Work
Twenty years.
Four things that kept showing up.
Across financial services, consumer goods, and fintech — the same patterns, in different institutions, at different scales. Here is what that work looks like.
Narrative that moves the business
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Thread one · Narrative
Narrative that moves
the business
I make hard things clear — and then I make them matter.
I've owned the central product narrative in fintechs. I've built board-level positioning for seven CEOs. I've translated complex capital markets products, complex commercial propositions, and institutional strategies into narratives that moved people to act — at the board level, in the market, and inside organisations that needed to understand what they were becoming before they had fully become it.
This is not communications. It's commercial strategy expressed as language.
The difference between a strategy that gets funded and one that doesn't is rarely the quality of the analysis. It's whether the people who need to act on it can feel why it matters. I've built that story across financial services, consumer goods, wealth management, and fintech. In regulated environments where the wrong word has consequences. At the top of institutions where the stakes were real and the narrative had to hold under pressure.
I've done it working with seven CEOs. Across a thirty-country rebrand. Inside fintechs translating specialised lending and capital markets products into narratives that corporate HR leaders, private equity partners, and investment bankers could all act on — simultaneously. Because when the narrative moves, the business moves with it.
B2B and B2C fluency
Same mountain.
Two completely different sides.
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Thread two · Fluency
B2B and B2C
fluency
I've had to understand completely different buyers in the same role, at the same time, and make commercial decisions for both.
In consumer goods, I was selling to trade — distributors, retailers, route-to-market partners — while simultaneously managing global consumer brands that had to hold across cultures, languages, and regulatory environments. B2B and B2C in the same breath.
In global banking, I was building marketing and communications for everyday people making decisions about their money — mid-pandemic, with complex products, when emotions were high — while managing institutional relationships, board narrative, and a rebrand landing across thirty markets. And alongside that, major global partnerships — Visa, Mastercard, Olympic campaigns, automotive brands — each requiring a B2B relationship managed at the institutional level while the consumer-facing execution had to land locally.
In insurance and wealth management, the adviser is the B2B relationship — built on trust, technical knowledge, and years. The end client is navigating tax, estate planning, and generational wealth decisions that most people only make once.
In digital brokerage and fintech, the B2B component was two hundred credit unions. The B2C component was retail investors making real-time decisions about their financial futures. Both had to be served by the same function, at the same time, to a high standard.
Most organisations find that intersection hard. I've operated inside it across four industries, in different forms, for twenty years.
Building in ambiguity at scale
I thrive in ambiguity.
I've lived it.
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Thread three · Ambiguity
Building in
ambiguity at scale
I thrive in ambiguity. I've lived it.
The information is never complete. The structure is never finished. The situation is never fully resolved before you have to move. I've navigated that three different ways — too little information in a fast-moving fintech, too much disconnected information inside a siloed institution, and information that can be made to say anything inside a matrixed organisation with competing priorities.
But the part I find most interesting isn't navigating the ambiguity. It's what you build inside it.
I introduced go-to-market as a discipline into a legacy insurance institution that had never used the concept. I built revenue architecture from scratch. I brought agile marketing into an organisation running on hundred-year operating rhythms and scaled it enterprise-wide.
When I arrived at one institution, the sales force was a Maserati being driven like a Fiat through narrow streets. The capability was there. The system around it wasn't built to use it properly. I built that system using dotted-line relationships and existing resources. No large team. No empire. Just the right connections made in the right order, tested, optimised, and handed to the delivery organisation to run and iterate.
That's how I build. I find what's already there, make it work together, connect it to the enterprise so it persists, and hand it off. Scotia Insights is ten years old. I haven't worked at that institution for years. It's still running. That's the test I apply to everything I build.
Commercial rigour
Stewardship.
Not just performance.
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Thread four · Rigour
Commercial rigour
attached to the function
I think of this role as stewardship. Steward of capital. Steward of resources. Steward of the team's time.
That means understanding the business first — the unit economics, the strategy, what the organisation is actually trying to do commercially and what marketing needs to deliver for that to work. Without that, marketing builds in its own language — reach, engagement, share of voice — and produces convincing decks that have nothing to do with whether the business is growing.
I've run digital acquisition funnels in brokerage and fintech where every dollar had a traceable return. I've managed marketing investment across thirty countries inside a major financial institution and had to show what the function was worth in commercial terms, not marketing terms. I identified Salesforce effectiveness as a commercial lever, built the architecture to activate it, and connected it directly to pipeline and revenue.
But commercial rigour isn't just about speaking to a number. It's about knowing which number matters, over what timeframe, and for whom. The tension I've always held is between short-term performance — pipeline, conversion, CAC, quarterly results — and long-term value creation. Brand equity. Customer trust. The lifetime value that compounds quietly and shows up in retention, referrals, and the premium a customer is willing to pay over time.
Stewardship of resources means the team's time goes into work that gets deployed — not work that sits on a shelf. And every system I've built has included the reporting mechanism as part of the build itself — the adoption and change management layer that makes the work persistent. That's how it keeps running. That's how it keeps being measured honestly.
investment
Service and community
The work that gives back.
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Thread five · Service
Service and
community
The Scotiabank Foundation wasn't a CSR programme. It was a governance rebuild — from a legacy entity into a high-performance organisation held to the same fiduciary standards as the bank itself. We moved from passive giving to strategic community investment. $3.4 million deployed annually. 31,000 lives reached. A thought leadership model adopted across Scotiabank's global network.
That work gave me a perspective most nonprofit boards don't have access to — someone who has sat inside the institution that writes the cheques and understands how those decisions get made.
Corporate philanthropic decisions are not simple. They go through governance frameworks, ESG commitments, community investment strategies, and internal approval processes that have to satisfy boards, shareholders, and regulators simultaneously. A nonprofit that understands that — that can speak that language, structure partnerships accordingly, and make itself a credible long-term partner rather than a one-time line item — has a significant advantage.
That's the perspective I want to bring to a nonprofit board. Not just governance rigour, though I have that. Not just marketing and narrative capability, though I have that too. But the specific understanding of how corporations think about community investment — what makes them commit, what makes them stay, and what makes the partnership mean something beyond the cheque.
If the conversation is worth having,
get in touch.