Experience

Fort York Food Bank

• Canada
• Non-profit Organizations
• 1 - 100 Employee

• Community Volunteer

  • Sep 2022 - Present

  Volunteer helping with food distribution to those in need Volunteer helping with food distribution to those in need



Alison Unleashed

• Canada
• Consumer Services

• Owner & Operator

  • Nov 2015 - Present

  Dog walker downtown Toronto Dog walker downtown Toronto



North Coast Animal Clinic

• Volunteer in Veterinary Care

  • Jan 2022 - Feb 2022

  An incredible volunteer experience working at a small veterinary practise on the north shores of Jamaica for two months. Hands on experience in all area's of the clinic - customer facing, vaccinations, examinations, surgeries, charting, paperwork, farm visits and more. I also leveraged my experience in software implementation to get Vet Practise Management software up and running in my last few weeks there. An incredible volunteer experience working at a small veterinary practise on the north shores of Jamaica for two months. Hands on experience in all area's of the clinic - customer facing, vaccinations, examinations, surgeries, charting, paperwork, farm visits and more. I also leveraged my experience in software implementation to get Vet Practise Management software up and running in my last few weeks there.



Lifestyle Pet Care

• Canada
• Ranching

• Dog Walker

  • Sep 2015 - Dec 2015

  Walked up to 6 dogs per day for private walks; all sizes / breeds Walked up to 6 dogs per day for private walks; all sizes / breeds



Knowledge First Financial

• Canada
• Financial Services
• 100 - 200 Employee

• Vice President, PMO and Customer Operations

  • May 2014 - Sep 2015

• Vice President, Compliance Operations

  • Sep 2012 - Apr 2014

• Vice President, Information Technology & PMO

  • Apr 2012 - Aug 2012

• Director of Planning and Continuous Process Improvement

  • Mar 2011 - Apr 2012



Odyssey Financial Technologies

• Switzerland
• Retail

• Project Director

  • Jan 2008 - Mar 2011

  Responsibility for team of Project Managers spanning 20+ client and internal projects Project Direction on software implementations of Wealth Manager software - Front to mid office financial + CRM for dealer, broker desktops Successfully managed $2M implementation project including full data conversion + 20 page complex client statement in a 4 month period with 98% client satisfaction rating on post implementation review Large, complex financial data conversions, custom development & client statement and financial reporting Development and implementation of Project Methodology: Initiation, Planning, Construction, Testing, Delivery, Roll out Recruitment, training, ongoing evaluation and mentoring of Consultants and Project Managers Responsible for selling of Odyssey Services around implementations including Program and Project Management and all consulting functions Show less



StatPro

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Senior Vice President, Client Service

  • 2005 - 2008

  Overall responsibility for relationship management for 250+ clients covering Asset Management, Performance Attribution Software and Securities Information Services Integrated Asset Management product suite - Front to back office including Modeling, Trade Order Management, Compliance, Portfolio Management, Complex Corporate Actions, General Ledger & NAV processing, Reporting, Performance Measurement, Data Integration, Reconciliation License, Application Service Provision (ASP), Service Bureau experience Provide leadership to team of 20+ including Client service, Account Management, Training & Documentation, Project Management and Consulting staff Responsible for client retention (100% in 2007), sales into existing client accounts, contract management Exceeded 2007 sales targets - 40% recurring revenue increase in 2007 Successful oversight of client implementations - project sizes up to $6 Million International exposure - Project sponsor and Steering committee chair for Johannesburg Securities Exchange Implementation of Asset Management and brokerage application; work with StatPro teams in 9 countries Steering committee member for all significant client development or implementation projects Recruited and developed Client Service and Implementation Team Implementation of controlled software release strategy to facilitate improved management of internal resources and client expectations, boosting software stability Key member of North American Board of Directors Strategic business and product planning Implementation of client communication strategy, client feedback process 2002-2005 Vice President, Relationship Management, Business Process Outsourcing (BPO) Show less



Citigroup (formerly Unisen, Adminsource Inc

• VP Relationship Management

  • 2002 - 2005

  Responsible for Client Relationship Management for 50+ investment fund clients with $80 Billion in Assets under Administration Achieved objective of raising client satisfaction to 90% + satisfied or above Service offerings included Transfer agency, Fund Valuation, Financial Reporting, Investor and Fund Taxation, Trust Accounting, Client Service (call center) Extensive exposure to all investment product types including LSIFs, Mutual Funds, Wrap, Pooled, Alternates, Linked Notes, Hedge Funds, Segregated Funds, Offshore Funds Lead team of 30 staff including Relationship / Account Managers, Business Analysts Key member of Senior Management Team Executive sponsorship for all client events including annual Client Conference, Client Appreciation Events, Executive entertainment Effective implementation of Strategic Account Management best practices; Client Governance program; Service standards and Service Level reporting Responsible for client contract negotiation and renewals; receivables; client profitability Editor, Client Governance quarterly reports for Strategic Accounts Oversight of successful migration of 50 clients from 3 to 1 core applications for Transfer Agency over an 18 month Show less



Adminsource Inc

• United States
• IT Services and IT Consulting

• Senior Project Manager

  • Jan 2001 - Jan 2002

  Overall responsibility for successful migration and integration of large, complex Tier 1 clientManaged a project team of 100+ staffDelivered $5 Million+ development effort in an 18 month period with high quality results

• Manager, Business Development

  • Jan 1999 - Jan 2001

  Responsible for production support of internal transfer agency application, project management, business analysis and quality assuranceCreation and development of team, starting with 8 employees, up to 40 staff over a 3 year periodDesign and implementation of successful Systems Development Life Cycle and Project Life CycleInitiation of Project Management Office and Project Management disciplinesDevelopment of effective templates, process and procedures for Functional Specifications, Test Plans, scripts, change managementChair, change management committee Show less


Asset Management Products
• Software Development
• Manager, Client Service

  • Jan 1995 - Jan 1997

McCallum Brodeur
• Staff Accountant

  • Jan 1987 - Jan 1989