Richard oversees the company's client service delivery functions, including custody services, accounting, fund administration, investor services and plan member services. In addition to driving resiliency, service excellence and strong governance across operational functions, Richard has a key focus on advancing investment operations innovation. Richard leads CIBC Mellon's Operational Excellence and Innovation program, sits on the BNY Mellon global asset servicing operations leadership and works collaboratively with Canada's largest institutional investors to help them advance their investment operations strategies. He has more than 30 years of experience in financial services.
Richard holds a Bachelor of Commerce degree from Ryerson University. He is a proud advocate for inclusive and accessible youth sports, and he serves on the Boards of Directors for Bay Street Hoops and the Aurora Soccer Club. He is a member of the advisory board for Ryerson University’s School of Accounting and Finance and a finance committee member for the Museum of Contemporary Art Toronto. In 2019, Richard was awarded the G. Raymond Chang Outstanding Volunteer Award by Ryerson University.