Strategy, Planning & Partnership Lead

• Feb 2021 - Present

Manager

• 2015 - Jan 2021

FinTech - Member of Deloitte’s FinTech Leadership team - Manage relationships with leading FinTech companies - Support incumbents to identify opportunities to partner with FinTech companies - Coordinate Deloitte FinTech events to allow new entrants to showcase their company and incumbents to learn more about the FinTech industry Digital & Innovation - Supported in the curation of a digital and innovation program which is a Deloitte offering sold to financial services executives; program led to several further Client engagements focused on digital and innovation initiatives - This initiative was run through Deloitte’s Innovation team – Doblin (www.doblin.com) Project Management / Transformation - Managed large-scale transformation projects in the Banking and Insurance industries - Prince2 Certified Strategy - Commercial due diligence: engaged by a leading private equity firm for their acquisition of a UK based wealth management company; conducted market and competitor analysis and tested firm’s investment thesis - Payments / credit card: reviewed corporate strategy across the payments industry, for a leading credit card issuer, to report on disruptions in the financial technology industry, impact of regulatory changes and competitor initiatives; proposed several organic and inorganic growth initiatives Client Management - Sit on the leadership account team for one of the firm’s most globally diverse accounts with presence in 50 countries, representing the firm at a very senior client level and providing leadership, governance and direction to the global team Promoted to Manager in September 2018. Show less

Summer Intern

• Jul 2014 - Aug 2014

- Benchmarked INSEAD alumni initiatives against other leading universities to identify best practices which resulted in proposals for two initiatives - Presented two initiatives to increase Alumni engagement and formalized launch strategy for mentorship program; developed budget, KPI’s, and staff training protocol all of which has now been adopted - Benchmarked INSEAD alumni initiatives against other leading universities to identify best practices which resulted in proposals for two initiatives - Presented two initiatives to increase Alumni engagement and formalized launch strategy for mentorship program; developed budget, KPI’s, and staff training protocol all of which has now been adopted

Associate/Analyst

• 2011 - 2014

Infrastructure/Public Sector/MUSH (Municipalities, Universities, Schools and Hospitals) Group - Advised Commercial Bankers on laws, regulations, and practices of financing within the Public sector - Provided guidance on deal structure, assessed and responded to RFPs, and participated in the adjudication of new financing requests - Facilitated advisory services for the financing within the local energy distribution space (e.g. hydro companies) General Industries Group - Managed corporate relationships with clients requiring corporate debt and credit financings in the technology, media, real estate, and infrastructure/alternative energy industries; active in all negotiations including terms, conditions, and covenants - Advised clients on financings including equity financing, operating lines, and term facilities resulting in over CAD$275M of capital deployed Show less

Co-Founder

• 2009 - 2010

Investment Banking Analyst - Technology, Media, and Telecommunications

• 2007 - 2009

- Constructed valuation analyses through the creation of pro forma financial models, comparable company analysis, precedent transaction analysis and ratio analysis - Performed competitive landscape studies to identify and evaluate M&A opportunities and business trends - Involved in all aspects of the equity and debt underwriting processes, from creating marketing materials, performing company and financial due diligence, and drafting public offering documents Selected Transaction Experience: - Teranet Income Fund – CAD$2.0B sale to Borealis Infrastructure Management, 2008 - Ceragon Networks – US$102.5M follow-on offering, 2007 Show less