Experience

TMX Group

• Canada
• Financial Services
• 700 & Above Employee

• Chief Growth Officer, TSX Trust

  • Mar 2022 - Present

  As Chief Growth Officer (CGO) for TSX Trust Company, I am responsible for driving strategic growth initiatives and leading the company's business development efforts and teams across Canada. This includes identifying and pursuing new business opportunities, developing partnerships and alliances, key account retention management, and executing on marketing and sales plans to drive net new revenue and market share. As a member of the senior leadership team for Capital Formation Group (TSX, TSXV and TSXT) I am responsible for consistently ensuring we put client first and that all growth efforts are aligned with the company's vision and goals.✔Led sales team of nine across Canada to highest net new revenue year in 2022 ✔Exceeded top line budget by 14% in a challenging year in capital markets with reduced IPO and financing activity✔Managed key account transitions from acquisition and worked with teams to negotiate secure long-term contacts with the largest key accounts over multiple business lines✔dealLINX launched in 2020 secured its first enterprise contract with McMillan LLP and materially grew its addressable client base and prospects for 2023 Show less

• VP Global Sales, Capital Formation

  • Sep 2016 - Mar 2022

  As the VP of Global Sales for Equity Capital Markets, I lead and strategically direct corporate and business development efforts to increase listings on the Toronto Stock Exchange, TSX Venture and sales and for TSX Trust. I am a player, coach, and mentor for my senior business development and sales staff throughout Canada and the US managing both individual and team targets. The role entails travel throughout Canada and with the US to identify, analyze and execute on strategies to expand our business into new markets and identify prospects and opportunities for the TMX Group.✔ 2021 was the most successful year for US BD Team in both number of new listings and for capital raised in 10 years.✔ In 2021 grew revenues to the largest on record for TMX Group owned OSFI regulated company TSX Trust and successfully completed the acquisition of larger competitor AST Canada.✔ Developed, launched, and oversee TMX dealLINX a platform that helps companies manage, streamline and digitize capital formation for non-brokered private placements. www.deallinx.com✔ Broadened North American team to 11 located in Toronto, Vancouver, Calgary, Montreal, Illinois, New York and California including VPs of business development, sales, and corporate sales across multiple business lines and solutions. Show less

• VP Corporate Sales

  • Mar 2014 - Oct 2016

  Following the acquisition of Equity Financial Trust by TMX Group, I stayed on to lead the transition of the organization into TSX Trust. Within this role, I led relationship management for over 3,200 TSX and TSXV listed issuers and customer engagement. Driving strategies to revitalize markets and streamline business development and sales, I created a more proactive corporate culture. I also instituted metrics and conceptualized the plan for client retention and company services.A few of the accomplishments I’m most proud to highlight included:✔ Boosting TSX Trust revenue 80% and client base 30% against significant market headwinds, helping TSX Trust become the 2nd-largest service provider✔ Merging the existing team of 5 National VPs of Sales with Relationship Management and marketing in Vancouver, Calgary, Toronto, and Montreal to create efficiencies synergies, in turn allowing us to boost the capture rate 30%✔ Directing a brand refresh, leading a 12-city roadshow to communicate refocus on customer service, regulatory, and compliance Show less



Haventree Bank

• Canada
• Financial Services
• 100 - 200 Employee

• VP Corporate Sales

  • Mar 2011 - Mar 2014

  During my time at Equity Financial Trust, I built and implemented the marketing and sales strategies for the company, with a focus on preparing the organization for sale ultimately to the TMX Group. Some of my most significant milestones from this role included: ✔ Serving as a key contributor on the deal team, successfully positioning Equity Financial Trust for acquisition by TSX Trust and receiving 4-times revenue and 8-times EBITDA ✔ Driving 3 company rebrands—upon immediately joining the company, when preparing it for sale, and when integrating the company into TSX Trust ✔ Implementing CRM and a detailed, operationally-focused sales strategy, driving revenue growth ✔ Growing operations nationally, opening an office in Montreal and rehiring the Calgary and Vancouver teams Show less



Hesperian Capital Management Ltd. (Norrep Funds)

• Calgary, AB and Toronto, ON

• VP Business Development, VP International Operations

  • May 2007 - Dec 2010

  I joined Hesperian Capital Management to grow the business substantially and sustainably. I recommended streamlining and optimizing their current investment fund offerings, and positioned the company for international expansion. A few key contributions included: ✔ Conducting a rebrand and steering the web-development strategy which completely turned the business around and positioned it for future success ✔ Coaching a team of approximately 10 staff and guiding them towards enhanced customer engagement ✔ Leading a strategic portfolio review which resulted in the launch of 3 new investment products ✔ Building an offshore funds portfolio by developing a series of international mutual funds Show less



Ocean Blue Ltd.

• Manchester, UK and San Diego, CA

• Portfolio Advisor (Consultant)

  • Jun 2006 - Apr 2007

  I consulted with for high-net-worth clients managing international property portfolio and analyzing ROI on potential sales and acquisitions, advising on best strategies. A couple of highlights included: ✔ Executing the purchase of two $1M aviation hangars in California after identifying high-potential ROI ✔ Facilitating the acquisition of Hydroswing, a hangar-door manufacturer, after conducting in-depth due diligence and building a relationship with the original business owner Show less



Steven Capital Management LP (Formerly Tewksbury Management Co. and Trout Trading

• Hamilton, Bermuda and Radnor, PA

• Senior Operations

  • Aug 1999 - May 2006

  Working in both the Bermuda and Philadelphia offices, I negotiated commissions with prime brokerage firms and trade desks as well as cultivating relationships with counterparts including Barclays, CSFB and Deutsche Bank. Additionally, I created technology that captured P&L every 5 minutes to enable appropriate hedging of foreign currency risk through forwards or furtures. Working in both the Bermuda and Philadelphia offices, I negotiated commissions with prime brokerage firms and trade desks as well as cultivating relationships with counterparts including Barclays, CSFB and Deutsche Bank. Additionally, I created technology that captured P&L every 5 minutes to enable appropriate hedging of foreign currency risk through forwards or furtures.



Investors Bank & Trust

• United States
• Financial Services
• 100 - 200 Employee

• Senior Custody Accountant

  • Dec 1996 - Jun 1999