Experience

Insurance Systems Inc.
• United States
• Insurance
• 1 - 100 Employee
• Director of Production Support

  • Jan 2021 - Present


Nomis Solutions

• United States
• Software Development
• 1 - 100 Employee

• Client Partner

  • Aug 2017 - Jan 2021

  Prospect, identify, and pursue qualified new business opportunities with a Big 5 Canadian bank and across Tier 2 Canadian banks • Within the assigned Big 5 Canadian Bank, built an expected booking pipeline of over CAD 10 million • Developed deep relationships with mid-level and senior executives at targeted accounts across multiple retail banking verticals serving to drive the sales process • Further developed Nomis’ Diagnostic Solutions Mapping (DSM) pre-sales consulting approach… Show more Prospect, identify, and pursue qualified new business opportunities with a Big 5 Canadian bank and across Tier 2 Canadian banks • Within the assigned Big 5 Canadian Bank, built an expected booking pipeline of over CAD 10 million • Developed deep relationships with mid-level and senior executives at targeted accounts across multiple retail banking verticals serving to drive the sales process • Further developed Nomis’ Diagnostic Solutions Mapping (DSM) pre-sales consulting approach which benchmarks the Bank’s pricing capabilities against local and global peers, identifies unique customer pain points, and positions Nomis services as being able to address the Bank’s unique challenges

• Customer Success Manager

  • Aug 2016 - Aug 2017

  Managed a portfolio of existing accounts to ensure customers received maximum value from existing products, identify upsell opportunities, and ensure customer renewal • Quickly established deep relationships with customers by always thinking of solutions from their perspective and identifying “win-win” outcomes for the Bank and Nomis • Established repeatable and sustainable customer success methodologies that garnered customer and internal partner engagement • Conducted current… Show more Managed a portfolio of existing accounts to ensure customers received maximum value from existing products, identify upsell opportunities, and ensure customer renewal • Quickly established deep relationships with customers by always thinking of solutions from their perspective and identifying “win-win” outcomes for the Bank and Nomis • Established repeatable and sustainable customer success methodologies that garnered customer and internal partner engagement • Conducted current state assessments which cultivated a deep understanding of each individual customer’s organization by establishing “pricing” guiding principles to support business objectives, identifying gaps and opportunities, and developing strategic roadmaps to address those items



EY

• Entertainment Providers
• 1 - 100 Employee

• Manager, Advisory Services

  • Oct 2015 - Jul 2016

  Deployed on numerous engagements, primarily focusing in on regulatory compliance and performance improvement type projects: • Big 5 Canadian Bank, Toronto, ON (May 2016 – June 2016) - Executed project management activities related to the AML (Anti-Money Laundering) review of customer files across multiple countries which included; coordination of activities across work streams, identification and resolution of engagement issues/risks, and management reporting • National Payments… Show more Deployed on numerous engagements, primarily focusing in on regulatory compliance and performance improvement type projects: • Big 5 Canadian Bank, Toronto, ON (May 2016 – June 2016) - Executed project management activities related to the AML (Anti-Money Laundering) review of customer files across multiple countries which included; coordination of activities across work streams, identification and resolution of engagement issues/risks, and management reporting • National Payments Network Operator, Toronto, ON, (April 2016 – May 2016) – Supported the development/delivery of a workshop to determine the mission and mandate of the national payments network operator by; conducting stakeholder interviews, performing research within the payments space, and preparing workshop materials • Top 5 US Bank, Toronto, ON (January 2016 – March 2016) - Provided support in the delivery of the following BAU compliance activities including; risk & controls assessments, management reporting, issues/complaints management, regulatory change management, and governance • Big 5 Canadian Bank, Toronto, ON (October 2015 – December 2015) – Provided PM and methodology (content) support on an enterprise Regulatory Compliance Management (RCM) transformation project, which looked to enhance the Bank’s existing program by adopting industry-leading practices and technology Show less Deployed on numerous engagements, primarily focusing in on regulatory compliance and performance improvement type projects: • Big 5 Canadian Bank, Toronto, ON (May 2016 – June 2016) - Executed project management activities related to the AML (Anti-Money Laundering) review of customer files across multiple countries which included; coordination of activities across work streams, identification and resolution of engagement issues/risks, and management reporting • National Payments… Show more Deployed on numerous engagements, primarily focusing in on regulatory compliance and performance improvement type projects: • Big 5 Canadian Bank, Toronto, ON (May 2016 – June 2016) - Executed project management activities related to the AML (Anti-Money Laundering) review of customer files across multiple countries which included; coordination of activities across work streams, identification and resolution of engagement issues/risks, and management reporting • National Payments Network Operator, Toronto, ON, (April 2016 – May 2016) – Supported the development/delivery of a workshop to determine the mission and mandate of the national payments network operator by; conducting stakeholder interviews, performing research within the payments space, and preparing workshop materials • Top 5 US Bank, Toronto, ON (January 2016 – March 2016) - Provided support in the delivery of the following BAU compliance activities including; risk & controls assessments, management reporting, issues/complaints management, regulatory change management, and governance • Big 5 Canadian Bank, Toronto, ON (October 2015 – December 2015) – Provided PM and methodology (content) support on an enterprise Regulatory Compliance Management (RCM) transformation project, which looked to enhance the Bank’s existing program by adopting industry-leading practices and technology Show less



