VP of Professional Services

• Mar 2020 - Present

As experts in the field of digital transformation, we help enterprises plan, manage and execute their digital and IT strategies. We provide insight and best practices on Scaling Agile, DevOps and ITSM transformations. From Change Management to roll-out strategies, intake processes, automation to tool selection, we provide end-to-end support for transformations required to enable cross-functional team capabilities for today's fast-to-market business needs.

Head Of Consulting

• May 2019 - Mar 2020

Sales & Consulting Lead

• May 2017 - Apr 2019

Lead sales and consulting opportunities as part of digital transformations offering using the Atlassian development stack. Lead DevOps, Scaled Agile, and Proprietary Platform Transformations

Senior Manager, Professional Services

• Jun 2013 - May 2017

NexJ Contact for Finance is a next generation, enterprise CRM, Client Onboarding and Workflow software solution that transforms customer information from a transaction- or account-based view to a people-centered view so large enterprises can better sell to and service their customers.Financial Services firms use NexJ Contact for Finance to centralize, streamline, and automate customer-centered processes, so firms have more time to attract new clients, drive customer loyalty and increase assets under management while ensuring they comply with regulatory requirements

Sr Consultant, Professional Services

• May 2011 - May 2013

Lead end-to-end implementation and roll-out strategy of NexJ's next generation CRM solutions for 2 of the top 5 Wealth Management organizations in North America and 3 top Private Banking institutions. Provide value-added best practices of Service Level Management, Customer Relation Management and Client On-boarding Solutions to digitize processes in the Wealth Management and Private Banking.

Product Analyst

• Jun 2009 - May 2011

Univeris is the leader in enterprise-class retail wealth management solutions for Canada's financial services industry. Univeris EWMS wealth platform provides support retail wealth management solution for wealth firms across Canada. EWMS is the definitive, enterprise-level and single system for wealth management through its integrated management of back office operations, retail product distribution and compliance requirements, and a front office practice management system for advisors. Univeris is the leader in enterprise-class retail wealth management solutions for Canada's financial services industry. Univeris EWMS wealth platform provides support retail wealth management solution for wealth firms across Canada. EWMS is the definitive, enterprise-level and single system for wealth management through its integrated management of back office operations, retail product distribution and compliance requirements, and a front office practice management system for advisors.

Lead Consultant

• 2008 - 2009

Lead pension end-to-end implementation of Pension Administration systems, from requirements gathering, implementation & deployment and roll-out strategies for public sector pension plans. Lead configuration and QA teams to design, implement, deploy, and support change management processes for organizations. Lead pension end-to-end implementation of Pension Administration systems, from requirements gathering, implementation & deployment and roll-out strategies for public sector pension plans. Lead configuration and QA teams to design, implement, deploy, and support change management processes for organizations.

Consultant - Pension Implementation

• 2006 - 2007

Successfully implement conversion validation process for Vanguard's pension plan on-boarding process. Analyze and implement trading pricing reports for Advisory practices. Consult on software development and best practices for Waterfall methodologies. Provide Pension implementation and conversion project consulting. Successfully implement conversion validation process for Vanguard's pension plan on-boarding process. Analyze and implement trading pricing reports for Advisory practices. Consult on software development and best practices for Waterfall methodologies. Provide Pension implementation and conversion project consulting.

Technical Systems Analyst - Pension Application Implementation

• 2005 - 2006

Implement Defined Benefit pension systems for medium-sized public/private private corporations. Design and execute pension benefit calculations and support pension conversion projects as Business Systems Analyst. Implement Defined Benefit pension systems for medium-sized public/private private corporations. Design and execute pension benefit calculations and support pension conversion projects as Business Systems Analyst.