Chief Operating Officer at Manitoba Public Insurance
Global financial services executive with broad experience in capital markets, commercial and consumer banking and insurance. Developed and ran marketing functions, customer service, a credit card business and a data services business. Interests include leadership, capital markets services, banking analytics, marketing and growth opportunities from regulatory change. Specialties: auto insurance operations, capital markets infrastructure, consumer finance, six sigma, strategic pricing, salesforce deployment and marketing in financial services, new product development, advertising/PR.
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Jul 2016 - Present
Manitoba Public Insurance
Vice President, Customer Service and Chief Operating Officer
Vice President reporting to the CEO. Currently in charge of service centers, driver and vehicle licencing, call centers, special investigations unit and operational analytics.
May 2014 - Present
InvestorX is an alternative to SEDAR.com. An internet-based investor information portal that provides access to documents filed by public companies and investment funds. Our magic is the speed and ease of finding critical documents or information within them using the latest web-based search tools and algorithms. Retail investors and capital markets professionals are key customer segments.
Sep 2014 - Oct 2015
RBC Investor & Treasury Services
Responsible for the Mid Market Initiative at RBCI&TS which created $2 million annual profit improvements through product and service adjustments. I&TS includes the custody, funds administration, and treasury market services offered by RBC globally.
May 2011 - Mar 2014
The Canadian Depository for Securities Limited (TMX Group Co.)
Chief Business Development Officer
Responsible for new products, services, and the communications group for CDS. CDS was acquired by TMX Group in 2012 after which I became responsible for the Product Management and Relationship Management teams at CDS. Special projects include chairing the Pricing Committee, Strategic Development Review Committee, and representing CDS on the Repo steering group ran by the Investment Industry Assoc. of Canada
Mar 2007 - Apr 2010
Senior Vice President
P&L responsibility for the Credit Card business in Canada. Later also ran the Marketing, IT, Customer Info Management, Project Management Office and Strategy for the entire HSBC Finance business reporting to CEO of HSBC Finance. The team was approximately 70 FTE.
Apr 2005 - Dec 2006
GE Capital Solutions
Head of Marketing for GE Capital in Canada which had a Net Income of $170m with over 20 offices and 500 employees. Annual loan volume was over $4Bn per year.; Reported to CEO, oversaw eight direct reports, a budget of over $3m and shared responsibility for the annual $4Bn loan volume.
Feb 2004 - Apr 2005
GE Commercial Finance ANZ
Head of Marketing for GE Capital in Australia which was a $100m Net Income operation with over 400 employees. It held responsibility for growing all of GE's commercial finance businesses in Australia and New Zealand including equipment finance, franchise and property finance, inventory finance, floorplan and vendor finance.; Reported to CEO, oversaw seven direct reports and a staff of 18 with a $3.5m budget. Responsible for direct loan volumes from the marketing team of $300m and over $3Bn for the business in total.
Jun 2002 - Feb 2004
GE Money Australia and New Zealand
Reported to CFO, however had almost daily contact with the CEO. Managed one direct report (Business Analyst) but created and executed pricing projects with finance and quality teams in the business
Jun 1999 - Apr 2002
Boston Consulting Group
Oct 1994 - Jun 1998
Canadian Pacific Railway
Account Manager & Market Development Representative
1998 - 2000
London business school