Embracing a lifelong passion for the world of business, my entrepreneurial journey commenced during high school when I launched my first business supported by a grant from the local business development association. Following my time in university and with my passion for entrepreneurialism still growing, I ventured into various private contracts and, ultimately, established my own consulting firm.

As my career continued to evolve, I found myself achieving noteworthy successes in a diverse range of industries. One pivotal juncture saw me forging a strategic partnership with OneThought Tech, a prominent white-label BPO firm based in New York. Notably, this collaboration blossomed into a significant milestone when, 18 months later, an invitation to invest was extended to me which saw my acquisition of half of the company. This move marked a pivotal chapter in my professional narrative.

In subsequent years, my consulting and entrepreneurial exploits expanded exponentially. Operating under the brand of Porter’s Management Group, I provided comprehensive consultations to a myriad of restaurants and hotels, infusing my expertise into the culinary and hospitality sectors. Simultaneously, I extended my influence into the realms of Technology, Finance, and Private Equity, offering bespoke private consultations that underscored my versatility across industries.

Further solidifying my presence in the corporate landscape, I have assumed the pivotal role of board member for more than a dozen companies, a testament to my multifaceted involvement and strategic contributions. This diverse portfolio of endeavours, coupled with my unwavering commitment to excellence, mirrors a professional journey characterized by innovation, success, and an ongoing dedication to pushing the boundaries of entrepreneurial achievement.

OneThought Tech

Managing Partner and Interim CEO

OneThought Tech stands as a distinguished business process outsourcing firm committed to elevating the sustainability and operational excellence of SMB tech companies. By offering outsourcing solutions encompassing customer, technical, sales, and business operations, OneThought employs a sophisticated portfolio model to not only curtail expenses for clients but also deliver exceptional results.

Commencing my investment in OneThought Tech in 2021, following a lengthy partnership, I assumed the role of Managing Partner. Swiftly advancing our service repertoire, I strategically harnessed automation and refined processes to markedly enhance operational efficiency. Additionally, a judicious decision was made to appoint a new CEO, propelling the company into a phase of further growth.

Under my stewardship as Managing Partner, OneThought Tech has achieved an impressive 40% year-over-year growth, coupled with a remarkable 50% expansion of our client base across diverse verticals. Notably, there has been a concerted effort to enhance the quality of services offered. My unwavering commitment to championing a people-first business model has been a guiding principle, and in collaboration with the CEO, we have steered the company through years of sustained growth, solidifying its positive public image and operational prowess.

Porter’s Management Group

Founder and CEO

Porter’s Management Group (PMG) stands as an exemplar for excellence within hospitality and food service consulting. Specializing in elevating operations, revenue management, branding, and customer experience. Established in 2018 amidst the vibrant landscape of Toronto, PMG has seamlessly transcended borders, expanding its footprint across Canada, the US, and locations around the globe. Notably, PMG's distinctive prowess lies in its adept navigation of short-term challenges, empowering business owners to achieve independence and self-sufficiency following expert consultation.

As the visionary founder, my journey with PMG began as a private consultant, undertaking projects for hotels and restaurants in Toronto. The recognition of my name throughout the Toronto business community prompted a strategic expansion, inviting trusted contacts to join forces, resulting in the evolution of PMG into a dynamic entity overseeing the management of over 100 businesses spanning three continents. Over the years, the PMG brand has solidified its position through impactful white-label partnerships, diversifying its portfolio to support clients across more than four industries. Collaborating with over 300 specialists globally, PMG has not only maintained but enhanced its reputation as a leading force in the consulting realm. This narrative encapsulates the evolution of PMG into a global influencer, embodying the essence of polished professionalism and unparalleled expertise.

Boardsi

Consulting Board Member

Boardsi stands as the linchpin connecting extraordinary leaders and forward-thinking organizations through its prestigious Human Capital Executive Network. Renowned for empowering businesses across diverse sectors, Boardsi excels in facilitating the establishment of impactful boards of directors and advisors. By seamlessly aligning companies with industry-leading executives and specialized expertise, Boardsi plays a pivotal role in fostering growth, navigating challenges, and elevating governance practices for businesses of all sizes.

