Director, Product Management
Leading the Commercial Payable Solutions portfolio which provides strategic solutions to our clients through the development and maintenance of innovative cash management and global banking products.
We offer flexible and highly competitive business solutions promoting positive relationships for CIBC small business, commercial, and large corporate clients.
I'm driving strategic change across products like wire payments, EFT, and ACH.
Director, Payment Investigations
Previously lead a diverse team of 50 encompassing wire payment investigations, sanctions operations, and account reconciliations.
My focus is changing the way we operate by leveraging data to make informed decisions. I empower the team to surface opportunities for improvement in our daily workflows and encourage a continuous improvement mindset.
I am reducing risk to the bank through enahnced oversight on our account reconciliations and partnering with technology to implement agile automation solutions that target our highest volume workflows to improve the client experience.
Senior Consultant
Collaborating to change the way we operate. Introducing innovation to achieve strategic alignment and meet fiscal targets by opening trapped operational capacity. Implementing near real-time operational oversight for capital markets operations, automating manual processes through Alteryx to free up resources for growth and expand capacity, and establishing executive reporting and end-to-end oversight of our daily work in Tableau.
Within capital markets and wealth management operations I also led the continuous improvement (CI) tactical committee which was responsibile for bringing in a new ideation and tracking sytem for ~1500 employees. I was also tasked with the creation and support of the CI eco system that enables and engages our employees.
OTC Derivative Regulatory Reporting Analyst
I was brought in to create new trading system reconciliations and daily processes for upcoming regulations. This was largely done through Excel VBA. Shortly after, I began building Tableau dashboards for all over-the-counter (OTC) Derivative operations key performance metrics. Near the end of my time in OTC operations, I took on the mantle of project and technical lead to develop in-team technical expertise and lead local projects to completion. After 11 months in OTC operations, I was promoted within CIBC to the role of Senior Consultant.
Global Experience
Sole Mizo - Budapest, Hungary
During a six week program I had the opportunity to work at one of Hungaries largest agriculture companies. My focus was analyzing the competitive landscape of the dairy product market in eastern Europe with a special interest in the potential impacts of the quota system being lifted later that year. The results of the program were used in the strategy 2020 meeting later that year.
Highline United - Shanghai, China
Over the course of a summer I had the privilege to conduct sales analytics and on-the-ground marketing analysis for multiple mid-high end women's shoe companies to understand the relation between store display and store density with long-term sales. Initial pitch of recommendations was prepared for the marketing team.
University of Toronto - Rotman School of Management
Master's Degree, Master of Financial Risk Management (MFRM)
2016-2017
Quantic School of Business and Technology
Master's Degree, Master of Business Administration (MBA)
2019-2020
University of Lethbridge
Bachelor of Management - Finance
Supply Chain Management Minor
2011-2016
Bachelor of Art - Music, Trombone
2011-2016
Recent Certifications
Certified Tableau Desktop Specialist
Achieved May 2019
Alteryx Core Certified
Achieved Aug 2018
Expires Aug 2020
DataRobot Essentials
Achieved Nov 2018
Bloomberg Market Concepts
Achieved Sep 2016
Continued Education
Data Visualization: Best Practices
LinkedIn Learning
Complete Dec. 2018
Artificial Intelligence Foundations: Thinking Machines
LinkedIn Learning
Completed Jun. 2018
Strategic Thinking
LinkedIn Learning
Completed Jun. 2018