Functional Skills
Digital Transformation
Investment Banking
Accounting
Business Operations
Strategic Planning
Finance Transformation
Operations Management
Accounting Software Implementation
Certifications
Six Sigma Black Belt
Sector Experience
Business Services
Financial Services
Technology
Countries Worked In
CA HK JP GB US
Fortune 500
Experience
Equiniti (American Stock Transfer)
Corporate Strategy & Development
Executive Director, US Integration & Transformation
1/2022 - 1/2024
Reported to US COO and Program Executive following PE acquisition. Led post-merger integration and transformation initiatives across U.S. operations.
• Offshored 150+ roles to India, reducing annual expenses by $6M.
• Consolidated real estate footprint, saving $4M annually.
• Migrated contact center to new telephony platform, eliminating legacy systems and saving $2M annually.
• Offshored 150+ roles to India, reducing annual expenses by $6M.
• Consolidated real estate footprint, saving $4M annually.
• Migrated contact center to new telephony platform, eliminating legacy systems and saving $2M annually.
AMERICAN STOCK TRANSFER LLC
Operations
Chief Operating Officer
1/2017 - 1/2021
Retained initially by American Stock Transfer to drive strategic transformation of Canadian business and operations.
• Designed and built global operating model for company's largest Canadian client and preserved $5M in annual revenue.
• Introduced robotics, digitization, and workflow technology to reduce operating expenses by $2M annually.
• Launched work-from-home strategy to ensure seamless continued operations in response to pandemic onset in 2020.
• Tapped by CEO and President to prepare for sale of Canadian business in 2021 and led transition of business operations in post-sale environment.
• Designed and built global operating model for company's largest Canadian client and preserved $5M in annual revenue.
• Introduced robotics, digitization, and workflow technology to reduce operating expenses by $2M annually.
• Launched work-from-home strategy to ensure seamless continued operations in response to pandemic onset in 2020.
• Tapped by CEO and President to prepare for sale of Canadian business in 2021 and led transition of business operations in post-sale environment.
Canadian Imperial Bank
Finance
SVP Finance – Capital Markets
1/2009 - 1/2016
Recruited and relocated from the US to Toronto, tasked with improving the performance of the global finance function supporting Capital Markets, Investment Banking, and Treasury business units.
• Reduced operating expenses by 20% or $2M by redistributing, realigning, and rationalizing work amongst employees based on skills assessment.
• Introduced KPI scorecard that drove improvements in overall performance including 23% reduction in manual processing.
• Reduced monthly accounting close from 10 to 4 days and expedited daily risk & profitability reporting to same-day reporting.
• Revamped staffing model and freed-up staff to work on product development and technology initiatives.
• Reduced operating expenses by 20% or $2M by redistributing, realigning, and rationalizing work amongst employees based on skills assessment.
• Introduced KPI scorecard that drove improvements in overall performance including 23% reduction in manual processing.
• Reduced monthly accounting close from 10 to 4 days and expedited daily risk & profitability reporting to same-day reporting.
• Revamped staffing model and freed-up staff to work on product development and technology initiatives.
Bank of New York Mellon
Corporate Strategy & Development
Chief Executive Officer, Corporate Trust Division
1/2006 - 1/2008
Led transition of Corporate Trust business from JP Morgan to Bank of New York Mellon as result of 2005 asset swap. Oversaw revenue operations, client management, and product & technology operations.
• Transitioned 200 employees, multiple systems, and critical data to new data center with zero disruption to daily operations.
• Fortified relationships with critical clients such as Small Business Administration and Government National Mortgage Association by allaying concerns about negative impact from transition.
• Secured 3 competitive federal contracts with 5-year value of $300M+.
• Transitioned 200 employees, multiple systems, and critical data to new data center with zero disruption to daily operations.
• Fortified relationships with critical clients such as Small Business Administration and Government National Mortgage Association by allaying concerns about negative impact from transition.
• Secured 3 competitive federal contracts with 5-year value of $300M+.
JP Morgan Chase
Operations
Chief Operations Officer, Corporate Trust Division
1/2003 - 1/2005
Selected by Senior Executive Committee to assume role of COO for JP Morgan Chase's wholly owned subsidiary Colson Services Corp, which provided operations and technology services supporting loan and securitization programs offered by Federal Government Agencies.
• Delivered $2.5M in annual savings and increased operations capacity by 20% through transformation initiative that included migrating business processes to client-facing web portal.
• Represented JP Morgan during due diligence phase of proposed asset swap with Bank of New York Mellon.
• Delivered $2.5M in annual savings and increased operations capacity by 20% through transformation initiative that included migrating business processes to client-facing web portal.
• Represented JP Morgan during due diligence phase of proposed asset swap with Bank of New York Mellon.