TO ANH TRAN

CTO/CIO/COO, BOARD MEMBER AND FOUNDER

https: /www.linkedin.com/in/toanhtr88 647-***-****

ad3z3z@r.postjobfree.com

ABOUT ME

Drawing from my rich experience as a Business Transformation leader, I am adept at spearheading innovative strategies that fuel large-scale business transformations.

-Having been a CIO and CTO, I am eager to bring this wealth of experience, my adaptability skills, and my servant leadership style to your team.

-With significant international exposure, I excel at leading strategic initiatives, driving competitive advantage.

-Well-acclaimed for my proficiency in emerging technology like AI, I elevate business growth as a thought leader, fostering a culture of collaboration.

-My customer-centric approach has aided my success in driving complex organizations.

LANGUAGES

ENGLISH FRENCH VIETNAMESE SPANISH

WORK EXPERIENCE

PROTO MANAGEMENT CONSULTING

New York

Feb 2021 - Present

THOMSON REUTERS

USA, UK, CA, LATAM, ASIA

2019 - 2021

CTO - COFOUNDER

A start-up located at World Trade Center, a subsidiary of WPP, the world's most prominent of 280,000 employees, a conglomerate communication, agency, and PR to innovate business management and technology consulting.

•Conducted consultations with Fortune 500 clients' C-suite to enhance tech and digital capabilities: Samsung, Nike, Home Credit, Advent Health, Petco, Cotopaxi, Maples Group, Walmart.

•Collaborated with Bain & Co on a business strategic proposal plan, encompassing a multi-year horizon for the middle and long term.

•Developed technologies strategies, MVPs and roadmaps with emerging technologies like Snowflake, ThoughtSpot, Big Data AI/ML, Architecture, and Immersive AR/VR, and Omnichannel capabilities.

•Conducted comprehensive analyses on macro and micro trends, coordinating with senior executives to integrate technology strategies and roadmaps across the organization, aligning with corporate objectives.

GLOBAL VICE PRESIDENT DIGITAL PLATFORMS (CTO equivalent)

One of the world’s multimedia conglomerates operating in financial services, law, tax, compliance, government, and media with a global revenue of 6 billion and 24,000 global staff.

Legacy: Improve NPS (net promoter score) moving from -20 to 30 in

less than six months.

•Led 800 engineers at Thomson Reuters, driving transformative projects in DevOps, UI/UX, QA, Product, and Architecture domains.

•Optimized tech stacks (AWS, Google, and Azure) and infrastructure for superior performance and scalability, streamlining architecture through microservices, leading to seamless product launches and rapid MVP development.

•Spearheaded AI/ML integration for smarter insights alongside Power BI and Tableau, improving product functionality through data-centric decisions guided by meticulous OKRs and KPIs.

•Transitioned from on-premises systems to modern cloud-based platforms, significantly boosting data analytics capabilities while prioritizing robust infrastructure security.

CANADA FEDERAL GOVERNMENT - INNOVATION

Ottawa And Toronto

2017 - 2020

TECHNOLOGY ADVISOR

A Government Venture Capitalist: Investing in innovative sectors like Fintech, InsurTech, LegalTech, EdTech, RetailTech, ManuTech and HealthTech.

•Strategic Investment Leadership: Led strategic investments,

facilitating rapid market entry, commercialization, and scaling of innovative ventures.

•Executive Advisor: Advised and empowered CEOs and executives, facilitating strategic partnerships with Government departments, Crown Corporations, Trade Commission offices, EDC, BDC, Global Affairs Canada, MaRS, and CDL/Ryerson.

