PHINIA

Global Commodity Manager IT Software & Software Services

LBR Innovations, LLC

Advisor

• Strategic Investments in Tech and AI: Achieved a 22% ROI across 12+ companies through targeted investments in emerging tech, AI, and innovation-driven start-ups.
• Increased Portfolio Value through Market Forecasting: Conducted market analysis and trend forecasting, enhancing portfolio value by 25% with data-backed insights into high-growth sectors.
• Lifecycle Analysis for Enhanced Returns: Applied lifecycle analysis and reporting to optimize start-up investments, leading to a 25% increase in ROI for technology and digital media ventures.

Investor (Tech, AI, Innovation)

• Boosted Engagement through SEO and Optimization: Increased website traffic and social media engagement by 50% by optimizing 300+ web pages and 12 profiles, leveraging SEO and audience-focused content.
• Delivered High-Quality Content with High Satisfaction: Produced 35+ premium articles and blogs with a 96% client satisfaction rate, increasing repeat business by 15%.
• Refined Content Strategy with Data-Driven Insights: Analyzed performance metrics to optimize content strategies, enhancing user engagement and conversion rates while providing actionable client recommendations.

Digital Copywriter/Ghostwriter

Undisclosed

• Optimized Global IT Vendor Management: Spearheaded vendor management initiatives, achieving a 15% cost reduction through strategic contract consolidation and partnership alignment.
• Enhanced Software Procurement Efficiency: Overhauled procurement processes, aligning strategies with organizational goals to achieve a 20% faster procurement cycle.
• Managed SaaS Budgets and Forecasting: Led SaaS expenditure management with accurate forecasting and financial analysis, reducing overall spending by 10%.

Program Manager, Technology Sourcing

Out of Ink, Inc.

• Led strategic planning initiatives that drove the development of secure, high-performance Web3 components, optimizing team performance and resource allocation.
• Directed annual budgeting, reducing expenses by 10% through strategic cost management and optimized resource allocation.
• Conducted comprehensive program analyses, leading to a 12% overall efficiency and productivity increase.
• Managed developing and deploying innovative Web3 components, ensuring project milestones were met and quality standards upheld.
• Cultivated a collaborative team environment, promoting innovative solutions and continuous improvement.
• Identified key areas for operational improvements, streamlining processes, and leveraging data-driven insights to support strategic decision-making.

Co-Founder and Vice President

tribeOS

Coordinated $60 Million in LOIs: Orchestrated the successful coordination of Letters of Intent (LOIs) totaling $60 million at a major web3 event, significantly enhancing the company's growth trajectory and market presence.
Led Cross-Functional Agile Teams: Led multiple cross-functional teams using Agile and Scrum methodologies to develop cutting-edge advertising tools. This initiative resulted in a 20% increase in user engagement and a revenue increase exceeding 10%.
Developed and Executed Project Plans: Crafted detailed plans incorporating stringent timelines and milestones, reducing project turnaround time by 20%. Achieved a 95% on-time delivery rate, ensuring consistent project success and client satisfaction.
Enhanced Stakeholder Communication: Established robust communication channels with stakeholders, ensuring transparency and alignment throughout project lifecycles. Conducted regular updates and progress reports to maintain stakeholder engagement and trust.
Optimized Resource Allocation: Strategically managed resources to optimize project outcomes, ensuring efficient use of budget and personnel while maintaining high quality and performance standards.

Project Manager, PMO

Investor Relations Support

General Motors

Optimized Multi-Million Dollar Contracts: Successfully optimized contracts with SAS and ETL tools, resulting in a 20% reduction in purchasing costs. Utilized advanced strategic sourcing techniques and negotiation skills to secure highly favorable terms and conditions.
Executed 60+ Cross-Functional Projects: Spearheaded the execution of over 60 cross-functional projects, consistently meeting designated timelines and delivering profitable outcomes. Implemented effective project management methodologies to ensure seamless coordination and successful delivery.
Revitalized Ongoing Contracts: Revitalized existing contracts, achieving a 10%-15% reduction in supplier costs through targeted renegotiation and strategic supplier management. Enhanced supplier diversity, expanding the company’s vendor base and improving procurement processes.
Strategic Supplier Relationship Management: Fostered strong relationships with key suppliers, ensuring long-term collaboration and favorable contract terms. Regularly reviewed supplier performance to identify opportunities for further cost savings and process improvements.
Implemented Cost Optimization Strategies: Developed and implemented cost optimization strategies that resulted in significant savings and enhanced the overall efficiency of the purchasing process. Monitored market trends to make informed purchasing decisions.

Purchasing Project Manager

Achieved 95% User Adoption Rate: Delivered SAP training to 300-1000 users per plant, achieving a 95% adoption rate through tailored and comprehensive training programs.
Enhanced System Performance by 15%: Led SAP landscape management and upgrades, increasing system performance by 15% and decreasing downtime by 20% through strategic optimizations.
Boosted Process Efficiency by 30%: Developed GM SAP procedure documents that boosted process efficiency by 30% and reduced process errors by 50%.
Led Cross-Functional Training Sessions: Organized and conducted cross-functional training sessions and workshops, ensuring thorough understanding and effective use of SAP tools across departments.
Customized Training Materials: Created and tailored training materials, including detailed manuals and guides, to meet the organization's specific needs and enhance user engagement and retention.
Monitored and Evaluated Training Effectiveness: Implemented continuous assessment and feedback mechanisms to refine training programs, ensuring high user competence and satisfaction sustained.

Project Manager: SAP Training & Facilitator

Unicorn Exchange Co

Operations and Content Manager

Ally Financial Inc.

Information Security Analyst

Utilizing data-driven strategies, I specialize in empowering entrepreneurs and solopreneurs to build wealth and achieve financial freedom.

Brian Robertson, MBA

IG Wealth Management

Senior Financial Consultant

TD Wealth Financial Planning

Financial Planner

Scotiabank

Investment Specialist

Financial Advisor

As a seasoned financial planner dedicated to supporting business owners, I am passionate about helping you build long-lasting wealth for you and your loved ones. 

My focus is on maximizing your retained earnings, helping you manage risk, and implementing effective tax planning strategies. In short, this means I know how to keep more of your hard-earned money in your pocket.

Are you looking for support with…

📈 Managing Your Wealth? I provide tailored advice on how and where to invest your retained earnings.
💼 Risk Management? Whether it's guidance on how to fund a buy-sell agreement or advice on key person insurance, I can help you mitigate risks and safeguard the future of your business.
💰 Tax Planning? I can recommend tax planning strategies that allow you to keep more of your hard-earned money in your pocket
💼 Retirement Planning? I can help you assess how long your money might last and give you confidence in your retirement plan.
🔄 Exit Strategy Planning? Whether you plan to pass your business to the next generation or explore selling options, I can connect you with experts who specialize in exit strategies, ensuring a smooth transition and a prosperous future.

Armed with extensive experience working with incorporated business owners in South Western Ontario, I have the knowledge and expertise to provide personalized financial guidance tailored to your unique needs.

Let’s connect and explore how I can help you achieve financial prosperity and reach your goals

taplio

The Battle

Brian Robertson, MBA

Michael Lubanovic, CFP®

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