Angel Beltrán
Director Portfolio Management | BMO | Technology | Strategy and Core Transformation | B2B B2C
- Role
- Director Portfolio Management at BMO
- Location
- Roselle, IL, US
- LinkedIn followers
- 500 followers
About Angel Beltrán
My career is marked by successfully navigating audacious challenges within large financial landscapes. Picture this: I led a monumental $48MM banking initiative, only to face the abrupt disappearance of its core partnership. Undeterred, I orchestrated a strategic pivot, turning a potential write-off into a thriving digital high-yield savings and CD platform. This new digital offering now serves over 100K customers and manages a staggering $5 billion in deposits, a testament to relentless agility and transparent communication with over 100 stakeholders.Beyond crisis management, I excel at forging high-performing global teams. With remote locations, I united a critical tech team spanning 5 time zones and offshore hubs in India. We didn\'t just \'work remotely\'; we engineered cohesion, transforming collaboration with an innovative virtual board as our central nervous system. I cultivated a vibrant culture of recognition and celebration, ensuring our team consistently delivered tech deliverables with unwavering quality.I thrive on building the plane while flying it. Faced with launching an entirely new banking entity, products, and 30+ integrations in nine months. I became a chief storyteller, aligning 6-8 parallel teams through 20+ program initiatives. Our \'Tiger Team Effect\' swiftly resolved resistance & technical impasses, proving collective ingenuity to achieve our goals.I also specialize in illuminating paths where none exist. Confronted with a strategic void in roadmap planning, I helped product and tech owners translate business goals into customer journey visuals, identify pain points, and map initiatives. This framework didn\'t just define projects; it empowered our business to prioritize strategically and secure funding.My operational ethos is straightforward: I relentlessly challenge the status quo. Overseeing 8+ core system conversions, I didn\'t focus on tech upgrades but on outdated routines that stifled efficiency. I questioned the \'current state\' process, leveraging new platform capabilities and vendor insights to streamline operations. This mindset, which empowered teams to reimagine their work and embrace improvement, became a hallmark of my approach. I don\'t just deliver projects; I build organizational capability and redefine what\'s possible.Ultimately, I define my leadership by forging bonds built on accomplishment and positivity. I energize, entrust, and empower teams, building and leading the frameworks that transform audacious challenges into sustained competitive advantage.
Experience
Director Portfolio Management
Dec 2021 — Present · US
Core Banking Technology portfolio of Deposits, Cards, and BMO Alto platforms. Modern Banking Platform (MBP), Digital One (OAO, OLE, OLB), Front end APIs and Back end integration to enterprise data warehouse for regulatory, finance, AML, and treasury reporting.
Education
University of Illinois Chicago
Computer Science, Science
1996 — 1999
Directional Training
Microsoft Office Specialist 2003, Microsoft
2006 — 2006
DeVry University
Computer Information Systems, Computer Science
1999 — 2003
Keller Graduate School of Management of DeVry University
Master in Business Administration, Business Administration
2003 — 2007
Skills
- Agile & Waterfall Methodologies
- Mentoring
- Retail Banking
- Credit
- Enterprise IT Infrastructure
- Loans
- Training
- Retail
- Small Business
- Release Management
- Program Management
- Certified Scrum Master
- Leadership Development
- Budgets
- Finance
- Nonprofits
- Banking
- Software Development Life Cycle (Sdlc)
- Project Management
- Business Development
- Leadership
- Coaching
- Strategic Planning
- Public Speaking
- Process Improvement
- Non-Profits
- Economic Development
- Small Business Development
- Sales
- Entrepreneurship
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