AI Adoption & Business Transformation Leader
Fifteen years helping organizations translate complex new capability into something their people actually use — across financial services, global brands, and emerging technology. AI is the same challenge.
I bring the same discipline.
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Across fifteen years of account and change leadership, the pattern I've seen most consistently isn't a technology gap — it's a people and process gap. The distance between "we're exploring AI" and "AI is embedded in how we operate" is covered by stakeholder trust, change management discipline, and the commitment to see change through — not by better tools.
That gap is where I've built my career — for regulated financial-services clients like Manulife, Mackenzie, IPC, and IG Private Wealth — translating complex capability into commercial action, building organizational readiness, and leading the cross-functional work that makes change actually stick. That experience transfers directly to AI adoption. If anything, it becomes more relevant.
Diagnosing adoption barriers, designing pilots with real business targets, and moving organizations from "we should explore AI" to embedded, scaled practice — with measurable milestones at every stage.
I translate AI and marketing investment into the language senior leadership actually uses — revenue, margin, competitive advantage. Building a credible business case for adoption is as important as the adoption work itself.
Most of my career has been inside regulated financial-services — compliance-heavy, governance-layered, with low risk appetite and scrutiny at every level. I know what adoption looks like when the guardrails are real, and I've developed the approach to work within them effectively.
I build alignment at every level — C-suite framing, mid-management buy-in, team-level habit change — without direct reporting authority. Creating organizational momentum through influence rather than mandate is one of the most important skills I've developed, and it's central to how adoption actually happens.
I direct creative, marketing, analytics, and AI-agent teams across concurrent client engagements. The accountability isn't limited to coordination — it's for outcomes. Multi-team orchestration at scale is where I've spent most of my career.
I work across the full adoption arc — from executive framing and roadmap through operational implementation to day-to-day behavior change. The measure I care about isn't a strategy document. It's when the new way of working becomes routine.
Steadfast Consulting
Media.Monks
OLIVER Marketing
The Autumn Group
The Blue Hive
Innocean Worldwide
Additional: Freelance Digital Producer (Hyundai, Subway, 2017) · Senior Account Manager, Australia (Subaru, Emirates, Siemens, 2014)
Most of my career has been inside financial-services organizations that take compliance seriously, move cautiously, and need a strong business case — and genuine senior alignment — before they change how they operate. That context shaped how I approach change leadership, and it's directly relevant to AI adoption.
The clients where I've spent the most time — Manulife, Mackenzie, IPC, IG Private Wealth — operate with significant governance overhead, risk-averse senior leadership, and legacy process deeply embedded in how they work. Driving meaningful change in that environment takes a particular kind of discipline. It's the one I've been developing for fifteen years.
Currently directing AI adoption strategy and roadmap for two financial-services clients — IPC and IG Private Wealth — from use-case identification through stakeholder alignment and embedded practice.
Directed "DogeCan" — one of the first Web3-integrated brand campaigns in Canada. The pattern: help an organization treat an emerging technology as a strategic commercial asset, not a side experiment.
Six years advising Manulife, Mackenzie, IPC, and IG Private Wealth at the senior level — building trust in a sector where trust is the hardest thing to earn and the first thing to be demanded.
Owned end-to-end delivery for Google and HP — the organizations that are building AI and equally need leadership on how to adopt it internally and communicate it externally.
"Merry Carolers" — Manulife Bank integrated campaign
"Merry Carolers" — Manulife Bank integrated campaign
"Be the Face of FCH" — First Choice Haircutters promotional campaign
B.Comm — Marketing Major, eCommerce Minor
Diploma — Advertising Account Management
[ available · remote canada / us ]
Open to senior AI transformation and change leadership roles — commercial strategy, adoption programs, regulated-industry clients. Canada or the US.
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