Experience

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  Foster wheeler energy limited

  Sept 1997 - Aug 2000

  Civil engineer

  Project Engineer in the Design and Construction division of global petrochemical organisation. Responsibilities for design, estimating, planning, cost control and project management on oil, gas and pharmaceutical projects for a worldwide client base.Managed construction of civil engineering works which formed part of $45m Shell Oil Low Sulphur Mogas Project. Reported directly to the Construction Manager and was responsible for engineering progress and resourcesResponsible for the detailed structural design for a new $5m process unit for a leading pharmaceutical manufacturer. The project was delivered on time and under budget. Show less

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  Fidelity international

  Sept 2002 - Mar 2011

  HONG KONG (2010-2011)Based in Fidelity's Hong Kong office managing strategic e-Commerce deliveries for the Asia Pacific business.- Focus on Asia eCommerce platform delivery. - Mobile delivery- UX and Design standardizationGERMANY / UK (2009-10)Delivered the re-engineering of Fidelity’s German websites. The project delivered customised user search, targeted news feeds, user generated content and other high value functionality based on Web 2.0 principles. Managed internal and external teams based in Germany, UK and India.E-Commerce program lead for integration of a strategic acquisition onto Fidelity's platform.INDIA (2006-09)- Established the institutional business project management function in Fidelity’s Gurgaon office. Full responsibility for building the relationships required to support the growth of the team. -Delivered several Investment Administration initiatives including a key outsourcing project. -Mentoring the development team to enhance their project skills in line with the organisation’s delivery methodology.- Project managed the business case and preliminary scope development for the re-engineering and enhancement of Fidelity’s Institutional web offering. Key product focus on delivering a scalable architecture to support client self service, financial planning tools and straight through processing.- Responsible for leading several Business Process Management feasibility studies to look at driving efficiencies across the IT infrastructure and business operations processing areas.- Managed a number of projects on Fidelity’s Defined Contributions Accelerated Growth Programme, focusing on growing the Institutional Business’ market share.UK (2002-06)-Project Manager for a strategic off-shoring initiative to transition institutional operations to India.- Project Manager on Fidelity's Institutional administration platform- IT Business Analyst Show less

  • Project Manager

    Jan 2002 - Mar 2011

  • Project Manager

    Sept 2002 - Feb 2011
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  Ubs

  Mar 2011 - Mar 2013

  Associate director - project management

  Program management of APAC wealth web initiatives. Core responsibility included a major strategic initiative to rebuild and launch a new client web portal for Hong Kong and Singapore based clients. Established product roadmap and engaged third party vendors for user experience, CMS, search and user analytics.Implemented numerous enhancements to web solutions across the APAC region.Responsible for ensuring all projects adhered to the corporate SDLC.Championed the use of agile in web-based projects.Financial and resource management for portfolio.Managed offshore team for proprietary software development. Show less

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  Manulife financial

  Jul 2013 - Apr 2014

  Project management consultant

  Investment Management Systems

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  Manulife

  Apr 2014 - Jan 2019

  Developed Investments Division technology assessment which formed the IT component of the GO program.Leading Manulife' Order and Trade Program. Accountable for the consolidation of Manulife's front office, middle office and compliance processes and delivery of a globally configured trading platform - Bloomberg AIM.Directly managed a high-performing team of over 50 skilled project resources, supporting multiple workstreams on the Global Optimization program. Direct responsibilities included resource management, program budgeting, executive communication and vendor management.Sponsored the use of agile principles to accelerate project delivery and ensure constant delivery.All full-time employees on team received scrum training and achieved their Certified Scrum Master certification.Implemented numerous projects for Investment Division, ensuring operational efficiencies and enhanced trading capabilities.Implemented the STP process to support the growth demands of global term loans business.Awarded 2017 Corporate Star of Excellence (GO Team) and received individual Divisional Star of Excellence. Show less

  • AVP - Asset Management Technology

    Oct 2018 - Jan 2019

  • Director – Order Management and Trading Transformation Program Lead

    Apr 2014 - Sept 2018
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  Td

  Jan 2019 - Jul 2021

  Avp, technology delivery group, td wealth

  Responsible for technology delivery and operational excellence, leading a team of highly skilled project professionals; program managers, project managers, agile coaches, scrum leads and project analysts.• Managing all relevant changes in the Wealth and Asset Management portfolio, the inter-connectivity to bank-wide initiatives, seeking out opportunities to improve operational performance, and leading the delivery transformation across the portfolio.• Providing strategic guidance on delivery optimization opportunities across projects to business and technology leadership.• Leading individual and teams’ application of Agile concepts, approaches and tools.• Developing highly collaborative partnerships with business and technology sponsors to address critical priority items such as portfolio governance, program governance and business case/funding approvals.• Strategic partner with business, technology and vendor management teams, at the working team and executive level.• Technology Owner for Wealth Management’s two most critical programs (one strategic and one regulatory). Show less

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  Manulife

  Jul 2021 - Sept 2024

  Head of advice technology

  Technology executive responsible for front to back office technology solutions and wealth advisor experience. • Leading the Wealth Technology team, supporting external and internal advisors, across all Wealth channels.• Accountable for the creation and execution of the technology strategic roadmap.• Transformed the Technology team to align to continuous delivery and to DevSecOps practices• Responsible for all Wealth Technology transformation initiatives, including the conversion of Manulife Securities to the Fidelity Clearing Canada platform (Canada’s largest Dealer conversion) and the rollout of the Envestnet Portfolio Management system.• Frequent interaction with Independent Advisors on numerous working group panels. Show less

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  Ci financial

  Nov 2024 - now

  Vp, product and delivery, wealth technology