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Work Background
Peoples GroupSenior Vice President, Banking Products
May. 2023Toronto, Ontario, Canada · On-site
Stealth ModeChief Product Officer & Co-Founder
Jan. 2022 - May. 2023Toronto, Ontario, Canada
Finaptic Technologies Inc.Head of Product Management
Aug. 2020 - Jan. 2022Toronto, Ontario, CanadaFirst Employee at Finaptic Technologies Inc., a BaaS solution that provides a full banking as a service stack to retailers, fintechs, and banks
Responsibility for all product decisions and accountability to customers for product features and state
Grew team from 3 to 60 in first year (~20 direct & indirect reports)
Built strategy, roadmap, product, sales plan, human resources plan, capabilities from the ground up
Brought entire cloud banking platform to market with multi-environment, fully automated, fully cloud based deployments to market within 1 year
Built relationships with key vendors and developed agreements that enabled significant innovation
Established multiple significant competitive advantages in a highly regulated space
Acquired by National Bank of Canada
Masado Capital PartnersFounder and Managing Partner
Mar. 2019 - Mar. 2021Toronto, Ontario, CanadaEstablished a mid-market private equity search fund focused on acquiring and managing a small to mid-sized business.
Established operating procedures, assessment criteria, deal sourcing pipeline, and deal flow.
Established relationships with large number of Canadian and US sources of funds for private equity type acquisitions.
Established strong marketing outreach with very high response rates from owner-operators.
Reached acquisition negotiations with multiple companies.
Completed deal analysis, negotiations, and due-diligence on multiple acquisition targets.
Focused on multiple industries including supply chain, security, software as a service (SaaS), payments, Printing and Print Production.
RBC VenturesDirector, Business Services & Partnerships
May. 2017 - Mar. 2019Toronto, Canada AreaLeading the development of new products and services.
Development of RBC Ventures backed startups.
Establishing new business models and opportunities.
Building new organizational capabilities from the ground up.
Building new operational capabilities.
OwnrCo-Founder
May. 2017 - Nov. 2017Toronto, Canada AreaWorked with a team that founded Ownr.co, a business registration and enablement startup that helps businesses get up an running in an incredibly short amount of time. Led operational capabilities development including brand, customer support, financial management, legal and regulatory considerations and operational growth management.
RBCDirector, Credit Card Fraud
Jan. 2015 - May. 2017Toronto, Canada AreaAs head of credit card fraud, responsibilities included:
Accountability to business stakeholders for Credit Card Fraud Losses
Oversight of operational KPIs including cost drivers and client experience
Member of various national committees on fraud
RBCHead, RBC Merchant Solutions
Aug. 2013 - Jan. 2015Skills: Pricing Strategy · Strategic Partnerships
RBCSenior Manager, Acquisition & Sales Strategy, Credit Cards & Payment Solutions
May. 2012 - Jan. 2014Toronto, Canada AreaOverarching responsibility for all credit card acquisition and onboarding via branches and contact centres.
RBCManager, Client Strategy, Social Media & Gen Y
Dec. 2008 - May. 2012Toronto, Canada Area- Led the development of RBC’s organizational social media strategy
- Contributed to the development of overarching strategy for the 18-35 segment
- Led all RBC social media initiatives across multiple business lines - Worked with a small senior management team to roll out enterprise wide employee social media guidelines
- Led the implementation of social media monitoring across 7 business groups
- Led multiple campaigns for student and young adult demographics
- Worked cross-functionally to implement over 20 marketing campaigns per year
- Managed innovative marketing and engagement practices for RBC brand
RBCHost, RBC p2p
Aug. 2007 - Dec. 2008Toronto, On- Led project development, planning and implementation for RBC p2p, the first Canadian FI blog
- Managed team of 6 student bloggers for 12 month pilot project
- Led development of enterprise processes, procedures and standards for client interaction through Social Media
- Raised awareness internally, as well as nationally and internationally through media outreach, resulting in improved brand perception amongst students
- Leveraged multiple social mediums to raise awareness of student financial issues and RBC’s value proposition
RBCManager, 2nd Level Support
Mar. 2006 - Aug. 2007Toronto, Canada Area- Managed team of 12 2nd level support analysts, including goal setting routines, quarterly performance reviews
- Managed training initiatives, coaching, technical knowledge management for 100+ staff
- Managed the implementation of new support processes, new application support
- Networked with business partners to ensure that service level agreements are consistently maintained and relevant
- Performed volume analysis, root cause analysis, problem tracking, and trending
RBC2nd Level Technical Systems Analyst
Mar. 2005 - Mar. 2006Toronto, Canada Area- Provided second level support of all enterprise applications
- Provided coaching to first level analysts through various feedback mechanisms, one-on-one coaching and problem trending
- Was responsible for incident management, user acceptance testing, business partner satisfaction and problem trending
- Implemented new coaching and mentoring practices within team
RBC1st Level Technical Systems Analyst
Mar. 2004 - Mar. 2005
Persona CommunicationsHelp Desk Analyst
Jan. 2003 - Mar. 2004
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