During my tenure at Boardsi, I assumed the role of a consultant, extending my strategic insights and industry acumen to several boards and advisory boards. My mission was to guide these entities through the intricacies of their challenges and empower them to seize emerging opportunities within their business landscapes. Leveraging a multifaceted expertise cultivated across various industries, my innovative business approach and people-first leadership methodology swiftly became highly sought-after attributes.

The impact of my contributions at Boardsi extended beyond the realm of consultancy, resulting in coveted invitations to join prestigious boards and private equity groups. This transition underscored the recognition of my valuable insights and leadership acumen within the professional landscape, reaffirming the resonance of my approach to driving success and fostering collaborative excellence. This narrative emphasizes the seamless synergy between my experiences at Boardsi and the subsequent accolades and opportunities that unfolded, portraying a polished image of strategic leadership and industry influence.

Navigating the intricate landscape of the private equity industry, my career has gracefully traversed both sides of the curtain. Serving as an integrator and acquisition executive, coupled with providing consulting services for small and midsize businesses (SMB) striving toward a lucrative exit, has endowed me with a comprehensive understanding of all dynamics within the private equity space. My professional journey has been marked by executive roles in esteemed private equity groups, including VP positions at ESW Capital and leadership roles, such as Managing Director, Canada, and EVP of Acquisitions and Operations at Prestige1 Capital.

In my capacity as a consultant, I've been instrumental in guiding over a dozen clients toward successful exits. Notable achievements include orchestrating the nearly $25M sale of a 14-unit chain in Los Angeles in 2020 and spearheading the acquisition of a hotel in Dubai exceeding $60M. Grounded in a philosophy of consistency, my approach to acquisitions revolves around identifying and maximizing clients' key competitive advantages. As a seasoned in-house portfolio architect, I've orchestrated the seamless integration of over 20 software company acquisitions. Moreover, I proudly served as the primary portfolio strategist for Prestige1 Capital, directly contributing to a portfolio's valuation increase by over $300M.

This multifaceted journey underscores my commitment to innovative, transformative advancements in the private equity sector. I do not believe mergers and acquisitions are simply transactional; it's about strategically shaping and maximizing value, leaving an indelible mark on the dynamic landscape of acquisitions and operations.

ESW Capital

VP of Technical Operations and Customer Experience

ESW Capital emerges as a visionary private equity firm, carving its niche in the specialized realm of acquiring and rejuvenating enterprise software applications. ESW Capital strategically integrates insights from the manufacturing industries, employing standardized processes and models to optimize personnel hours for maximum efficiency. This unique approach positions ESW Capital as an industry pioneer, scaling through strategic acquisitions and cultivating customer loyalty through a revolutionary Netflix-style software subscription service.

Having proven my mettle as the VP of Operations and Customer Support, I received an invitation to step into the role of VP of Technical Operations and Customer Experience—a position uniquely crafted for me due to my distinctive track record in customer journey management and innovative business strategies.

In this elevated role, I assumed responsibility for orchestrating the complete customer experience for ESW Capital's largest subsidiary, overseeing Customer Support, Customer Success, Account Management, and introducing a specialized team—the Technical Escalations team—tailored to capitalize on my expertise. Overseeing a vast portfolio of more than $250M in revenue and 40 products, I spearheaded a transformative journey that saw my teams revolutionize customer experiences, achieving a remarkable fourfold increase in ticket resolution rates and a substantial 60% boost in operating efficiency. This narrative reflects not just a career trajectory but an unwavering commitment to excellence, underscoring ESW Capital's dedication to delivering unparalleled value in the realm of enterprise software.

ESW Capital

VP of Customer Support and Operations

ESW Capital, a distinguished private equity firm renowned for its expertise in the acquisition and rejuvenation of enterprise software applications, emerges as a paragon of efficiency and innovation. Drawing inspiration from my multifaceted experiences, particularly during my tenure as VP of Customer Support and subsequent leadership roles, ESW Capital has evolved into a dynamic force in the tech industry.

