Professional Experience

Expertise Across Industries

Since starting my career a decade ago in Central Eastern Ontario, I've been guided by a simple mission: providing exceptional client experience powered by innovative business operations.

Working around the world across several industries - including technology, hospitality & restaurants, finance, non-profits, and education - and at all business levels, I've gained a unique set of skills that enable me to provide individuals and teams with the support and resources they need to succeed. From single-location management to global executive roles leading entire business units and departments, my diverse portfolio of experiences provides me with a unique blend of insights on how to efficiently and effectively run a business.

With this knowledge, I have also built several companies and I am keenly aware of the challenges and opportunities facing entrepreneurs today. Every business is unique, and I'm passionate about working with business owners to help their ventures thrive.

Driven by a desire for continuous improvement, I am always looking for new ways to learn, grow, and innovate. In my career to date, authenticity, integrity, and transparency have been foundational in my approach to business and executive leadership, and I look forward to continuing to build on these when innovating and working with new companies.

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Where I Have Been

Driven by a lifelong passion for business, my entrepreneurial journey began in high school with the launch of my first business, supported by a grant from the local business development association. Following university, and with my passion for entrepreneurship still growing, I pursued various private contracts and subsequently established my own consulting firm.  

My career evolved to include significant achievements across diverse industries. A key milestone was the development of a strategic partnership with OneThought Technologies, a New York-based white-label BPO firm. This collaboration expanded notably when, 18 months later, I was invited to invest, leading to my acquisition of half of the company. This move marked a pivotal chapter in my professional narrative.  

In the years that followed, my consulting and entrepreneurial endeavors grew exponentially. Operating under the brand of Porter’s Management Group, my team and I provided comprehensive consultations to hundreds of clients across industries, leveraging unique innovations such as the Sector Convergence Model, the Input-Output Model of Enterprise Architecture, and the Business Value Unit Model. Concurrently, I extended my influence into technology, finance, and private equity, offering bespoke private consultations that enabled PMG to build momentum across industries.  

Demonstrating my entrepreneurial interests and high-level strategic expertise, I have served as a board member for over a dozen companies, a testament to my multifaceted involvement and strategic contributions. This diverse portfolio, combined with a commitment to excellence, represents a continued expansion of my professional journey, characterized by innovation, success, and a dedication to pushing the boundaries of entrepreneurial achievement.

Porter’s Management Group

Founder & CEO

Porter’s Management Group (PMG) is a leading consulting firm recognized for its excellence. Specializing in industry-agnostic consulting, PMG is focused on delivering high-quality consulting services across six core functional areas. Founded in Toronto in the summer of 2018, PMG has expanded its presence across Canada and internationally, operating in over a dozen countries. PMG distinguishes itself with a client consultation approach centered on a single metric: client project ROI. We deliver an impressive 26x average project ROI for our clients, outperforming the industry average of 8x. Our success is rooted in our ability to navigate short-term challenges, empower business owners toward independence, and foster client self-sufficiency through expert consultations.

As the founder, my involvement with PMG began with providing private consulting services to hotels and restaurants in Toronto. Increased recognition within the Toronto business community led to a strategic expansion, with trusted colleagues joining to transform PMG into a dynamic firm managing over 100 businesses across three continents. Over the years, the PMG brand has strengthened its position through impactful white-label partnerships, diversifying its portfolio to support clients in more than four industries. With a global network of over 300 specialists, PMG has maintained and enhanced its reputation as a leading force in the consulting industry. This reflects PMG's evolution into a global influencer, characterized by refined professionalism and deep expertise.

OneThought Technologies

Managing Partner & Interim CEO

OneThought Tech is a distinguished business process outsourcing firm dedicated to enhancing the sustainability and operational excellence of SMB tech companies. By providing outsourcing solutions across customer, technical, sales, and business operations, OneThought employs a sophisticated portfolio model to reduce expenses for clients and deliver exceptional results.

