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Andrew Stewart

Managing Director

Rory Binns

Head of Technology

Erik Buisson

Head of Content Operations

Annerly Ellard

Head of Customer Success

Benedict Fedrick

Head of Sales

Radyah Khan

Head of Marketing

Tara Kapitan

Head of Development

Adrian Lake

Head of Regulatory Relations & Credentialing Policy

Mohamed Mahari

Head of Industry Practice Leads

Marise Pimenta

Head of Operations

Andrew Stewart

Managing Director

Andrew leads the global Learning Solutions business, driving cross-border innovation while overseeing the strategic growth of the Canadian Securities Institute (CSI). With an 18-year tenure at Moody’s, Andrew began his journey in customer analytics, spearheading the creation of a robust segmentation framework to enhance CSI’s growth through marketing capabilities. Building on this success, he advanced to oversee operations, where he managed the delivery of learning materials and examinations to over 50,000 learners annually.

His leadership streamlined complex logistical processes, ensuring seamless access to educational resources on a global scale, culminating in his expanded oversight of technology and operations. Optimizing efficiency and technological advancement to support the expansion of learning and development solutions, his knowledge of financial services education and professional training led the stewardship of the global curriculum and faculty – a testament to his visionary approach to leading the Moody’s global Learning Solutions business towards new heights.

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Rory Binns

Head of Technology

Rory is at the forefront of advancing strategic technological initiatives that expand the delivery of our learning solutions and foster a culture of innovation within the organization. With a decade of experience in the financial services learning industry, Rory’s expertise in managing complex infrastructure projects and implementing technology solutions demonstrates a keen ability to navigate the intricacies of technology within the context of learning and development.

Rory has functioned in a variety of critical roles at CSI, driving significant enhancements that elevate the operational efficiencies of our IT infrastructure. With a strategic approach to IT management, Rory’s efforts have improved CSI’s technological capabilities and laid a solid foundation for future advancements. His commitment extends beyond day-to-day technological operations to support broader organizational success. He brings a comprehensive perspective to the business, where he actively champions forward thinking, and pushes the boundaries of what is possible in technology and innovation within the learning industry.

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Erik Buisson

Head of Content Operations

Erik leads the swift development, publication, and strategic deployment of our content, ensuring our offerings are dynamically aligned with evolving market demands. He champions the integration of people, processes, and technology, meticulously managing the product lifecycle to ensure quality, consistency, and strategic alignment to enhance our product suite.

With an expansive career spanning over 25 years in the financial services education sector, Erik has honed his expertise across a broad spectrum of roles, including product management, operations, information systems, and account management. This diverse record of experience has equipped him with an all-encompassing view of the industry, enabling him to foster innovative solutions and strategic advancements within our team. Before his impactful tenure at Moody’s, Erik was a key figure at Scotiabank, where he contributed to the establishment of the bank’s first nationwide customer contact center, underscoring his ability to drive significant projects in operational and strategic capacities from inception to completion.

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Annerly Ellard

Head of Customer Success

Annerly leads both the Customer Success team and Project Management Office, overseeing the global delivery of learning solutions to enhance client experiences. She contributes to shaping and executing an effective global strategy that broadens the reach of our subscription services across diverse markets, elevating product engagement and ensuring that our offerings not only meet, but exceed the evolving expectations of our clientele.

Prior to her tenure at Moody’s, Annerly embarked on a distinguished 21-year journey in Commercial Banking at SEB, a premier Scandinavian bank stationed in London. She skillfully oversaw multinational relationships with corporations of various sizes and held a decade-long leadership role as the UK Head of Implementation and Internet Banking. In these capacities, Annerly was instrumental in streamlining the onboarding process for new clients and ensuring that UK product development seamlessly integrated into the global roadmap.

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Benedict Fedrick

Head of Sales

Ben oversees global go-to-market strategies and sales enablement, playing a pivotal role in molding our business and product strategy. He collaborates closely with colleagues and customers, shaping the future of learning for the financial and banking sectors. At the helm of a team of learning partners, which includes learning specialists and veteran bankers, Ben leads efforts to uncover, understand, and address the learning and talent management needs of our clients. His team is adept at crafting bespoke, long-term solutions that align with the overarching business strategies of our customers.

