About | Tech, Trading, and Business Systems

I am an operations research engineer who excels at streamlining complex, human-enabled systems.

Over the past 10 years, I have architected large-scale process changes integrating lean engineering practices into various business functions (strategy, product eng, software delivey, sales, and marketing).

🏆 Selected Achievements

Trading Risk Management Organizational Design - Canadian Big 5 Bank

  • Led transformation of Capital Markets Risk Management portfolio to product-based delivery model
  • Implemented Quarterly Planning process to address portfolio-wide prioritization
  • Redesigned core data management operations to handle emergent capital markets needs and regulatory requirements
  • Managed operations across 10K+ employee organization

Capital Markets Transformation - Canadian Pension Plan

  • Spearheaded end-to-end assessment of capital markets capabilities
  • Collaborated with heads of trading, treasury, and portfolio management to define target state
  • Designed future-state technology operating model optimized for competitive advantage
  • Led international specialist team across Front/Middle/Back office operations

Business Agility Advisory

  • Lead role in establishing a new advisory service boosting team sales by $10-15MM/quarter
  • Accelerated API go-to-market strategies and cross-sell initiatives
  • Established multiple Business Agility Centers of Excellence
  • Standardized initiative prioritization across enterprise portfolios
  • Coached sales & retention leadership on implementing Lean & agile practices

Enterprise-Scale Transformations

  • Architected transformation strategy for 1600-person technology organization
  • Achieved & maintaned an NPS of 90 for training 1200+ IT professionals on a bespoke Agile delivery framework
  • Coached a $100MM+ program implementation including ideation, MVP definition, and program governance
  • Established enterprise-wide metrics frameworks to track performance and maturity across multiple teams and portfolios reporting up to the CTO and CEO

💻 Technical Expertise

Languages: Python, Java, C#, .NET, VBA
Scripting: Bash, JS, PHP
Financial Tools: Interactive Brokers/API, Custom tools on my github 
Data Analysis: R, Excel, Matlab, MySQL, HuggingFace

🎯 Leadership Philosophy

  • Enable autonomy, expect excellence
  • Everyone has something we can learn from
  • Eschew theory for application (Test & Learn)
  • Iterate, iterate, iterate

📚 Education

Bachelor of Applied Science (Honours) in Management Engineering
University of Waterloo, 2012

🔍 Areas of Focus

- Organizational Transformation
- Trading (equities, futures, crypto)