Implementation, onboarding, systems, rollout, and cross-functional delivery.
Profile Sync
Defined how behavioral profile data should move into CRM and Pulse workflows so advisors could use client personality insights inside day-to-day practice.
Pulse Launch
Moved advisor onboarding from a manual Typeform, Google Sheets, and database workflow into a self-serve Pulse platform flow with Stripe billing, survey setup, and in-platform client communication.
Advisor Hub
Expanded the product from a survey-and-report workflow into a unified advisor platform with dashboard, profile, backtesting, portfolio, alerts, newsletter, and AI surfaces.
Growth Ops
Helped move Finliti from pre-revenue startup operations to a more structured B2B platform with paid pilots, firm onboarding, and enterprise-ready workflows.
Product design, UX research, dashboard structure, and interface clarity.
Profile Sync
Defined how behavioral profile data should move into CRM and Pulse workflows so advisors could use client personality insights inside day-to-day practice.
Pulse Launch
Moved advisor onboarding from a manual Typeform, Google Sheets, and database workflow into a self-serve Pulse platform flow with Stripe billing, survey setup, and in-platform client communication.
Advisor Hub
Expanded the product from a survey-and-report workflow into a unified advisor platform with dashboard, profile, backtesting, portfolio, alerts, newsletter, and AI surfaces.
Signal Layer
Helped structure a market-alert workflow connecting CSV asset shelves, portfolio data, and investor profile logic into ongoing advisor signals.
Content systems, messaging, campaigns, video, and product storytelling.
Finliti Content Systems & Product Explainers
Developed investor reports, onboarding content, product explainers, and lifecycle messaging that made a behavioral finance platform easier to understand and use.
Scalepoynt Video & Creative Lead
Edited 20+ promotional and educational videos and created motion-led product walkthrough visuals for a multi-year client engagement.
Toronto Urban Growers Storytelling
Created a short community-storytelling video for Thorncliffe Park Urban Farmers as part of TUG Urban Ag Week 2021.
Nimble Media Client Content Systems
Produced branded content and messaging systems across 65+ client accounts.
Film, TV, and production work across producing, AD, camera, and editorial.
Byeeee Feature Film
Served as co-producer on the feature film Byeeee, supporting production execution, coordination, and delivery across a full feature timeline.
Get Hooked Production Coordination
Worked as 2nd Assistant Director on Get Hooked, supporting call sheets, timing, talent movement, and on-set coordination for an OUTtv / Amazon docuseries.
Boy in Bloom
Wrote, produced, and edited Boy in Bloom, a festival-selected short film.
Finding Green Development
Created and wrote Finding Green, an optioned CMF/IPF-funded development project that reached early streaming-partner discussions.