In the realm of customer support, overseeing more than 60 products contributing over $1B annually, my strategic leadership ushered in a transformative era. Within a year, the customer support team witnessed a doubling of metrics, a testament to my expertise in balancing operational precision and customer experience. A reduction of turnover by over 50% underscored a commitment to cultivating a workplace culture that values and nurtures its human capital.

Transitioning seamlessly through pivotal roles, from VP of Operations for four subsidiaries to Head of Knowledge Base Management, the strategic integration of automation, streamlined processes, and cross-functional collaboration between Engineering and Product Management became the hallmark of my tenure. My time at ESW culminated in spearheading a groundbreaking $10M/year per-product cost reduction initiative. This bold endeavour not only achieved substantial operating cost reductions but also ensured the unwavering functionality and quality of ESW products.

After finishing my tenure as VP of Customer Support and Operations, the ESW subsidiaries I oversaw now serve as an embodiment of my commitment to excellence, cost-efficiency, and customer-centricity. The company's evolution reflects the enduring impact of strategic leadership, setting it apart as a distinguished player in the ever-evolving landscape of enterprise software.

Prestige1 Capital

Executive Vice President of Operations and Acquisitions

Prestige1 stands as a distinguished private equity group within the foodservice and hospitality sector, employing a growth-through-acquisition white-label model. This innovative approach enables the company to harness the goodwill of small businesses while leveraging resources and the economies of scale associated with larger enterprises.

Following the successful navigation of Canadian Operations through the challenges of the initial year of the pandemic, I assumed the role of EVP of Acquisitions and Operations. In this capacity, I steered the portfolio strategy, acquisitions model, integration and operations, and customer experience for all locations spanning Canada and the USA.

Amidst the uncertainties of the Covid era, my leadership centred on portfolio refinement. After meticulously crafting a cohesive long-term strategy aligned with the company's objectives, I strategically divested locations misaligned with the new portfolio strategy. Additionally, I instituted an acquisitions analysis team that proactively identified, engaged, and pitched acquisitions to business owners. This strategic direction under my leadership has propelled the company's growth by $300M, facilitating the acquisition of over 50 new locations despite the industry-wide downturn.

Prestige1 Capital

Director of Canadian Operations

Prestige1 stands as a distinguished private equity group within the foodservice and hospitality sector, employing a growth-through-acquisition white-label model. This innovative approach enables the company to harness the goodwill of small businesses while leveraging resources and the economies of scale associated with larger enterprises.

Assuming the role of Director of Canadian Operations in 2019, I faced the formidable task of crafting exceptional customer experiences and cultivating a portfolio comprising approximately 80+ locations across Canada, all within the challenging context of the Covid-19 pandemic. Confronting industry-wide challenges, I strategically pivoted the portfolio by initiating short-term arrangements to provide food services to essential businesses, converting hotels into 6-month rentals, and accepting lower-than-normal margins. Remarkably, I not only sustained the portfolio but expanded it, achieving growth despite the industry experiencing a 50% decline.

Under my leadership, the Canadian Operations achieved robust P&L, YoY growth, maintained healthy margins throughout the pandemic, and was the only major market for the company to maintain it’s growth during this era. This success culminated in mybeing offered the newly established position of EVP of Acquisitions and Operations, a role I assumed in July of 2020.

Boardsi

Consulting Board Member

Boardsi stands as the linchpin connecting extraordinary leaders and forward-thinking organizations through its prestigious Human Capital Executive Network. Renowned for empowering businesses across diverse sectors, Boardsi excels in facilitating the establishment of impactful boards of directors and advisors. By seamlessly aligning companies with industry-leading executives and specialized expertise, Boardsi plays a pivotal role in fostering growth, navigating challenges, and elevating governance practices for businesses of all sizes.

During my tenure at Boardsi, I assumed the role of a consultant, extending my strategic insights and industry acumen to several boards and advisory boards. My mission was to guide these entities through the intricacies of their challenges and empower them to seize emerging opportunities within their business landscapes. Leveraging a multifaceted expertise cultivated across various industries, my innovative business approach and people-first leadership methodology swiftly became highly sought-after attributes.