SKILLS

BUSINESS TRANSFORMATION, CRM, M&A, PE, VC, B2B, B2C

FINANCIAL SERVICES, LEGAL, TELECOM, INSURANCE, MANUFA CTURING, HEALTHCARE, MEDIA

STRATEGIC PLANNING, CONTRACT MANAGEMENT

AWS, GCP, MICROSOFT, DATA BREACH, CYBERSECURITY

RISK MANAGEMENT, GOVERNANCE AND COMPLIANCE

EMERGING TECH: AI, AR/VR, BLOCKCHAIN, RPA, SAAS

TURNAROUND AND CRISIS MANAGEMENT

GLOBAL OPERATIONS AND CULTURE

CHANGE MANAGEMENT AND LEADERSHIP

EDUCATION

BACHELOR OF SCIENCE

College de Maisonneuve / Montreal /

BACHELOR OF TECHNOLOGY

Concordia University / Montreal /

Computer Engineering and Computer Science

MASTER'S DEGREE

GE – Crotonville Leadership management and Six Sigma / Crotonville /

MASTER'S DEGREE

Canadian Board Diversity Council Director Education Program / Toronto / 2013

MASTER'S DEGREE

Women Leadership Program - Thomson Reuters / Toronto / 2020

EXECUTIVE CONTINUING EDUCATION

Harvard School / 2023

Artificial Intelligence & Leadership

OANDA FX CAPITAL MARKETS

NY, San Franc, Toronto, London Sydney, Singapore, Hong Kong, Seoul,

2012 - 2017

DUNDEEWEALTH

Toronto, London, USA 2006 - 2011

GE POWER SYSTEMS - ENERGY

Atlanta, Albany,

Europe, Asia, Canada 1999 - 2006

• Allocation of Government Capital: Directing funding to engineering teams for cutting-edge digital products in IoT, AI, RPA, Crypto/Blockchain, and Cloud computing.

•Relationship Cultivator: Nurturing relationships with leading startups like Koho (Wealthsimple), Ticktrade, Coinberry, Balance, Purefacts, Senso.AI, MovetheDial, Clearbanc, INStage, Kooltra, Every, SourcedGroup, Cinchy, Castle Ridge Asset Management, OverBond, CapIntel, and Dealmaker.

GLOBAL VICE PRESIDENT DIGITAL CX & CDO- (COO equivalent)

One of the world's prominent private leaders in the FOREX (Foreign Exchange) capital market industry, providing currency information services, commercial bank, hedging, trading, and related services.

Legacy: Key contributor to winning the prestigious "Global Highest

Client Satisfaction" by Investment Trends & in growing Oanda's business value to $3.0 Billion pre-IPO.

•Strengthened Compliance in Forex Capital Markets: Instilled a culture of robust risk management and compliance, meticulously aligning with global regulatory standards (KYC, AML) and policies by notable bodies (FCA, CFTC, MSA, IIROC, etc.).

•Led Global Digital Transformation: Advised CEO and Board, driving digital transformation across major financial hubs, optimizing operations from Toronto to Tokyo. Included Currensee acquisition. Global team of 400 technologists.

•Revolutionized Client Operations Globally: Utilized Agile/Scrum methodologies to enhance efficiency and collaboration within the global client operations team (Compliance, Onboarding, Quant, cash management, contact center) showcasing exceptional leadership.

•Innovated Digital Initiatives for Client Engagement: Spearheaded digital strategic tech initiatives (CRM Salesforce, Murex), focusing on enhancing the client life cycle through innovative self-serve channels and diverse payment options (ACH, PayPal, Skrill, Braintree etc.)

SENIOR VICE PRESIDENT BUSINESS TRANSFORMATION & CIO

A premier financial services company with 3,500 employees and $85 billion in assets, providing wealth solutions via: Dynamic Funds, Investment Counsel, Dundee Securities, Dundee Capital Markets, Dundee Bank, Dundee Insurance, Dundee Real Estate, and Dundee Private Wealth.

Legacy: Mitigated G20 summit risks through thorough Business

Disaster Recovery planning using SaaS Cloud Computing. Key contributor in Scotia Bank's 2011 acquisition.

•Transformation Specialist: CEO-chosen leader, driving change and success for DundeeWealth. Managed 500 IT FTEs/contractors, spanning UK, US, Cayman Islands, and Canada.

