Ellianna Sartor

First-Line Compliance Intern at BMO Wealth Management - Canada
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Contact Information
us****@****om
(386) 825-5501
Location
Toronto, Ontario, Canada, CA

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Denise Baba

Ellianna was the summer 2023 intern for the BMO Wealth Canada First Line Compliance team. Ellianna supported 3 separate and distinct teams, and contributed in a meaningful way to each of those teams assisting and assuming accountability for many recurring deliverables as well as supporting several change initiatives. Ellianna is diligent, hard-working, proactive, resourceful and a great communicator. We would be delighted to have Ellianna return next summer and join BMO when she graduates!

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Experience

    • Banking
    • 700 & Above Employee
    • First-Line Compliance Intern
      • May 2023 - Present

      - Nominated for the Intern of the Summer award - Created 20+ Mutual Fund and ETF fund packages reducing team load by 2+ years. The task involved reviewing each fund's prospectus and assessing the completeness of monitoring in place. - Cleaned automated compliance rules to increase team efficiency while monitoring trades. - Supported the writing of 5+ quarterly report desk procedures. - Supported the monitoring of Personal Trade Requests. - Nominated for the Intern of the Summer award - Created 20+ Mutual Fund and ETF fund packages reducing team load by 2+ years. The task involved reviewing each fund's prospectus and assessing the completeness of monitoring in place. - Cleaned automated compliance rules to increase team efficiency while monitoring trades. - Supported the writing of 5+ quarterly report desk procedures. - Supported the monitoring of Personal Trade Requests.

    • Canada
    • Recreational Facilities
    • 1 - 100 Employee
    • Section Head
      • Sep 2021 - Aug 2022

      - Responsible for ensuring camper health, safety and enjoyment for 30-50 campers aged 6-11 while supporting counsellors, intervening in conflict resolution, managing staff, and contacting parents- Organizing and executing engaging evening programming for campers- Managing a team of 8-10 staff in the section, organizing days off, staff duties, and advising on camper situations

    • Assistant Head of Swim
      • Jun 2021 - Sep 2021

      - Responsible for organizing and planning Red Cross Swim Levels for youth aged 11 to 15 years of age- Led a staff team to facilitate lesson plans for youth of all ages and skill levels- Responsible for overall safety on the waterfront

    • Camp Counsellor
      • Jun 2021 - Aug 2021

      - Provided the Canadian summer camp experience to campers between the ages of 6 and 15 years of age- Worked alongside other staff to ensure camper success and safety- Supported other staff to ensure camp success.

    • Canada
    • Restaurants
    • Food Services
      • May 2019 - Jul 2021

      - Ensuring a positive customer experience through personal connections - Greeting customers, recommending menu items, taking food and beverage orders - Ensuring a positive customer experience through personal connections - Greeting customers, recommending menu items, taking food and beverage orders

Education

  • University of Toronto
    Bachelor of Commerce- BCom, Rotman School of Managment
    2021 - 2025
  • Rotman Commerce, University of Toronto
    Bachelor's of Commerce, Finance and International Business (minor in economics)
    2021 - 2025
  • Holy Trinity Catholic High School
    Ontario Secondary School Diploma
    2018 - 2021

Community

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