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.

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.