Katherine MacMillan - President & CEO
Katherine MacMillan is President and Chief Executive Officer of International Financial Data Services (IFDS). Katherine has served as President & CEO as well as an IFDS board member since February 2014.
With its global headquarters in Toronto, Canada, IFDS is a world-leading provider of outsourcing and technology solutions to the financial services industry. IFDS services over 240 financial organizations around the world, providing solutions to a wide range of global asset managers, wealth managers, banks, and insurance companies. With over 2,000 employees and partners located throughout Canada, Europe, and Asia-Pacific, the IFDS enterprise supports more than 13.6 million accounts with AUA of CAD $2.3 trillion.
Prior to joining IFDS, Katherine served as Executive Vice President & General Manager at Manulife Financial, leading international teams across Canada, the US, and Philippines, with full accountability for strategy and continued growth of the John Hancock Retirement Plan Services business. Katherine spent over 15 years at Manulife, holding various leadership roles in Client Services, Marketing, and Operations.
Katherine has deep experience in the financial services industry, developing extensive expertise in transformational change, driving efficiencies, brand positioning, and operations. She holds a Bachelor of Arts, an ICD.D designation (Institute of Corporate Directors) from the Rotman Directors Education Program, and is a graduate of the Executive Leadership Program from Queen’s University. Katherine was also honored as one of Canada’s top leaders in the Top 40 Under 40 program, a national program that uniquely celebrates the achievements of 40 Canadians in the private, public, and not-for-profit sectors, who have reached a significant level of success before the age of 40. Katherine is currently Chair of the Fundserv Board of Directors as well as Member of the Board of Governors for Junior Achievement.
John Bennett - Executive Vice President, Sales & Business Development
John Bennett is Executive Vice President, Sales & Business Development, responsible for business development, new sales and building strategic relationships within the industry for IFDS.
Prior to joining IFDS, John held the position of Executive Vice President Products and Operations at AGF Trust Company, a division of AGF Management. In this role, he was accountable for all products and operations for the Trust Company and was a key member of the leadership team. His previous experience includes serving as Associate Vice President, Small Business Banking at TD Canada Trust, where he was accountable for small business products and services, from deposit accounts, cash management, loans and lines of credit to commercial mortgages and electronic access products and services.
John has over 25 years’ experience in the financial services industry and has developed knowledge and expertise in all aspects of retail banking. John holds an MBA in financial services from Dalhousie University and is also a Fellow of the Institute of Canadian Bankers.
Joe DeSario - Chief Administrative Officer
Joe DeSario is Chief Administrative Officer, accountable for the dual role of COO and CFO. Joe oversees the business process outsourcing operations function as well as the finance, compliance & risk management and legal groups at IFDS.
Prior to joining IFDS, Joe held the positions of Managing Director, Senior Company Officer and Chief Financial Officer at Reuters Canada, a leading information and content provider to the financial services industry. He has also held management positions at Packard Bell NEC and Price Waterhouse Cooper.
Joe has over 20 years’ experience in finance and operations with over 15 years’ experience in the financial services industry and has extensive knowledge and expertise in finance, business development, operations, and audit.
Edward Eng - Executive Vice President, Client Experience Group
Edward Eng is Executive Vice President, Client Experience Group, responsible for Relationship Management, Client Services, Dealer Relations, Product Development, Marketing and Communications.
Prior to joining IFDS, Edward held various leadership roles at Manulife Financial, RBC and Nortel. In his last role as Vice President, Product Development at Manulife, Edward was accountable for strategy & research, product development & management, project management, compliance and pricing.
Edward has over 20 years of management experience with over 15 years of experience in the financial services industry and has an extensive background in developing strategy, mergers and acquisitions, and finance. Edward has an undergraduate degree in Electrical Engineering and an MBA in Finance, both from McMaster University, Hamilton, Ontario.
Dennis Gregoris - Chief Compliance Officer
Dennis Gregoris is Chief Compliance Officer, responsible for regulatory compliance and risk management.
Prior to joining IFDS, Dennis held several positions at CIBC, including the position of Chief Compliance Officer. In this role, he managed compliance and risk management for both an investment dealer and mutual fund dealer. Dennis also has significant previous experience at TD Bank.
Dennis has over 25 years’ experience in the financial services industry and has extensive knowledge of compliance and risk management. Dennis has served on the Ontario District Council of the Investment Dealers Association of Canada and the Ontario Regional Council of the Mutual Fund Dealers Association of Canada.
Roy Kapoor - Chief Information Officer
Roy Kapoor is Chief Information Officer, responsible the architecture, design, development, and support of IFDS’ proprietary technology application as well as all other Information Technology (IT) functions.
Prior to joining IFDS, Roy held various leadership positions, most recently with John Hancock Retirement Plan Services (JHRPS) as Head of Strategic Initiatives. Roy spent 17 years at JHRPS, where he held various positions in Product Development and Marketing as well as Information Technology, including serving as Chief Information Officer.
Roy brings extensive experience to IFDS – both inside and outside the financial industry – leading large teams, projects and significant growth initiatives across multiple functions to enable broader organizational objectives. He holds a Masters in Applied Mathematics and Computer Science from the University of Waterloo.
Amie Khondo - Senior Vice President, Product Development, Marketing & Communications
Amie Khondo is Senior Vice President, Product Development, Marketing & Communications for IFDS.
Prior to joining IFDS, Amie has held increasingly responsible leadership roles at Manulife Financial/ John Hancock. In his most recent role at John Hancock Retirement Plan Services, Amie was accountable for all aspects of Product Development and Marketing for the Advisor channel experience, the overall Investment Platform, and competitive intelligence.
Amie has over 15 years’ experience in the financial services industry and has extensive expertise in driving adoption of new products and services via targeted marketing programs, call campaigns and sales support. His background also includes Mergers & Acquisitions, as well as client onboarding. Amie graduated from the University of Western Ontario with a B.Sc. Honors in Statistics and Actuarial Science; he holds a CFA and is a member of the Toronto Society of Financial Analysts.
Noelle Sargeant - Executive Vice President, Human Resources
Noelle Sargeant is Executive Vice President, Human Resources, responsible for leading the development and delivery of the human capital aspects of the corporate strategy.
Noelle has over 20 years’ experience in the financial services industry holding senior roles in HR, risk management, and strategic planning. Prior to joining IFDS, Noelle oversaw the global HR Relationship Management team at Russell Investments, and also occupied roles at Scotia Capital and OMERS.
Noelle is a graduate of the Advanced Program in Managing Strategic Change from the Rotman School of Management, University of Toronto, and has extensive experience in the design and implementation of organizational effectiveness and change programs.
Damien Barry - Senior Vice President, Head of IFDS Cross Border – EMEA
Damien Barry is Senior Vice President, Head of IFDS Cross Border – EMEA at IFDS. Previously, he was Head of Transfer Agency Strategic Programmes EMEA at State Street. In his current role, Damien is focused on aligning the cross-border transfer agency business with State Street’s overall strategy.
Prior to this appointment, Damien served as Head of the Real Estate and Private Equity business within AIS EMEA. He was also responsible for European Fund Services for State Street’s Offshore Business in Asia.
Damien has a Bachelor of Civil Law (Hons) from University College Cork where he graduated in 1991 and is a Fellow of the Institute of Chartered Accountants in Ireland, having trained and qualified with Ormsby & Rhodes in Dublin.
When Damien qualified as an accountant, he joined KPMG in London where he worked in the Financial Services unit of the firm. Damien subsequently transferred to KPMG in Dublin where in continued his career in financial services. Having spent five years at KPMG, he joined State Street in 2001 to help establish the Kilkenny office.