David Ortenzi
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David Ortenzi Email & Phone Number

Senior Business Lead – Operational Process Optimization at BMO
Location: Montreal, Quebec, Canada 6 work roles 1 school
1 work email found @bmo.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Work email d****@bmo.com
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Current company
BMO
Role
Senior Business Lead – Operational Process Optimization
Location
Montreal, Quebec, Canada
Company size

Who is David Ortenzi? Overview

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Quick answer

David Ortenzi is listed as Senior Business Lead – Operational Process Optimization at BMO, a with 42056 employees, based in Montreal, Quebec, Canada. AeroLeads shows a work email signal at bmo.com and a matched LinkedIn profile for David Ortenzi.

David Ortenzi previously worked as Strategic Initiative Manager at Bmo and Senior Design Specialist – BMO Virtual Connect | Strategy, Change Management & Communications at Bmo Financial Group. David Ortenzi holds Diplôme D'Études Collégiales (Dec) :, Creative Arts, Literature And Languages/ Cinema, Media, Communications from Dawson College.

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Email format at BMO

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{first}.{last}@bmo.com
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Profile bio

About David Ortenzi

As a Senior Design Specialist I have the unique opportunity to develop my creative skills and at the same time help my peers get to success. Working within my passion for learning and design, I apply more than 10 years of experience in the financial services and customer service industry, by focusing on finding operational efficiencies and improving bottom-line performance by communicating change in an effective manner. As quality-driven, & a passionate creative individual, I see myself as an ambassador for BMO – embracing a dynamic role that involves listening intently to the needs of my peers to initiate a customized solution and diligently working in order to provide a visual creative solution. For me, there’s no ‘one size fits all’ solution. Every need is different and requires a customized approach – my goal is always to help navigate the change into an easier transition. When I’m not on the job, I love acquiring new knowledge within a vast diversity of topics such as; - Developping my digital media creative skills-New tools and skills to increase work efficiency and creativity I also like to take on side projects for fundraisers and promoting employee engagement within the NACCC. (North American Customer Contact Centre) As an active member of my community, I support/participate in the annual employee giving campaign, & Kids Help Phone Fundraising committee at the NACCC. If you’re interested in grabbing coffee and sharing knowledge on my day to day role , please send an email my way. Skills:Experienced Specialist with a demonstrated history of working in the financial services industry. Strong professional skilled in Negotiation, Microsoft Office and banking platforms, chargebacks, Dispute Resolution, and Customer experience.Strong interests:Consumer brandingLearning & Change ImplementationWeb DesignAI and fintech/ iot, AR, VR, 5G, mobile payments and new technologies.Fintech Interests:Strong interest in promoting digital techonology, and mobile payment tech/fin tech;Samsung Pay, Google Pay, Wechat Pay ,Ali Pay, Pay TM, KakaoPay, Naver Pay, Line Pay, Payco, and other tokenized mobile payment solutions...

Listed skills include Team Building, Banking, Cars, Public Speaking, and 19 others.

Current workplace

David Ortenzi's current company

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BMO
Bmo
Senior Business Lead – Operational Process Optimization
toronto, ontario, canada
Website
Employees
42056
AeroLeads page
6 roles

David Ortenzi work experience

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Senior Business Lead – Operational Process Optimization

Bmo

Montreal, Qc, Ca

Strategic Initiative Manager

Bmo

Senior Design Specialist – Bmo Virtual Connect | Strategy, Change Management & Communications

Montreal, Quebec, Canada

- Create cutting-edge presentation designs, banners, invitations, and other visual communications for internal meetings while ensuring compliance to the BMO brand standards and consistency across multiple mediums- Transform generic text-heavy presentations into visually appealing layouts and infographics- Search photo and vector stock galleries to fulfill requests for infographics/digital photos for invites, presentations, and other marketing materials- Produce accurate and high-quality work while ensuring all assigned projects are completed on time and adheres to the BMO brand standards- Manage the copy and design of the program’s intranet pages, including intake submissions- Responsible for quality control of assigned projects and execution of design strategies- Collaborate with team members on complex or special projects- Handle sensitive and/or confidential documents and information- Creative thinking and proposes new solutions- Identify opportunities for process improvement and contributes to increases in efficiencies- Perform other related duties and assist with special projects as assigned by management in response to the company’s needs- Accurately track, code, and log all incoming projects

