Director Marketing & Communications / Creative Director - Executive Leadership

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• Established and managed a network of 8 accountancy firms marketing business units; including overall marketing strategy, implementation, and execution delivering highly personalized, intuitive websites to a diverse portfolio of clients.

• Developed relevant and ambitious business development strategies for multiple lines of business, including but not limited to: Wealth Management, Insurance, Estate Planning, Group Benefits, and High Net Worth offerings.

• Designed, developed and implemented customer journey onboarding script, specific to KYC regulatory requirements approved for use within the Canadian Financial Services industry. 

• Designed and implemented Phase 1-3 Microsoft Dynamics (ERP), with the goal of collecting customer journey data for AI/ML to aid in the implementation of a predictive transaction model.

• Developed and implemented branding and identity use and best practices through the introduction of a comprehensive internal corporate guidebook.