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Work Background
Coffee Partners Media Inc.Film Producer
Aug. 2020 - Dec. 2023Toronto, Ontario, CanadaCoffee Partners Media is a film and television production company. Our film, One Small Visit, won Best Foreign Film at LA Shorts in 2022.
Kuntz Brewery LimitedMarketing Manager
Dec. 2018 - May. 2020Kitchener, Ontario, CanadaWas one of three founders of a craft brewery that revived the trademark for Kuntz Beer - a legendary brewery that operated for nearly 70 years in Ontario. After receiving the required provincial licenses, we were prepared to go into production in early 2020, but the pandemic short-circuited those plans. We continue to own and license the Kuntz trademark.
Kitchener-Waterloo Multicultural CentreMarketing & Communications Manager
Jan. 2016Kitchener, Canada AreaManage the corporate communications, media, and technology platforms for a community agency serving thousands of new Canadians each year.
Developed e-commerce platform for translation and interpretation business.
Manage all in-house creative functions (video, web, branding, and design).
Glenwood MediaManaging Director
May. 2015Managed the marketing, social media, and web strategies for a variety of businesses, professional service firms, NGO's, and faith-based organizations.
Private Investment FundPortfolio Manager
Jan. 2009 - Dec. 2013Buffalo, NYManaged a global equity investment fund. Wrote and edited regular monthly commentaries on economics, politics, and financial markets.
Frequent speaker at investment industry conference; regular interview guest on financial television programs; quoted frequently in the financial press.
Assante Wealth ManagementPortfolio Manager/Chief Investment Officer/Chief Compliance Officer
Jan. 2003 - Dec. 2008Toronto, Canada AreaServed as corporate spokesman in financial media for the Assante brand with over 300 television interviews and earned media citations. Wrote and edited newsletters for distribution across Canada to tens of thousands of clients.
Served as Chief Investment Officer for a billion-dollar wealth management subsidiary, Stonegate Private Counsel LP.
Workers’ Compensation Reinsurance AssociationInvestment Manager
Jan. 2000 - Dec. 2003Greater Minneapolis-St. Paul AreaManaged a $1.6 billion global investment fund for an association of insurance companies.
Advised industry,government and labor unions on investment strategy.
CommodityPrice.comFounder
Jan. 1999 - Dec. 2000Founded a "dot-com" to provide an online hybrid options contract to reduce the risks of currency and commodity price fluctuations for farmers in Canada. Bootstrapped the entire operation including media, coding and building a payment interface with Canadian banks.
AgricorpManager, Corporate Planning & Strategy
Jan. 1993 - Dec. 2000Kitchener, Canada AreaManaged a $250 million bond portfolio, beating the benchmark in six of seven years.
Developed and introduced an automated Corporate Planning, Budgeting and Strategy framework for a $15 million/100 person multi-location workforce.
Project Management: UNIX GL integration; two commercial construction projects.
Ontario Financing AuthorityAnalyst
Jan. 1991 - Dec. 1993Toronto, Canada AreaCreated financial models to help reduce interest costs on Ontario's public debt.
CIBCAccount Manager
Jan. 1990 - Dec. 1991Toronto, Canada AreaProvided loans and banking services to small businesses and entrepreneurs.
BMO Financial GroupAccount Manager
Jan. 1987 - Dec. 1990Toronto, Canada AreaProvided loans and banking services to small businesses and entrepreneurs.
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