PwC

• Professional Services
• 700 & Above Employee

• Manager, Consulting & Deals

  • Jul 2014 - Sep 2015

  Deployed on an enterprise-wide compliance project at a Big 5 Canadian bank, where I was responsible for evaluating the performance of the Bank’s End-to-End FATCA solution against compliance, business, and customer experience benchmarks. • Managed a team of Bank and firm resources to coordinate testing efforts across several lines of businesses and groups • In the absence of formal requirements, assisted with an initiative to build cross-LOB (line of business) scenarios/test cases and… Show more Deployed on an enterprise-wide compliance project at a Big 5 Canadian bank, where I was responsible for evaluating the performance of the Bank’s End-to-End FATCA solution against compliance, business, and customer experience benchmarks. • Managed a team of Bank and firm resources to coordinate testing efforts across several lines of businesses and groups • In the absence of formal requirements, assisted with an initiative to build cross-LOB (line of business) scenarios/test cases and in the process identified key issues/gaps in the Bank’s FATCA solution • Prepared quality work stream artifacts and deliverables despite aggressive timelines and constantly changing requirements • Obtained client confidence at various levels through effective and open communication

• Senior Associate, Consulting & Deals

  • Jan 2013 - Jul 2014



PC Bank

• Türkiye
• IT Services and IT Consulting

• Senior Manager, Retail (Core) Banking

  • Mar 2011 - Dec 2012

  Three key responsibilities of my role included; management of the Bank’s broker nominee GIC portfolio (over $260 million), identifying opportunities to improve operational effectiveness of the business line, and preparation of internal and executive level reporting. • Contributed to the development of an electronic application for the acquisition of PC MasterCard customers for in-branch/in-store use • Established a white label ABM network in select Loblaw stores to increase coverage… Show more Three key responsibilities of my role included; management of the Bank’s broker nominee GIC portfolio (over $260 million), identifying opportunities to improve operational effectiveness of the business line, and preparation of internal and executive level reporting. • Contributed to the development of an electronic application for the acquisition of PC MasterCard customers for in-branch/in-store use • Established a white label ABM network in select Loblaw stores to increase coverage and improve customer experience • Vendor Management; Direct vendor on-boarding process, contract development and negotiation, monitor vendor behavior ensuring alignment with the contract. • Performed and executed Business Compliance Officer & Enterprise Risk Management responsibilities • Summarized and communicated business line performance to PC Bank ALCO and Board of Directors • Developed strategies and identified opportunities to improve operational effectiveness using data analysis for optimal business line management • Managed the end-to-end execution of product related activities Show less Three key responsibilities of my role included; management of the Bank’s broker nominee GIC portfolio (over $260 million), identifying opportunities to improve operational effectiveness of the business line, and preparation of internal and executive level reporting. • Contributed to the development of an electronic application for the acquisition of PC MasterCard customers for in-branch/in-store use • Established a white label ABM network in select Loblaw stores to increase coverage… Show more Three key responsibilities of my role included; management of the Bank’s broker nominee GIC portfolio (over $260 million), identifying opportunities to improve operational effectiveness of the business line, and preparation of internal and executive level reporting. • Contributed to the development of an electronic application for the acquisition of PC MasterCard customers for in-branch/in-store use • Established a white label ABM network in select Loblaw stores to increase coverage and improve customer experience • Vendor Management; Direct vendor on-boarding process, contract development and negotiation, monitor vendor behavior ensuring alignment with the contract. • Performed and executed Business Compliance Officer & Enterprise Risk Management responsibilities • Summarized and communicated business line performance to PC Bank ALCO and Board of Directors • Developed strategies and identified opportunities to improve operational effectiveness using data analysis for optimal business line management • Managed the end-to-end execution of product related activities Show less



