Experience

IOU Financial

• United States
• Financial Services
• 1 - 100 Employee

• Strategic Advisor

  • Mar 2023 - Present

• Chief Financial Officer

  • Apr 2016 - Mar 2023


The CFO Center Limited
• United States
• Financial Services
• 1 - 100 Employee
• Principal

  • Dec 2015 - Apr 2016


Dale Parizeau Morris Mackenzie (DPMM)

• Insurance
• 1 - 100 Employee

• Executive Vice President and Chief Financial Officer

  • 2006 - 2015

  Advisor to the Chief Executive Officer and Board of Directors. Provided leadership in the sale of DPMM's shares and assets to various third parties and lead the operational set-up and transition of a significant client portfolio to Mass Insurance Brokers Limited. Lead board of directors through transformational change and improved overall corporate and board governance. Improved corporate profitability SIGNIFICANTLY via a series of initiatives and at the same time managed a multitude of various and competing stakeholders involved in numerous projects including alternative consumer distribution and service models. Lead various end to end merger and acquisition activity beginning with the initial negotiation stage to the full integration of operations within DPMM. Provided thought leadership to shape one of the shareholder's long-term management information strategy as well as being a key participant in the conversion of company's broker management system. Show less



Mirabaud Canada Inc.

• Chief Financial and Compliance Officer

  • 1999 - 2006

  Advisor to the Managing Director and Canadian Board of Directors and Chief Financial Officer in Geneva, Switzerland.Provided counsel related to operations, treasury, compliance and tax matters impacted by domestic and international markets.Built and trained a team of professionals in the accounting and compliance sectors to meet the needs of the operation and improved overall reporting. Streamlined client pricing structure, improved risk management policies and procedures and re-negotiated the nature and number of counter parties with whom the company was dealing. Involved in a series of new initiatives including electronic payment systems and the set up of a new investment counsellor in Toronto, Ontario. Show less

• Financial Director

  • 1998 - 1999

  Advisor to Managing Director.Responsible for the reporting of financial results to head office in Geneva, Switzerland and Canadian financial reporting, including all compliance and tax matters.Provided a report of recommendations to senior managing partner in Geneva, Switzerland which led to operational changes within the organization.



PwC

• Professional Services
• 700 & Above Employee

• Senior Manager

  • 1995 - 1998

  Provided advice to large multinationals and owner-managed companies on accounting and tax issues, financial presentations, audit and general business practices.Managed a team of professionals to perform business assurance mandates including the financial services, pharmaceutical, software, manufacturing, and pulp and paper industries.Responsible to recruit personnel and train accountants joining the firm.

• Supervisor/Associate

  • 1990 - 1995

  Gained an initial understanding of the audit and business processes over a multitude of industries leading to the supervisory level.