Functional Skills
Business Analysis
Business Development
Communications
Data Analysis
Investor Relations
Leadership Development
Performance Management
Project Management
Revenue Growth
Sales and Operations Planning (S&OP)
Strategic Planning
Supplier Relationship Management
Business Planning
Marketing Strategy
Marketing Operations
Software Skills
Adobe Creative Cloud
Asana
Hubspot
Mailchimp
Microsoft Office
Salesforce
MacOS
Blockchain
Sector Experience
Business Services
Consumer Goods
Financial Services
Retail
Transportation & Logistics
Languages
English
Countries Worked In
AU AT CA FR DE GR IT NL PL ES SE CH GB USNotable Clients
CEVA Logistics
Clear View Systems
Coca-Cola Bottling
Illy Cafe
Spirit Blockchain
Experience
Spirit Blockchain Capital
Corporate Strategy & Development
Chief of Staff
12/2023 - Present
• Role Overview: Serve as a force multiplier and extension of the CEO, driving enterprise-wide execution, cross-functional alignment, and operational rigor. Translate vision into action plans, prioritize initiatives, prepare high-impact briefing materials, and represent the CEO in internal and external settings.
• Operational Excellence & Systems Building: Oversee executive workflows, structured delegation, and meeting efficiency by curating content, framing decisions, and tracking deliverables. Designed and implemented scalable processes and standardized procedures to improve consistency, efficiency, and transparency across departments.
• Funding & Investor Relations: Partnered with CEO and EVP of BD to secure $2.5M in funding through strategic planning and investor engagement. Lead investor communications, manage Canadian Securities Exchange (CSE) filings, and provide direct support for British Columbia Securities Commission (BCSC) inquiries and audits.
• Vendor & Stakeholder Management: Oversee vendor contracts, monitor deliverables, streamline payment processes with the CFO, and maintain strong relationships to support growth objectives.
• Special Projects & Confidential Initiatives: Lead sensitive, high-priority projects for the CEO with tight timelines and evolving objectives, navigating ambiguity while maintaining confidentiality and outcome-oriented execution.
• Operational Excellence & Systems Building: Oversee executive workflows, structured delegation, and meeting efficiency by curating content, framing decisions, and tracking deliverables. Designed and implemented scalable processes and standardized procedures to improve consistency, efficiency, and transparency across departments.
• Funding & Investor Relations: Partnered with CEO and EVP of BD to secure $2.5M in funding through strategic planning and investor engagement. Lead investor communications, manage Canadian Securities Exchange (CSE) filings, and provide direct support for British Columbia Securities Commission (BCSC) inquiries and audits.
• Vendor & Stakeholder Management: Oversee vendor contracts, monitor deliverables, streamline payment processes with the CFO, and maintain strong relationships to support growth objectives.
• Special Projects & Confidential Initiatives: Lead sensitive, high-priority projects for the CEO with tight timelines and evolving objectives, navigating ambiguity while maintaining confidentiality and outcome-oriented execution.
Clear View Systems
Management Consulting
Advisor to Chief Executive Officer
1/2021 - Present
● Role Overview: Act as a strategic advisor and operational partner to the CEO, providing executive-level guidance across sales, product development, marketing, investor relations, and organizational design. Support enterprise growth by integrating strategic planning with hands-on execution, laying the foundation for scaled leadership support in a Chief of Staff capacity.
● Strategic Leadership: Collaborate with executive team to develop and implement growth strategies, utilizing data-driven insights to identify opportunities and optimize existing business practices, ensuring alignment with organizational objectives.
● Operational Efficiency: Analyze and refine operational processes to enhance productivity and reduce costs, achieving significant improvements in service delivery and performance metrics.
● Investor Relations: Act as a key liaison between the company and its investors, cultivating strong relationships through transparent communication. Prepare comprehensive reports and presentations that clearly articulate the company’s vision, growth strategies, and operational successes to stakeholders.
● Market Analysis: Conduct thorough market research and competitive analysis to identify industry trends, informing strategic decision-making and guiding the organization in adapting to market dynamics.
● Strategic Leadership: Collaborate with executive team to develop and implement growth strategies, utilizing data-driven insights to identify opportunities and optimize existing business practices, ensuring alignment with organizational objectives.
● Operational Efficiency: Analyze and refine operational processes to enhance productivity and reduce costs, achieving significant improvements in service delivery and performance metrics.
● Investor Relations: Act as a key liaison between the company and its investors, cultivating strong relationships through transparent communication. Prepare comprehensive reports and presentations that clearly articulate the company’s vision, growth strategies, and operational successes to stakeholders.
● Market Analysis: Conduct thorough market research and competitive analysis to identify industry trends, informing strategic decision-making and guiding the organization in adapting to market dynamics.
Fintel Connect
Start-Up
Director of Corporate Development
2/2022 - 10/2024
● Role Overview: Served as a strategic partner to the CEO, leading high-impact initiatives across business development, investor engagement, operations, and revenue growth. Acted as a cross-functional leader during a period of rapid scale, setting the foundation for continued executive support and strategic oversight.
● Non-Dilutive Funding: Secured $1.9M in non-dilutive funding ($400K in grants and $1.5M CAD from Pacific Economic Development Canada), fueling product innovation, GTM expansion, and broader ecosystem growth.
● Reporting & Insights: Developed comprehensive reporting structures and dashboards to provide executive team insights, facilitating informed decision-making. Implemented a comprehensive performance monitoring system to track key metrics and optimize departmental performance.
