Accomplished senior leader with a strong track record in driving operational excellence and leading key projects and initiatives across investment operation functions.
Overview
26
26
years of professional experience
Work History
Senior Manager, Portfolio Operations - Public
Ontario Teacher' Pension Plan
Toronto, ON
08.2022 - Current
Drive operational changes to increase efficiency, lower expenses, and add value to Portfolio Management teams.
Lead asset servicing, PnL reasonability, and investment accounting teams across public securities.
Led the transformation of Derivative Operations from a product-based state to a functionalized state.
Senior Manager, Derivative Operations
Ontario Teachers' Pension Plan
Toronto, Ontario
03.2015 - 08.2022
Oversaw post-trade lifecycle activities across Derivative positions
Led cross-departmental projects, including rate reform, confirmation matching implementation, and derivatives valuation strategy.
Manager, Fixed Income Derivatives
Ontario Teachers' Pension Plan
Toronto, ON
01.2009 - 03.2015
Oversaw post-trade activities for Fixed Income Derivatives
Led cross-functional project team that delivered central clearing capabilities
Analyst, Business Intelligence and Reporting at Healthcare of Ontario Pension PlanAnalyst, Business Intelligence and Reporting at Healthcare of Ontario Pension Plan