Senior Innovation Leader driving enterprise transformation through scalable digital platforms and intelligent automation.
Specializes in translating complex operational challenges into high-impact, production-ready solutions that accelerate delivery, reduce friction, and enable organizational agility.
Combines strategic vision with hands-on execution discipline, architecting low-code ecosystems, automating critical workflows, and establishing governance frameworks that balance innovation velocity with enterprise compliance.
Recognized for feasibility-first thinking, meticulous attention to data integrity and edge cases, and the ability to bridge technical and business stakeholders to deliver sustainable, future-ready platforms that fundamentally reshape how teams operate.
What do I need to get started? A blank canvas and a vision.
Specializes in translating complex operational challenges into high-impact, production-ready solutions that accelerate delivery, reduce friction, and enable organizational agility.
Combines strategic vision with hands-on execution discipline, architecting low-code ecosystems, automating critical workflows, and establishing governance frameworks that balance innovation velocity with enterprise compliance.
Recognized for feasibility-first thinking, meticulous attention to data integrity and edge cases, and the ability to bridge technical and business stakeholders to deliver sustainable, future-ready platforms that fundamentally reshape how teams operate.
What do I need to get started? A blank canvas and a vision.
Process Re-Engineering Specialist
Richardson Wealth
Since October 2024
Full-time
- Architect and implement enterprise-grade automation solutions that eliminate operational bottlenecks and accelerate business delivery
- Lead cross-functional initiatives to digitize manual workflows, establish scalable governance frameworks, and deploy low-code platforms that drive measurable efficiency gains
- Conduct feasibility assessments of emerging technologies and optimize business processes using Lean and Agile methodologies
- Enable stakeholders to adopt innovation through structured change management and continuous improvement practices.
Data Analytics & Enablement Specialist
Richardson Wealth
June 2023
to October 2024
Full-time
Toronto
Canada - Ontario
- Design and deliver data-driven insights and automation solutions that enable operational excellence across advisory and corporate teams
- Develop enterprise dashboards, conduct advanced analytics using SQL and Power BI, and proactively identify opportunities to automate reporting and streamline workflows
- Partner with cross-functional stakeholders to assess business processes, solve complex operational challenges, and deliver innovative solutions that reduce manual effort while ensuring data accuracy and system integrity
- Stay current on industry trends and emerging technologies to continuously enhance service delivery and organizational efficiency.
Senior Solutions Specialist, IQ (Service Delivery)
CI Global Asset Management
May 2021
to June 2023
Full-time
- Analyze business processes and operational workflows to identify inefficiencies and design scalable automation solutions that enhance service delivery and customer experience
- Lead end-to-end solution development using Agile and Scrum methodologies, translating complex business requirements into actionable technical implementations
- Collaborate with cross-functional stakeholders to ensure alignment on objectives, timelines, and deliverables while maintaining operational continuity
- Leverage critical thinking and creative problem-solving to develop zero-cost automation solutions that dramatically improve efficiency
- Mentor team members through knowledge sharing and act with delegated authority during leadership transitions.
Supervisor, IQ (Service Delivery)
CI Global Asset Management
December 2021
to July 2022
Temporary Replacement
- Provide interim leadership for the service delivery team during extended management absence, ensuring operational stability and team performance
- Manage, develop, and motivate team members to consistently deliver exceptional service while maintaining adherence to KPIs
- Conduct performance reviews, foster employee satisfaction, and expand communication channels through mentoring and coaching initiatives.
Solutions Specialist, IQ (Service Delivery)
CI Global Asset Management
September 2019
to May 2021
Full-time
- Provide tier-2 escalation support for complex account-related inquiries, leveraging deep technical knowledge of tax, registered plans, estates, and trust structures to deliver service-focused solutions
- Identify opportunities to enhance knowledge base resources and operational processes, ensuring the service center operates with maximum efficiency
- Actively participate in business policy development, process optimization, and analytics initiatives to drive continuous improvement
- Collaborate on ad-hoc projects and strategic initiatives that address evolving business needs while maintaining exceptional service standards for sales teams and financial representatives.
Bilingual Financial Service Representative
CI Global Asset Management
March 2018
to September 2019
Full-time
Toronto
Canada - Ontario
- Deliver fast, precise, and professional bilingual support to advisors and clients in a high-volume financial service center environment
- Take ownership of inquiries by actively listening, diagnosing needs, and identifying the most appropriate solutions to exceed expectations
- Maintain adherence to service level agreements and performance metrics while contributing to special projects and call-out campaigns that support broader organizational goals
- Rapidly acquire technical knowledge across multiple product lines to provide comprehensive guidance on mutual funds, alternatives, segregated funds, registered plans, and sales support.
