Financial Service Industry Clients:

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based in Canada, United States and Australia

banks, brokerages and asset managers

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Program Management

In the asset management area of one of the largest U.S. retail brokerage firms, managed the design, development and implementation of a PMO through the impementation of processes/tools to manage multiple system upgrade and conversion projects that involved over 100 staff

For a U.S.-based Japanese pharmaceutical manufacturer, designed, developed and implemented a program management office

Business Process Improvement

For a major Canadian bank, identified and validated retail banking cost reductions of more than $30MM (25% of expenses examined) in telephone banking and back office processes

For a top 35 global FI's globally integrated systems implementation project, led the general ledger teams with focuses on managing the general ledger, new global chart of accounts, the closing and consolidation processes, fixed assets accounting, tax processing, and Treasury’s management information and accounting

In the wealth management division of a Canadian global financial life services company supported the optimization and automation of the order fulfillment process

For a top 10 U.S. bank's finance function, led the review and analysis of the organization and processes

For a major global U.S. brokerage firm, led the design, development and implementation of a global risk management program and database

In the wealth management division at a major Canadian FSI conducted the visioning and planning for a shared services organization

Financial Services Integration

For the integration of a Canadian retail brokerage operations bought by a major Canadian bank, supported the wealth management group in the management and coordination of the on time integration implementation

For the integration of a major global bank and a large U.S. retail brokerage firm, led the team in integration project plan assessments, management expertise for the overall integration PMO group and the business leaders group, implementation of improvements in project management structure and tools for the technology production infrastructure team