Experience

BMO Wealth Management - Canada

• Banking
• 700 & Above Employee

• Manager

  • Jul 2020 - Present

  Operations professional at BMO Financial Group

• Team Leader

  • Jul 2014 - Jul 2020

  As an operations professional for over 18 years backed by a customer centric focus role for 10 years prior to that, I bring to the table a set of skills and experiences that are transferable and the best of both Worlds. My current accountabilities include deliverables for: BMO Nesbitt Burns, BMO InvestorLine, BMO Capital Markets & BMO Private Banking. These range from statement production, trade confirm production to class actions, proxy voting & external reporting. I have a strong process driven mind-set with an eye on efficiencies and cost reduction while maintaining excellent service levels.

• Service Specialist

  • 2006 - Jul 2014

  HPB Statement production, Global Plus System support, Resolve escalations from HPB Helpdesk, SME on projects, OASIS system admin., etc.

• Operations Analyst

  • Jul 2004 - Jul 2006

  Account transfers. Setting up Fund company blotters, estate documentation and transfers, free receipt and delivery, cash transfers, internal transfers, cheque receipts and banking, etc.



BMO Private Wealth

• Canada
• Financial Services
• 700 & Above Employee

• Operations Analyst

  • Dec 2000 - Jul 2004

  Entitlement payments and reconciliation, Security set-up's, system table set-up's, free receipts, etc. Entitlement payments and reconciliation, Security set-up's, system table set-up's, free receipts, etc.