I bridge the gap between enterprise transformation and global business ecosystems. Currently driving growth at Beyond Global.
Years Experience
Corporate & Banking
Value Managed
Private Equity & Assets
Core Pillars
Strategy • Compliance • Tech
Languages
English & Mandarin
Providing executive-level oversight and revenue-aligned advisory for founders and institutions.
Designed change management strategies for digital banking platforms (CIBC). Expert in KYC/AML frameworks, cloud migrations, and end-to-end project lifecycle management.
Spearheading growth within the North American landscape at Beyond Global. Cultivating high-stakes relationships with Limited Partners and Family Offices.
Led enterprise-wide adoption of Salesforce CRM. Established Command Centres for onboarding and utilized data-driven insights to mitigate churn and optimize platform health.
With over 20 years of experience, I specialize in the intersection of Client Success, Regulatory Compliance, and Digital Transformation. I have built a reputation for navigating complex environments to drive platform adoption and measurable value.
Prior to my current role as Business Development Director at Beyond Global, I held high-impact leadership roles at CIBC and TD Bank. My work ranged from leading client journey automation to managing enterprise-wide cloud migrations.
I hold a Bachelor of Arts in International Relations from the University of Toronto and am fully CIRO licensed (CSC and LLQP). I also serve as a Board Member for the Canadian Association of Urban Financial Professionals (CAUFP).