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Director's Education Program
LL.B.\MBA
Bachelor of Arts - BA (Honours)
Private Capital Board Governance Certificate
2023
2023
Resilia is a venture backed, mission-driven SaaS startup enabling a digital transformation in the nonprofit sector. We are powering the people changing the world, by strengthening nonprofit capacity and helping grantors scale impact through data-driven solutions and an extensive platform offering.
2017
2017
An advisory firm offering broad experience, innovative advice and dynamic perspective to founders in the tech eco system across North America. Advising VC-backed seed stage/series A companies with their start-up or scaling concerns, including structuring the business launch, refining or establishing governance practices, coaching founders/CEOs, evaluating growth opportunities, pressure testing go-to-market strategies and challenging product roadmaps. Currently actively involved with a newly created debt capital firm, PaceZero Capital Partners, which is accelerating the transition to net-zero emissions through an innovative financing platform.
2021 - 2023
2021 - 2023
At FRAMEWORK, we back the purposeful, who are building the next generation of world class companies. We combine a unique data-driven investment process with a highly collaborative engagement model designed to help visionary entrepreneurs and CEOs scale exceptional companies in high-growth global markets. We invest in software companies with a focus on those re-imagining everyday financial services applications or applying artificial intelligence (AI) solutions to large industry-specific datasets.
2020 - 2020
2020 - 2020
PCU is a full-service, community-based credit union that serves its members with a wide range of financial products and services. Recruited by the PCU Board to create the vision, strategy and member experience necessary to transform PCU into a progressive, technology-enabled credit union, and to ensure profitable growth while achieving both corporate and social responsibility goals. Delivered substantial benefits before the Board chose to resign en masse and return the institution to the Administrator/Regulator.
2017 - 2020
2017 - 2020
SVB helps innovative businesses and their investors by providing targeted financial services and expertise through its innovation centres around the world. Recruited to launch SVB in Canada, including opening the Canadian branch, determining business objectives, strategies, and activities across all lines of business. Successfully satisfied the Canadian regulator (OSFI) that requirements had been identified and operationalized, securing the Canadian Banking License, while delivering superior financial results to elevate SVB's position in the Canadian market.
2015 - 2017
2015 - 2017
RBC is the largest bank in Canada by market capitalization. Transformed the distribution network by increasing advisor capacity, reducing costs by reshaping market coverage, increasing client relevance, and driving premium growth. Created a world-class change management program and engaged over 34K employees in a conversation around the Digitally Enabled Relationship Bank of the future.
2000 - 2015
2015 - 2015
Responsible for overall strategy and execution of operational initiatives that ensure the Group's performance targets are achieved and positioned for growth, profitability and exceptional customer service.
2014 - 2015
Contributing to the strategy, growth, operations, risk management and culture of the Corporate Finance Division \ Mid-Market Commercial Bank.
2011 - 2014
As Chief Learning Officer and Executive Head of BMO's Corporate University (Institute for Learning), responsible for organization-wide learning, organizational change, leadership development and cultural integration across the enterprise.
2009 - 2011
Responsible for customer experience, service, and sales for non-branch channels (call center, IVR, online, mobile, ATM) across retail, business and wealth segments, along with branch distribution, sales strategy/execution and Small Business banking.
2007 - 2009
Responsible for customer experience, service, and sales across non-branch channels (call center, IVR, online, mobile, ATM) for retail, business and wealth customer segments.
2005 - 2007
Responsible for customer analytics and segment groups along with a team charged with defining and engineering the customer experience for the retail, business and wealth segments.
2003 - 2005
Responsible for pricing, product development, and portfolio management of $10B deposit portfolio.
2000 - 2003