Hardi A.
Chief Operating Officer @Estately Wealth Planning
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WORK HISTORY
Chief Operating Officer @Estately Wealth Planning
EDUCATION
Schulich School of Business - York University
Master of Business Administration (MBA), Marketing
Wilfrid Laurier University
Master of Social Work (M.S.W.), Integrated IFG and CPPO
University of Toronto Mississauga
Bachelor of Science (B.Sc.), Psychology
ABOUT HARDI A.
Strategic digital marketing and transformation executive with over 10 years of experience leading omnichannel marketing, marketing technology (MarTech) modernization, and performance optimization across financial services, insurance, and technology. Proven track record of leading modernization initiatives, building delivery operating models, and driving measurable revenue and client engagement. Adept at translating strategy into execution through governance frameworks, data-driven decision-making, and agile leadership in regulated industries. Key Competencies:• Strategic Planning and Execution, aligning enterprise strategy with marketing, operations, and technology delivery.• Digital Transformation, leading Customer Relationship Management (CRM) migrations, Martech modernization, and cloud-based platform rollouts.• Revenue Enablement, designing business-to-business (B2B), business-to-business-to-consumer (B2B2C) and business-to-consumer (B2C) growth frameworks, referral ecosystems, and acquisition campaigns.• Governance and Operating Models, establishing objectives and key results (OKRs), steering committees, and performance dashboards.• Data Driven Decision Making, leveraging analytics, attribution models, and OKR frameworks to guide investment.• Leadership and Change Management, managing cross-functional teams, vendors, and stakeholders in regulated industries.
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