
Experienced portfolio manager with excellent client and project management skills. Action-oriented to communicate effectively with technology, executive and business audiences. Results-driven with strong background in financial analysis, budgeting and forecasting. Develops and implements financial plans and delivers strategic financial advice.
Skillful managing exposure, maintaining client satisfaction and capitalizing on emerging opportunities.
Problem solver and love to collaborate with others to identify opportunities and use tools within the world of project management while following proper governance to achieve the end goal and meet all business needs including timelines and costs.
Looking for part-time contract position in Governance or facilitator/Learning and Development for Project Management.
Managed a team of Project Managers supporting the Technology Portfolio for TD Insurance Life and Health business with an annual budget of $20 Million.
Managed a team of Business Analysts supporting the TD Mutual Fund business. Also a Practice Lead for Business Requirements.
TD Wealth Technology - 1992 - 2002
Performed multiple roles including Business Analyst, Quality Assurance Analyst, and Technology Lead supporting TD Wealth/Discount Broker.
TD Securities - 1979 - 1992
Performed multiple roles within the Securities department.