Experience

TASC

• United Kingdom
• Environmental Services
• 1 - 100 Employee

• Group CFO

  • Jan 2020 - Present

  TASC is a carbon finance and project development company We are uniquely positioned to identify emerging opportunities in the carbon market Our capabilities include: • Origination of projects that reduce CO2 emissions • Project finance • Carbon compliance • Local project management • Carbon credit commercialization Please see our website for more details. TASC is a carbon finance and project development company We are uniquely positioned to identify emerging opportunities in the carbon market Our capabilities include: • Origination of projects that reduce CO2 emissions • Project finance • Carbon compliance • Local project management • Carbon credit commercialization Please see our website for more details.



Tua Financial Technologies

• Calgary, Alberta, Canada

• Chief Financial Officer

  • Mar 2019 - Jun 2022

  Tua is a Fintech taking an alternative approach to lending and other financial products, embracing AI and deep learning to build affordable financial products. I am responsible for all elements of financial control, treasury and risk. Tua is a Fintech taking an alternative approach to lending and other financial products, embracing AI and deep learning to build affordable financial products. I am responsible for all elements of financial control, treasury and risk.



Synapse Health & Fitness Inc.

• Calgary, Canada Area

• Chief Executive Officer

  • Dec 2017 - Dec 2019

  It was a long held ambition to start a specialized fitness facility so I opened a personal training and athletic therapy facility in March 2018. The vision was to build a fitness facility with a focus on functional strength and pain management. This is a standalone gym, not part of a franchise so I designed the products, marketing strategy as well as operated the day to day financial control, operations and administration. The gym is still operating and successful, I have segued to a non exec role. Show less



Cultural Dynamics Inc

• Calgary, Canada Area

• Non Executive Director

  • Feb 2017 - Dec 2019

  Cultural Dynamics provides business leaders with a unique approach to uncovering individual values, giving unprecedented access into the minds of those groups that leaders seek to manage or communicate with more effectively. Cultural Dynamics provides business leaders with a unique approach to uncovering individual values, giving unprecedented access into the minds of those groups that leaders seek to manage or communicate with more effectively.



ICECAP Canada

• Venture Capital and Private Equity Principals

• Non Executive Director

  • Jan 2013 - Jun 2019

  Non exec director on the board of a holding company for inward investment into East Africa

• Director

  • Jan 2004 - Jun 2014

  Founding shareholder of a unique company that provided a financial solution to a newly legislated liability. At the inception of the carbon market, we designed and marketed a fund solution for global large emitters to meet the carbon liability that would be crystallized by the European Union carbon legislation, and (at that time) forthcoming Kyoto Protocol legislation that would directly impact all signatories.The initial business model was an asset management solution, and we closed with significant commitments from large scale European utilities and a Japanese trading house. Subsequently we expanded our focus and entered into a joint venture with an investment grade global oil and gas trading company, which resulted in our company managing an overall trading book of approximately $700 million of carbon assets sourced directly from project developers. I was responsible for managing the overall operational risk and management reporting of the portfolio of projects comprising diverse technologies, situated in China and South America. This encompassed the ongoing management of all aspects of the Chinese business, including the office and staffing in Beijing. It also required regular travel throughout China and working closely with multiple Chinese governmental departments / project owners and stakeholders.The Company then evolved into a more direct project development role, including projects in Southern Africa that have been financed by the shareholders. The primary initiative is a logistics company in Mozambique to capitalize on one of Africa’s quickest growing economies and focus on delivering local logistical solutions in a port handling multi-billion dollar inward investment from resource companies in Europe / Brazil / Russia and China. Show less



Curve Solutions

• Calgary, Canada Area

• Risk Management Consultant

  • Jun 2018 - Dec 2018

  I have been engaged to advise on the design, development and process implementation for the risk management, compliance and corporate governance functions during the launch of an advanced crypto currency exchange. During the development process, I have implemented a full suite of appropriate governance, risk, compliance and financial controls to ensure that the exchange when launched will be able to meet existing and potential regulatory requirements. I have been engaged to advise on the design, development and process implementation for the risk management, compliance and corporate governance functions during the launch of an advanced crypto currency exchange. During the development process, I have implemented a full suite of appropriate governance, risk, compliance and financial controls to ensure that the exchange when launched will be able to meet existing and potential regulatory requirements.



