I've built my career on the notion that how work gets done is as impactful to results as what that work is. Most recently I've been leading the effort to bring ATB's ten year retail strategy to life.
Along the way I've developed an expertise in product management, lean six sigma, design thinking, agile software development, process management and gained experience in recruitment, coaching and people development, data visualization and even a little web development.
{% partial 'social' noinfrequent = true nocode = true %}See more of my career experience on my LinkedIn profile.
My team and I are responsible for taking ATB's strategies that relate to our retail branch network and turning them into concrete actions. We lead, assemble cross-functional teams to take on, and are responsible for the successful delivery of all manner of projects that support a vision of banking for the next decade.
As a product manager for automation I brought together elements of design thinking and Lean with techniques for process management and Agile project management to help grow ATB’s capabilities in intelligent process automation.
I led squads responsible for automating loan servicing, Mastercard and deposit maintenance processes, and also established a federated model that established a centre of excellence within the automation team while decentralizing ATB's automation capabilities.
Responsible for helping teams across the organization reimagine their business processes to better take advantage of new, more collaborative tools. My focus was on establishing a framework and a playbook for this that borrowed heavily from the “Design Sprint” methodology for design thinking popularized at Google Ventures. I led a team of lab facilitators.
Expanding upon my already proven ability to lead projects from inception to completion on time and on budget, the project manager role afforded me the opportunity to build and lead effective project teams. Responsible for project planning, management of project stakeholders, communication, risk, schedule, budget, quality, and ultimate successful delivery of projects.
My primary focus was leading projects within the retail arm of the bank, I also acted as a single point of contact representing the retail banking business unit on large-scale, enterprise wide initiatives, playing a leading role in stakeholder, resource and organizational change management.
Working with the Business Transformation team allowed me to take the work I had been doing on behalf of ATB's Customer Acquisition and Care teams for some time and apply the same approach, methodologies and tools to initiatives with a broader scope and wider benefit.
Taking on a mix of business analysis and project management functions, my primary focus was working closely with technical partners and stakeholders, using six sigma and lean methodologies to deliver optimized business processes along with technology that supported and complimented them.
Achieved an A+ grade in a project management extension certificate. This program provides a thorough foundation in the project management knowledge areas recognized by the project management institute. It also provides the foundation to prepare for the Certified Associate in Project Management (CAPM)® and Project Management Professional (PMP)® credential.
Achieved an A+ grade in a business analysis extension certificate. This course explored the role and responsibilities of today’s business analyst, including industry recognized skills, tasks and knowledge areas.
Achieved A-Level qualifications in Mathematics (Pure & Statistics), Economics and Computer Science, and an AS-Level qualification in Accounting.
Achieved GCSEs (UK equivalent of high-school) in English, English Literature, Mathematics, Science (double award), Information Systems, History, Music, French and German.
St John Ambulance Canada; Awarded October 2011
City & Guilds UK; Awarded 2005
City & Guilds UK; Awarded 2003
City & Guilds UK; Awarded 2003
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Any discussion of insurgents in the financial services industry and companies using artificial intelligence (AI) to get business value from their data would be incomplete if it didn't include ATB Financial, the largest Alberta-based financial...