Projects/Insights

Alliances & Partnerships

Co-branding;  Loyalty & Rewards Programmes;  Strategic Alliances & Co-operative Models

Channels

ATMs;  Branches & Stores;  Contact Centres;  External Services;  Internet Channels;  Mobile Device Channels;  Third Party Sellers

Commercial/Retail Products & Services

Cards;  Credit Products;  Customer Incentives;  Deposits;  Merchant Services;  Mobile Wallets & Money;  Payments

Data

Data Analytics;  Data Life Cycle

Digital Adoption

Digital Uptake Marketing;  Digital User Experience

I realize all this will be replaced by different text, but I thought I’d start with something.

Banking – Global Top 50 – CIBC, TD, BMO, Scotiabank, AMEX​

  • Led a $45 million initiative that integrated digital real-time Canada-U.S. cross border payments.

  • Acquired new clients and cards portfolio billings with the launch of US Dollar Aventura Gold Visa and Aventura Visa Infinite Privilege credit cards tailored to Private Wealth.

  • Led the end-to-end digital transformation of the CIBC retail credit risk adjudication platform.

  • UGO Mobile Solutions, a FinTech seeded by TD Bank. As Product Leader, led wallet strategy from inception to launch. First to issue digital receipts. 1 million cards with over 300K new users.

  • Rejuvenated cards portfolio; five (5) new credit cards, pre-paid card, and three (3) new loyalty rewards programs. Revitalized the Air Miles loyalty rewards and launched digital fulfillment.

  • First in Canada, EMV Chip and PIN technology and migrated over six million BMO card customers.

  • Launched Amex Platinum Card in nine countries across Latin America and the Caribbean. Grew billings and associated fee revenue of over $30 million.

Payment Network

  • Led development and implementation of mobile payments platform that allowed Canadian banks to integrate INTERAC Flash (Debit Contactless Network) into their proprietary mobile apps.

Enterprise Management & Operational Processes

Business Line Profitability;
Change Management;
Communications & Content Strategy;
Process Optimization;
Programme/Project Management;
Sales & Service;
Shared Services;
Transformational Strategy

Financial Inclusion

Remittances

Innovative Products & Technologies 

Offline Digital Products

Mergers, Acquisitions & Integration

Customer Retention;
M&A Opportunity Identification;
Product Integration

Payment Systems

Fast Settlements;
Payments Technology

Risk & Compliance

AML, CFT, KYC;
Credit Risk;
Monitoring & Reporting;
Risk Management

I realize all this will be replaced by different text, but I thought I’d start with something.

Banking – Global Top 50 – CIBC, TD, BMO, Scotiabank, AMEX​

  • Led a $45 million initiative that integrated digital real-time Canada-U.S. cross border payments.

  • Acquired new clients and cards portfolio billings with the launch of US Dollar Aventura Gold Visa and Aventura Visa Infinite Privilege credit cards tailored to Private Wealth.

  • Led the end-to-end digital transformation of the CIBC retail credit risk adjudication platform.

  • UGO Mobile Solutions, a FinTech seeded by TD Bank. As Product Leader, led wallet strategy from inception to launch. First to issue digital receipts. 1 million cards with over 300K new users.

  • Rejuvenated cards portfolio; five (5) new credit cards, pre-paid card, and three (3) new loyalty rewards programs. Revitalized the Air Miles loyalty rewards and launched digital fulfillment.

  • First in Canada, EMV Chip and PIN technology and migrated over six million BMO card customers.

  • Launched Amex Platinum Card in nine countries across Latin America and the Caribbean. Grew billings and associated fee revenue of over $30 million.

Payment Network

  • Led development and implementation of mobile payments platform that allowed Canadian banks to integrate INTERAC Flash (Debit Contactless Network) into their proprietary mobile apps.

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