San Francisco, California, United States
Strategic business line executive with a demonstrated history of delivering growth and transformation. Strength-based, purpose-driven and innovative leadership.
Supporting acceleration of BMO US Banking growth, including US Commercial Banking, US Personal & Business Banking, and US Private Wealth Direct responsibility for Sales Enablement and Professional Development, Data & Analytics, Digital Channels, Physical Channels, Delivery (PMO), Operations & Process Transformation, First Line Risk Management, and Cost Optimization Direct reporting to President, BMO US Executive sponsor for BMO Pride > Putting in place fresh strategy with significant pivot to support ROE rebuild > Leading large increase in technology investments > Implementing critical initiatives to re-baseline core businesses > Supporting shift to growth mindset > Leading large team across multiple disciplines and lines of businesses
Driving success for BMO Commercial Bank (across Canada and the US) with direct responsibility over Strategy & Performance Management, Data & Analytics, First Line Risk Management, Business Technology, Professional Development, and AML operations Executive lead for Sustainable Banking strategy Executive sponsor for BMO Pride > Led business transformation to focus on shareholder value creation (ROE) > Drove implementation of new tools and technology > Established clear performance measurement systems > Built risk infrastructure to support growth ambitions > Led post-merger stabilization of acquired portfolios > Supported significant increase in employee engagement
Leading Corporate & Commercial Banking nationally, covering businesses with sales $25M-$5B Appointed member of the Bank's Executive Management Committee, reporting to the CEO, in 2020 Added scope: Transaction Banking (Treasury, Trade Finance, Capital Markets) and Equipment Finance Leading a team of 900+ team members Executive sponsor for key client relationships Credit delegation holder > Assembled a high-performing team of senior leaders > Achieved material business growth and shareholder return improvements > Transformed business delivery achieving +20 pts in Net Promoter Score in 3 years > Created agility to allow the franchise to adjust to rapidly changing market conditions with resilience > Played leading role in due diligence and sale process (to BMO) > Successfully led team to achieve best-in-class people transition and customer migration
In charge of loan underwriting and portfolio management for all commercial banking $33 Bn. in loan commitments Team of 220 credit product officers across the US Credit delegation holder > Created scalable credit underwriting platform, supported by leading technology > Created agile and strategic portfolio management > Delivered 50% balance sheet growth over 5 years > Significantly improved profitability by deploying relevant loan pricing and capital management tools
In charge of loan middle office, compliance, operational risk and portfolio reporting Team of 130 associates Credit delegation holder > Led major re-engineering of the loan middle office (documentation & administration) > Created consolidated and consistent processes for loan fulfillment and onboarding > Strengthened internal controls > Implemented performance management tools
Inspector from 12/2007 to 4/2010 and Head of Assignment from 4/2010 to 9/2012 In charge of audit and strategic evaluation of group subsidiaries and business units Focus on corporate credit and capital market activities in Europe, Asia and North America Teams under management of 8 to 12 associates > 15 international assignments of 4-months each > Worked in Madrid, Moscow, Shanghai, HK, Geneva, London, Amsterdam, NY, Houston, SF > Gained deep understanding of banking business across multiple business lines > Contributed to design appropriate internal controls > Conducted forensic investigation on frauds
In charge of credit underwriting for a portfolio of large syndicated real estate transactions.
In charge of credit underwriting for a portfolio of large US corporate.