Available to hire
Strategic Project Leader & “Fixer” of cross-functional chaos. Trusted Principal Advisor for small-to-medium enterprises, with 15+ years of experience delivering high-stakes technology and business solutions across Capital Markets, Banking, Healthcare, and the Public Sector. Known for navigating ambiguity and uniting diverse stakeholders to drive clarity, alignment, and results.\n\nI specialize in bridging the gap between complex business vision and tactical execution through Strategic Frameworks and AI Governance.
Experience Level
Language
English
Fluent
Work Experience
Principal Advisor, AI Strategy & Technology at Leadershyft Consulting
October 1, 2025 - PresentDirect strategic initiatives for small-to-medium enterprises at the intersection of AI governance and technology integration; deliver AI strategy workshops, fractional strategy & project delivery, and governance guidance to enable sustainable transformation.
Senior Manager, Treasury Technology; Project Manager at Central 1 Credit Union
June 1, 2016 - October 1, 2025Lead treasury and capital markets technology solutions; manage end-to-end projects ($50K–$3M); champion agile delivery across waterfall environments; oversee enterprise software implementations, RFPs, vendor relationships, and SOC2/CSOX compliance; develop client portals and training to improve adoption.
Senior Business Analyst & Associate Project Manager at Central 1 Credit Union
August 1, 2009 - June 1, 2016Drove modernization projects across Treasury, Finance, Payments and Infrastructure; co-led the multi-year core platform implementation with integrations to Workday, Salesforce, and client portal; led BRD, vendor selection, UAT, data migration, and change management.
Business Analyst Consultant at Various Clients
September 1, 2002 - August 1, 2009Led cross-industry business analysis for healthcare, housing, and financial services; facilitated requirements elicitation, BRDs, UAT, data mapping, process documentation, and adoption activities across client projects.
Education
MBA, Management of Technology at SFU Beedie School of Business
September 3, 2024 - July 31, 2026Bachelor of Science, Finance at Cornell University
September 3, 1991 - April 28, 1995Qualifications
Project Management Professional Certification (PMP)
January 11, 2030 - January 1, 2022Professional Scrum Master I (PSM I)
January 11, 2030 - January 1, 2020Coaching Diploma: Erickson Coaching International (ACTP/EAC)
January 11, 2030 - January 1, 2021UBC Business Analysis Certification
January 1, 2008 - September 30, 2008Industry Experience
Financial Services, Healthcare, Government, Professional Services
Experience Level
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