Professional info
Experienced in managing a department or running a business, I specialize in making work easy for clients and employees.
Work experience
Business Analyst - Aviso Wealth / Qtrade Financial Group
2017 - Current
Working alongside Developers, I research and analyze bugs, fixes and enhancements to maintain and upgrade our award-winning systems and service. Created systems to log new issues and track solutions for future reference.
Manager - Qtrade Financial Group
2014 - 2017
I customize Qtrade's forms for use by Partners - MD Financial Management, Mawer Direct Investing, Manulife Direct Investing and VirtualWealth. I supply ideas and vision to greatly enhance the usefulness of client-facing documentation while seamlessly maintaining and updating our current information in English and French through our JIRA development system.
Operations Manager - Wordsmiths
2010 - 2013
Working as primary contractor for Warline Painting (through Wordsmiths) providing Operations, Administration, People and Relationship Management, Logistics and Quality Assurance expertise in the new home construction industry.
Manager, Content - Credential Financial
2005 - 2009
Providing information management expertise including creating a Centralized Forms Department, launching new Products types and consulting on best practices for documentation usability (Manuals, Sharepoint and Wiki projects). Extensive experience working alongside Operations, Legal, Compliance, Trustees, Client Relations to ensure that operational and regulatory processes are clearly communicated and easy to complete.
credential.com ethicalfunds.com
Administration Manager; Managing Partner - Wordsmiths
1991 - 2005
Managing Administration staff and specializing in consulting on Administrative Best Practices. I made an impact converting dusty, paper-based, manuals into usable online format.
Operations - Bank of America
1988 - 1989
Meeting with private clients, banks and credit unions to complete their US Dollar drafts. Performing a variety of operations' support tasks including document review, cash management and reconciliations.
University of British Columbia
1991 BA History, minor in Economics
University of California, Berkeley
1987 1st year Math courses
Canadian Securities Course
2003 Honours
Education
Traits
Strategic Thinking
Problem Solving
Business Communication
Relationship Building
Teamwork & Partnering
Results Oriented
Attributes
Highly Motivated
Positive Influence
Accountable
Agile
Vision
Skills
Advanced Microsoft Office
Sharepoint
Univeris / Dataphile
JIRA / Confluence
Quality Assurance & Training
2010 - present
2010 - present