Apr 2004

• Developer

  • Feb 1998 - Sep 2002

  Toronto, Canada Area Progressed from Contract Developer to Senior Developer to Development Manager