In 2021, following a long-term partnership, I invested in OneThought Tech and assumed the role of managing partner. I quickly expanded our service offerings, strategically leveraging automation and refining processes to significantly improve operational efficiency. Additionally, I led the decision to appoint a new CEO, guiding the company into a phase of accelerated growth.

During my tenure as managing partner, OneThought Tech achieved substantial year-over-year growth of 40%, alongside a 50% expansion of our client base across various verticals. A focused effort was placed on enhancing the quality of services. My commitment to a people-first business model has been a core principle, and in collaboration with the CEO, we have steered the company through sustained growth, strengthening its positive public image and operational capabilities.

Boardsi

Board Consultant & Advisory Board Member

Boardsi connects executives with advisory and board opportunities through its Human Capital Executive Network. The company empowers businesses across various sectors by facilitating the establishment of effective boards of directors and advisors. By connecting companies with industry-leading executives and specialized expertise, Boardsi plays a key role in fostering growth, navigating challenges, and enhancing governance for businesses of all sizes.

During my involvement with Boardsi, I served as a consultant, providing strategic insights and industry knowledge to numerous boards and advisory boards. My focus was to guide these entities through complex challenges and help them capitalize on emerging business opportunities. Leveraging diverse expertise developed across multiple industries, my innovative business approach and people-first leadership style became highly valued.

My contributions at Boardsi led to invitations to join prestigious boards and private equity groups. This progression reflects the recognition of my valuable insights and leadership within the professional arena, reinforcing the impact of my approach to driving success and fostering collaborative excellence. This experience demonstrates the synergy between my work at Boardsi and the subsequent opportunities, showcasing strategic leadership and industry influence.

AlphaSights

Fractional Executive & Functional Expert

AlphaSights is a leading knowledge-on-demand platform, connecting global executives with industry experts. As a fractional executive and functional expert with AlphaSights, I provided strategic guidance to a diverse range of clients, helping them to navigate complex projects and market positioning challenges across global operations, corporate strategy, market positioning, GTM, financial control, product management, technology, and business-government relations to name a few. My role involved leveraging deep industry expertise to empower companies facing critical business challenges.

During my time at AlphaSights, I delivered strategic consultations to clients within the finance, education, and technology sectors, with specialized expertise in global payment platforms, banking-as-a-service (BaaS), FinTech, HealthTech, EdTech, and enterprise architecture. I conducted in-depth analyses and developed actionable strategies for client challenges related to customer experience, customer operations, and product management. This involved guiding clients in understanding and addressing industry-specific nuances, such as customer experience expectations in technology and compliance requirements in GovTech and HealthTech. Furthermore, I developed strategies to enhance customer-centric business philosophies, translate positive customer experiences into revenue growth, and optimize support operations.

Navigating the private equity sector, my career encompasses experience on both the investment and advisory sides. My background as an integrator and acquisition executive, combined with consulting services for small and midsize businesses (SMBs) pursuing successful exits, provides me with a comprehensive understanding of the private equity landscape. My professional journey includes executive roles in notable private equity groups, such as VP positions at ESW Capital and leadership roles, including Managing Director, Canada, and EVP of Acquisitions and Operations at Prestige1 Capital (since acquired by Advantage Capital).

As a consultant, I have guided over a dozen clients toward successful exits. Notable achievements include orchestrating the sale of a 14-unit chain in Los Angeles for nearly $25 million in 2020 and leading the acquisition of a hotel in Dubai for over $60 million. My approach to acquisitions is grounded in a philosophy of consistency, centered on identifying and maximizing clients' key competitive advantages. As an experienced in-house portfolio architect, I have managed the integration of over 20 software company acquisitions. Additionally, I served as the primary portfolio strategist for Prestige1 Capital, contributing directly to a portfolio's valuation increase of over $200 million.

This multifaceted experience demonstrates my commitment to driving innovation and transformative growth in the private equity sector. I believe mergers and acquisitions are not just transactional; they are about strategically building tangible long-term value.

