Experience

BMO Wealth Management - Canada

• Banking
• 700 & Above Employee

• Director Strategy & Transformation

  • Apr 2021 - Present



BMO

• Canada
• Financial Services
• 700 & Above Employee

• Strategy and Transformation Senior Manager

  • Oct 2016 - Apr 2021

  I lead large-scale enterprise-wide projects, from definition to implementation, by assessing the impacts from changes to strategy, operating model, structure, core processes, roles, teams, and behaviours. This type of work requires that I:* Define and scope innovative work solutions to address business challenges and objectives. * Provide thought leadership and strategy development advice to ensure alignment amongst executives, leaders and across operating groups and lines of business. * Develop, mentor, and motivate team of consultants to design and execute on various initiatives. Recipient of BMO Spotlight Award Q1 2017Recipient of BMO Spotlight Award Q4 2018

• Lead - Enterprise Accessibility Office

  • Oct 2018 - Oct 2019

  Leading a team of transformation consultants, developed and implemented the first phase of an all-encompassing Enterprise-wide Accessibility Program focused on maintaining compliance with continuously evolving Canadian and U.S accessibility regulations, keeping up with changing customer needs and expectations, and creating a sustainable infrastructure to support all components of accessibility at BMO.Cross-functional work efforts for this phase focused around embedding an accessibility lens within the social and cultural fabric of the organization, while implementing and managing a compliance strategy to maintain legislative requirements across digital channels (CX Design), technology (SLDC, Procurement, PDLC), physical spaces, customer service policies, training methodologies and employment processes and tools.

• Senior Business Transformation Consultant

  • Aug 2014 - Sep 2016

  Led enterprise-wide transformation initiatives focused on driving business value by improving productivity, efficiency and effectiveness through innovative solutions, establishing best-practice operating models, designing for optimal customer experience, and developing business planning and management solutions geared towards implementing complex change strategies. (e.g. creating a national centre of excellence for estate management)Recipient of Starlight award (Best of BMO) 2015 Recipient of Spotlight Award Q3 2015



Origami Consulting

• Toronto, Canada Area

• Principal- Management Consulting

  • May 2013 - Aug 2014

  Star-up consulting company focused on e-commerce, travel recreation and leisure, real estate and construction, not-for profit, gas and hydro and retail industries. Key engagements included organizational change management, corporate operational and process efficiency, customer experience, and customer acquisition. Star-up consulting company focused on e-commerce, travel recreation and leisure, real estate and construction, not-for profit, gas and hydro and retail industries. Key engagements included organizational change management, corporate operational and process efficiency, customer experience, and customer acquisition.



Public and Business Service Delivery | Services au public et aux entreprises

• Canada
• Government Administration
• 700 & Above Employee

• Senior Business Consultant

  • Feb 2012 - May 2013

  Led organizational-wide change management and process improvement initiatives for a division of the Provincial government focused on delivering world-class customer service to Ontario citizens and corporations (e.g. appointment booking optimization)Drove the development, execution, and delivery of continuous improvement and process culture change tocreate a consistent approach for managing business.

• Head - Project Management Office (ePMO)

  • Feb 2011 - Jan 2012

  Led the design and launch of a ‘first of its kind’ Ministry-wide online Project Management Office (ePMO), enhancing cross-functional efficiency, establishing the use of project management best practices, and increasing the robustness of the project approvals processLed the development and coordination of the organization’s annual strategic and operational ‘Change Plan’ as the Secretariat for the Executive Project and Portfolio Committee.

• Senior Business Consultant

  • Oct 2008 - Jan 2011

  Led high profile inter-ministerial cost reduction and process improvement initiatives.Analyzed and provided sound advice to Senior Leadership/Executives on urgent requests from Cabinet Office and Minister’s Office.Mentored and developed junior consultants and analysts in areas of project management, data collection and analysis, communications, policy and planning, technology integration and stakeholder relations.

• Senior Business Analyst

  • May 2005 - Oct 2008

  Led the organization’s integration into the new enterprise-wide service delivery model (ServiceOntario).Led/planned service modernization initiatives focused on improving customer experience and reducing operational costs.