The impact of my contributions at Boardsi extended beyond the realm of consultancy, resulting in coveted invitations to join prestigious boards and private equity groups. This transition underscored the recognition of my valuable insights and leadership acumen within the professional landscape, reaffirming the resonance of my approach to driving success and fostering collaborative excellence. This narrative emphasizes the seamless synergy between my experiences at Boardsi and the subsequent accolades and opportunities that unfolded, portraying a polished image of strategic leadership and industry influence.

Starting my career in the dynamic realm of restaurants and hotels, I have since become an industry authority, channeling unwavering dedication and passion for the culinary and hospitality sectors into every role. My professional journey has predominantly unfolded in executive capacities, either as a consultant under my own brand or as a private consultant. My professional portfolio includes consultations with franchisees of brands like A&W, McDonald's, East Side Marios, Hyatt Hotels, Hilton Hotels, and Wyndham Hotels & Resorts, in addition to numerous local and private enterprises. These endeavours, conducted under the umbrella of my own corporation, have been pivotal in cultivating comprehensive proficiency across all facets of the restaurant and hotel domains.

My distinctive contribution to the industry lies in transcending conventional boundaries and integrating efficiency methodologies from diverse sectors into the operations of restaurants and hotels. Employing a strategic blend of distributed operations, automation, predictive modeling, and the application of methodologies such as Lean Sigma Six and Agile, I have earned a reputation for catalyzing transformative advancements within the restaurant and hotel sectors. This refined approach reflects my commitment to professionalism and underscores my ability to seamlessly integrate cutting-edge practices into the traditional fabric of the culinary and hospitality landscape

Porter’s Management Group

Founder and CEO

Porter’s Management Group (PMG) stands as an exemplar for excellence within hospitality and food service consulting. Specializing in elevating operations, revenue management, branding, and customer experience. Established in 2018 amidst the vibrant landscape of Toronto, PMG has seamlessly transcended borders, expanding its footprint across Canada, the US, and including locations around the globe. Notably, PMG's distinctive prowess lies in its adept navigation of short-term challenges, empowering business owners to achieve independence and self-sufficiency following expert consultation.

As the visionary founder, my journey with PMG began as a private consultant, undertaking projects for hotels and restaurants in Toronto. The recognition of my name throughout the Toronto business community prompted a strategic expansion, inviting trusted contacts to join forces, resulting in the evolution of PMG into a dynamic entity overseeing the management of over 100 businesses spanning three continents. Over the years, the PMG brand has solidified its position through impactful white-label partnerships, diversifying its portfolio to support clients across more than four industries. Collaborating with over 300 specialists globally, PMG has not only maintained but enhanced its reputation as a leading force in the consulting realm. This narrative encapsulates the evolution of PMG into a global influencer, embodying the essence of polished professionalism and unparalleled expertise.

OneThought Tech

Managing Partner and Interim CEO

OneThought Tech stands as a distinguished business process outsourcing firm committed to elevating the sustainability and operational excellence of SMB tech companies. By offering outsourcing solutions encompassing customer, technical, sales, and business operations, OneThought employs a sophisticated portfolio model to not only curtail expenses for clients but also deliver exceptional results.

Commencing my investment in OneThought Tech in 2021, following a lengthy partnership, I assumed the role of Managing Partner. Swiftly advancing our service repertoire, I strategically harnessed automation and refined processes to markedly enhance operational efficiency. Additionally, a judicious decision was made to appoint a new CEO, propelling the company into a phase of further growth.

Under my stewardship as Managing Partner, OneThought Tech has achieved an impressive 40% year-over-year growth, coupled with a remarkable 50% expansion of our client base across diverse verticals. Notably, there has been a concerted effort to enhance the quality of services offered. My unwavering commitment to championing a people-first business model has been a guiding principle, and in collaboration with the CEO, we have steered the company through years of sustained growth, solidifying its positive public image and operational prowess.

