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Work Background
BMOProduct Owner - Process Optimization, Integration and Technology Experiences (POINTE)
Aug. 2024Product Owner for application used by thousands of bankers to fulfill Products for BMO customers.
Bank of Montreal Manager- Operational Risk - Business Process & Digitization
Jan. 2019 - Aug. 2024Toronto Business Lead on Data Integration on a complex Business Banking Projects leveraging automation and artificial intelligence models
Product Manager on a Risk Management Application used by multiple Lines of Businesses and leveraged by thousands of users
Process Management & Optimization
Operational Risk Management
BMO Financial GroupBusiness Analyst - Business Finance and Deposit Products
Feb. 2017 - Jan. 2019Toronto, Canada AreaCompiling and analyzing Operational Risk Metrics for Business Banking
Canada Working on change management initiatives that improve bank functions. i.e. changes to
technology, Policy guidelines, Process updates.
Managing Business Continuity Plans for multiple business units within Business Banking
Canada
Bank of MontrealCommercial Services Officer - Business Banking
Jun. 2010 - Feb. 2017Responsible for growing existing portfolios valued between $2 million and $20 million by
collaborating with Commercial Account Managers, Business Development Managers and
Cash Management Specialists as well as other banking partners
Analyzing Financial Statements, Margin & Covenants. Providing clients with services on,
lending, investment and deposit products
BMODirect Banking manager
Nov. 2006 - Jun. 2010Successfully referred 319 approved core products, target was 132 in F2009 - 242% of
target.
Proactively initiate activities to support the broader goals of Bank of Montreal Direct
banking by sharing best practices
Fidelity InvestmentsMutual Fund Specialist
Jan. 2006 - Nov. 2006Executed retirement plan assignments and procedures for investment transactions as well as
distribution options such as loans or withdrawals and investment choices
Educated customers on various plan details and financial choices while, processing
transactions and achieving required sales targets
Future ShopSales Associate
Jan. 2002 - Dec. 2006
David Mclean and AssociatesComputer Programmer/Database specialist
Jan. 2001 - Aug. 2001
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