Senior Salesforce Delivery Manager at Scotiabank (2023-08 – Present)
Leading the Salesforce Wealth Management delivery portfolio, overseeing strategic initiatives across Dynamic Funds, Investment Specialist, and Medicus platforms, supporting advisor enablement and client relationship management capabilities.
- Directing the delivery of a high-profile transformation program to migrate the Investment Specialist platform into Retail FSC, enabling a unified 360° client view and providing advisors with enhanced visibility into banking, investment, and wealth products across the enterprise.
- Managing an annual delivery budget of approximately $5M, ensuring effective financial governance, forecasting accuracy, resource optimization, and delivery of business outcomes within approved funding envelopes.
- Providing leadership and governance across multiple Agile delivery teams, Product Owners, Architects, Business Analysts, and Quality Engineering resources, driving execution throughout the full software delivery lifecycle.
- Leading a cross-functional team of 30+ internal and vendor resources, including strategic delivery partners such as CGI and PwC, ensuring alignment on delivery commitments, quality standards, and program objectives.
- Partnering with Wealth Management executives, business stakeholders, and technology leadership to define delivery roadmaps, prioritize investments, and align platform capabilities with strategic business goals.
- Establishing and manage integrated delivery plans, proactively identifying dependencies, risks, and impediments while driving executive decision-making and issue resolution.
- Delivered multiple Salesforce FSC enhancements and platform modernization initiatives while maintaining 100% regulatory and governance compliance and consistently meeting key delivery milestones.
- Improved platform health and operational efficiency through targeted modernization initiatives that reduced technical debt and improved data quality by 25%.
- Coached and mentored three Agile delivery teams, improving Agile maturity, release predictability, and delivery throughput by 20% through continuous improvement initiatives.
- Championing innovation across the Wealth Technology portfolio through the adoption of AI-driven capabilities, including Agentforce and Enhanced Next Best Action (ENBA) recommendations, supporting advisor productivity and client engagement strategies.
- Producing executive-level portfolio reporting, steering committee updates, and governance materials, enabling senior leadership to make informed investment, risk, and prioritization decisions.
- Building strong partnerships across Technology, Operations, Risk, Compliance, Architecture, and Wealth business teams, fostering a culture of collaboration, accountability, and delivery excellence.
Project Delivery Lead at Scotiabank (2021-10 – 2023-08)
- Directed 10+ technology projects, meeting all deadlines and budgets.
- Improved delivery velocity by 25% via process optimization.
- Aligned IT teams with business priorities, enhancing collaboration.
IT Infrastructure Project Manager at Scotiabank (2020-04 – 2021-07)
- Managed data center migrations with zero unplanned downtime.
- Coordinated a large-scale program delivery in partnership with IBM and DELL EMC.
- Engaged impacted Line of Business stakeholders and obtained their commitment and support.
Operations Line Manager at Bombardier Aerospace (2018-11 – 2019-06)
- Directed day-to-day aircrafts production operations and managed an assembly team of 35 direct reports.
- Reduced 60% of recurring issues by applying several techniques of continuous process improvements, lean manufacturing, and workshop facilitation.
- Evaluated upcoming plans to forecast expected resource needs.
- Evaluated suppliers to assess quality of materials, timeliness, and compliance of deliveries.
- Maintained proper cost controls while maximizing business operational efficiency.
Entrepreneur & Co-Founder at Techframez (2015-12 – 2017-07)
- Launched an IoT startup, delivering fleet management solutions to 20+ clients and achieved 30% revenue growth YoY.
- Provided technical expertise and recommendations to customers to improve systems and processes, establish cost savings, and increase productivity.
- Managed multiple software integration projects to achieve proper integrations between different applications.
Project Delivery Engineer at SLB (2011-03 – 2018-06)
- Generated over $5M by delivering high-quality technical Oil & Gas services in high-profile projects.
- Stakeholders Engagement and Change Management; liaised all communications with clients for every decision or change in plans that needed to be taken.
- Applied expertise in risk management and comprehensive root cause failure analysis.
- Effectively oversaw various tasks including team management, budgeting, scheduling, quality assurance, and safety compliance.
