William M.

William M. Email and Phone Number

Associate Director, Wealth Technology Transformation at BMO Financial Group. @ BMO
toronto, ontario, canada
William M.'s Location
Greater Toronto Area, Canada, Canada
William M.'s Contact Details

William M. work email

William M. personal email

n/a
About William M.

Dynamic and self-driven leader with diverse experience in organizations, ranging from retail boutiques to large enterprises. Combining tactical problem-solving skills with effective process optimization, team management, resource planning, and operational controls. Committed to building strong culture of service excellence. Expertise in: Securities Operations | Project Management | Settlements | Process Reengineering | Profit ModellingMiddle Office Support | Relationship Management | Small Business & Regulatory Consulting

William M.'s Current Company Details
BMO

Bmo

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Associate Director, Wealth Technology Transformation at BMO Financial Group.
toronto, ontario, canada
Website:
bmo.com
Employees:
42056
William M. Work Experience Details
  • Bmo
    Associate Director
    Bmo Aug 2022 - Present
    Ontario, Canada
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  • Industrial Alliance Securities Inc.
    Director, Advisor & Client Experience
    Industrial Alliance Securities Inc. Apr 2018 - Sep 2022
    700-26 Wellington St E
  • Caerus Consulting Corp.
    President
    Caerus Consulting Corp. Aug 2017 - Apr 2018
    Toronto, Canada Area
  • Nbcn
    Senior Business Development And Relationship Manager
    Nbcn Dec 2014 - Feb 2017
    Toronto, Canada Area
    Supported client business growth, relationship management, and profitability, as subject matter expert (SME). Informed clients of industry, regulatory trends, pricing, and structural options
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  • Nbcn
    Relationship Manager, Retail Boutiques And Institutional Firms
    Nbcn 2005 - Dec 2014
    250 Yonge Street
    Managed day-to-day service operations of 43 Introducing Broker firms. Conducted regular staff meetings with 4 direct reports. Coordinated interviewing and hiring process.
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  • Assante Wealth Management
    Operations Manager, Security Services
    Assante Wealth Management 2003 - 2005
    Oversaw operational aspects of business, including securities cage, credit department, retail trading-desk, and account-opening department. Managed key projects, vendors, and sales team support. Identified and implemented process efficiencies. Led 16 full-time team members.
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  • Assante Wealth Management
    Head Trader
    Assante Wealth Management 2001 - 2003
    Managed operation and development of Equities and Fixed Income trade desks.
    View

William M. Skills

Mutual Funds Financial Services Securities Investments Banking Wealth Management Equities Portfolio Management Investment Advisory Trading Financial Markets Fixed Income Capital Markets Derivatives Asset Management

William M. Education Details

Frequently Asked Questions about William M.

What company does William M. work for?

William M. works for Bmo

What is William M.'s role at the current company?

William M.'s current role is Associate Director, Wealth Technology Transformation at BMO Financial Group..

What is William M.'s email address?

William M.'s email address is wi****@****net.com

What schools did William M. attend?

William M. attended York University, Canadian Securities Institute.

What skills is William M. known for?

William M. has skills like Mutual Funds, Financial Services, Securities, Investments, Banking, Wealth Management, Equities, Portfolio Management, Investment Advisory, Trading, Financial Markets, Fixed Income.

Who are William M.'s colleagues?

William M.'s colleagues are Anabelle Leech, Albert Luo, Krista Hennings, Agily Thomas, Karen Cumming, Ashwin Milton, Maggie Sandall.

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