Stephen Wise Email & Phone Number

Ca

• 🌀 Agile & Waterfall Methodologies: Versatile in managing projects using both Agile and Waterfall approaches.• 👥 Leadership: Proven ability to lead diverse teams to success.• 📈 M&A Support: Comprehensive support throughout mergers and acquisitions.• 🧑‍🤝‍🧑 Team Management: Effective in managing and motivating teams.• 🧩 Problem Solving: Strong analytical skills to resolve complex issues.• 📊 Financial Analysis: Expertise in financial evaluation and analysis.• 📋 Vendor Management: Skilled in managing vendor relationships and negotiations.• 💻 Microsoft Office: Proficient in using Microsoft Office suite.• 🏢 Project Management Office (PMO): Experience in establishing and running PMOs.• 🚀 Agile Project Management: Expertise in leading projects using Agile methodologies.• 💬 Communication: Strong communication skills, ensuring clear and effective interactions.

Toronto, Ca

• Technology Alignment: Managed multiple implementations across business units, aligning technology solutions with strategic business goals.• Compliance Achievements: Ensured over 80% compliance in all targeted areas, meeting and exceeding compliance standards.

Markham, On, Ca

• Industry Association Leadership: Contributed to the growth of tech businesses in the GTA through the sharing of best practices and insights.• Board Secretary: Served as Secretary of the Board, facilitating effective governance and strategic decision-making.

Toronto, Ontario, Ca

• Project Leadership: Led technology projects in Commercial Banking, Payments, and Wealth Management, enhancing service delivery and operational efficiency.• Cross-Functional Coordination: Coordinated cross-functional teams to ensure successful project execution and stakeholder satisfaction.

• Mutual Funds Initiative: Led the BMO Mutual Funds initiative, driving comprehensive redesigns of statements and advanced training programs.• Customer Communication: Implemented innovative customer communication strategies, enhancing client engagement and satisfaction.

Toronto, Ontario, Ca

• Credit Card Service Software: Developed and launched a credit card service software solution, significantly boosting customer engagement metrics.• Customer Interaction: Enhanced interaction capabilities, improving customer satisfaction for a major bank.

• Salesforce CRM Deployment: Successfully deployed Salesforce CRM for the Capital Markets team, enhancing client management and tracking capabilities.• Client Response Improvement: Improved client response times, resulting in better client satisfaction and operational efficiency.

• Integra Capital Acquisition Integration: Successfully integrated the Group Retirement/Pension (Integra Capital acquisition).• Mutual Funds Sales Program: Revitalized the Mutual Funds sales program, boosting results to $12B AUM.• LEAN Process Rollout: Developed and implemented a national plan for the LEAN process rollout, improving efficiency for bankers and lenders.

Toronto, Ca

• Cash Investment Program: Launched and managed a Cash Investment Program in Real Estate, shifting $100MM in Life Insurance assets from short-term to long-term.• Financial Metrics Improvement: Significantly improved policy liability financial metrics, including increased NIAT, reduced interest rate volatility, and increased MCCSR ratio.

Toronto, On, Ca

• Murex Global Derivatives Implementation: Orchestrated the planning, analysis, and implementation of Murex global derivatives in Securities, Foreign Exchange, and Interest Rates.• Market Position Enhancement: Enhanced market position against competitors such as Bank of New York, J.P. Morgan, and State Street.• Team and Budget Management: Managed a core team of 45 within a 12-month timeline and a $30MM budget.

Toronto, On, Ca

• Platform replacement for (Commodity) trading, Risk Management, and Operations needs.• Front to Back Office, including risk systems and settlement integration.

Toronto, Ontario, Ca

• Cheque Fraud Protection Service: Planned and led the implementation of a Cheque Fraud Protection Service, improving the user experience for Commercial Bank customers.• Image Project Execution: Executed a project to provide next-day viewing of cleared TD New York cheques, enhancing customer satisfaction.

Toronto, Ontario, Ca

• Basel II Framework Implementation: Implemented procedures, data collection, and quarterly Credit Risk reporting for the Basel II framework.• Timely and Cost-Effective Delivery: Completed the project on time and under budget.

Toronto, Ontario, Ca

• Regional Centers Integration: Executed the strategic integration of regional centers into one location, enhancing operational efficiency.• Virtual Terminal Upgrade: Upgraded the legacy card authorization system to a web-based solution, supporting the Business Continuity strategy.

Houston, Texas, Us

• Project Governance and Control: Established the Project Governance and Control department, developing and maintaining Enterprise Project Reporting.• Capital Project Management: Oversaw a $40 Million annual capital project spend and managed 30 full-time project managers.

Houston, Texas, Us

• Contact Centre Development: Built a 400-seat contact center for Canada and the US, enhancing customer service capabilities.• Corporate Branding Launch: Led the launch of new corporate branding, increasing brand recognition.• Acquisition Due Diligence: Conducted due diligence and prioritization for a $1B acquisition.• Compliance Application Development: Developed a compliance-mandated financial application, ensuring regulatory adherence.

• IVR Program Development: Developed Interactive Voice Response (IVR) programs for Nortel, Molson, and Corus.• Digital4Sight Account Management: Managed accounts for Digital4Sight, implementing the "All in One" program for General Motors in Detroit.• Sales Executive Role: Prospected and closed new business for Cyberplex, selling web professional services in the $250K - $3MM range.

Deerfield, Illinois, Us

• Marketing and Sales: Managed marketing and sales for branded and third-party medical devices, equipment, and supplies.

Brampton, Ontario, Ca

• Product Development: Developed products for President’s Choice, No Name, Wal-Mart's Sam’s American Choice, and Great Value.

Cupertino, California, Us

• Marketing Communications: Conducted marketing communications research, supporting strategic initiatives.