David K. Levere

Bmo Corporate Finance Transformation @BMO

Toronto, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2021 — Present

Bmo Corporate Finance Transformation @BMO

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Toronto, ON, CA

Governance & Analytics - Corporate Real Estate

EDUCATION

N/A

York University

BA

N/A

Chartered Professional Accountants of Ontario - Certified Management Accountants of Ontario

CPA, CMA

N/A

CFA Institute

Level 1

SKILLS

InvestmentsStrategic Financial PlanningBusiness AnalysisFinancial AnalysisFinancial ModelingStrategic PlanningFixed IncomePortfolio ManagementFinanceAccountingFinancial ServicesStrategyWealth ManagementManagementFinancial ReportingFinancial PlanningCapital MarketsSecuritiesAsset ManagmentEquitiesBankingMutual FundsRisk Management

ABOUT DAVID K. LEVERE

A Business Management Director and authentic leader with 20+ years of progressive experience in providing Finance guidance in the Wealth Management & Commercial Banking, Telecom, Advertising and Retail industries. Proven effectiveness in executing on strategic corporate objectives and tactical initiatives through interfacing with front line leadership and applying best practices for project management.Highly driven detail oriented individual focused on supporting front line sales leaders. Diversified and comprehensive expertise in financial reporting and administration, business analysis, real estate project delivery and leasing, facilities management, infrastructure technology & operations, legal & compliance and brokerage regulatory & governance policy. Success in embodying an empowering leadership style, motivating my team to pursue career objectives by creating a flexible environment that provides opportunities for initiative, creativity and growth. An articulate communicator and active listener with strong interpersonal skills resulting in genuine and respectful relationships. Thrive in promoting internal partner communication with a focus on being a collaborative, results driven team player.Embody strong values of trust, teamwork and accountability in problem solving, leading and mentoring. Value the benefits and challenges of organizational inclusion and able to earn trust and maintain enduring relationships across business units and teams.

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David K. Levere — Bmo Corporate Finance Transformation at BMO in Toronto, ON, CA | Unifers