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Work Background
No Time for That (Anti-Bullying Society)Board Member and Corporate Secretary
Jul. 2024Toronto, Ontario, CanadaAs a Board Member of No Time for That Anti-Bullying Society (NTFT), one of Canada’s leading anti-bullying charities, I play a pivotal role in advancing our mission to empower youth and educators in creating kind, empathetic, and inclusive school communities. My responsibilities include providing strategic direction, supporting fundraising initiatives, and advocating for our cause to expand our impact. By collaborating with fellow board members and stakeholders, I contribute to the development and implementation of programs that foster positive change, ensuring that NTFT continues to lead the fight against bullying in schools across Canada.
CHATS - Community & Home Assistance to SeniorsGovernance and Risk Committee
Jun. 2024Aurora, Ontario, CanadaI am responsible for overseeing and ensuring the effectiveness of the organization's governance framework and risk management processes. This includes evaluating and guiding corporate policies, monitoring compliance with regulatory requirements, and assessing potential risks to safeguard the company's assets and reputation. Additionally, I collaborate with executive leadership to develop strategies that align with organizational objectives while mitigating risks and ensuring sustainable growth.
Hope House Community Hospice (formerly Hospice King-Aurora-Richmond Hill)In-Home Palliative Care Volunteer
Mar. 2024Newmarket, Ontario, CanadaPassionate and dedicated in-home palliative care volunteer with a strong commitment to providing compassionate support and companionship to patients and their families. Experienced in offering emotional comfort, assisting with daily activities, and collaborating with healthcare professionals to enhance the quality of life for those facing serious illnesses. Skilled in active listening, empathetic communication, and creating a comforting environment tailored to individual needs.
Mercatus Technologies Inc.President and Global COO
Jan. 2024Toronto, Ontario, CanadaOversee all operational functions across four global offices, ensuring seamless coordination, optimized processes, enhanced productivity, and consistent performance standards. Spearheaded the creation of a comprehensive vendor review and onboarding model, including legal reviews, Quarterly Business Reviews (QBRs), and contract performance evaluations, aligning vendors with organizational goals. Successfully established a robust performance management and employee development culture through strategic initiatives and tailored programs, aligning performance metrics with organizational goals and fostering employee engagement and well-being. Lead the design and execution of the company’s strategic direction and action plans, identifying alternative strategies, addressing competitive issues, and uncovering long-term market opportunities. Collaborate closely with the Board of Directors and executive leadership to ensure alignment and drive success. Redesigned the customer onboarding model to enhance the client experience, streamline integration, improve efficiency, reduce onboarding time, and increase customer satisfaction by implementing innovative strategies and leveraging technology. Oversee Intellectual Property (IP) defense strategies and manage all client contractual matters. Developed and implemented a cohesive customer support model across all locations, ensuring 24-hour help desk coverage, defining severity levels, and establishing clear escalation paths. Implemented a global time capture solution in compliance with Generally Accepted Accounting Principles (GAAP) to enhance resource cost allocation performance.
Forbes Technology CouncilForbes Technology Council · On-Call
Jun. 2022Toronto, Ontario, Canada
Canadian Chamber of Commerce (Canada)Member E-Commerce and Digital Trade Strategy Council
Feb. 2022 - Jan. 2024Toronto, Ontario, CanadaWorking alongside Google, Shopify, and UPS to provide vital input to the federal government to impact public policy on tax and privacy legislation across Canada.
Mercatus Technologies Inc.Member Board of Directors
Oct. 2014 - Jan. 2024Toronto, Canada AreaSupport the work of Mercatus and provide mission-based leadership and strategic governance. Serving as a trusted advisor to the executive leadership team as they develop and implement Mercatus' strategic plan Reviewing outcomes and metrics created by Mercatus for evaluating its impact, and regularly measuring its performance and effectiveness using those metrics Reviewing agenda and supporting materials prior to board and committee meetings Approving Mercatus' annual budget, audit reports, and material business decisions; being informed of, and meeting all, legal and fiduciary responsibilities Partnering with the executive leadership team and other board members to ensure that board resolutions are carried out Representing Mercatus to stakeholders; acting as an ambassador for the organization
BrightLane Inc.Member Board of Directors
Oct. 2013 - Feb. 2015Toronto, Canada AreaSupport the work of BrightLane and provide mission-based leadership and strategic governance. Serving as a trusted advisor to the CEO as he develops and implements BrightLane’s strategic plan Reviewing outcomes and metrics created by BrightLane for evaluating its impact, and regularly measuring its performance and effectiveness using those metrics; reviewing agenda and supporting materials prior to board and committee meetings Approving BrightLane’s annual budget, audit reports, and material business decisions; being informed of, and meeting all, legal and fiduciary responsibilities Contributing to an annual performance evaluation of the CEO Partnering with the CEO and other board members to ensure that board resolutions are carried out Serving on committees or task forces and taking on special assignments Representing BrightLane to stakeholders; acting as an ambassador for the organization
