| A strategic financial executive with hands-on experience
in managing business growth and change. A results oriented individual
with an extensive background in corporate finance, regulatory affairs
and portfolio management. A skilled project manager with strong analytical
expertise, Ken has a consistent track record recommending and successfully
implementing significant improvements in process and technology.
SELECTED ACHIEVEMENTS
Managed the review of business processes, selection and the implementation
of an electronic documentation management system, including automated
workflow which reduced unit cost of processing by over 25%.
Project management of a nine month $1 million initiative to implement
a complex financial management system for a multi-billion dollar organization.
Led a comprehensive needs analysis, complemented by coordinating the review
and selection of improved financial systems for a rapidly growing organization
in the health care scheduling and staffing business.
Worked with a major insurance company in the start-up of a $5 million
joint venture. Implemented all administrative functions including office
and systems infrastructure and staffing to support the distribution of
a new product by the four partners.
Developed cash flow systems to improve investment results by over $100
thousand per year on annual positive cash flow of $150 million.
Optimized banking arrangements, leveraging new business growth, and improved
treasury management processes, including the implementation of an electronic
banking infrastructure, resulting in reduced banking costs by over 10%.
Established e ducation curriculum for compliance with security commission
requirements for a group of securities dealers, attaining endorsement
nationally for continuing education credits. The development of the e-learning
platform created a profit centre and has been successfully administered
to over 2,500 students nationally.
Instrumental in lobbying efforts for the Canada Education Savings Grant
program which ultimately doubled sales and net income in the first year
Coordinated the investment management support for over $1 billion of investments.
PRIOR EXPERIENCE
The Osborne Group
- Second Base Youth Shelter
- Stroms’ Enterprise Ltd. (distributor of L’Occitane en Provence)
- Fred Victor Centre
- Agla & Associates Inc.
- Med-Emerg Inc.
USC Education Savings Plans Inc. – Executive Vice President, Finance & Administration
Manulife Financial – Director and Reinsurance Controller
Pace Benefits Limited Partnership – Vice President, Operations
Great-West Life – Director, Financial Control
QUALIFICATIONS
Ontario Institute of Chartered Accountants – Chartered Accountant
University of Manitoba – Honours Bachelor of Commerce
Canadian Securities Institute – Canadian Securities Course & Branch Manager Course
RESP Dealers Association of Canada – Past Vice-Chair, Securities & Regulatory Affairs
Canadian Association of Not for Profit RESP Dealers – Past Co-Chairman
Fred Victor Centre – Finance Commitee
Jessie’s Centre for Teenagers – Board of Directors
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