Private Wealth Manager Associate
BNP Paribas Cardif
October 2015
to September 2017
Part-time
Paris
France
- Advise high-net-worth clients on investment strategies and portfolio management for a 2+ billion AUM book of business
- Conduct qualitative and quantitative market research to identify trends, generate investment ideas, and provide actionable recommendations on multi-asset allocations designed to diversify risk
- Model client portfolios to assess allocation efficiency and rebalancing opportunities, attending firm conferences and analyzing sell-side research to inform decision-making
- Maintain strong client relationships through structured follow-up and management system oversight, ensuring personalized service and ongoing engagement.
Private Wealth Manager Assistant
BNP Paribas Cardif
September 2014
to September 2015
Apprenticeship
Paris
France
- Support portfolio management operations by conducting fundamental analysis on securities and providing investment recommendations to senior portfolio managers
- Prepare quarterly client communications analyzing portfolio performance using Morningstar analytics, ensuring accuracy and timeliness in all client-facing reporting
- Execute due diligence processes on prospective investment opportunities while maintaining strict compliance with bank policies and regulatory requirements related to fraud prevention and anti-money laundering activities
- Deliver ad-hoc analytical support and reporting to meet evolving client and portfolio manager needs.
Retail Business Advisor
Société Marseillaise de Crédit
September 2013
to September 2014
Apprenticeship
Nîmes
France
- Partner with senior advisors to manage a portfolio of 250 active business clients, delivering comprehensive banking and financial solutions tailored to commercial needs
- Conduct financial statement analysis to assess creditworthiness and inform lending decisions for existing clients
- Build and maintain relationships with professional partners to ensure high-quality service delivery and identify cross-selling opportunities across payment solutions, working capital financing, and consumer credit products
- Contribute to branch growth initiatives through active participation in marketing campaigns and business development activities.
Retail Advisor
Société Marseillaise de Crédit
September 2012
to September 2013
Apprenticeship
Toulon
France
- Deliver personalized banking services to new and existing retail customers, actively identifying needs and recommending tailored financial solutions
- Educate clients on the full spectrum of banking and financial products available, ensuring clear understanding of features, benefits, and suitability
- Provide tax, legal, and financial advisory services to upper retail segment clients, addressing complex financial planning requirements
- Contribute proactively to branch sales performance by meeting individual targets and supporting broader revenue objectives through relationship development and solution-focused selling.
Supplemented by an European Diploma of Higher Education (DEES BANQUE - Geneva)
Skills
Core Competencies
- Enterprise Digital Transformation & Platform Architecture
- Intelligent Process Automation & Workflow Orchestration
- Low-Code Solution Design & Rapid Deployment (Power Platform)
- Governance Frameworks & Enterprise-Grade Scalability
- Data Architecture, Integration & Systems Modeling
- Feasibility Analysis & ROI-Driven Solution Validation
- Cross-Functional Leadership & Stakeholder Alignment
- Continuous Improvement & Operational Excellence Delivery
Certifications
- Certified ScrumMaster (100%)
- Lean Six Sigma White Belt
- Financial Markets Authority (98%)
Spoken languages
-
French: native speaker
TEF Canada - January 2017
Niveau C2 (native) - Overall score 1496/1560Expert -
English: advanced level
IELTS General Training - January 2017
CEFR Level C1 (Advanced) - Overall Band Score 7/9
LINC Exam - December 2017
CPB Level 7.25/8 (Advanced)
A whole year living in London - 2008Advanced -
Spanish: beginner
Notions
Technical Proficiency
-
Extreme knowledge of Office 365, including VBA
Expert
-
Advanced Automation & Analytics: PowerApps, Power Automate, PowerBI
Advanced
-
Enterprise & Collaboration Tools: DevOps, Salesforce, JIRA, Confluence, SharePoint
Advanced
-
Data & Business Intelligence: SQL, SSMS, Tableau, SAP BI, Business Objects, Morningstar
Good
-
Workflow & Identity Management: Okta, ADP, Workday, Calabrio
Good
- Motorcycle enthusiast & Triumph owner, always geared up and ready to hit the open road - chasing freedom, adrenaline, and the thrill of the ride.
- Playing electric & Flamenco guitars.
- Creating electronic music using a LaunchPad, a LaunchKey & Ableton Live.
- Tennis: 10-year club experience and formerly nationally ranked 15/4, building character, resilience and questionable tan lines
- Fitness: Five-day weekly training routine that's as non-negotiable as my morning coffee - fostering discipline and mental clarity
- Padel: Adopted this 'best of both worlds' between tennis and squash in 2025, essentially keeping the ego in check and the learning agility sharp.
- Professional culinary background developed through one-year immersive experience in the United Kingdom as Chef de Partie, formalized by a BTS (French technical college diploma). Advanced through five years in the profession, progressing from Chef de Partie to Head Chef, cultivating discipline, precision, and creative problem-solving skills that translate today into meticulous attention to detail.
- Scrum: The Art of Doing Twice the Work in Half the Time - Jeff SUTHERLAND
- Thinking, Fast and Slow - Daniel KAHNEMAN
- The Psychology of Money - Morgan HOUSEL.