I’m a

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With a dynamic career spanning from the intricacies of trading and derivatives to the strategic realm of financial planning, I have continually evolved as a versatile professional. My journey led me to become a Salesforce Subject Matter Expert, where I delved into the complexities of CRM solutions, refining my expertise with each project. Transitioning into the role of a Product Manager for Financial Services products within Salesforce, I orchestrated innovative solutions tailored to the evolving needs of the industry, harnessing technology to drive tangible value for clients.

As my career progressed, I ventured into the realm of consulting, leveraging my multifaceted background to navigate complex business landscapes. It is within this domain that I found my niche, combining my financial acumen with technological prowess to craft impactful strategies. Currently, I embark on an exciting chapter at OneVest, a Canadian FinTech disruptor in the Wealth Management space, where I lead the Enterprise Experience team. In this role, I am dedicated to spearheading our expansion efforts into the United States, forging strategic partnerships and pioneering transformative solutions in the financial services landscape.

➡️ Product Management

• Ship features across onboarding, trading, and compliance that drive faster advisor activation and client conversion

• Translate voice-of-customer feedback into roadmap priorities that increase engagement and reduce drop-off

• Balance regulatory demands with intuitive UX to deliver clean, compliant workflows

• Build in Salesforce and wealth tech environments where trust, scale, and integration are critical

⚡ Salesforce & CRM

• Work across Sales Cloud, Service Cloud, Financial Services Cloud, and Experience Cloud to solve real business problems

• Streamline advisor workflows, reduce manual processes, and surface the right data at the right time

• Partner with stakeholders to build Salesforce solutions that support scale, compliance, and great service

• Bridge the gap between financial operations and CRM architecture to drive adoption and measurable ROI