Peter Li
Executive Vice President, Operations & Technology @Bridgepoint Financial
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WORK HISTORY
Executive Vice President, Operations & Technology @Bridgepoint Financial
Toronto, ON, CA
Leading Operations, Data Analytics, and Technology teams; reporting to the Board- Directing enterprise AI transformation: led board-level AI maturity assessment, defined actionable use cases, and developed strategic AI roadmap- Implemented AI-powered customer service agents on Salesforce Service Cloud, enhancing client experience and reducing response times- Deployed intelligent document processing (IDP) for underwriting, automating extraction from medical and insurance documents- Embedded Perplexity AI API for web-based research, improving market analysis speed and citation accuracy for deal teams- Designed operational frameworks for new lending products including Buy-Now-Pay-Later, integrating KYC compliance controls and performance monitoring- Launched BPU (BP University) initiative to build staff capability across Sales, Operations, and Finance functions
EDUCATION
University of Toronto - Rotman School of Management
MBA, Finance, Strategy
University of Virginia Darden School of Business
Certificate / Specialization, Digital Product Management
SKILLS
ABOUT PETER LI
I lead operations, technology, and data teams at BridgePoint Financial, reporting to the Board. My focus is scaling lending operations: AI-driven automation, digital transformation, and building the infrastructure that lets leadership move faster.Before BridgePoint, I spent five years at RBC in FP & A and capital markets, working across enterprise performance management, treasury, and Technology & Operations finance. I started my career in audit at Deloitte and later led internal audit at Danaher.My work sits at the intersection of finance, operations, and systems. I\'m a CPA with an MBA from Rotman, but I\'ve spent most of the last decade on the operational side—redesigning processes, implementing platforms, and translating complexity into decisions.Toronto-based. Always happy to connect on scaling financial services operations or fintech infrastructure.
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