Scotiabank - International Banking Retail Lending

• Manager - Product Development

  • Mar 2008 - Mar 2011

  Two key responsibilities were the creation of new retail lending products and the enhancement of the existing product suite for sites in the English C&CA. • Liaised with internal departments and key site contacts to ensure that product delivery, maintenance, underwriting, and communications align with Bank priorities • Developed a monthly report, for all 19 English C&CA sites, that provides senior management with a comparison of the amount of Retail Lending Non-Interest Revenues… Show more Two key responsibilities were the creation of new retail lending products and the enhancement of the existing product suite for sites in the English C&CA. • Liaised with internal departments and key site contacts to ensure that product delivery, maintenance, underwriting, and communications align with Bank priorities • Developed a monthly report, for all 19 English C&CA sites, that provides senior management with a comparison of the amount of Retail Lending Non-Interest Revenues collected versus the amount assessed. This report helped reduce the amount of revenue leakage observed in the region. • Key member of the UDAP (Unfair and Deceptive Practices) Project Team that ensured Bank compliance with US legislation pertaining to open-end credit plans, aimed at protecting consumers from abusive fees, penalties, interest rate increases and other unwarranted changes in account terms • Assisted with the implementation of Risk Based Pricing on term loans and lines of credit products. The expected 5-year NPV benefit from the program is estimated at over $30 million. • Created and implemented a student loan program in Belize Show less Two key responsibilities were the creation of new retail lending products and the enhancement of the existing product suite for sites in the English C&CA. • Liaised with internal departments and key site contacts to ensure that product delivery, maintenance, underwriting, and communications align with Bank priorities • Developed a monthly report, for all 19 English C&CA sites, that provides senior management with a comparison of the amount of Retail Lending Non-Interest Revenues… Show more Two key responsibilities were the creation of new retail lending products and the enhancement of the existing product suite for sites in the English C&CA. • Liaised with internal departments and key site contacts to ensure that product delivery, maintenance, underwriting, and communications align with Bank priorities • Developed a monthly report, for all 19 English C&CA sites, that provides senior management with a comparison of the amount of Retail Lending Non-Interest Revenues collected versus the amount assessed. This report helped reduce the amount of revenue leakage observed in the region. • Key member of the UDAP (Unfair and Deceptive Practices) Project Team that ensured Bank compliance with US legislation pertaining to open-end credit plans, aimed at protecting consumers from abusive fees, penalties, interest rate increases and other unwarranted changes in account terms • Assisted with the implementation of Risk Based Pricing on term loans and lines of credit products. The expected 5-year NPV benefit from the program is estimated at over $30 million. • Created and implemented a student loan program in Belize Show less



