Daniele

About Me - Short Overview

An award winning, accomplished leader with nearly 25 years experience in the Banking & Financial Services Industry. I have extensive experience leading large teams (Sales and Operational – including cross functional teams), leading large change, developing and delivering strategy, influencing and executing transformational programs including dismantling traditional business models and rebuilding with the future in mind. I am most passionate about the client and employee experience, and take pride in focusing on what matters, driving shareholder value & simplifying the way we do business.

Key Career Highlights - Actions, Results

Embark Student Corp.

1. Introduced the First Successful Direct to Consumer Business Model at Embark Student Corp. (formerly Knowledge First Financial)
Responsible for the conception, development, and delivery of the first ever direct to consumer distribution model, contributing over $100MM in Assets Under Management in 14 months.

2. Taking customer data and insights to develop and introduce a Customer Engagement Model at Embark Student Corp.
Cocreated with advisors to ensure adoption.
Within six (6) months we achieved 183% growth.

Sun Life
3. Introduced Robotic Process Automation: A Sun Life Financial Distribution First (IT Build and Integration)
Successfully led a cross functional team through concept, development and implementation of five (5) “digital workers” – creating efficiencies within the firm including cost savings of over a quarter million dollars
Identified and overcame infrastructure challenges contributing to refined execution models – resulting in an efficient and effective delivery solution

TD
4. Regulatory Project: Enterprise Composition (Successful Launch of Digital Technology); $15MM+ budget
Successfully drove completion of all phases leveraging PMLC and SDLC
Developed relationships with key stakeholders (most Senior Executives), delivering various presentations and materials up to and including Group President and CEO

What size(s) of businesses / organizations do you have experience with?

Start-ups
Small (<100 employees)
Medium (101-499 employees)
Large (500+ employees)

List the names of companies/organizations you have worked for and/or consulted for, regardless of size:

TD, Sunlife, Embark Student Corp, Epilepsy Canada, Members of the CPA Association, Dev Diligent

Credentials - Degrees, Accreditations, Qualifications

B.A I CMP I ICP - APO

What perspectives along the value chain do you have insights on, whether direct or indirect (stakeholder engagement), as an expert?

Retailing
NGO / Charity
Other