VP, Strategic Projects at Knowledge First Financial
1. CEO & CFO experience with firms needing a collaborative change agent
2. Both ESG advisory and operational experience (15 years).
3. Responsible Investing leader in Canada. Deep network. Oversee a $7 billion AUM portfolio.
4. Deep experience in the Canadian financial services industry – extending back 3 decades.
5. Former investment banker (17 years) covering the financial services sector (C-suite) with over $75 billion of transactions and M&A experience
6. Experience in both institutional and entrepreneurial environments
7. Board & governance experience. ICD designation candidate (2021)
8. Extensive strategic development and implementation experience
9. Financial literacy. Financial & regulatory reporting, budgeting, & treasury management.
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