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Creativity is every organizations competitive differentiator

A creative organization brings broader perspectives to problem solving, discovers new opportunities for innovation, and elevates both external and internal experiences.

Selected Work.

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Pinnacle Wealth

Mosby.

The WealthCo Group of Companies

Breakthrough Financial Services Corp.

Great minds don't think alike, they grow together.

As a collaborative self-starter, I excel at leading highly motivated and effective teams that push the boundaries of innovation to create seamless brand experiences.

Soft Skills.

Critical Thinking

Curiosity

Empathy

Hard Skills.

Problem Solving

Collaboration

Strategic Thinking

Aquired Skills.

Product Strategy

Lifecycle Management

Risk management

Focused Skills.

Regulatory Product Compliance (IIROC, FINRA, SEC)

Regulatory Compliance (IIROC, SEC) - WM Advisory Services 

Service(s) Distribution - Client Experience / Advisor Experience

Additional Training & Development.

Economic Frameworks for Portfolio and Product Management

Diversity in Design: Product Centric Organizations

Mission, Vision, and Strategy - Creating Effective Product Teams

Enterprise Business Process Modelling

Equitable Design Process Medium

Opportunity Framing: Strategic Communications to Stakeholders

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Strategic Coach : 8+ Years experience in organizational development and implementation. 

Forever, endeavour.

In my off time I spend time with my family (always new adventures), I climb mountains (carefully), I mountain bike (slowly), read (as much as I possibly can), and buy books (with reckless abandon to my long term financial goals).

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Get in touch.

Could your organization benefit from my skills and experience?

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