Experience

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  Dundee Capital Markets

  • 1 Adelaide East, 20th Fl, Toronto, ON

  • Director, IT Governance & Infrastructure

    • Oct 2012 - Jul 2017
    • 1 Adelaide East, 20th Fl, Toronto, ON

    Responsible for managing IT Service Providers and Infrastructure services within the IT department

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  Dundee Corporation

  • Director Information Technology

    • Oct 2012 - Jul 2017

    Responsible for Infrastructure technology, external relationships, IT budgets, and Audit Controls

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  Scotiabank

  • ScotiaPlaza, Toronto

  • IT Relationship Manager

    • Jan 2012 - Oct 2012
    • ScotiaPlaza, Toronto

    Business unit liaison and interface with IT organization. Agent of Change for infrastructure enhancements in a cost effective mannner. Represent the interests of business lines within the IT organization.

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  Scotiabank - Information Technology & Solutions

  • Service Management

    • Sep 2008 - Jan 2012

    Desktop Computing (new position at Scotiabank)Closed a strategy gap in desktop computing life cycle. Created and successfully marketed a new 5 pillar strategy for Vulnerability Remediation.Devised and piloted a program to upgrade 10,000 PC's under a new Image Currency program to remediate vulnerabilities and avoid US$2 million in costs through 2011.Designed and executed new processes to upgrade and remediate infrastructure applications (e.g. Adobe products, Java) on desktops and hard to reach mobile laptops without exposing bank assets or negatively impacting the user experience.Formed and led a cross department, multi supplier task force that remediated almost 2 billion vulnerability points, reversing a negative in logical security and reducing operational risk.

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  Dundee Securities Corp

  • Director, IT Governance

    • 2006 - 2008

    Resolved governance gaps in decision making, documentation, resource allocations and policy compliance. Created and instituted principles and processes for IT management.Overcame problems of inconsistent priorities, lack of executive and stakeholder coordination, documentation gaps, and an underperforming supplier. Devised a firm wide model to manage the most important outsourced supplier relationship.Successfully built a team with SMART goals and delivered performance above expectations.Enhanced the performance of the Project Management Office by designing an executive gating process, financial management disciplines, and Sourcing/Procurement standards that improved service delivery and the stature of Dundee in the supplier community. Improved business performance and assured compliance with SOX/IT Audit requirements. Designed and implemented enhanced Change and Incident management processes.Led negotiation of key supplier contracts, realizing annualized savings in excess of $450K.

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  TD Bank

  • IT Mgr

    • Mar 1989 - Mar 2006

    Numerous roles:- Outsourcing Management- Enterprise Vendor Relationship Management- TD Waterhouse Vendor Management- various Finance and Accounting roles

  • Sr. Manager, External Services Management

    • Jan 2000 - Jan 2003

    Formed, devised and led TD's first full time vendor management program to effectively manage technology services in a heavily outsourced environment.Trained and developed 6 successful Vendor Relationship Managers who consistently met business expectations for cost and value.Led an effort to solidify Exchange and Market Data relationships together with recurring cost savings in excess of $10 million per annum.Directed all technology vendor and procurement relationships, contract negotiations, risk management agreements, and performance management reporting, resulting in the achievement of key performance indicators.

  • Various managerial positions

    • Jan 1989 - Jan 2000

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  TD Bank Financial Group

  • Senior Manager, Physical Security

    • Jan 1989 - Jan 2006

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  Purolator Courier Ltd

  • Manager, Technology Contracts, Information Technology

    • 2006 - 2006

    Designed and implemented a supplier performance management program for outsourcing relationships, that resulted in active management oversight and contract value capture.Co-led with legal counsel, negotiations of material technology contracts, that achieved incremental service and supplier performance value, aligned with cost objectives.

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  Enterprise Supplier Management

  • Senior Manager

    • 1989 - 2006

    Developed, piloted and implemented an "enterprise" approach to managing TD's key technology supplier relationships across TD business units. The programs, covering over $500 Million in annual spend, resulted in leveraged buying and performance management.Selected to lead Governance role for TD's largest IT outsourcing endeavor, Managed Network Services with IBM - annual value over $130 million, which enabled the measurement and capture of intended deal value.Recognized by an industry association at the fall 2005 conference (Sourcing Interests Group) for my expertise on devising, measuring and reporting service provider performance.Exceeded business expectations by leading and directing several outsourcing engagements for high profile deals; ATM, VISA processing, Call Center Technology, Retail Real Estate, etc. Roles included strategy, financial and value analysis, negotiation, and remediation.Worked effectively with internal and external legal counsel to plan, negotiate and review agreements while ensuring policy compliance. Authored best practices documents including; Buyer's Guide to Service Level Agreements, Outsourcing Scope Guide, and Exit Strategies and Tactics. These enabled Sourcing professionals throughout the Bank to better manage Suppliers.

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  Bank of Montreal

  • financial positions

    • 1981 - 1989