ESW Capital

VP of Technical Operations and Customer Experience

ESW Capital emerges as a visionary private equity firm, carving its niche in the specialized realm of acquiring and rejuvenating enterprise software applications. ESW Capital strategically integrates insights from the manufacturing industries, employing standardized processes and models to optimize personnel hours for maximum efficiency. This unique approach positions ESW Capital as an industry pioneer, scaling through strategic acquisitions and cultivating customer loyalty through a revolutionary Netflix-style software subscription service.

Having proven my mettle as the VP of Operations and Customer Support, I received an invitation to step into the role of VP of Technical Operations and Customer Experience—a position uniquely crafted for me due to my distinctive track record in customer journey management and innovative business strategies.

In this elevated role, I assumed responsibility for orchestrating the complete customer experience for ESW Capital's largest subsidiary, overseeing Customer Support, Customer Success, Account Management, and introducing a specialized team—the Technical Escalations team—tailored to capitalize on my expertise. Overseeing a vast portfolio of more than $250M in revenue and 40 products, I spearheaded a transformative journey that saw my teams revolutionize customer experiences, achieving a remarkable fourfold increase in ticket resolution rates and a substantial 60% boost in operating efficiency. This narrative reflects not just a career trajectory but an unwavering commitment to excellence, underscoring ESW Capital's dedication to delivering unparalleled value in the realm of enterprise software.

ESW Capital

VP of Customer Support and Operations

ESW Capital, a distinguished private equity firm renowned for its expertise in the acquisition and rejuvenation of enterprise software applications, emerges as a paragon of efficiency and innovation. Drawing inspiration from my multifaceted experiences, particularly during my tenure as VP of Customer Support and subsequent leadership roles, ESW Capital has evolved into a dynamic force in the tech industry.

In the realm of customer support, overseeing more than 60 products contributing over $1B annually, my strategic leadership ushered in a transformative era. Within a year, the customer support team witnessed a doubling of metrics, a testament to my expertise in balancing operational precision and customer experience. A reduction of turnover by over 50% underscored a commitment to cultivating a workplace culture that values and nurtures its human capital.

Transitioning seamlessly through pivotal roles, from VP of Operations for four subsidiaries to Head of Knowledge Base Management, the strategic integration of automation, streamlined processes, and cross-functional collaboration between Engineering and Product Management became the hallmark of my tenure. My time at ESW culminated in spearheading a groundbreaking $10M/year per-product cost reduction initiative. This bold endeavour not only achieved substantial operating cost reductions but also ensured the unwavering functionality and quality of ESW products.

After finishing my tenure as VP of Customer Support and Operations, the ESW subsidiaries I oversaw now serve as an embodiment of my commitment to excellence, cost-efficiency, and customer-centricity. The company's evolution reflects the enduring impact of strategic leadership, setting it apart as a distinguished player in the ever-evolving landscape of enterprise software.

IgniteTech

VP of Technical Operations and Customer Experience

IgniteTech stands as a marker of innovation in the enterprise software sector, where the fusion of a unique Netflix-style subscription service and a growth-through-acquisition model has propelled it to success. IgniteTech redefines industry norms by integrating invaluable insights from manufacturing, employing an assembly-line model that not only reduces operating costs but stands as a testament to commitment to delivering products of the highest quality.

My association with IgniteTech in 2022 marked a pivotal moment, as the SVP of Customer Success created a role tailored to my distinctive expertise in customer journey management and innovative business strategies. In this capacity, I assumed leadership over Customer Support, Customer Success, Account Management, and introduced a specialized Technical Escalations team for crisis management occasions. With a portfolio boasting more than $250M in revenue and 40 cutting-edge products, I embarked on a transformative journey with my teams, redefining customer experiences. The outcomes were nothing short of extraordinary—witnessing a remarkable fourfold increase in ticket resolution rates and a substantial 60% boost in operating efficiency.

This journey doesn't merely trace a career trajectory; it exemplifies my unwavering commitment to excellence, echoing the values of innovative, agile, and data-driven that help define my business philosophy. This showcases the spirit of innovation, strategic foresight, and an unyielding dedication to delivering unparalleled value.

