At CI Financial, I coordinated the acquisition onboarding and operational integration of approximately $900M in investment funds, working across business and corporate functions to support continuity through the transition.
I lead an EPMO portfolio of business and technology programs focused on digital modernization, process optimization, regulatory compliance, and advisor and client experience. My work includes portfolio planning and governance, multi-million-dollar budgets, and executive reporting.
Before CI Financial, I managed strategic technology and business projects at Int. Financial Data Services Canada (IFDS)/State Street Co., supporting efficiency and regulatory compliance. At USGov./USEmbassy, I led and supported programs within a $100M+ socio-economic USAID portfolio, including public-private partnership work.
Earlier, I directed technology and modernization programs with TetraTech ARD, Deloitte, and the Ministry of Digital Economy & Entrepreneurship E-Gov. Office. I hold PMP, PgMP, and CIFOC credentials, along with a Master's in E-Commerce and a Bachelor's in Computer Science.

