Bio
Credentials
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ITIL Foundations
ITIL
Experience
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Intelligo Partners
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Toronto, Canada Area
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Co-Founder and Principal Consultant
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Jun 2012 - Present
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Toronto, Canada Area
Intelligo Partners is a management & technology consulting firm specializing in the implementation of investment management systems for asset and wealth management firms. We deliver end-to-end business and systems solutions across the areas of portfolio management, order management, trade execution/settlement, performance & risk, accounting, compliance, reporting, and data management. Our consultants are able to accelerate and de-risk large project deliveries by offering a rare combination of business domain expertise, design/integration experience, knowledge of vendor product suites, and ability to execute utilizing multiple project methodologies (i.e. SDLC, Agile, etc.).Our client engagements include large scale platform implementations, vendor evaluations, strategic roadmap development, custom application development, and change management.
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CI Investments Inc. – Canada’s Investment Company
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Toronto, Canada Area
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Consultant
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Jan 2015 - Present
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Toronto, Canada Area
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Northern Trust Corporation
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Greater Chicago Area
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Consultant
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Apr 2014 - Dec 2014
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Greater Chicago Area
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Scotiabank
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Toronto, Canada Area
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Consultant
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Jan 2013 - Apr 2014
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Toronto, Canada Area
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Delivery Lead
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Feb 2009 - Dec 2012
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AIC (now Manulife Investments)
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Burlington, Ontario
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Project Manager and Lead Business Analyst
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May 2008 - Oct 2008
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Burlington, Ontario
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Education
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1998 - 2000McMaster University
Master of Business Administration (M.B.A.), Information systems -
1996 - 1997Wilfrid Laurier University
M.A., Neuroscience -
1992 - 1996Wilfrid Laurier University
B.Sc., Psychology
Suggested Services
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Industry Focus. “Financial Services”
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