GFI Technology

VP of Customer Experience

GFI Software offers enterprise-quality solutions tailored explicitly for small to medium-sized businesses. With a focus on developing security, collaboration, and network management applications, their product suite is meticulously designed to address the intricate IT challenges encountered in everyday business operations.

My journey with GFI began in an executive role within one of their partner companies, swiftly evolving into a direct executive position with GFI. As the VP of Customer Experience, my responsibility extended to ensuring an unparalleled customer experience. Overseeing customer support and success functions as well as collaborating closely with product management and engineering teams, I strived to align all internal goals with those that would deliver tangible value to all customers.

As an integral part of the executive team, I navigated the intricacies of customer-centric initiatives, pushing the boundaries to ensure that every customer interaction reflected the pinnacle of quality and satisfaction. This experience epitomized my unwavering commitment to excellence, aligning seamlessly with the innovative, agile, and data-driven values that define the core of my business philosophy.

Trilogy

VP of Customer Support and Head of Training and Development

At Trilogy, a technological powerhouse in the industry, I assumed the role of VP of Customer Support, steering a 60+ product portfolio with an ARR exceeding $1 billion. In a landscape sculpted by the top 1% of global tech talent, I orchestrated transformative changes, catalyzing a paradigm shift in customer satisfaction and operational efficiency within my first year.

My strategic initiatives included a comprehensive restructuring of the customer support department, introducing multi-product support agent roles that optimized resources and fostered collaboration with development and infrastructure teams. The result was a doubling of KPIs such as CSAT and FCR, reflecting a commitment to elevating customer experience. Additionally, I implemented a standardized cross-functional operating strategy, enhancing communication between engineering, infrastructure, and support, leading to reduced time to resolution and elevated CSAT scores across all products. Spearheading the customer-facing aspects of a $10M USD/year per-product cost reduction showcased Trilogy's dedication to operational excellence.

In my concurrent role as Head of Training and Development, I championed a people-first leadership approach. Recognizing inefficiencies in the existing training program, I undertook a significant overhaul, streamlining content and significantly improving training quality. The revamped program, 50% shorter yet delivering 200% better results for new hires, paved the way for a standardized approach to training material creation. This initiative, extended across all products, mirrored the same success, embodying Trilogy's commitment to excellence and innovation in talent development.

Kraken Digital Asset Exchange

Director of Customer Support

Kraken Digital Asset Exchange stands at the forefront of the cryptocurrency and digital asset trading landscape, setting itself apart through its revolutionary approach of offering a no-minimum trading platform. What distinguishes Kraken is not just the provision of a fully customizable trading workspace but also a unified portfolio view that empowers users to scrutinize their financial landscape with both macro and micro precision.

My journey with Kraken began with my appointment as the Director of Customer Support, where I took charge of a diverse team of over 300 professionals distributed across Customer Support, Customer Success, and Account Management. Beyond the realms of ensuring an unparalleled customer support experience, I undertook a pivotal role as the driving force behind the implementation of new GDPR regulations. Collaborating closely with the legal and compliance teams, I orchestrated seamless adaptations to comply with regulatory changes.

During my tenure as the Director of Customer Support, the impact was transformative. Customer satisfaction increased by over 20% within the first year, a testament to my commitment to excellence. Recognizing the need for comprehensive support, I spearheaded the establishment of a robust knowledge base, providing users with a wealth of information at their fingertips. Furthermore, my innovation extended to the integration of chat automation, revolutionizing the customer support experience and exemplifying Kraken's dedication to cutting-edge solutions. This narrative paints a vivid picture of Kraken's commitment to not just meeting but exceeding customer expectations, portraying a polished and forward-thinking image in the cryptocurrency domain.

Porter’s Management Group

Founder and CEO

Porter’s Management Group (PMG) stands as an exemplar for excellence within hospitality and food service consulting. Specializing in elevating operations, revenue management, branding, and customer experience. Established in 2018 amidst the vibrant landscape of Toronto, PMG has seamlessly transcended borders, expanding its footprint across Canada, the US, and including locations around the globe. Notably, PMG's distinctive prowess lies in its adept navigation of short-term challenges, empowering business owners to achieve independence and self-sufficiency following expert consultation.