•Order Management Systems Expert: Excelled in wealth and investment portfolio platforms (Charles River, SimCorp, Bloomberg, Geneva), optimizing trading, client onboarding, and settlements leading to an impressive 40% growth of DundeeWealth and its subsidiaries.

•Technology Vision and Risk Expert: Accountability for leading and supporting critical technology including trading, operations, fund administration, hedging fund, custodian, audit, regulatory reporting, risk management, and shareholder services.

•Awarded Top Client Services: Repositioned the company, garnering prestigious service recognition.

GLOBAL CIO

•Empowered Digital Transformation at Fortune 50 Conglomerate: Fortune 50 industry leader boasting an $11 billion sales revenue and a vast portfolio of products and service solutions. Spearheaded transformative initiatives, utilizing my

LICENSES

SERIES 3 CERTIFICATION - NATIONAL COMMODITY FUTURE CERTIFICATION » FINANCIAL INDUSTRY REGULATORY AUTHORITY (FINRA)

New York

SERIES 34 CERTIFICATION RETAIL OFF-EXCHANGE FOREX » FINANCIAL INDUSTRY REGULATORY AUTHORITY (FINRA)

New York

TAT MANAGEMENT CONSULTING

2012 - Present

Master Black Belt expertise to drive significant productivity savings.

•Strategic IT Leadership with Global Impact: Led a diverse global team of ~1000 IT professionals and contractors, to deploying critical technologies such as CRM, WiFi, and ERP across 76 global locations.

•Visionary Technology Roadmap Development: Orchestrated the development of a comprehensive technology roadmap, meticulously aligning with both short-term and long-term business objectives.

•Driving M&A Integration for Industry Leadership: Took a pivotal role in the integration and rationalization strategies, propelling the company to secure a strong #2 position within the competitive Power & Energy industry.

FOUNDER & PRINCIPAL

•Dynamic and results-driven Management Consultant with a core focus on strategic planning and execution. Guiding clients through strategic technology transformations, optimizing processes, and achieving sustainable competitive advantages.

ASSOCIATE PERSON CERTIFICATION NATIONAL FUTURES ASSOCIATION

New York

AML CERTIFICATION FINANCIAL INDUSTRY REGULATORY AUTHORITY (FINRA)

New York

BOARD ROLES

INStage

2019 - Present

BOARD ADVISOR

A start-up world's first AR with interactive and immersive technology, with simulations designed to help students practice and develop the communication skills required for the modern workforce. Following each simulation, users receive an AI-driven feedback report detailing metrics such as speaking volume, clarity, speed, use of filler words. Worked with founders to commercialize products.

GE SIX SIGMA - MASTER BLACK BELT

ATLANTA

TalkAItive

2021 - Present

BOARD ADVISOR

A start-up world's first AI Consumer Digital Intelligence tool to understand emotions, allowing our clients to gain a deeper understanding of language and sentiment towards their brands, products, and services. A big data AI/ML computation platform and analysis of millions of data points across hundreds of user themes in real-time.

-Worked with founders to commercialize initial products. Building platform running on TensorFlow and Spark frameworks, with data pipelines using Kafka and interface HTML5/Angular.

WOODGREEN COMMUNITY FOUNDATION

2009 - 2013

BOARD OF DIRECTORS

Fundraising · Board Administration · Board Operation · Board Search - Board governance

WoodGreen is one of the largest social service agencies in Toronto, delivering integrated programs from physical, mental health and disability services to affordable housing and pathways to employment.

TMS - PRIVATE SCHOOL

2010 - 2021

BOARD OF TRUSTEES

Founded in 1961, TMS has evolved into a leading independent school that combines the Montessori and International Baccalaureate frameworks to provide students with the foundation for a life of goodness and excellence. Board governance, Budget management, construction management.

Contribution: Grew the school from 400 students to 800 students and construction of a new campus for high school in Elgin Mills.

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