MIddle Manager, Investment Manager Relations/Private Market Investments
CAAT Pension Plan

Manager, Accounting
CAAT Pension Plan

Senior Accounting Analyst
CAAT Pension Plan

Developed the organization’s first and subsequent budgets along with variance reports for senior management and board of trustees.

Managed the integrity of the general ledger, accounts payable, accounts receivable, and payroll records.

Monitored and analysed portfolios and performance of investment management firms. Produced management reports based on the analysis for senior management.

CGA, Association of Certified General Accountants

Bachelor of Commerce

Canadian Securities Course

Finance Director
Hartmann North America

Controller
Hartmann North America

Senior Financial Analyst/Financial Reporting
ING Bank of Canada

Steadfast, firm & resourceful finance Controller renowned for collaboration, leverages the teams’ strengths to reposition accounting & finance as an integral component of the business providing timely & accurate data. Tactful, utilizes all mediums of communication to deliver succinct & powerful messages. Patient & methodical, adds value, champions projects to streamline business processes.

Certified General Accountant (CGA)

Certified Public Accountant (CPA Phils)

BA – Accounting & BSC – Management

Regional Sales Manager
RBC Asset Management

Regional Vice President, Sales
AGF Management Limited

Regional Sales Manager
AGF Management Limited

A Business Development Executive with 15 yrs Regional Sales & Sales Management experience selling Financial & Business Solutions.
– Achieved largest growth first year managing territory – 44%
– Increased supporters from 525 to 1,400 clients
– Grew mutual fund assets from $70M-$225M in 3+ yrs
– Quadrupled previous year’s sales campaign in 9 mos.
– Increased regional sales activity 25%

Canadian Investment Funds Course – Investment Funds Institute of Canada, 1990

Income Managers Certificate – George Brown College, 1989

Bachelor of Arts – University of Waterloo, 1988

Revenue Share Analyst
Blockbuster Canada

Financial Analyst
Dupont Canada

Business Analyst
Rexall Pharma Plus

Administer the Pharma Plus labour management programme. Fcast sales & labour, var analysis, create and send reports to stores & senior mgmt.

Provided financial analysis support for Shared Services at Dupont Cda.

Set up the reporting and controls for Blockbuster’s Rev Share programme. Ensured fin compliance on contracts with movie studios.

BA: University of Toronto

CMA-5th level

Crystal Reports, Hyperion, Excel

Director Business Transformation
American Express

Senior Manager Call Centre Strategy
American Express

Call Centre Manager
VoxData

Accomplished operations leader specialising in customer service design/delivery, process improvement and telephony infrastructure change. Saved $500,340 annually by reducing the Corporate Travel Real Estate footprint in Headquarters by 50%. Engineered the technology platform for all Canadian Operations and saved $1.5mm. Introduced new work@home technology across Canada, saving $1.4mm.

DLU Certificate, Schulich School of Business

Concordia University, Bcom