Senior Consultant, Banking & Wealth Management at Capco Consulting (2025-07 – Present)
Product and delivery leadership across high-visibility digital and compliance programs for Tier-1 North American banks, from inception through governance and stakeholder sign-off.
Senior Product Owner, Credit Card Digital Acquisition at TD Bank (US) (2025-07 – 2025-12)
- Converted an executive roadmap into a prioritized, delivery-ready backlog for a flagship credit card acquisition product inside TD's native mobile app, defining MVP scope across web and mobile entry points.
- Cut credit card application completion time from 15 to 8 minutes by re-using and pre-populating existing client data, improving onboarding conversion for returning customers.
- Resolved dependencies across business, design, analytics, governance, and compliance to hold delivery on schedule with zero scope-driven slippage.
- Authored the team-wide user-story and acceptance-criteria standard, aligning new builds to the enterprise mobile-first reuse strategy and reducing rework on later stories.
Senior Project Manager, RTS Transformation PMO at TD Bank (CA) (2025-12 – Present)
- Built a standardized program-reporting framework for a $300MM+ enterprise transformation, adopted across every delivery workstream.
- Owned consolidated status, milestone, and risk reporting for the Senior Leadership Team and prepared regulatory submissions with a zero-error record on completeness.
Senior Digital Product Owner, Digital Banking & Enablement at CIBC (2024-07 – 2025-06)
End-to-end product ownership for advisor-facing wealth platforms serving 120 advisors, leading a team of 3 product owners on a $5M+ roadmap.
- Owned the product vision and roadmap for application origination platform used by advisors across Canada, governing a $5M+ roadmap and lifting product fulfillment success by 12%.
- Established and measured KPIs and ran behavioral experiments to drive product decisions amidst uncertainty, using results to prioritize the roadmap and build the case for ~$40MM in projected five-year incremental revenue.
- Led backlog grooming, epic sizing, and user-story writing on a Kanban cadence, running usability and UX research across candidate designs to select the final client experience.
- Interviewed advisors to surface operational pain points, translating findings into prioritized backlog items with design and engineering.
- Coached 3 product owners on backlog prioritization and delivery standards, keeping the wider team on quality, compliance, and time-to-market targets.
- Specified features on a microservices/API backend to improve modularity and scalability of the sales origination platform, and applied AI/ML to make business rules self-serve, reducing day-to-day reliance on engineering teams.
Senior Digital Product Owner / Engagement Manager at S&P Global Consulting (2021-03 – 2024-07)
Multi-client product ownership and delivery leadership across digital wealth and direct-investment platforms for 5 institutional clients, working with international and distributed teams.
- Delivered digital wealth and direct-investment platform upgrades on web and mobile across 5 institutional clients, including Merrill Edge, BMO, and Pershing, coordinating international and distributed delivery teams.
- Shipped ETF screeners, trading alerts, and ESG data integrations via REST APIs, managing equity-market vendor data lineage and transformation to serve live data platform-wide.
- Tracked competitive and emerging-technology trends in the brokerage and wealth market to shape the product roadmap and expand research capabilities.
- Established and measured the KPI framework governing client engagement and feature adoption across the platform portfolio.
- Owned go-to-market for new research features — positioning, client enablement, and launch communications — and ran multi-client delivery on Jira/Confluence, authoring user stories, acceptance criteria, and test specs.
Senior Business Consultant, Investors Edge (Wealth Management) at CIBC (2018-04 – 2021-03)
End-to-end product ownership of a direct-investment online brokerage platform on web and native mobile, serving the retail investing client base.
- Owned end-to-end product for a direct-investment online brokerage platform on transactional web and native mobile, cutting account-opening time by 20% and time-to-trade to 2 days and driving a measurable lift in client trading activity.
- Mapped the client journey to diagnose drop-off in digital account applications, translating findings into a prioritized product backlog and working with UX design and engineering to determine feasible solutions.
- Shipped self-serve digital forms that improved operational efficiency by 40% in processing time and manual handling, reducing advisor and back-office workload across the wealth platform.
- Delivered an accessibility-first, mobile-first platform modernization to IIROC (now CIRO) and AODA (WCAG 2.0 AA) compliance, widening digital access across the retail investing client base.
- Led API integration with external equity-market and stock-trading data vendors — owning data lineage and transformation — to serve real-time entitlements and research to the web and mobile app.
- Owned go-to-market for the platform launches, coordinating enablement and communications across advisor and support teams.
Business Consultant, Personal Banking Product Technology at CIBC (2016-08 – 2018-04)
Led a multi-year lending-data migration and a team of 2 business analysts across records-c