Since embarking on his journey with Moody’s in 2007, Ben has contributed significantly to various capacities within the Learning Solutions team, spearheading the development and implementation of expansive learning projects for premier global banking institutions. His tenure in Singapore from 2016 to 2022 marked a period of notable growth, during which he successfully broadened our portfolio’s reach throughout the Asia-Pacific region, demonstrating exceptional leadership and strategic foresight.

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Radyah Khan

Head of Marketing

Radyah leads the strategic direction of B2B and B2C marketing endeavours, with a dual focus that allows for constant refinement of our product offerings. Her creative vision encompasses a thorough comprehension of the learner journey to enhance client engagement, uncover new partnership opportunities, and raise the profile of our professional learning and development solutions.

Radyah’s experience in the delivery of continuing education and instructional design complement her extensive experience as a marketing strategist and professional writer. She is well-versed in conceptualizing and launching product marketing initiatives that enhance brand resonance to reach fresh audience demographics, while providing a more nuanced understanding of market perception and feedback. She drives the marketing team towards achieving a delicate balance between strategic growth and the cultivation of meaningful, lasting relationships with clients through closer collaboration with key internal teams.

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Tara Kapitan

Head of Development

Tara orchestrates the content and product evolution of all eLearning courses and associated exams, ensuring they align with the strategic vision outlined by the product strategy team. Her commitment guarantees that the integrity and user experience of eLearning products not only meet but surpass customer expectations. Tara also spearheads software development, guiding the creation of proprietary applications, such as Credit Coach, and facilitating seamless integrations with third-party platforms.

With a tenure exceeding a decade at Moody’s, Tara has navigated through diverse roles encompassing eLearning, product development, project management, cybersecurity, and technology. She has been instrumental in harmonizing the integration processes for companies joining the Moody’s family through acquisitions, and amassed a wealth of prior experience in various training capacities, collaborating with esteemed organizations such as CSI Global Education, BlackBerry, Sysco Foods, and Spring-Miller-Systems.

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Adrian Lake

Head of Regulatory Relations & Credentialing Policy

Adrian is responsible for regulatory affairs at CSI and ensures that products and services meet the requirements of the financial industry and regulators. Adrian is also CSI’s liaison with the Securities Commissions and other regulators, including CIRO, the Ontario Securities Commission, and the Financial Services Regulatory Authority of Ontario.

Prior to joining CSI, Adrian worked as a regulatory project manager in the capital markets industry and in retail banking business controls. He has extensive experience in developing and operating regulatory compliance programs, which included the global corporate banking loan book transition from LIBOR and the implementation of MiFID II compliance in the UK. Adrian was called to the Bar of Ontario in 2019. He has Master of Business Administration and a Juris Doctor, both from Dalhousie University.

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Mohamed Mahari

Head of Industry Practice Leads

Mohamed is an accomplished banking leader with over two decades of experience navigating the strategic operational landscape to foster global partnerships, and facilitate impactful learning solutions. He effectively directs a team of international trainers and strengthens quality assurance protocols to ensure the highest standards. Having developed comprehensive credit curricula and professional training, he possesses broad expertise in credit risk, structuring, risk management, financial restructuring, and relationship management.

Mohamed’s diverse professional exposure across Europe, Asia and Africa have honed his strategic adaptability and deepened his understanding of global market dynamics. His contributions as a versatile and forward-thinking leader elevate the organization’s global reputation, inspiring a progressive outlook and a culture of strategic innovation.

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Marise Pimenta

Head of Operations

Marise spearheads Global Operations across a diverse geographical spectrum including APAC, the Middle East, Europe, Africa, and the Americas. Her extensive career within the Moody’s organization began in 2001 when she joined CSI, and she has excelled in various operational roles, notably leading the expansion of Learning Solutions’ largest team to include 34 committed staff members, showcasing her leadership and capacity to foster growth.

Beyond her comprehensive oversight of client operations, Marise’s role extends into the contractual sphere. She is responsible for vendor management, ensuring third-party vendors align with client operations to meet high standards, and collaborates closely with our billing and finance teams to enhance transparency and ensure informed decision-making. Marise’s commitment to operational efficiency and elevating the client experience underscore her strategic approach to global operations. Prior to joining Moody’s, she contributed her expertise as an IT Service Manager at PowerGen, a leading British Utility Company. Marise’s decision to immigrate to Canada marked the beginning of a new chapter in her professional life, leading to her significant contributions to the Moody’s organization.

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