Mercatus Technologies Inc.President & Chief Executive Officer
Oct. 2012 - Jan. 2024Toronto, Ontario, CanadaSpearhead operations to deliver platforms & technology to secure/cultivate long-term relationships while providing an improved & efficient shopping experience. Design/execute strategic direction/action plans including the ID of alternative strategies, competitive issues, & longer-term market opportunities. Create & present a compelling vision & tactical plan to guide company through continued development & commercialization of technology platform by pioneering integrated commerce with enterprise SaaS technology. Direct performance of 7 direct reports across sales & marketing, accounting/finance, operations, & technology. Cultivate/negotiate outside commercial/strategic partnerships, alliances, & licensing agreements to identify & infuse capital to fund continuing development, expansion, & commercialization. Deliver comprehensive market tracking info, insights, powerful retail market info predictive analysis, & foresight that go beyond the data. Achievements: Successfully established corporate entity including leadership of a Litigation team, intro of the first Board of Directors & PR team, & a series of roadshows. Strategically dismantled & repatriated the offshore tax structure in collaboration with Osler, Hoskin & Harcourt LLP, & PwC Canada. Kickstarted the revenue flow of this startup company by identifying, pursuing, & closing the first 5 accounts with tier 1 & tier 2 grocery retailers. Drove company growth by raising $90M in private equity funding from an angel investor. Achieved company growth & quadrupled staff across 7 countries in 18 mths by introducing retail intelligence, innovative solutions, & services with integrated enterprise-class business intelligence software platforms & solutions. Increased BD efforts in the US market by identifying potential leads, collecting/sharing market industry intelligence, & confirming targets of the marketing and sales functions. Negotiated large multi-million international SaaS licensing agreements.
Mercatus USA Inc.President Chief Executive Officer
Oct. 2012 - Jan. 2024Charlotte, North Carolina Area
Mercatus USA Inc.Member Board of Directors
Oct. 2012 - Jan. 2024Charlotte, North Carolina Area
Mercatus Technologies Inc.Chief Operating Officer
Nov. 2009 - Oct. 2012Toronto, Canada AreaFinalized all affairs to establish the corporate entity: led a Litigation team on corporate matters, assembled the 1st Board of Directors & Public Relations team, and launched a series of roadshows Led the dismantle and repatriation of the offshore tax structure in collaboration with Osler, Hoskin & Harcourt LLP and PwC Canada Facilitated executive decision-making and the efficient allocation of resources in the company by leading the Corporate Valuation team together with Ernst & Young Jumpstarted the revenue flow of this startup company by identifying, pursuing and closing the first five accounts with tier 1 and tier 2 grocery retailers; continue to provide oversight to ensure continuous growth in annual revenues Attracted key talent and built a high-performance management team that nurtured an environment where innovation flourishes and peak level performance is supported Provided breakthrough leadership as a purveyor of retail intelligence, innovative solutions and services with integrated enterprise-class business intelligence software platforms and solutions that led to company growth that warranted the quadrupling of the employee base in 18 months Inspired the development of a high-energy, integrity-based corporate culture that is focused on the achievement of corporate objectives, including delivering outstanding results for customers Boosted company’s business development efforts in the US market by identifying potential leads, collecting and sharing market industry intelligence and ensuring goals of the marketing and sales functions are aligned to meet the functional needs of company’s business development Earned the reputation of being a trusted and reliable advisor and collaborator on new initiatives by helping clients to achieve high-impact business outcomes through a unique combination of industry-savvy, leading-edge automated solutions with reliable analytics and an amicable approach
Springboard Retail Networks Inc.Vice-President Technology and Innovation
Nov. 2004 - Jan. 2010Toronto, Canada AreaDefined future path & provided visionary & leadership skills to the T&I team to develop leading edge shopper engagement solutions that greatly benefit the retail industry. Clients: Delhaize America Inc. (Food Lion, Bottom Dollar Foods, and Harvey’s Supermarkets), Safeway Inc., Shucks Supermarkets Inc., The Golub Corp. (Price Chopper), Loblaw Companies Ltd., and Supervalu Inc. Led & executed projects to drive profitable growth, worked on product development, and provided high-level leadership of a team of engineering resources. Structured ambiguous problems & provided guidance on developing strategic thinking (framework development, creative problem solving, risk analysis, & opportunity assessment). Enhanced insights/strategies in the retail sector through research & analysis of relevant data (sales, product, traffic, consumer insights). Collaborated with internal teams to deliver action-based analytics & enable the company to commercialize/monetize those insights. Accomplishments: Brought Chairman’s idea from the conceptual stage to fruition, generated proof of concept, drove innovation & technology development, licensed original creations & turned the company into a revenue-generating enterprise with several high-value retail customers. Secured patents in 15+ global jurisdictions for an intellectual property portfolio by conducting non-infringement studies. Fully certified a battery, circuit board, charging station, & multi-touch computer including completion of specific absorption rate (SAR) testing & Industry Canada review of radiofrequency (RF) certifications. Established business relationships with 32 reliable & competitively priced suppliers worldwide.
