Experience

Lumenus Community Services

• Non-profit Organizations
• 100 - 200 Employee

• Chief Executive Officer

  • Nov 2023 - Present

  Toronto, Ontario, Canada One of Ontario’s largest community agencies providing a broad range of programs that include developmental, mental health, autism and early years services for infants, children, youth, individuals, and their families in the Greater Toronto Area



FICANEX Technology Inc.

• President

  • Jul 2021 - Apr 2023

  Oakville, Ontario, Canada Now part of the Prodigy Ventures family, FICANEX Technology Inc. is continuing on its journey of empowering financial services providers to accelerate innovation. We provide next-generation digital services to financial institutions across Canada, allowing them to effectively compete in the digital era.



FICANEX

• Canada
• Financial Services
• 1 - 100 Employee

• President & CEO

  • Feb 2015 - Jul 2021

  Oakville, Ontario Canada FICANEX is the operator of THE EXCHANGE ATM Network in Canada, a full function, inter institutional shared services network offering surcharge-free access for millions of cardholders at thousands of ATMs nationwide, and the first in market, tunl. open banking integration platform. Oversee all business operations and activities of a team of 15 professionals. Designing and executing strategic plans to transform the company. Partner with credit unions and banks to collaborate on for… Show more FICANEX is the operator of THE EXCHANGE ATM Network in Canada, a full function, inter institutional shared services network offering surcharge-free access for millions of cardholders at thousands of ATMs nationwide, and the first in market, tunl. open banking integration platform. Oversee all business operations and activities of a team of 15 professionals. Designing and executing strategic plans to transform the company. Partner with credit unions and banks to collaborate on for delivering digital transformation products, services, and solutions to over 160 financial institutions within constantly changing marketplace. • Engineered the tunl. Open Banking Integration platform and a marketplace of innovative FinTech solutions. • Launched and sold the subsidiary company, FICANEX Technology LP, to provide platforms enabling financial institutions to meet the ever-changing requirements of open banking, digital identity, digital transformation, and technology resource augmentation. o Delivered POC of the tunl. platform and solidified design and partnerships necessary to launch the first in market open finance platform in Canada, focused on helping financial institutions meet the evolving needs of their customers. o Built and executed a multifaceted brand and marketing strategy to enhance market perception of the organization and reposition it with its customers. o Raised $8M to maximize valuation and capitalize the near-term needs of the business and fund the transformation strategy. o Integrated Ficanex Technology business into new parent company by outlining business restructuring and handling all aspects of the deal process from negotiations and stakeholder engagement to closing. Show less



Threshold Financial Technologies Inc

• Canada
• Financial Services
• 1 - 100 Employee

• Vice President & General Manager (Direct Cash Payments)

  • Nov 2013 - Jul 2014

  Greater Toronto Area, Canada Led all aspects of the Credit Union and Financial Institution Business including full P&L accountability for the line of business, Sales and Account Management, Project Management, Solution Delivery, Customer Contact Centre, and Operations. o Built an activity tracking system and tools to simplify pricing and drive higher profit margins supported by a commissioned sales incentive program. o Delivered an addition $2M in sales after rollout by expanding pipeline visibility and… Show more Led all aspects of the Credit Union and Financial Institution Business including full P&L accountability for the line of business, Sales and Account Management, Project Management, Solution Delivery, Customer Contact Centre, and Operations. o Built an activity tracking system and tools to simplify pricing and drive higher profit margins supported by a commissioned sales incentive program. o Delivered an addition $2M in sales after rollout by expanding pipeline visibility and transforming salesforce engagement and performance activities. o Reduced expenses by $2M within two months through the identification of synergies from internal operations. o Evaluated sales team, processes, and practices and delivered a multi-session program for new business account and contact planning.

• Senior Vice President, Operations & Technology

  • Nov 2011 - Nov 2013

  Appointed Interim President to lead due diligence process throughout the DirectCash acquisition. Drove the global ATM managed service offering and other modem-supported self-serve devices. o Generated a 20% increase in customer satisfaction by instilling customer centricity and delivering products and solutions based on individual customer needs and requirements. o Built a global managed services platform and deployed it in both the Netherlands and France.

• Vice President, Information Services and Technology

  • Jun 2010 - Nov 2011

  Greater Toronto Area, Canada Championed the rollout of Chip Card technology for ATMs and Cards at many financial institutions and onboarded over 50 new credit union clients to our platform. o Regained positive customer perception and brand reputation, and elevated customer satisfaction and project revenue, reducing average project time by 30%. o Improved employee engagement across all departments. o Resurrected a multifaceted, disjointed, and delayed project encompassing core system upgrades, new reporting… Show more Championed the rollout of Chip Card technology for ATMs and Cards at many financial institutions and onboarded over 50 new credit union clients to our platform. o Regained positive customer perception and brand reputation, and elevated customer satisfaction and project revenue, reducing average project time by 30%. o Improved employee engagement across all departments. o Resurrected a multifaceted, disjointed, and delayed project encompassing core system upgrades, new reporting, third party testing, certification, and the creation of a new service offering.



Meridian Credit Union

• United States
• 1 - 100 Employee

• Vice President, Delivery Operations

  • May 2008 - Jun 2010

  Realigned the operations organization to be fully integrated with the Member Services Group, driving fundamental change in corporate culture to focus all teams on member success. Using in-depth knowledge of strategic planning to develop a long-term vision and strategic plan for the Operations and Member Services group aligned with corporate directions and key priorities of critical business support functions.

• Vice President Operations and Administration

  • Apr 2005 - May 2008

  Lead all back-office support functions for the credit union. Handpicked to join a select group of executives charged with creating the 5-year corporate strategy using the Kaplan & Norton Strategy Map process and developing a balance scorecard for measurement. Led process review and optimization project across all back office and support functions, yielding 10% reduction in staffing and 18% reduction in operating costs and fully integrated all back office and support functions following merger… Show more Lead all back-office support functions for the credit union. Handpicked to join a select group of executives charged with creating the 5-year corporate strategy using the Kaplan & Norton Strategy Map process and developing a balance scorecard for measurement. Led process review and optimization project across all back office and support functions, yielding 10% reduction in staffing and 18% reduction in operating costs and fully integrated all back office and support functions following merger of the Niagara Credit Union and the HEPCOE Credit Unions

• AVP Processing Services (HEPCOE Credit Union)

  • Jul 1999 - Apr 2005

  Ontario, Canada Responsible for all production information systems, as well as administrative services, back-end processing and servicing.



Dufferin-Peel Catholic District School Board

• Canada
• Education Management
• 700 & Above Employee

• Manager, Micro Computer Systems

  • Jun 1994 - Jul 1999

  Managed the support of all Administrative Micro Computer Systems (both Macintosh and PC) and local and wide area networks at one of the largest school Boards in Canada.



Niagara Catholic District School Board

• Education Management
• 500 - 600 Employee

• Manager, Computer Services

  • May 1992 - May 1994

  Lead a dedicated team of IT professionals in the support and delivery of PC and VAX/VMS based applications.