Meridian Credit Union

•	Exceed financial targets by driving profitable growth and retention within assigned portfolio, utilizing a strategic approach to regional business development.
•	Expand commercial portfolio's size and profitability through diligent risk management and by cultivating and nurturing strong new business relationships.
•	Provide effective mentorship and coaching through structured training and informal collaboration, fostering a high-performing team environment.
•	Champion a member-centric mindset while ensuring exceptional employee engagement, business outcomes, and community involvement, demonstrating a commitment to excellence in execution.

Director, Business Banking Services, Southwestern Ontario Region

Lambton College

•	Devised and executed a multi-year operational plan, securing philanthropic investments and sponsorships from diverse sources, bolstering world-class education and a national reputation of the Applied Research program.
•	Spearheaded campaign management and stewardship, driving alumni relations initiatives, engagement activities, affinity programs, and tailored services for alumni.
•	Managed administration of donor-sponsored financial aid for students, ensuring optimal impact and resource stewardship.
•	Streamlined fundraising process, from prospect identification to proposal development, contributing to College's financial growth and stability.

Director

Mainstreet Credit Union Limited - Canada

(Formerly Lambton Financial Credit Union) 
•	Spearheaded Commercial & Agricultural Services department, optimizing profitable sales performance, service quality, and daily operations.
•	Acted as a key decision-maker for credit adjudication, while serving on Senior Credit Committee.
•	Ensured sales strategies aligned with corporate vision, mission, and strategic plan, fostering organizational growth.
•	Supervised Commercial Account Managers, promoting a team-oriented approach to credit, sales, and member service, while offering targeted mentoring and coaching.

Vice President, Commercial and Agricultural Banking

Lambton Financial Credit Union Limited

•	Translated organizational goals into measurable actions, providing targeted mentoring and coaching on sales and lending activities.
•	Oversaw commercial and retail lending, credit recovery, and loan portfolio management, ensuring compliance with audit, risk management, and internal policies.
•	Optimized risk management, quality control, and yield while minimizing loss exposure.
•	Developed, amended, and implemented lending policies and guidelines, while coaching and mentoring staff engaged in commercial lending and loan portfolio administration.

Vice President, Credit

BMO Bank of Montreal

•	Developed, recommended and implemented branch and individual sales, service and operational effectiveness plans which supported the achievement of the area business/market plan.
•	Developed and maintained a network in the community that enhanced BMO Bank of Montreal's visibility and built a vital referral source for new potential business.
•	Worked collaboratively with partners and other specialists which optimized marketplace opportunities and maximized overall branch growth and profitability.
•	Provided relationship management for the portfolio of commercial customers borrowing >$1 million.

Commercial Account Manager

• Developed, recommended and implemented branch and individual sales, service and operational effectiveness plans which supported the achievement of the area business/market plan.
• Developed and maintained a network in the community that enhanced BMO Bank of Montreal's visibility and built a vital referral source for new potential business.
• Worked collaboratively with partners and other specialists which optimized marketplace opportunities and maximized overall branch growth and profitability

Branch Manager

Bell

This included the following:
Identified key local stakeholders building effective, credible and influential relationships, identified sponsorship opportunities, strategies and tactics to support business development objectives of the Small Medium Business and Enterprise Sales teams. Developed the event and sponsorship strategies identifying tactics and specific events to be leveraged to support business objectives.  Partnered with the National Events team to recruit and developed a strong team of diverse employee volunteers within the southern Ontario region- (519 area) Lead the team of employee volunteers within a structured program (Bell Ambassadors) to effectively leverage community events and initiatives that helped the fundamental business objectives. Assumed responsibility for evaluating and negotiating sponsorship opportunities that would build the Bell brand in Southern Ontario. Partnered on a quarterly basis with the Regional Director to develop quarterly reports on activities and initiatives specific to stakeholder relations and sponsorship objectives that related to the execution of the overall business plan. Assumed with the supervision from the Regional Director the organizing of all elements of Bell’s participation in Community Affairs, sponsored community events (project management, planning, implementation, leveraging, communications, reporting and post-event summaries and evaluations).

Community Affairs Manager SW Ontario

This included the following: Responsible for deployment of resources, coaching, performance management, hiring, etc.  Liaise with several internal departments, including Customer Experience, Training, Strategic Planning, National Operations, Human Resources, Industrial Relations and CTEA Union. The role demanded sales skills, people leadership skills, team work, innovative thinking and strong execution skills.

Consumer Call Centre Manager

GoodLife Fitness

This included the following: Applying relationship selling & relationship management principles and techniques. Counselling customers relative to their commercial and personal financial needs and goals and satisfying those needs. Providing relationship management for portfolio of commercial customers and individuals’ connected commercial accounts. Being responsible for the quality of: opportunity, information, analysis, credit decision and profitability. Being responsible for focused profitable sales of both credit/non-credit products to customers and prospects in the Sarnia-Lambton market place.

Customer Service

Resourceful and results-driven professional with hands-on experience driving growth within multi-faceted business environments. Brings versatile skill set in assessing processes, implementing change management initiatives, and fostering a work culture of innovation, progress, and continuous development. Strategically minded in capturing new businesses through sharp negotiation and commercial awareness. Inspiring leader guiding teams for flawless execution of projects, driving team success through recognition of quality performance. Adept at cultivating strategic partnerships with key stakeholders and industry partners to capitalize on emerging revenue opportunities.

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