Experience

BMO Wealth Management - Canada

• Banking
• 700 & Above Employee

• Strategy

  • 2013 - Present

  •Advise Senior Leadership on high priority, strategic issues•Lead strategic planning process for BMO Wealth Management•Work closely with Personal and Commercial banking partners to deliver a One BMO experience•Develop and execute cost discipline initiatives and revenue growth strategies to drive efficiency improvements •Advise Senior Leadership on high priority, strategic issues•Lead strategic planning process for BMO Wealth Management•Work closely with Personal and Commercial banking partners to deliver a One BMO experience•Develop and execute cost discipline initiatives and revenue growth strategies to drive efficiency improvements



BMO

• Canada
• Financial Services
• 700 & Above Employee

• Channel Strategy

  • 2013 - 2013

  •Developed long-term strategy and investment plan for optimizing the multi-channel experience for BMO's retail customer network•Coordinated customer and employee incentives and marketing campaigns to drive adoption of digital channels •Developed long-term strategy and investment plan for optimizing the multi-channel experience for BMO's retail customer network•Coordinated customer and employee incentives and marketing campaigns to drive adoption of digital channels



Monitor Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Strategy Consultant

  • 2010 - 2013

  •Provided Corporate Strategy consulting services to some of Canada's largest financial services and transportation organizations•Managed teams of consultants to address client needs•Functional expertise in Client Strategy, Client Experience, Channel Strategy, and Wealth Management •Provided Corporate Strategy consulting services to some of Canada's largest financial services and transportation organizations•Managed teams of consultants to address client needs•Functional expertise in Client Strategy, Client Experience, Channel Strategy, and Wealth Management



Impact Consulting Group

• Consultant

  • May 2009 - May 2010

  •Collaborated with clients on projects in industries including Facilities Management, Retail, Education, Telecom, Technology, Media, and Health. Sample projects include: -Spearheaded development of a 5-year strategic plan for a major Ontario healthcare organization that was used to prepare budgets and determine long-term direction ­-Worked with a major Canadian media company to develop a plan for switching from national advertising to geo-targeted online advertising -Performed detailed analyses to create financial models, business plans, feasibility studies and market research for businesses at all stages from ideas to mature businesses



Italcementi

• Italy
• Wholesale Building Materials
• 700 & Above Employee

• Production Engineer

  • 2006 - 2008