As the visionary founder, my journey with PMG began as a private consultant, undertaking projects for hotels and restaurants in Toronto. The recognition of my name throughout the Toronto business community prompted a strategic expansion, inviting trusted contacts to join forces, resulting in the evolution of PMG into a dynamic entity overseeing the management of over 100 businesses spanning three continents. Over the years, the PMG brand has solidified its position through impactful white-label partnerships, diversifying its portfolio to support clients across more than four industries. Collaborating with over 300 specialists globally, PMG has not only maintained but enhanced its reputation as a leading force in the consulting realm. This narrative encapsulates the evolution of PMG into a global influencer, embodying the essence of polished professionalism and unparalleled expertise.

GLG Research

Business Consultant

Since its establishment in 1998, GLG has been the cornerstone of connecting businesses with a global network of experts and industry insiders, facilitating invaluable insights during pivotal decision-making junctures.

My association with GLG has been instrumental in providing nuanced guidance and expertise to numerous companies as a seasoned business consultant, delving into diverse realms such as customer experience, product management, FinTech, and customer technology. The spectrum of my consultation spans pivotal topics, including cross-border operations and business outsourcing, financial technology compliance, regulatory engagement, distributed operations, and logistics, emphasizing the challenges and benefits of transitioning to remote-first workforces. Furthermore, I've delved into unit and regional financial controls, maintaining brand perception and standards on a global scale, and crafting exceptional customer experiences through the adept use of automation, predictive modelling, agile methodologies, and Lean Six Sigma practices, among a myriad of other insightful domains.

This comprehensive array of experiences at GLG serves as a testament to my innovative approach to business operations. By synthesizing insights and experiences garnered from diverse sectors, I've consistently offered targeted, effective, and real-world solutions to intricate business challenges. This narrative underscores my commitment to shaping a polished and influential public image, showcasing a wealth of expertise cultivated through meaningful contributions to GLG's impactful consulting landscape.

Boardsi

Consulting Board Member

Boardsi stands as the linchpin connecting extraordinary leaders and forward-thinking organizations through its prestigious Human Capital Executive Network. Renowned for empowering businesses across diverse sectors, Boardsi excels in facilitating the establishment of impactful boards of directors and advisors. By seamlessly aligning companies with industry-leading executives and specialized expertise, Boardsi plays a pivotal role in fostering growth, navigating challenges, and elevating governance practices for businesses of all sizes.

During my tenure at Boardsi, I assumed the role of a consultant, extending my strategic insights and industry acumen to several boards and advisory boards. My mission was to guide these entities through the intricacies of their challenges and empower them to seize emerging opportunities within their business landscapes. Leveraging a multifaceted expertise cultivated across various industries, my innovative business approach and people-first leadership methodology swiftly became highly sought-after attributes.

The impact of my contributions at Boardsi extended beyond the realm of consultancy, resulting in coveted invitations to join prestigious boards and private equity groups. This transition underscored the recognition of my valuable insights and leadership acumen within the professional landscape, reaffirming the resonance of my approach to driving success and fostering collaborative excellence. This narrative emphasizes the seamless synergy between my experiences at Boardsi and the subsequent accolades and opportunities that unfolded, portraying a polished image of strategic leadership and industry influence.

AlphaSights

Business Consultant

AlphaSights stands at the pinnacle of the knowledge on demand sector, forging global partnerships with executives and industry experts to craft an unparalleled network of expertise. As a distinguished business consultant within the esteemed ranks of AlphaSights, my role transcended conventional boundaries, navigating projects that spanned the gamut from global operations and distributed team management to cross-border finance, FinTech, EdTech operations, and intricate business-government relations.