May 2022 - May 2024

Senior Communications Specialist – Naccc Change Integration & Communications

Montreal, Quebec, Canada

- Create cutting-edge presentation designs, banners, invitations, and other visual communications for internal meetings while ensuring compliance to the BMO brand standards and consistency across multiple mediums- Transform generic text-heavy presentations into visually appealing layouts and infographics- Search photo and vector stock galleries to fulfill requests for infographics/digital photos for invites, presentations, and other marketing materials- Produce accurate and high-quality work while ensuring all assigned projects are completed on time and adheres to the BMO brand standards- Manage the copy and design of the program’s intranet pages, including intake submissions- Responsible for quality control of assigned projects and execution of design strategies- Collaborate with team members on complex or special projects- Handle sensitive and/or confidential documents and information- Creative thinking and proposes new solutions- Identify opportunities for process improvement and contributes to increases in efficiencies- Perform other related duties and assist with special projects as assigned by management in response to the company’s needs- Accurately track, code, and log all incoming projects

Nov 2021 - May 2022

Dispute Resolution Assistant Manager

Montreal, Canada Area

Provide assistance in managing a team of Dispute Resolution Specialists by providing guidance with chargeback knowledge, and helping improve customer conversations. Reaching set team targets, promoting employee engagement to help generate overall team success.Notable achievements include:-Collaborated as a SME on project "Dispute a charge for Online Banking". -Collaborated as a SME on "Dispute eforms" project.-Collaborated as a SME on "Lock & Unlock card & Report Lost or stolen" project.-Collaborated as a SME on "Smart Disputes" project.-Pilot for Digital Banking Platform / BMO Harris & Android Biometrics roll out.-Creator of an internal departmental platform (internal website) to help training new hires, and improve employee performance during customer interaction. -Organized training material & content / classes. Conducted on location & virtual trainings with remote agents.-Experienced in new hire interviews & on-boarding. Employee engagement Initiatives:-Filmed/directed/edited internal videos in order to create short clips of employee career progression throughout the enterprise.-BMO Digital Insider Community Member : share tips and best practices about technology with peers.-Designed new internal promotional items for internal employee events such as; ERGs, and fundraisers.-Designed External Website for NACCC Kids Help Phone Virtual Art Auction Fundraiser | www.artkhp.com

Feb 2017 - Nov 2021

Chargeback Specialist

Montreal, Canada Area

Handling customer inquiries for unrecognized charges, disputed charges, and fraudulent transactions, through effective probing, and customer conversation. Sharing knowledge of chargeback operations with peers. Contingent floor support / Helpline to assist Senior specialists with workflow. Knowledge of Chargeback operations through Issuer training. Handling of Web requests of customer inquiries. Risk Management knowledge, and effective fraud prevention.

Oct 2010 - Feb 2017
Team & coworkers

Colleagues at BMO

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1 education record

David Ortenzi education

  • Dawson College
    Creative Arts, Literature And Languages/ Cinema, Media, Communications
FAQ

Frequently asked questions about David Ortenzi

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

What company does David Ortenzi work for?

David Ortenzi works for BMO.

What is David Ortenzi's role at BMO?

David Ortenzi is listed as Senior Business Lead – Operational Process Optimization at BMO.

What is David Ortenzi's email address?

AeroLeads has found 1 work email signal at @bmo.com for David Ortenzi at BMO.

Where is David Ortenzi based?

David Ortenzi is based in Montreal, Quebec, Canada while working with BMO.

What companies has David Ortenzi worked for?

David Ortenzi has worked for Bmo and Bmo Financial Group.

Who are David Ortenzi's colleagues at BMO?

David Ortenzi's colleagues at BMO include Shefali S, Adam Gallagher, Roxanne Marois, Kathleen Love, and Muhammed Khan.

How can I contact David Ortenzi?

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

What schools did David Ortenzi attend?

David Ortenzi holds Diplôme D'Études Collégiales (Dec) :, Creative Arts, Literature And Languages/ Cinema, Media, Communications from Dawson College.

What skills is David Ortenzi known for?

David Ortenzi is listed with skills including Team Building, Banking, Cars, Public Speaking, Tdr, Microsoft Powerpoint, Microsoft Sql Server, and Negotiation.

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