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.
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.
Detailed Description
- Achieved full technical proficiency across all product lines (Mutual and Alternative Funds, SunLife Segregated Funds, United Financial, RESP, Prestige accounts, Marketing, Sales Support) within 6 months, demonstrating rapid learning agility
- Designed innovative solutions (VB) that increased our Client Services department overall efficiency by 25%
- Obtained the Top Call Quality award in 2019 and the Innovation award in 2018 & 2019.