Experience

Bespoke Metrics Inc.

• Canada
• Software Development
• 1 - 100 Employee

• Managing Director, Data Management

  • Nov 2016 - Present

  Bespoke Metrics is a data management and analytical model development company. We blend expertise in data control, model development, and user interface to provide innovative solutions for industries looking to utilize data to its fullest. Bespoke Metrics is a data management and analytical model development company. We blend expertise in data control, model development, and user interface to provide innovative solutions for industries looking to utilize data to its fullest.



DBRS Morningstar

• Canada
• Financial Services
• 500 - 600 Employee

• Assistant Vice President, Data Management

  • Jan 2012 - Nov 2016

  Responsible for managing the Global Data Management department. Led, developed and recruited a small team of data analysts. In-depth knowledge on improving data quality and data integrity to large data sets. Experience with data governance and data cleansing leading to a significant lower error frequency and duplication.Managed relationships with external data vendors. Provided customer support to in-house data products and services. Possesses excellent interpersonal and communication skills to communicate successfully with a wide variety of personnel from programmers, financial analysts, managing directors and regulators.

• Manager, Data Administration

  • May 2010 - Jan 2012

  Responsible for improving the accuracy and completeness of the internal database. Developed and implemented reports to meet various department needs. Trained new users on the user interface to improve accuracy and efficiency. Evolved into the data related subject matter expert in all regulatory report requirements. Played an integral role educate new data feed clients during the on-boarding process and maintained a professional relationship for client support.



Invesco Canada

• Canada
• Financial Services
• 200 - 300 Employee

• Retail Analyst/Business Performance Management Analyst

  • Aug 2007 - May 2010

  Worked with different business units to understand the workflow to identify the key performance indicators and the appropriate metrics for the creation of reports and scorecards. Responsible for providing detailed reporting to the sales team to track new product launches and other sales driven initiatives. Involved in the working group for database conversion and data-mart testing.

• Product Analyst

  • Apr 2006 - Aug 2007

  Provided insightful analysis on competitor products, industry sales trends, and customer demand. Created industry study to identify MER compared to industry peers. Offered insight and analysis to Sales and Product team with industry data for sales trends and market share reporting. Identified possible product gaps in the fund lineup as well as researched, monitored, and analyzed new competitor product or service initiatives.

• Client Relations Representative

  • Dec 2003 - Apr 2006

  Provided continuing and enduring business solutions for advisors in a proficient, timely manner and offered business building ideas to further develop advisors administrative efficiency.Mentored and trained new employees for personal and professional development.Authorized and proof-read outgoing letters to clients and advisorsEducated financial advisors on the company's products and services as well as current financial market and industry trends