Experience

Level19

• Australia
• Venture Capital and Private Equity Principals

• President

  • Dec 2022 - Present

  Drive next level growth, execution excellence and operational resilience. Mentor the next generation of leaders Drive next level growth, execution excellence and operational resilience. Mentor the next generation of leaders



INETCO Systems Limited

• Canada
• Banking
• 1 - 100 Employee

• Advisor

  • Oct 2022 - Present

  Leveraging my over 30 years in Financial services to help the Inetco team become a market leader in Real-time transaction Monitoring and Payment Fraud Detection. Leveraging my over 30 years in Financial services to help the Inetco team become a market leader in Real-time transaction Monitoring and Payment Fraud Detection.



Interac Corp.

• Canada
• Financial Services
• 400 - 500 Employee

• Chief Technology Officer & Chief Operations Officer

  • May 2017 - Jun 2022

  - Was brought into Interac during the transition from association to a corporation. Worked with our CEO and board to define a strategic road map for investment in people, process and technology. - Constructed a north of $100 million-dollar investment program to modernize the applications and infrastructure. Delivered this program over a 36month timeframe with quarterly updates to a sub-committee of the board. - This modernization led to complete restructuring of people and vendors. The business outcome it drove was a 100% availability of the e-transfer platform in 2021 with volumes continuing to grow annually. - Built best in class cyber security and integrated operations center for the proactive monitoring and threat hunting for suspectious actions. - Rebuilt the enterprise MPLS network with a combination of SD-WAN and 5G connectivity. - Lead the negotiations and the design for the new real time rail for payments Canada. - Was the lead business/technology negotiator for various major technology partner agreements with CGI and IBM. These deals all exceeded 100m int total value. Show less



CGI

• Canada
• Information Technology & Services
• 1 - 100 Employee

• Head of Banking and Global Wealth

  • Sep 2014 - May 2017

  - Responsible for all the go to market strategies and solutions of a team of 1000 professionals that has delivered over 300 million in revenue and 32.5% contribution. Globally best in class within CGI. - Partnered with the Fintech community and global tech brands to bring value and innovation to the big five banks in Canada. This led to a 27% year on year growth. - Worked with the Founder, chairman of the board and CEO to Identify a niche acquisition target in the local metro market. This new model for smaller acquisition was new to CGI. - Integrated the acquisition and created a force multiplier for growth in existing accounts. - Built a high-performance sales and delivery team. All corporate metrics exceeded for a year period. - Created coop programs for local universities recruiting new talent and thinking. - Launched many new local offerings in Agile & cloud engineering. Show less



Foresters Financial

• Canada
• Financial Services
• 700 & Above Employee

• Chief Operations and Information Officer

  • May 2008 - Sep 2014

  - My initial mandate was to stabilize Foresters North American IT platform. The acquisition of a Canadian life insurance company and a significant change in go-to-market strategy from captive to independent distribution rendered the organization’s legacy systems and processes inadequate, disconnected and in an overall state of deterioration. Working with the board, I structured and negotiated a $182 million outsourcing deal that secured the skills, technologies and processes needed to stabilize operations. - With the technology deal and skills in place it was still clear that this change alone would not be sufficient to transform Foresters outdated back office. To bring scale and reduce insurance operations overruns a broader program of process redesign and system replacement would be required. Accordingly, I spearheaded the Foresters Invests in Transformation (FIT) Program to modernize Forester’s infrastructure, dramatically reduce unit costs for both policy acquisition and in-force policy administration and enhance the producer and member services platform to position the organization for growth. To date we have delivered all aspects of the program and have achieved 85% of the financial benefit. The remaining 15% will emerge over the next 18 months. - To ensure the success of the FIT program I launched the “One service Organization” vision. Under my leadership I consolidated the Foresters North American insurance operations, whose 1500 employees had been previously separated among three different reporting areas. Through economies of scale and redesigned processes enabled by FIT, I have reduced my allocation of expenses to the business by millions of dollars. Show less



