Experience

BMO Wealth Management - Canada

• Banking
• 700 & Above Employee

• Manager, Client Experience

  • Apr 2020 - Present



BMO

• Canada
• Financial Services
• 700 & Above Employee

• Relationship Manager

  • Apr 2017 - Apr 2020

  Supported BMO InvestorLine to improve client experience by reviewing client complaints and providing recommendations to optimize operational effectiveness.

• Senior Advisor- Wealth Management PCD National Office

  • Mar 2016 - Mar 2017

  Led business oversight for Enterprise Tax Change Harmonization standardization project. Responsible for targeted and broad communications regarding regulator changes, process enhancement and best practices

• Operations Manager

  • Jul 2013 - Feb 2016

  Managed a processing team of 45 staff supporting Account Transfers and New Account creation, Insurance, Mutual Funds, Tax Operations and Business Partner Communications for Nesbitt Burns, InvestorLine, Capital Markets and Private Bank.



Citi

• United States
• Financial Services
• 700 & Above Employee

• Implementation Manager

  • Jun 2012 - Jul 2013

  Effectively onboarded and managed institutional clients and custody systems for Canadian client base within Citigroup. Delivered ongoing support in creating daily trade settlement reporting, global market trade requirements and new market account opening.

• Implementation Specialist

  • Aug 2011 - Jun 2012



RBC

• Canada
• Banking
• 700 & Above Employee

• Client Services

  • 1999 - 2006