Tim Stephenson Email & Phone Number

Toronto, Canada Area

Toronto, Canada Area

Prepared business case and setup project governance for a new program to manage Digital Security with a focus on fraud prevention. Represented project sponsor interests with all of the technology teams Prepared business case and setup a template for future annual funding for Digital Security at CIBC  Prepared and ran weekly Working Committee, bi-weekly Operating and monthly Executive Steering Committee decks Responsible for monthly financial processes and reporting across all… Show more Prepared business case and setup project governance for a new program to manage Digital Security with a focus on fraud prevention. Represented project sponsor interests with all of the technology teams Prepared business case and setup a template for future annual funding for Digital Security at CIBC  Prepared and ran weekly Working Committee, bi-weekly Operating and monthly Executive Steering Committee decks Responsible for monthly financial processes and reporting across all projects Show less

Toronto, Canada Area

Director & Portfolio Manager, Wealth Operations:First point of contact for the business on any technology issues. Initiated projects by engaging allstakeholders and obtaining funding before the PM was assigned. Once project was in flighthad oversight of PM deliverables and direct responsibility for requirements/scopeand financial monitoring. Was the hands on PM for small initiativesProject oversight included:- FATCA/CRS (Common Reporting Standards)/QI (Qualified… Show more Director & Portfolio Manager, Wealth Operations:First point of contact for the business on any technology issues. Initiated projects by engaging allstakeholders and obtaining funding before the PM was assigned. Once project was in flighthad oversight of PM deliverables and direct responsibility for requirements/scopeand financial monitoring. Was the hands on PM for small initiativesProject oversight included:- FATCA/CRS (Common Reporting Standards)/QI (Qualified Intermediary) – annual spend of $4-6MM to deliver regulatory projects to Wealth Mgmt groups. Phased rollout with strict timelines and integration with AML (Bill C31) and other projects. Deep impact to Operations and front line staff and oversaw change and communication workstreams- FileNet Migration – total spend of $8MM over 3 years. Running up to 10 workstreams involving 5 development groups and over 150 technology resources billing to the project. This project delivered the basis for the Digitization architecture- Panagon Replacement (migration of 2500 reports to ASG Mobius platform). There was no documentation so significant “reverse engineering” required and stayed within budget. The $6MM project took 3 years to complete working closely with the vendor.- FundSERV ESG24 -28 annual projects for Mutual Fund and GIC trading: All implementations are high risk and changed 8 platforms across Wealth. After 3 years BMO had the most automated trades of any firm on the street. The annual spend is $1.5 – 3MM.- Broadridge Ascendis for Account Transfers: First Canadian implementation of the Ascendismodule that automates the transfer In/Outof securities and funds as part of the bank-wide Digitization program.- T+2: Had to regression test over 150 applications and 30 vendors across Wealth in co-ordination with Capital Markets. There was a hard implementation date with no backout plan and BMO delivered with no issues. My initial estimate was five times higher than Capital Markets but was accurate. Show less

Toronto, Canada Area

Director & Portfolio Manager, Wealth Operations: First point of contact for the business on any technology issues. Initiated projects by engaging all stakeholders and obtaining funding before the PM was assigned. Once project was in flight had oversight of PM deliverables and direct responsibility for requirements/scope and financial monitoring. Was the hands on PM for small initiatives Projects included:- InvestorLine Call Centre move (moved over 100 agents to… Show more Director & Portfolio Manager, Wealth Operations: First point of contact for the business on any technology issues. Initiated projects by engaging all stakeholders and obtaining funding before the PM was assigned. Once project was in flight had oversight of PM deliverables and direct responsibility for requirements/scope and financial monitoring. Was the hands on PM for small initiatives Projects included:- InvestorLine Call Centre move (moved over 100 agents to enterprise call centre in Mississauga): Migrated to current telephony technology and integration points with Wealth applications. On time and budget with no significant issues raised and no impact to customer service.- adviceDirect Launch (Offering that provides clients advice on retail investing on the InvestorLine platform): No bank has a similar offering which required building a completely separate technology platform that automates the evaluation of risk/concentration and gives advice. This experience allowed BMO to be the first bank to launch a robo-advisor platform- InvestorLine Re-Documentation (Automated Re-Doc of clients every three years) Project was on time and on budget ($2.5MM) and was the first instance of e-Signature in Wealth- Mobile Trading (Trading of securities on iOS, Android and Blackberry devices): InvestorLine was later than other FI’s so the project had compressed timelines and delivered in a little more than a year. Initial ratings were good and project was within budget - TFSA launch: Timelines weretight and integration across multiple platforms. The demand was much higher thanexpected and InvestorLine offered a “pre-launch” before Jan 1 launch. Project was onbudget- ETF trading platform - create a separate page for clients to compare and get informationabout ETF’s. This page was offered as BMO was becoming a major player in issuing ETF’sand demand was growing significantly as clients embraced this product. Show less