David K. Levere Cpa, Cma
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David K. Levere Cpa, Cma Email & Phone Number

BMO Corporate Finance | Transformation at BMO
Location: Toronto, Ontario, Canada 8 work roles 4 schools
1 work email found @cibc.com 2 phones found area 416 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email d****@cibc.com
Direct phone (416) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
BMO
Role
BMO Corporate Finance | Transformation
Location
Toronto, Ontario, Canada
Company size

Who is David K. Levere Cpa, Cma? Overview

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Quick answer

David K. Levere Cpa, Cma is listed as BMO Corporate Finance | Transformation at BMO, a with 42056 employees, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at cibc.com, phone signal with area code 416, and a matched LinkedIn profile for David K. Levere Cpa, Cma.

David K. Levere Cpa, Cma previously worked as Director - Finance / Premises. Commercial Banking & Wealth Management at Cibc and Senior Manager - Wood Gundy & Investor's Edge at Cibc. David K. Levere Cpa, Cma holds Cpa, Cma, Business / Finance / Accounting from Chartered Professional Accountants Of Ontario - Certified Management Accountants Of Ontario.

Company email context

Email format at BMO

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*@cibc.com
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AeroLeads found 1 current-domain work email signal for David K. Levere Cpa, Cma. Compare company email patterns before reaching out.

Profile bio

About David K. Levere Cpa, Cma

A Business Management Director and authentic leader with 20+ years of progressive experience in providing Finance guidance in the Wealth Management & Commercial Banking, Telecom, Advertising and Retail industries. Proven effectiveness in executing on strategic corporate objectives and tactical initiatives through interfacing with front line leadership and applying best practices for project management.Highly driven detail oriented individual focused on supporting front line sales leaders. Diversified and comprehensive expertise in financial reporting and administration, business analysis, real estate project delivery and leasing, facilities management, infrastructure technology & operations, legal & compliance and brokerage regulatory & governance policy. Success in embodying an empowering leadership style, motivating my team to pursue career objectives by creating a flexible environment that provides opportunities for initiative, creativity and growth. An articulate communicator and active listener with strong interpersonal skills resulting in genuine and respectful relationships. Thrive in promoting internal partner communication with a focus on being a collaborative, results driven team player.Embody strong values of trust, teamwork and accountability in problem solving, leading and mentoring. Value the benefits and challenges of organizational inclusion and able to earn trust and maintain enduring relationships across business units and teams.

Listed skills include Financial Modeling, Mutual Funds, Strategic Financial Planning, Capital Markets, and 19 others.

Current workplace

David K. Levere Cpa, Cma's current company

Company context helps verify the profile and gives searchers a useful next step.

BMO
Bmo
BMO Corporate Finance | Transformation
toronto, ontario, canada
Website
Employees
42056
AeroLeads page
8 roles · 43 years

David K. Levere Cpa, Cma work experience

A career timeline built from the work history available for this profile.

Bmo Corporate Finance | Transformation

Current
Bmo

Toronto, Ontario, Canada

Governance & Analytics - Corporate Real Estate

Jun 2021 - Present

Director - Finance / Premises. Commercial Banking & Wealth Management

Toronto, Canada Area

BUSINESS EFFECTIVENESS I CLIENT EXPERIENCE I TRANSFORMATIONProgressive operational responsibility for physical network of 140 Wealth Management & Commercial Banking client facing locations with $1 Billion in annual revenues occupying 1 Million+ square feet in North America. Business Management / Finance oversight and direct Project Management of branch infrastructure optimization projects with expenditures of $110 Million+ supporting corporate strategy of positive Client and Investment Advisor experience.

Nov 2006 - Oct 2020

Senior Manager - Wood Gundy & Investor'S Edge

Served in business consulting capacity focused on infrastructure and product enhancements planning and Project Management, Financial Statement analysis, infrastructure cost analysis, process review and various special projects.

Sep 2002 - Nov 2006

Director Of Finance

Operated as Central Point of Contact between the Corporate Finance Group and varied Strategic Business Units, responsible for directing all financial initiatives relating to strategic and operational activities focusing on cost minimization and efficiency enhancement.

1998 - 2002 ~4 yrs

Manager Of Finance / Controller

Reported to the Chief Financial Officer, managed a staff of five and responsible for:Financial reporting, General Ledger, Budgeting / Forecasting, Information Systems, Insurance, Software Integration, Leasing / Capitalization, Banking, Cash Management, Taxation, Auditing / Internal Control, Profitability Analysis, Process Re-engineering

1991 - 1998 ~7 yrs

Business Analyst

Granada Canada

Led special project team on 50% downsizing project resulting in retail store closures

1989 - 1991 ~2 yrs

Supervisor - Advertising Accounting

Managed staff of two responsible for accounting activities for $100MM Broadcast and Print campaignsDirected project team in planning and implementation of new General Ledger

1986 - 1989 ~3 yrs

Accountant

Phoenix Geophysics
1984 - 1986 ~2 yrs
Team & coworkers

Colleagues at BMO

Other employees you can reach at bmo.com. View company contacts for 42056 employees →

4 education records

David K. Levere Cpa, Cma education

Cpa, Cma, Business / Finance / Accounting

Chartered Professional Accountants Of Ontario - Certified Management Accountants Of Ontario

Level 1

Cfa Institute

Completed Level 1 of Chartered Financial Analyst program

Education record

Institute Of Chartered Accountants Of Ontario

Completed all CA courses

FAQ

Frequently asked questions about David K. Levere Cpa, Cma

Quick answers generated from the profile data available on this page.

What company does David K. Levere Cpa, Cma work for?

David K. Levere Cpa, Cma works for BMO.

What is David K. Levere Cpa, Cma's role at BMO?

David K. Levere Cpa, Cma is listed as BMO Corporate Finance | Transformation at BMO.

What is David K. Levere Cpa, Cma's email address?

AeroLeads has found 1 work email signal at @cibc.com for David K. Levere Cpa, Cma at BMO.

What is David K. Levere Cpa, Cma's phone number?

AeroLeads has found 2 phone signal(s) with area code 416 for David K. Levere Cpa, Cma at BMO.

Where is David K. Levere Cpa, Cma based?

David K. Levere Cpa, Cma is based in Toronto, Ontario, Canada while working with BMO.

What companies has David K. Levere Cpa, Cma worked for?

David K. Levere Cpa, Cma has worked for Bmo, Cibc, Bce Emergis, Ogilvy & Mather Advertising, and Granada Canada.

Who are David K. Levere Cpa, Cma's colleagues at BMO?

David K. Levere Cpa, Cma's colleagues at BMO include Roxanne Marois, Bhav Grewal, Moses Tsado, Arwin Prudenciado, and Zienab Akkouche.

How can I contact David K. Levere Cpa, Cma?

You can use AeroLeads to view verified contact signals for David K. Levere Cpa, Cma at BMO, including work email, phone, and LinkedIn data when available.

What schools did David K. Levere Cpa, Cma attend?

David K. Levere Cpa, Cma holds Cpa, Cma, Business / Finance / Accounting from Chartered Professional Accountants Of Ontario - Certified Management Accountants Of Ontario.

What skills is David K. Levere Cpa, Cma known for?

David K. Levere Cpa, Cma is listed with skills including Financial Modeling, Mutual Funds, Strategic Financial Planning, Capital Markets, Finance, Investments, Equities, and Accounting.

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