Experience

The Shaughnessy Group

• Canada
• Investment Banking
• 1 - 100 Employee

• Managing Director & Director

  • Nov 2017 - Present

  Toronto, Canada Area Advisor to shareholders, board members, and executives on governance, strategic, and corporate finance issues, helping them to navigate the challenges of founding, growing, buying, and selling businesses.

• Founder

  • Nov 2017 - Present

  Vancouver, British Columbia, Canada



Crelogix Credit Group Inc.

• Canada
• Financial Services
• 1 - 100 Employee

• Chief Executive Officer, President & Director

  • Nov 2007 - Jun 2017

  Vancouver, Canada Area Successfully transformed a 10-member, 30+ year old specialty financing company into a national fintech/insurtech platform with 58 team members and $225MM in assets. The company, rebranded as Crelogix, experienced 50-fold growth and raised over $750MM in institutional capital. As part of this transformation, implemented a fintech/insurtech platform that processed over $3B in transactions, on-boarded 300K+ consumers across the credit spectrum, and originated $9.7MM+ in monthly credit, payment… Show more Successfully transformed a 10-member, 30+ year old specialty financing company into a national fintech/insurtech platform with 58 team members and $225MM in assets. The company, rebranded as Crelogix, experienced 50-fold growth and raised over $750MM in institutional capital. As part of this transformation, implemented a fintech/insurtech platform that processed over $3B in transactions, on-boarded 300K+ consumers across the credit spectrum, and originated $9.7MM+ in monthly credit, payment, insurance, and warranty services. Crelogix grew its loan portfolio to 75K+ accounts, minimizing lifetime losses below 5%, and executed 35 strategic alliances with 8K+ business partners. The company was ultimately purchased by Prospera Credit Union. Show less



Travelers Financial Group

• Canada
• Financial Services
• 1 - 100 Employee

• Chief Operating Officer, Senior Vice President & Director

  • Nov 2004 - Oct 2007

  Vancouver, Canada Area Successfully led the turnaround, recapitalization, and growth of Travelers Acceptance, a 30+ year old business unit of the Travelers Financial Group, into a leading national financial technology provider of point-of-sale installment credit. This included re-branding and spinning out the organization, which consisted of 10 members, into a thriving and successful business. As part of this process, implemented strategies and initiatives that transformed the company into a leading provider of buy… Show more Successfully led the turnaround, recapitalization, and growth of Travelers Acceptance, a 30+ year old business unit of the Travelers Financial Group, into a leading national financial technology provider of point-of-sale installment credit. This included re-branding and spinning out the organization, which consisted of 10 members, into a thriving and successful business. As part of this process, implemented strategies and initiatives that transformed the company into a leading provider of buy now, pay later (BNPL) credit and propelled it to new heights of success. Show less



Diligent

• United States
• Software Development
• 700 & Above Employee

• Director

  • Jul 2003 - Dec 2004

  Vancouver, Canada Area Advised Founder, Chairman & CEO ACL rebranded to Galvanize, February 24, 2021, Diligent acquired Galvanize for 1.0B USD



Cerebral Capital Inc.

• Canada
• Investment Management

• Chief Executive Officer, President & Director

  • Jun 2002 - Nov 2004

  Toronto, Canada Area



Credit Acceptance

• United States
• Financial Services
• 700 & Above Employee

• Managing Director & Director

  • Apr 2001 - Oct 2002

  Worthing, United Kingdom Successfully repositioned and led a 170 member organization, driving significant growth and improvement in key financial metrics. Over a 9 month period, assets increased by 4% to $164MM, revenue increased by 17.5% to $25MM, credit loss was reduced by 33%, and earnings improved by 44% to $12.5MM. In addition, the organization's return on capital (ROC) improved by 28%. These successes were achieved through a combination of strategic planning, effective leadership, and a focus on driving results.



eSupplies.com

• Vice President

  • May 2000 - Mar 2001

  Calgary, Canada Area Successfully led a strategic reorganization of a 100+ year old business, reversing a $10MM loss and achieving profitability in just 9 months. This feat was accomplished through a combination of careful planning, effective leadership, and a focus on driving results. The successful turnaround of the organization was a testament to the strength and resilience of the company and its ability to adapt and thrive in a rapidly changing business environment.



Laurentian Bank

• Canada
• Banking
• 700 & Above Employee

• Vice President of Sales, Marketing & Business Development

  • Apr 1996 - Feb 2000

  Toronto, Canada Area Designed and implemented the strategic plan that drove a fintech start-up from $5MM to $389MM in just 4 years, an impressive 80-fold growth. Led a 37-member team to develop 20+ strategic alliances with major corporations such as Dell, Yamaha, Tech Data, Sharp, and Carrier, adding over 5,500 channel partners and contributing over $1B in revenue. The company was eventually purchased by CIT Group and Laurentian Bank later acquired CIT's Canadian operations.



Konica Minolta Business Solutions Canada

• Canada
• IT Services and IT Consulting
• 300 - 400 Employee

• National Director of Marketing

  • Mar 1995 - Feb 1996

  Toronto, Canada Area Achieved impressive 25-fold growth, taking a startup from $6MM to $150MM in just a year through 37 acquisitions and consolidation into a 750-employee national operation. Key in launching Danka Business Credit, a key entry into the Canadian market for Danka Business Systems. The company was eventually purchased by Pitney-Bowes and then Konica Minolta acquired Pitney Bowes' Canadian business.



Sharp Electronics of Canada Ltd.

• Canada
• Computers and Electronics Manufacturing
• 1 - 100 Employee

• Western Area Manager

  • Feb 1994 - Mar 1995

  Vancouver, Canada Area Successfully turned around a troubled organization, driving significant growth in revenue and market share. Over the course of the turnaround, revenue increased from $7MM to $25MM and market share rose from 3% to 6%. Was instrumental in founding Sharp Finance, playing a key role in the company's success and growth.



Westport Leasing Corporation

• Canada
• Financial Services

• Managing Partner

  • May 1993 - Feb 1994

  Vancouver, Canada Area Co-founded a boutique intermediary finance business, playing a key role in its establishment and growth. Eventually sold interest to partners and transitioned out of the company.



Ricoh Canada Inc.

• Canada
• IT Services and IT Consulting
• 700 & Above Employee

• Division Manager

  • Sep 1983 - May 1993

  Vancouver, Canada Area Progressed from an entry-level position to full profit and loss responsibility for a $7MM division with 44 employees. Instrumental in the company's growth from $7MM to $50MM over a decade, and successfully launched a profitable captive finance organization. The company, Benndorf-Verster, was Alco Office Products' market-entry into Canada and was later renamed Ikon Office Solutions. Ricoh eventually acquired Ikon Office Solutions.