Chris De Castro Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

• Transformed the BMO Competitive Intelligence Report by automating ~90% of the data through PowerBI that tracks mutual fund flows, market share, top performing funds and other KPIs for executives and sales teams across the BMO network. • Developed a ‘New Fund Launch’ dashboard that tracks newly launched Mutual Funds (MF) across the Canadian MF industry, providing product teams and leadership quantifiable metrics of how the industry is evolving among competitors.• Created and manage the ‘Kick-Start Your Investments’ student engagement initiative of hosting educational seminars with university campuses across Canada to increase financial literacy among students. In addition, created the ‘Kick-Start Your Investments’ student newsletter (390+ students) to engage students beyond the seminars with investment tools and resources.

Toronto, Ontario, Canada

• Generated a Big 5 Bank Market Share Impact dashboard to illustrate market share movement factors in PowerBI. • Created a self-serve email dashboard that generates a list of emails from the BMO CRM to simplify the advisor event planning stage, improve efficiencies and make accurate predictions on event attendance.

Toronto, Ontario, Canada

• Enhanced the traditional Regional Sales Manager monthly Excel report into a PowerBI dashboard, illustrating 12-month rolling trends, KPIs, interactive filtering tables, and visual graphs within the retail channel. • Consolidated business opportunities across all distribution channels (Retail, Institutional, SMA & ETF, and 3rd Party) by summarizing initiatives, AUM impacts, dependencies, and overall sales strategy in one PowerPoint report. • Built out a strategy to capture the growing trend of consumers investing in Environmental, Social and Corporate Governance (ESG) products, tailored toward Gen Z and Millennial demographic.

Toronto, Ontario, Canada

• Created a Customer Journey Map for Chequing, Savings and Credit Card customers including competitor analysis, user experience, pain points and emotions while framing insights into business opportunities for TD. • Built an interactive Confluence playbook for the Next Evolution of Work model for executive leadership to use. • Lead our partners and teams through the new agile Journey Framework that includes business model innovation, design thinking, lean startup, problem framing, root cause analysis, and assessment of customer data/experiences. • Contributed, developed and refined the current Homeowners’ and Everyday Advice Journeys, assessing each respective customer throughout the entire end-to-end process of ‘Shopping, Buying, Servicing and Loyalty’ phases.

Mississauga, Ontario, Canada

• Performed market research for new cinema market expansion, including New Zealand, Vietnam, and Indonesia.• Constructed strategic analysis reports to assess IMAX’s network performance for areas of improvement and success. • Searched for potential new or current partners that meet the company’s criteria for expansion on a global scale including markets in France, United States, Chile, and Argentina, assisting with the growth of the global network. • Evaluated and developed new initiatives to drive installations, upgrades and overall growth of the business. • Constructed a performance analysis PowerPoint that was presented at the ‘Annual Sales Meeting’ on behalf of the Corporate Development team. Evaluated IMAX’s top partners in North America, assessing how upgraded theatres performed in the 2019 calendar year, and reported my findings in presentation format.

Mississauga, Ontario, Canada