Fintech GTM & Regulatory Strategy
I help launch new products and markets in payments, banking, crypto and more.
Expertise 🤓
- Regulatory GTM in new verticals and markets
- Vendor selection and negotiation
- Obtaining licenses and regulatory approvals in new and novel areas
- Enabling and optimizing payments/ money movement strategy
- Risk management, compliance and AML program development
- Competitor analysis and market trends
- High risk industries
- Bank partner negotiations
Some achievements 🏆
- Advised three fintechs launching in the US (two B2C and one B2B) on a successful GTM including obtaining direct access to partner banks, negotiating with third party vendors and obtaining regulatory approvals.
- Helped launch Canada’s first securities regulated crypto trading product in Canada.
- Helped launch Wealthsimple Cash, the first challenger bank for investors.
- Led the negotiation of bespoke and lucrative agreements with banks, third parties and large global partners.
- Used regulatory strategy, compliance and business strategy to unlock new revenue opportunities and cost savings resulting in $MM saved.
- Under my leadership, Wealthsimple was the first fintech to achieve full stack payment infrastructure access comparable to a bank by:
- Becoming a member of Payments Canada and get direct access to the payment rails to build banking functionality.
- Was granted a direct settlement account at the Bank of Canada for the upcoming Real-Time Rails.
- Obtained a direct issuing license to issue credit cards and prepaid cards.
- Becoming a direct participant/member of Interac’s e-transfer network.
- Stacking CDIC coverage up to $500K.
What I’m up to 💡
- At Wealthsimple helping launch new products in banking, payments, crypto, and more. Currently the VP of Payments Strategy & Chief Compliance Officer.