Lead Product Owner on the Needs Navigator for Private Wealth Initiative, which seeks to implement a modernized sales fulfillment application for Private Bankers.

Lead Product Owner on the Complex Options and Active Trader (COAT) initiative, which successfully launched the BMO Active Trader application (API Integration) and introduced a host of advanced options trading capabilities such as multi-leg options trading to the InvestorLine website.Experience:- Product Discovery- Roadmapping and prioritization- Building and prioritizing product backlog- Supporting launch plans - Leadership Achievements:- BMO Active Trader has since seen a 50% user growth over the legacy application and revenue has exceeded plan by 15%.- Multi-Leg Options trading significantly exceeding forecasted options trading volumes.- Awarded quarterly BMO inVESTing in our Winning Culture (2023) and BMOvation (2024) for contributions and leadership on the COAT initiative.

Oversaw regulatory programs for the business and supported a number of regulatory projects. Supported in product manager capacity for the Client Focussed Reforms project, which, introduced a host of changes (KYC, KYP, Suitability) to client onboarding for our Self-Directed, adviceDirect and Smartfolio product offering.