Tech Mahindra

• IT Services and IT Consulting
• 700 & Above Employee

• Senior Vice President & Global Head Financial Service

  • Apr 2006 - May 2008

  - Was hired with the mandate to grow the financial services group within Satyam. This group serviced all banking, capital markets and insurance clients on a global basis. Along with the demand creation (sales) I was also accountable for delivery of all services within the FS Group (4500 staff, 400-million-dollar business). To ensure growth targets were achieved I created a new “go to market. This Strategy was global in nature but respected the unique requirements for each of the different regions. (68% growth year or year achieved in 2007) - I quickly moved the sales cycle away from staff augmentation deals and towards deals that drove value through consulting and deploying company owned intellectual property. I was also able to create a very healthy reoccurring revenue stream from existing clients. This was achieved from designing solution based on transaction pricing, an early model of what is known today as software as a service (SAAS). Identified various partnering strategies, alliances and IP opportunities that increased the Satyam value proposition within the FS Vertical. Show less



Ronald McDonald House Charities

• United States
• Non-profit Organizations
• 700 & Above Employee

• Member Board Of Directors

  • Jun 2001 - Nov 2006

  We believe when families are together, they cope better. We believe no family should have to deal with their child’s medical crisis alone. With a network of RMHC Chapters in 62 countries and regions around the world, we provide more than 2.6 million overnight stays annually for families with ill or injured children receiving medical care. We believe when families are together, they cope better. We believe no family should have to deal with their child’s medical crisis alone. With a network of RMHC Chapters in 62 countries and regions around the world, we provide more than 2.6 million overnight stays annually for families with ill or injured children receiving medical care.



Scotiabank

• Canada
• Banking
• 700 & Above Employee

• Senior Vice President – Systems Development, Retail Bank

  • Jan 2001 - Apr 2006

  - Recruited to the Bank by the CIO as a thought leader in banking and internet technologies and strategies. My initial mandate was to lead a team of over 1000 employees through a transformation. This change would see the team transform from an internally focused IT shop to a customer centric consulting practice within the bank called Intek. With that I created the first integrated 3-year business & IT alignment plan for the entire domestic bank. - With service delivery working well it was now time to deliver thought leadership. To support this, I created the banks innovation team within our IBM outsourcing agreement. This team was responsible for the creation of the “branch of the future laboratory” within Scotiabank. - To ensure we had funding for the R&D I started and successfully managed Scotiabank’s Global ITO & BPO Sourcing/offshore programs in India. This program so us contract our spend with local smaller contractors and move that work offshore. This work saw us create greater capacity and skills but also save millions of dollars a year. Show less



OnX Canada

• Canada
• IT Services and IT Consulting
• 200 - 300 Employee

• Senior Vice President & Chief Technology Officer

  • Jan 1999 - Jan 2001

  - Overall P&L responsibilities for a national 300-person 45-million-dollar professional services organization. - Key member of the leadership team, which brought OnX onto the capital markets. - Served as a member of the investment committee for the OnX incubator business. - Provided industry and analyst guidance as it related to direction and placement among our peer group in the capital markets. - Built and maintained relationships with share holders, customers, and industry specialists. - Established an effective process to create and test new business solutions. - Developed and implemented new project management systems and business processes that reduced risk and increased margins. - Within the first 12 months, grew the services business by 460% with gross margins in excess of 52%. - Successfully migrated OnX from Dot Com Clientele to blue chip companies like, Mazda, Chrysler, ATT, Bank of Nova Scotia and the Federal Government. Show less


Coastal Community Credit Union
• Canada
• Banking
• 1 - 100 Employee
• Member Board Of Directors

  • Feb 1998 - Nov 1999

NCR Corporation
• United States
• IT Services and IT Consulting
• 700 & Above Employee
• Chief Architect & Principal Consultant

  • Jan 1998 - Jan 1999

Datawest
• United States
• Business Supplies & Equipment
• Vice-President, Information Technology and Product Development

  • Jan 1994 - Jan 1998
• Manager Information Technology

  • Mar 1992 - Jan 1994

Fraser Valley Credit Union
• Manager Information Systems

  • Jan 1989 - Mar 1992

Prologic Ltd.
• Israel
• Computer and Network Security
• 1 - 100 Employee
• Senior Technical Representative

  • May 1986 - Jan 1989