ATB Financial

• Canada
• Banking
• 700 & Above Employee

• Vice President Enterprise Risk Management and Chief Compliance Officer

  • May 2015 - Feb 2018

  I led the Enterprise Risk Management and Compliance team at ATB Financial. My team was focused on the identification, assessment, management, quantification and reporting of risks facing ATB. Covering all aspects of Risk including• Regulatory Compliance Management,• Privacy, • Operational Risk,• Enterprise Risk,• Model Risk, • Anti Money laundering, • Basel, • Business Continuity, • Corporate Insurance.

• Senior Director

  • Jun 2014 - May 2015

  As the lead for Risk and Compliance in the corporate banking business unit of ATB, I had direct responsibility for all aspects of control and governance. Managing a team covering all aspects of risk management, mitigation and reporting; including legislative, operational and derivative risk.



Knight Securities

• Financial Services
• 1 - 100 Employee

• VP Finance

  • 2000 - 2003

  Knight had a large operation on Wall Street and was expanding internationally. I was hired to help start its operation in London and had full responsibility for designing the strategic risk management approach for the equity and futures broking businesses and related data flows for the nascent European business. • Assessed risk appetite of all stakeholders, and implemented an organization wide framework. • Designed and implemented a holistic risk reporting system. • Managed the risk and business finance function, with a staff of 6. • Worked closely with head office to ensure consistency of approach and transparency of processes. • Worked with the CFO to ensure results reflected the risk appetite of the board. Show less



Mitsui Bussan Commodities

• Financial Services
• 1 - 100 Employee

• Chief Operating Officer

  • 1999 - 2000

  Mitsui is one of the largest traders on the London Metals Exchange with offices in London, Japan and Australia. Responsibilities included • Direct management of 20 staff • All aspects of financial and regulatory control. • Cash and bank relationship management. • IT strategy and day to day technology management. Mitsui is one of the largest traders on the London Metals Exchange with offices in London, Japan and Australia. Responsibilities included • Direct management of 20 staff • All aspects of financial and regulatory control. • Cash and bank relationship management. • IT strategy and day to day technology management.



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• VP Business Finance

  • 1998 - 1999

  Responsible for all aspects of financial control, management reporting and product control of the European listed derivative business, encompassing equity, fixed income and energy contracts. Represented the business unit on various committees / oversight boards within the company. Responsible for all aspects of financial control, management reporting and product control of the European listed derivative business, encompassing equity, fixed income and energy contracts. Represented the business unit on various committees / oversight boards within the company.



Barclays

• United Kingdom
• Financial Services
• 700 & Above Employee

• Financial Controller

  • 1993 - 1997

  • Asian Regional Financial Controller Futures Business Unit (based in Singapore, with responsibility for management of Singapore / Malaysia / Korea/ Hong Kong finance functions.) (Jan 1997 – Dec 1997). Responsible for all financial, product, regulatory and operational control. • Futures Financial Controller, London (June 1995 – December 1996). • Central Finance Reporting, London (December 1993 – June 1995). • Asian Regional Financial Controller Futures Business Unit (based in Singapore, with responsibility for management of Singapore / Malaysia / Korea/ Hong Kong finance functions.) (Jan 1997 – Dec 1997). Responsible for all financial, product, regulatory and operational control. • Futures Financial Controller, London (June 1995 – December 1996). • Central Finance Reporting, London (December 1993 – June 1995).



Biomet

• United States
• Medical Equipment Manufacturing
• 700 & Above Employee

• Management Accountant

  • 1990 - 1992



Revlon

• Personal Care Product Manufacturing
• 700 & Above Employee

• Management Accountant

  • 1989 - 1990