RBC - Marketing & Channel Strategy Group

• Senior Financial Analyst

  • Oct 2007 - Feb 2008

  Was responsible for the creation, maintenance and analysis of key financial models to determine the performance of various initiatives undertaken by the Canadian Banking department. • Liaised directly with key players in Marketing and Strategy departments to ensure correct key performance indicators were being reported and delivered on a regular basis. • Reported any trends found in financial data to clients to aid their decision-making process. • Worked closely with the IT… Show more Was responsible for the creation, maintenance and analysis of key financial models to determine the performance of various initiatives undertaken by the Canadian Banking department. • Liaised directly with key players in Marketing and Strategy departments to ensure correct key performance indicators were being reported and delivered on a regular basis. • Reported any trends found in financial data to clients to aid their decision-making process. • Worked closely with the IT department to standardize and automate models so more focus and effort could be placed on analyzing output rather than updating and formatting Show less Was responsible for the creation, maintenance and analysis of key financial models to determine the performance of various initiatives undertaken by the Canadian Banking department. • Liaised directly with key players in Marketing and Strategy departments to ensure correct key performance indicators were being reported and delivered on a regular basis. • Reported any trends found in financial data to clients to aid their decision-making process. • Worked closely with the IT… Show more Was responsible for the creation, maintenance and analysis of key financial models to determine the performance of various initiatives undertaken by the Canadian Banking department. • Liaised directly with key players in Marketing and Strategy departments to ensure correct key performance indicators were being reported and delivered on a regular basis. • Reported any trends found in financial data to clients to aid their decision-making process. • Worked closely with the IT department to standardize and automate models so more focus and effort could be placed on analyzing output rather than updating and formatting Show less



First National Financial LP

• Canada
• Financial Services
• 700 & Above Employee

• Internal Account Manager

  • Jan 2004 - Sep 2007

  Identify, analyze, and address business opportunities or threats to First National Financial LP. • Managed Portfolio of over 1500 mortgage brokers/agents. Sales target for Fiscal 2007 was $225 million in originations and the portfolio ended up being 32% over target. • Assisted in the integration of Luxor CRM software into Sales Department’s day-to-day operations • Liaised between Sales & IT departments in developing enhancements and modifications to the company’s CRM and… Show more Identify, analyze, and address business opportunities or threats to First National Financial LP. • Managed Portfolio of over 1500 mortgage brokers/agents. Sales target for Fiscal 2007 was $225 million in originations and the portfolio ended up being 32% over target. • Assisted in the integration of Luxor CRM software into Sales Department’s day-to-day operations • Liaised between Sales & IT departments in developing enhancements and modifications to the company’s CRM and underwriting applications • Member of several cross-functional teams involved in instituting strategic initiatives Show less Identify, analyze, and address business opportunities or threats to First National Financial LP. • Managed Portfolio of over 1500 mortgage brokers/agents. Sales target for Fiscal 2007 was $225 million in originations and the portfolio ended up being 32% over target. • Assisted in the integration of Luxor CRM software into Sales Department’s day-to-day operations • Liaised between Sales & IT departments in developing enhancements and modifications to the company’s CRM and… Show more Identify, analyze, and address business opportunities or threats to First National Financial LP. • Managed Portfolio of over 1500 mortgage brokers/agents. Sales target for Fiscal 2007 was $225 million in originations and the portfolio ended up being 32% over target. • Assisted in the integration of Luxor CRM software into Sales Department’s day-to-day operations • Liaised between Sales & IT departments in developing enhancements and modifications to the company’s CRM and underwriting applications • Member of several cross-functional teams involved in instituting strategic initiatives Show less



First National Financial LP - Underwriting

• Fulfillment Specialist

  • Sep 2003 - Dec 2003

  Department is responsible for the adjudication and closing of mortgage applications. Responsibilities included the collection, review, and analysis of pertinent mortgage related documentation. Department is responsible for the adjudication and closing of mortgage applications. Responsibilities included the collection, review, and analysis of pertinent mortgage related documentation.

• Client Relations Specialist

  • Aug 2002 - Aug 2003

  Service department is responsible for responding and answering client inquiries in a clear, concise and courteous manner. Responsibilities also included processing client requests in an accurate and timely fashion. Service department is responsible for responding and answering client inquiries in a clear, concise and courteous manner. Responsibilities also included processing client requests in an accurate and timely fashion.