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Work experience


Senior Managing Director, Corporate Marketing

Bear Stearns

Built a competitive brand image to improve the firm’s profile and performance in key markets worldwide. Reported to the CFO and worked directly with the firm’s senior management committee. Directed a staff of 50 covering New York, London and Tokyo to deliver a comprehensive and cross-functional Marketing Communications program to fit the firm’s global business needs.

  • Successfully captured in a single, centralized group the dedicated resources to deliver the highest quality, cost effective communications, corporate and business group marketing literature, advertising, events, and sponsorships.
  • Sharpened the firm’s external image by developing consistent and coordinated marketing efforts, improved client-facing programs and new initiatives to elevate the brand picture.
  • Extended the brand around the world with marketing and advertising programs designed to establish the firm’s business depth, breadth and strength.
  • Positioned the firm as a competitive player with niche sponsorships such as “The Bear Stearns Tournament of Champions Squash” – an in-demand client program.
  • Delivered high-content corporate events around the world to deepen relationships.
  • To reach the firm’s high net worth clients created an original advertising golf property – “The Bear Stearns Golf Tip of the Week” – as well as adding value at venues such as the Masters.
  • Conceptualized and produced entrepreneurial marketing strategies and programs for key businesses in competitive markets.
  • Enhanced employee engagement through a re-launch of the Bear in Mind newsletter with upgraded content and leadership participation, which also served as a recruiting tool.

Managing Director, Corporate Marketing

Established the USA corporate communications function for CIBC Wood Gundy, the investment banking arm of Canadian parent, CIBC.Created the new brand, CIBC World Markets, when the firm acquired Oppenheimer & Co., Inc. in 1997.

  • Created and implemented the internal and external communications strategy for the acquisition.
  • Planned and executed the media relations program.
  • Conceived and produced a print and television ad campaign – “Who are Those Guys?” – to establish and achieve significant visibility for the new firm.
  • In addition to establishing the name and logo, led the global re-branding with a complete range of communications materials from business cards to the annual report.
  • Created a recruiting and popular client entertaining program with Wayne Gretzky.
  • Co-chaired the firm’s corporate philanthropy program, including the annual Miracle Day fundraising, which engaged firms across Wall Street to raise millions of dollars for hundreds of charitable causes.

Director, Corporate Affairs

Barings PLC

Created the USA corporate communications function for investment banking arm Baring Securities and established visibility for its emerging markets expertise. Successfully raised the firm’s brand profile in North America and was transferred to London to create a single brand and communications platform for the three Barings PLC franchises – Baring Securities, Baring Asset Management and Baring Brothers.In 1995, managed the crisis communications effort during the transition to ING Barings.

  • Established the Corporate Communications office; hired staff, PR and advertising agencies.
  • Launched media relations and communications programs in New York, London and Asia to create brand recognition for Baring Securities.
  • Created new corporate advertising and business marketing programs to publicize the firm’s emerging markets pre-eminence.
  • Within one year, Baring Securities was ranked top three in Institutional Investor for emerging markets research.

VP. Public Relations

Joined the firm as the London-based editor of international fixed-income and equity research. Transferred to New York to work with the public relations team when the firm was engaged in crisis communications.

  • In London, served as the editor of high volume, high quality international fixed-income and equity research for 25+ analysts. Managed daily deadlines for reports from 6-32 pages.
  • In New York, built greater media visibility for Salomon Brothers’ research and emerging markets expertise.
  • Launched new advertising products for the emerging markets and fixed-income groups.
  • Provided speech writing for senior executives for highlight events.

Corporate Communications

Managed employee communications and contributed to the annual report to shareholders. Created communications programs for the commercial, corporate and investment banking businesses. Wrote speeches for the chairman and senior executives. Managed the Royal Bank Award philanthropic program.


Sep 1972Sep 1976

Bachelor of Journalism

Carleton University


Accomplished corporate communications and marketing executive with diverse global experience. Recognized for delivering innovative communications and brand building programs. Expert at motivating teams and building consensus. Solid public relations and crisis communications skills. Excellent written and oral communications. Open to relocation.


Crisis Communications
Communicating during a crisis takes a significant amount of calm and focus.  Controlling your own story is critical when there are so many venues for the distribution of information.  Talking to your employees about what is happening, why and your plan to deal with it will go a long way towards managing a crisis situation in the workplace.
Written Communications
Over the course of my exciting career, I have written on an extensive variety of topics and for individuals, groups and corporations.  Speeches for senior executives, annual reports, a brochure on complex financial topics, or articles for the company newsletter -- writing has always been a joy and a pleasure for me.  I work best with a pen in one hand and a calculator in the other.