My tenure at AlphaSights is a journey of leveraging extensive expertise to guide and empower companies globally. Primarily consulting within the Finance, Education, and Technology sectors—with nuanced specializations in GovTech, HealthTech, and EdTech—I've been instrumental in steering dozens of clients through diverse business challenges. My AlphaSights consultations were strategic deep-dives into critical facets such as customer experience, customer operations, and product management, with a sharp focus on elucidating industry-specific nuances. Key consultative themes included dissecting customer experience expectations and trends within the dynamic technology industry, mitigating customer impact due to security and compliance requirements in the GovTech and HealthTech sectors, crafting comprehensive service and product portfolios, instilling a customer-centric business philosophy, translating positive customer experiences into tangible renewal and revenue expansion opportunities, empowering support agents in the transition to customer experience experts, conducting market research and customer profile identification within the evolving EdTech space, and formulating monetization strategies for products and services in regulated domains like EdTech and HealthTech.

Dedicated to making a positive impact on the world, my journey in the non-profit and education sectors reflects a steadfast commitment to excellence, innovation, and community betterment. Aligned with my core values and professional ethics, my trajectory has been marked by meaningful contributions that aim to uplift and transform.

Government Consultations

I had the privilege of collaborating with the Government of Nova Scotia and Nova Scotia Chamber of Commerce, meticulously evaluating the competitiveness of Nova Scotia's post-secondary education on both national and global scales. This strategic endeavor sought to elevate educational offerings, laying the foundation for a more robust and globally competitive educational landscape.

Engagement with Educational Institutions

As a guest lecturer and evaluator for esteemed institutions such as Saint Mary's University, the Maritime Business College, and King University, I shared invaluable insights to enrich the academic experience and guide students in their career transitions. My contributions extended beyond the classroom, involving consultations with municipal and provincial governments to create post-secondary employment services that impacted over 100 new graduates across Nova Scotia.

McGill University Collaboration

My influence in these sectors extended to McGill University, where I played a pivotal role in optimizing business and campus operational efficiency, financial efficacy, and administrative streamlining within their Undergraduate Arts programs. This collaborative effort underscored my unwavering commitment to elevating operational excellence within educational institutions.

Masterclasses and Guest Performances 

Engaging with secondary and post-secondary institutions across Ontario, New Brunswick, Quebec, and Nova Scotia, I shared my expertise through masterclasses and guest performances. This endeavour aimed to inspire and educate students on the realities of the professional landscape, providing insights on navigating career challenges. This commitment continues in a pro bono capacity, where I lend my professional experience to non-profits.

Non-Profit Consulting

Founding and leading Porters Management Group, a consulting firm specializing in hospitality, I extended my expertise to the non-profit sector. Guided by a people-first philosophy, I facilitated the alignment of non-profits with business principles, creating sustainable and fundable operations. This approach empowers non-profits to thrive in a challenging landscape, incorporating Agile and Lean Six Sigma methodologies for optimal impact.

Kawartha Music Foundation

Chief Commercial Officer (CCO)

The Kawartha Music Foundation stands as a dedicated non-profit organization with a profound commitment to delivering accessible, low-barrier music programming and education to marginalized and underserved communities. Serving as a beacon for more than two decades, KMF facilitates professional musical instruction across all age groups, fostering cognitive development, mental well-being, confidence, and professional aspirations within its participants.

In 2022, I was honoured with an invitation to join the organization, where I willingly offered pro-bono assistance due to my intense belief in the value of their mission, and my particular expertise in addressing their unique business challenges. Drawing upon my extensive background in management consulting, finance, technology, and private equity, I devised an innovative operating model that capitalized on the core strengths of these industries while reinforcing our dedication to the mission of providing access to no-or-low barrier high-quality music education to youth within our communities.

Since assuming a leadership role, I have spearheaded a comprehensive restructuring encompassing key facets of the organization, including finance, operations, technology, communications, business development, and programming. My strategic leadership has yielded remarkable outcomes, including a sixfold increase in operational efficiency, a 40% expansion of programming, a 30% reduction in administrative overhead, and a substantial enhancement in community perception and employee retention. The Kawartha Music Foundation is now poised for sustained growth, enabling further investment in the vulnerable populations it serves.