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 Customer Operations

Prestige1 Capital is a Canadian private equity firm specializing in the hospitality and restaurant sectors, employing a growth-through-acquisition model primarily focused on non-franchise 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. Within this dynamic environment, I played a pivotal role in leading M&A strategy, driving portfolio expansion, and overseeing post-acquisition integrations while building a cohesive, high-quality customer experience. My focus was on ensuring the profitability of acquired businesses while aligning them with the firm's overarching long-term vision, even amidst industry challenges including Covid-19.

Following the successful navigation of Canadian Operations through the challenges of the initial year of the pandemic, I assumed the role of EVP of Customer 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 $200M, facilitating the acquisition of over 70 new locations despite the industry-wide downturn.

Managing Director, Canada

Prestige1 Capital is 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.

As Managing Director of Canadian Operations at Prestige1 Capital, I oversaw regional managers and a portfolio of 80 locations, with responsibility for P&L performance. Assuming the role of Director of Canadian Operations in 2019, I faced the task of crafting exceptional customer experiences and cultivating a portfolio comprising approximately 80+ locations across Canada, amidst the challenges of the COVID-19 pandemic. My role involved implementing strategic initiatives to maintain profitability and drive growth, even amidst industry headwinds. 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. My leadership focused on optimizing operations and identifying new revenue streams to ensure sustained success. Remarkably, 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 its growth during this era.

During my tenure, I led COVID-19 business continuity efforts, successfully converting properties into long-term rental spaces and essential service hubs to mitigate short-term revenue losses and create long-term growth opportunities. I also developed operational and P&L controls, establishing the highest-performing region for three consecutive quarters. Furthermore, I pioneered a new white-label service, enabling local business owners to leverage Prestige1 infrastructure during seasonal downturns, generating a new B2B revenue stream of $12 million within the first year. Leveraging technology and automated monitoring, I generated real-time customer experience insights, driving data-backed decision-making and increasing customer lifetime value by 28%. This success culminated in my being offered the newly established position of EVP of Acquisitions and Operations, a role I assumed in July of 2020. Following my successful leadership during the pandemic, I was promoted to EVP of Customer Operations, where I scaled the firm’s North American portfolio and acquisition strategy.

Artemis Capital

Corporate Strategy Consultant

Artemis Capital, a prominent financial firm, faced a significant obstacle to its growth and innovation: data silos. Information was trapped in disparate systems across the organization, hindering its ability to gain a comprehensive view of business performance. This lack of visibility hampered the firm's capacity to adapt to rapidly changing market conditions and effectively introduce new products. Artemis Capital recognized that this challenge limited its agility and prevented it from capitalizing on emerging opportunities.

These data silos had a cascading effect, slowing decision-making processes and restricting the firm's ability to respond swiftly to market shifts. The absence of a unified view of performance made it difficult to identify areas for improvement and prioritize strategic initiatives. Ultimately, this data fragmentation stifled innovation and impeded Artemis Capital from achieving its full potential.

PMG stepped in to address this challenge by designing and implementing a comprehensive enterprise architecture. This involved unifying the disparate data sources into a single, accessible platform, fostering a data-driven culture within the organization. PMG also streamlined key business processes using its proprietary Work-Unit model and provided real-time analytics capabilities to empower informed decision-making at all levels.

The impact of this transformation was significant. Artemis Capital now benefits from a unified data source, derived from previously isolated departmental systems. This greatly enhanced their ability to analyze data and make rapid, data-driven decisions. Furthermore, the new corporate architecture developed by PMG led to a 12% reduction in operating expenses and a 25% decrease in low-value personnel spending. These improvements directly resolved the data silo problem and enabled Artemis Capital to become more agile and innovative.

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.

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Connect With Me

Phone: +1 (519) 783-1579

WhatsApp: +1 (902) 308-7520

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