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Senior Manager, Home Equity Financing Channel Strategy and Innovation
Growth strategy leader at RBC who expanded the Home Advisor channel from 65 to 427 advisors.
CanadaSenior Manager, Home Equity Financing Channel Strategy and Innovation at RBC Personal & Commercial Banking
RBC Personal & Commercial Banking
Lead execution of mortgage and home equity distribution strategy, driving cross-functional initiatives and channel growth. Led Salesforce CRM rollout and redesigned NPS methodology to improve client experience.
SalesforceChannel StrategyCross functional LeadershipNPSMortgage LendingHome EquityProject Management
RBC Personal & Commercial Banking
Led cross-functional teams to develop multi-year distribution roadmap and OKRs, executing growth initiatives. Improved productivity, conversion rates, and built competitive intelligence dashboard using Python.
PythonWeb ScrapingDashboardingOKRsRoadmappingCross functional LeadershipBusiness AnalyticsSalesforce
RBC Personal & Commercial Banking
Planned deployment of retail salesforce, built multi-billion-dollar sales plans, and designed award-winning compensation models. Automated data gathering with Python, increasing team efficiency ten-fold.
PythonPredictive AnalyticsSales PlanningCapacity PlanningCompensation StructuresData AutomationForecasting
Founded fintech startup to build 'Equity Split' platform for equity tracking. Interviewed 30+ businesses, hired and managed a team of four, and set strategic goals and KPIs.
StartupsProduct Market FitTeam ManagementStrategic PlanningKPIsFintech
RBC Personal & Commercial Banking
Modernized team infrastructure and workflows to deliver digital capacity analytics and forecast models for retail sales advisor deployment.
Network Capacity AnalyticsForecastingDigital TransformationWorkflow Optimization
Worked as an equity derivatives analyst at Deutsche Bank in New York.
Equity DerivativesFinancial Analysis
Conducted hedge fund investment research and analysis, working with portfolio managers to support and win clients.
Hedge FundsInvestment ResearchPortfolio Managementclient support
Selected, invested in, and monitored external hedge, real estate, and commodity funds, helping grow alternative funds 200% from US$300M to US$915M.
Hedge FundsReal EstateCommoditiesInvestment ResearchFund Monitoring
Produced daily profit and loss reporting for the fixed income, money market, and currency trading desk.
Fixed IncomeMoney MarketsCurrency TradingP&L Reporting
Master of Business Administration (MBA) in Finance from Brock University.
Bachelor of Science with a dual major in Finance and Economics from Canisius College, with honors including High Distinction and Dean's List.
Profile sourced from Himalayas.