Innovation & Commercialization at Ocean Frontier Institute

• Nov 2022 - Present

Mentor

• Dec 2022 - Present

Partner, National Leader of Business Consulting - Banking & Financial Services

• Feb 2017 - Nov 2022

Vice President, Financial Services Advisory

• Jun 2014 - Dec 2016

• Spearheading the efforts to build EY Canada’s Blockchain practice • In addition, responsible for leading multiple competencies nationally - Capital Markets, Payments and Commercial Banking; Includes playing a central role in formulation and execution of go-to-market strategy, sales and engagement delivery • Recipient of multiple awards for exemplary performance for leading complex client engagements, thought leadership, coaching and sales culture • Spearheading the efforts to build EY Canada’s Blockchain practice • In addition, responsible for leading multiple competencies nationally - Capital Markets, Payments and Commercial Banking; Includes playing a central role in formulation and execution of go-to-market strategy, sales and engagement delivery • Recipient of multiple awards for exemplary performance for leading complex client engagements, thought leadership, coaching and sales culture

Vice President, Global Banking and Capital Markets Consulting

• Jan 2011 - May 2014

• Responsible for delivery of strategic advisory engagements across all LoBs in Financial Services industry, including Retail, Small Business, Commercial Banking and Capital Markets • Domains include: - Enterprise Transformation - Current State Assessment, Target Operating Model - Strategic Roadmap, Business Case - Industry Benchmarking, Business Analysis & Financial Modeling - Process Design, Operational / Performance Improvement, Business Requirements • Authored multiple Point of Views on leading industry issues and helped develop PwC’s Thought Leadership • Played a critical role in formulation and execution of PwC Canada’s Go-To-Market strategy across multiple leading industry opportunities • Awarded couple of PwC Canada awards for exemplary individual performance for delivery of complex client engagements Show less

Director, Office of CEO

• Dec 2009 - Jan 2011

• Mandated by the CEO to lead cross-functional initiatives on strategic issues across the firm and present independent and objective recommendations to the SET and Management Committee; projects included: - Assessing CIBC’s exposure to various market/industry events and recommending potential responses - Conducting review of various businesses across asset classes and regions and providing an assessment of key risks and opportunities associated with them - Redefining methodology for valuing certain non-trading books and the allocation of their P&L • Led a cross-divisional initiative to design, develop and deliver an online risk system that provided senior management with a near real-time comprehensive view of market and credit risk exposure across the firm; culminated in identification and resolution of key systemic issues between different parts of the firm Show less

Director, Interest Rates Derivatives Trading

• Jun 2005 - Dec 2009

• Trader on US$, C$ interest rate swap books; responsibilities included: - Pricing and trading of flow trades, including vanilla, cross-currency, new-issue, asset swaps, OIS, FX Forwards, FRAs and various associated Basis markets (3s/1s, BA/Libor) - Management of swap book, including reset risk and unsecured funding - Providing sales teams, other trading desks and senior management with daily market commentary • Member of Strategic Positioning Group, a proprietary risk-taking initiative across rates trading; included formulation and development of an Algorithmic Trading System geared towards futures markets • Wrote various papers and built trading models that got institutionalized on the desks and the firm; notable - Development of model for pricing CMB and Maple books on an Asset Swap basis - Development of a real-time statistical-arbitrage relative-value trading model for GoC trading - Inception & development of a new OIS-based approach for pricing probabilities of BoC policy moves Show less

Summer Associate, Office of CFO

• May 2004 - Sep 2004

• Performed Competitive Benchmarking of CIBC’s Personal & Commercial Banking group’s Q2/04 operating performance; modeled and formulated the supporting analysis and presentation made for the Analyst Bank Day • Wrote a working paper on the Canada Mortgage Bond, CIBC Mortgages’ (CMI) securitization program; worked closely with CMI, Treasury and Securitization desk at CIBC World Markets • Developed financial model for 3 year (FY05 – FY07) Strategic Planning and Forecasting of CIBC’s Retail and Infrastructure SBU performance; prepared the supporting presentation made by the CFO to the SET • Participated in the financial due-diligence on various CIBC-level initiatives as part of Capital Budgeting Show less

B2B eCommerce Architect

• 1998 - 2000

• Promoted to Technical Lead of B2B system that corporate clients used to electronically track invoices, quotes and orders in excess of US $140 million • Managed an 8-member team comprising members from 3 different consulting firms • Promoted to Technical Lead of B2B system that corporate clients used to electronically track invoices, quotes and orders in excess of US $140 million • Managed an 8-member team comprising members from 3 different consulting firms

New Product Development Lead

• 1996 - 1998

• Promoted to Product Lead, youngest in the history of the firm; led development of the firm’s first web-based proprietary Computer-Based-Training product, NetVarsity, which achieved sales in excess of US$ 300,000/year • Part of 3-member core technology-strategy team that reported to and advised the head of 600-member product development division on technologies to focus on; NetVarsity was a result of such recommendations • Promoted to Product Lead, youngest in the history of the firm; led development of the firm’s first web-based proprietary Computer-Based-Training product, NetVarsity, which achieved sales in excess of US$ 300,000/year • Part of 3-member core technology-strategy team that reported to and advised the head of 600-member product development division on technologies to focus on; NetVarsity was a result of such recommendations

Senior Consultant, Global Banking

• 1995 - 1996

• As part of a niche group focused on the cross-section of Finance and Technology functional areas, developed financial software that was deployed within Citibank globally • Work included programming, participating in code review, performing unit tests and writing documentation • As part of a niche group focused on the cross-section of Finance and Technology functional areas, developed financial software that was deployed within Citibank globally • Work included programming, participating in code review, performing unit tests and writing documentation