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Currently serving as a Product Owner and Senior Advisor in Portfolio Management, collaborating with various business lines to enhance portfolio management applications. Focused on understanding client needs and driving product improvements.

Led consulting initiatives in Wealth Management, focusing on upskilling and transforming client operations. Collaborated with stakeholders to optimize wealth management solutions and streamline business processes.

Managed product backlog and authored requirements for portfolio modeling features. Delivered client demos and supported the sales team in accessing new markets.

Identified business needs and interfaced with advisors for a top-tier Canadian bank. Successfully delivered a Trading and Order Management project.

Conducted regulatory risk assessments and collaborated with stakeholders to ensure project alignment with regulatory requirements.

Performed risk analysis assessments and advised on optimizing operations across the trade lifecycle for a leading Canadian pension investment firm.

Generated technical research reports and trading strategies for hedge funds, providing macro-outlook analysis and risk management strategies.

Managed significant capital in equity trading, consistently exceeding profit targets and ensuring market liquidity.

Responsible for managing currency risk and producing departmental reports to measure risk exposure.

Completed an MBA with a focus on Investment Management and Corporate Finance, gaining expertise in financial analysis, investment strategies, and corporate finance principles.

Earned a Graduate Certificate in Treasury, focusing on financial management, treasury operations, and risk management strategies.

Obtained a Bachelor of Commerce degree with a specialization in Information Systems, covering topics such as database management, systems analysis, and business information systems.