Director - Client Delivery

• Jul 2022 - Present

Manager, Consulting – Technology

• Feb 2021 - Jul 2022

Founder & Chief Advisor

• Sep 2020 - Feb 2021

Professional consulting and project management leading organizations in managing their operational and strategic processes within the IT, Financial Services and Real Estate sectors. Professional consulting and project management leading organizations in managing their operational and strategic processes within the IT, Financial Services and Real Estate sectors.

Manager - Client Implementation

• Sep 2018 - Sep 2020

• Responsible for managing a multi-discipline team (local and remote) through requirements gathering, project planning & execution, database analysis & migration and consulting for Salesforce and Microsoft Dynamics 365 CRM technology solutions for wealth management clients. • Essential to the build out and release of the Salentica Data Broker – Real time Custodian and Portfolio Management System integration solution.• Led strategic internal initiatives with executive management and team leads to redefine internal operations processes and service implementation practices.• Increased project implementation efficiencies by over 80% within the first 6 months.• Coordinated with the product team to prioritize and develop timeline for product solution release cycles.• Directly involved in technical sales cycle and pipeline development for new business initiatives and cloud licensing management.• Lead and successfully delivered an enterprise level merger and acquisition project combining multiple business units from 12 separate offices into a single unified Salesforce CRM system collectively managing over $7.5B USD.

Senior Consultant : Senior Project Manager/Senior Business Analyst

• Nov 2011 - Sep 2018

• Senior Project Manager in charge of digital transformation implementations of Salesforce and Microsoft Dynamics CRM technology solutions for wealth management clients. • Worked on several major projects in the United States and Canada focusing on wealth management customer relations including, service transformation, organizational efficiency, and short and long-term business process strategy.• Directly involved in technical sales cycle and pipeline development for new business initiatives.• Developed and employed the Salentica Express CRM product solution and process.• Developed and managed work order process for post-implementation client requests. • Strategically forecast and managed costs, project plan timelines, data migration and resources required for multiple project implementations in order to meet numerous deadlines.• Assumed the role of primary contact for system design configuration, custom development analysis and status report documentation.• Lead structured training sessions to expand system comprehension and adoption for a multitude of users.

Business Analyst

• Jun 2004 - Nov 2011

• Collaborated with a team of consultants to help develop new business opportunities in Canada and across a global market (China, India, the Middle East, Indonesia and Malaysia). • Conducted detailed risk analyses on complex business issues allowing for a better understanding of the pertinent concerns, which lead to the creation of the following business plans;o China Cars Canada (CCC) – Sought collaboration with Chinese automakers for the Importation and Distribution of passenger vehicles in the emerging ASEAN market. o Lystek International Inc., Waterloo, Ontario – Undertook CRM mandate to locate investors seeking local partners for industry changing patented and commercialized processes in biosolids management and organic waste treatment.

Senior Project Manager/Business Analyst

• Dec 2009 - Feb 2011

• Involved in the management team responsible for recruitment and administration of Tier 1 projects.• Conducted weekly alignment meetings with clients to adapt the programs to their ongoing business needs.• Designed CRM software for BMW Lead Generation Campaign to help Client Relationship Associates (CRAs) manage their prospective lead database. The CRM was able to increase CRA productivity by 35%.• Developed a custom suite of analytical reports to meet the needs of clients within strict timelines;o BMW Canadao BMW USAo International Minerals Corporation (TSX: IMZ)• Planned and executed strategic budget forecasting and reporting.• Developed and programmed online surveys; thorough case testing for the routing of survey questionnaires to ensure the flow and accuracy of all data results.• Created framework for a Quality Assurance Program to ensure 100% compliance within client standards.• Bilingual call center Brand Ambassador Project Manager• Lead informational program management and training sessions which resulted in increased project contact and conversion rates (↑43%).

Junior Project Manager/Assistant to CFO

• May 2007 - Dec 2008

Managed strategic expenses and accounts for Buchanan Renewable Energies, an emerging bio company in Liberia, by communicating and scheduling finances for an overseas team of investors.Re-engineered the reconciliation process to complete a forensic bank audit on 5 years of fund transactions. Managed strategic expenses and accounts for Buchanan Renewable Energies, an emerging bio company in Liberia, by communicating and scheduling finances for an overseas team of investors.Re-engineered the reconciliation process to complete a forensic bank audit on 5 years of fund transactions.

Data Analyst

• Jul 2004 - Aug 2006

Managed online data gathering, research and analysis for auto industry sector project from data mining findings by compiling detailed sector analysis regressions. Managed online data gathering, research and analysis for auto industry sector project from data mining findings by compiling detailed sector analysis regressions.