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My Work


2022 - 2023



Remote, Canada


I help high-growth Merchants define a clear roadmap for their business goals. This includes mapping out their requirements, assessing their business needs and identifying opportunities for growth, expansion, and efficiency.

Key business areas: acquisition, conversion, retention brand strategy. technical solutions and integrations, business operations and management

2018 - 2021


CIBC Imperial Service

Toronto, Ontario

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Provided a high level of bespoke financial services including a written financial plan detailing their current financial position, evaluates their goals and aspirations and provides a sound recommendation of how to attain them.

The core tenets of my practice were proactive consultation, creative problem solving and transparent advice suited to the individual needs of each client. 


2020 - 2021

Queen's University

Master of Management Innovation & Entrepreneurship

Kingston, Ontario

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2009 - 2015

Carleton University

Bachelor of Arts, Economics

Concentration in Financial Economics

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Ottawa, Ontario


Canadian Securities Course ® is a regulatory requirement to perform securities, mutual fund and alternative funds transactions

CSC Badge

Investment Funds in Canada prepares financial professionals to give effective advice on mutual fund investments based on a client’s objectives, timeline and risk tolerance

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Professional skillset

Entrepreneurial Mindset

Go-to-Market Planning

Customer Development

Brand Strategy & Business Storytelling

Program Management

C-Level Executive Communication

Outside Work

Podcast Production

Football (Joga Bonito)

Avid Music Fan!

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