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Mosby - 2022 (Active)

Product Design & Creative, Marketing Strategy, Product Director

Key Achievements

  • Designed client experience journey through the implementation of new service offerings based on structured market intelligence.

  • Creation and development of sell-in and sell-thru communication strategy implemented through the creation of a needs focused blog; including go to market content roadmaps for potential product offerings.

  • Creation and development of brand identity, voice, and experience.

  • Implementation of experience automation to cut process waste and increase cost-effectiveness of customer journey script.

  • Product Management and Creative - Custom website design, build, and implementation.

Product Design.

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Behavioural Design.

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Content & Creative.

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Complex Form Integration.

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Branding & Identity

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Great minds don't think alike, they grow together.

As a collaborative self-starter, I excel at leading highly motivated and effective teams that push the boundaries of innovation to create seamless brand experiences.

Soft Skills.

Critical Thinking

Curiosity

Empathy

Hard Skills.

Problem Solving

Collaboration

Strategic Thinking

Aquired Skills.

Product Strategy

Lifecycle Management

Risk management

Focused Skills.

Regulatory Product Compliance (IIROC, FINRA, SEC)

Regulatory Compliance (IIROC, SEC) - WM Advisory Services 

Service(s) Distribution - Client Experience / Advisor Experience

Additional Training & Development.

Economic Frameworks for Portfolio and Product Management

Diversity in Design: Product Centric Organizations

Mission, Vision, and Strategy - Creating Effective Product Teams

Enterprise Business Process Modelling

Equitable Design Process Medium

Opportunity Framing: Strategic Communications to Stakeholders

Strategic Coach : 8+ Years experience in organizational development and implementation. 

Forever, endeavour.

In my off time I spend time with my family (always new adventures), I climb mountains (carefully), I mountain bike (slowly), read (as much as I possibly can), and buy books (with reckless abandon to my long term financial goals).

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Could your organization benefit from my skills and experience?

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