Leveraged technologies as a competitive advantage ultimately differentiating the company brand by spearheading product strategies and managing projects to deliver innovative technology solutions on time and on budget.
In-Touch Survey Systems Inc.Vice-President Technology
Aug. 2002 - Jul. 2004Ottawa, Canada AreaIdentified opportunities for footprint expansion as a partner & provider of Business Intelligence (BI) while leading the development of touch-screen devices to generate feedback for retail, banking, services, & hospitality industries. Facilitated innovation, development, & continuous communication across cross-functional teams while overseeing the development of in-store & online data capture engines & BI applications designed to generate customer/employee feedback for UPS, Eddie Bauer, Inc., & The Boeing Co. Planned, directed, & led the development of computing infrastructure including production infrastructure, IT Support Help Desk, Customer Support Help Desk, & Print Office. Accomplishments: Shortened the time to market (TTM) by reducing product development life cycle while improving product quality & developing processes that shared best practices for all stages of development. Enabled the company to go public while avoiding the fees & processes of an IPO by participating in the Reverse-Take-Over (RTO) of a listed TSX Venture Exchange organization. Boosted productivity & innovation by integrating Development and Market Research teams. Decreased client support call wait times by 50%, increased Print Office production capacity by 45%, & lowered IT Support Help Desk support times by 35%. Transitioned organization through Y2K with minimal disruption in service. Improved speed, feature & functionality by designing/deploying a new corporate infrastructure in 4 weeks. Designed/deployed Microsoft Exchange infrastructure, a Cisco Firewall infrastructure across 4 satellite offices/1 head office, & a revised backup infrastructure. Introduced 1st Generation BI Framework capable of calculating 1M data records with 75+ data points per record in under 15 mins. Developed & automated a nationwide customer complaint reporting system for RBC, an online data capture & reporting engine for 7 major global banks, and a QA / bug reporting process for the entire organization.
In-Touch Survey Systems Inc.Director Product Development
Aug. 2000 - Aug. 2002Ottawa, Canada AreaFacilitated innovation, development, and smooth, continuous communication across all cross-functional teams while overseeing the development of in-store and on-line data capture engines and BI applications designed to generate customer and employee feedback for the retail, banking, services, and hospitality industries for such notable clients as United Parcel Services, Inc., Eddie Bauer, Inc., BestBuy Co. Inc. and The Boeing Co. Accomplishments: Enabled the company to secure tax claims for R&D and innovations by managing and completing all CRA SR&ED applications and submissions Capitalized on the use of technology to strengthen customer benefits and their relationship with the company by interacting directly with clients to develop add-on solutions Boosted productivity & innovation by integrating Product Development and Market Research teams Enriched the company’s data warehouse with advance analytics by collaborating with COGNOS to integrate On-Line Analytic Processing (OLAP) Technology
In-Touch Survey Systems Inc.Director of MIS
Aug. 1999 - Aug. 2000Ottawa, Canada AreaPlanned, directed, and oversaw the management of all corporate and development computing infrastructure including, production infrastructure, IT Support Help Desk, Customer Support Help Desk, and Print Office. Accomplishments: Decreased client support call wait times by 50%, increased Print Office production capacity by 45%, and decreased IT Support Help Desk support times by 35% Successfully transitioned the organization through Y2K with minimal disruption in service
In-Touch Survey Systems Inc.Senior Systems Engineer
Aug. 1997 - Aug. 1999Ottawa, Canada AreaArchitected, setup, and managed corporate and development computing infrastructure including production infrastructure co-located with Exodus Communications, Inc. in Ottawa, Ontario and Jersey City, New Jersey. Accomplishments: Improved speed, feature & functionality by designing and deploying a new corporate infrastructure within four weeks Designed and deployed Microsoft Exchange 4.0 infrastructure Designed and deployed Cisco Firewall and switching infrastructure across four satellite offices and one main head office, also designed and deployed a revised backup infrastructure Bolstered the reliability of company’s IT infrastructure by developing and maintaining a Business Continuity and Disaster Recovery Plan
In-Touch Survey Systems Inc.Senior Software Developer
Aug. 1996 - Aug. 1997Ottawa, Canada AreaDeveloped and automated statistical data calculation engine and first generation online data capture and reporting engine for customer and employee feedback for such notable clients as Mercantile Stores Company, Inc., Bob Evans Farms, Inc., and Best Buy Co., Inc. Accomplishments: Created the 1st Generation Business Intelligence Framework capable of calculating 1 million data records with over 75 data points per record in under 15 minutes Developed and automated a nation-wide customer complaint reporting system for RBC Developed on-line data capture and reporting engine for seven major banks around the world including: JPMorgan Chase & Co., Westpac Banking Corp., and Bank of America Corp. Developed quality assurance and bug reporting process for entire organization
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