● Revenue Growth & Cost Reduction: Achieved 253% revenue growth in 2023 through the implementation of effective sales and marketing strategies. Reduced costs by 15% YoY through innovative marketing tactics, operational efficiencies, and collaborative partnerships.
● Financial Planning & Management: Managed board communications, forecasting, budgeting, and sales reporting, streamlining processes to improve financial accuracy, planning, and resource management.
● Investor Relations: Fostered relationships with investors by providing detailed financial reports and updates, and managing the creation and distribution of board papers.
● Non-Dilutive Funding: Secured $1.9M in non-dilutive funding ($400K in grants and $1.5M CAD from Pacific Economic Development Canada), fueling product innovation, GTM expansion, and broader ecosystem growth.
● Reporting & Insights: Developed comprehensive reporting structures and dashboards to provide executive team insights, facilitating informed decision-making. Implemented a comprehensive performance monitoring system to track key metrics and optimize departmental performance.
● Revenue Growth & Cost Reduction: Achieved 253% revenue growth in 2023 through the implementation of effective sales and marketing strategies. Reduced costs by 15% YoY through innovative marketing tactics, operational efficiencies, and collaborative partnerships.
● Financial Planning & Management: Managed board communications, forecasting, budgeting, and sales reporting, streamlining processes to improve financial accuracy, planning, and resource management.
● Investor Relations: Fostered relationships with investors by providing detailed financial reports and updates, and managing the creation and distribution of board papers.
GrowthSpace
Management Consulting
Executive & Personal Growth Coach
11/2019 - 12/2022
● Role Overview: Provide personalized coaching services aimed at fostering both executive and personal development.
● Coaching Expertise: Deliver tailored coaching to executives and senior management, emphasizing career advancement, organizational structure, performance management, leadership, and communication strategies.
● Client Empowerment: Support clients in self-discovery and achieving personal and career goals while managing challenges effectively.
● Recognition and Membership: Honored as one of Toronto’s Top Life Coaches by Influence Digest+ in 2020 and joined the GrowthSpace Executive Coaching Team in 2021, reflecting a commitment to excellence in development and growth.
● Coaching Expertise: Deliver tailored coaching to executives and senior management, emphasizing career advancement, organizational structure, performance management, leadership, and communication strategies.
● Client Empowerment: Support clients in self-discovery and achieving personal and career goals while managing challenges effectively.
● Recognition and Membership: Honored as one of Toronto’s Top Life Coaches by Influence Digest+ in 2020 and joined the GrowthSpace Executive Coaching Team in 2021, reflecting a commitment to excellence in development and growth.
Orkestra Supply Chain Solutions
Start-Up
Private Equity Consultant, Director of Business Development
1/2018 - 1/2020
● Role Overview: Delivered operational consulting services to private equity (PE) firms and their investments by identifying efficiency gaps and implementing solutions to optimize supply chain and logistics operations, ultimately aiming to enhance profitability for the PE firm and underlying investment.
● Revenue Generation: Achieved $10M USD in revenue from individual development opportunities in 2019, with a gross profit of $1.5M.
● ROI Delivery: Successfully delivered on identified ROI figures for customer organizations and their respective PE firms, consistently meeting internal revenue targets per customer.
● Global Marketing Strategy: Developed and executed a global marketing strategy for the Orkestra brand, including creating marketing materials, developing the website, maintaining social media presence, coordinating external events, and timely distributing public releases for qualifying customers.
● Product Development: Collaborated with the product team to develop concepts for various components of supply chain visualization, enhancing transparency and decision-making processes for the investment company.
● Revenue Generation: Achieved $10M USD in revenue from individual development opportunities in 2019, with a gross profit of $1.5M.
● ROI Delivery: Successfully delivered on identified ROI figures for customer organizations and their respective PE firms, consistently meeting internal revenue targets per customer.
● Global Marketing Strategy: Developed and executed a global marketing strategy for the Orkestra brand, including creating marketing materials, developing the website, maintaining social media presence, coordinating external events, and timely distributing public releases for qualifying customers.
● Product Development: Collaborated with the product team to develop concepts for various components of supply chain visualization, enhancing transparency and decision-making processes for the investment company.
Schenker Inc.
Operations
Private Equity Consultant & Economist, Business Development Manager
1/2015 - 1/2018
● Role Overview: Delivered operational consulting services to private equity (PE) firms and their investments by identifying efficiency gaps and implementing solutions to optimize supply chain and logistics operations, ultimately aiming to enhance profitability for the PE firm and underlying investment.
● Global Development & Relationship Building: Identified global development opportunities and built strong connections within the financial investment community and multinational organizations, fostering long-term, value-oriented relationships.
● Revenue Generation: Generated $80M USD in revenue from individual development opportunities in 2018, with a gross profit of $15M.
● Team Management and Support: Managed and supported a team of 7-10 individuals for business analysis, implementation, and solutions development, ensuring efficient operations and successful project outcomes.
● Global Development & Relationship Building: Identified global development opportunities and built strong connections within the financial investment community and multinational organizations, fostering long-term, value-oriented relationships.
● Revenue Generation: Generated $80M USD in revenue from individual development opportunities in 2018, with a gross profit of $15M.
● Team Management and Support: Managed and supported a team of 7-10 individuals for business analysis, implementation, and solutions development, ensuring efficient operations and successful project outcomes.