The Bank of Montreal, operating as BMO Financial Group, is a Canadian multinational banking and financial services corporation.

Finance

BMO Financial Group

Co-Heads, Global Fixed Income, Currencies & Commodities

Co-Heads, Investment Banking

The Honourable Kevin Lynch has been Vice Chairman of [BMO Financial Group](/org/bmo-financial-group) since 2010. Prior to that, he was a distinguished former public servant with 33 years of service with the Government of Canada, serving as Clerk of the Privy Council, Secretary to the Cabinet, Deputy Minister of Finance, Deputy Minister of Industry as well as Executive Director for Canada at the [International Monetary Fund](/org/international-monetary-fund).

Kevin is the past Chancellor of the University of King’s College, the past Chair of the Board of Governors of the [University of Waterloo](/org/university-of-waterloo) and a Senior Fellow of Massey College. Since retiring from government, he has written over 140 policy op-eds and articles, and speaks frequently at conferences in Canada and abroad.

Kevin chairs the Board of Directors of SNC Lavalin and is a director of CN Railway and a trustee of the Killam Trusts. As well, Kevin is a director of [Communitech](/org/communitech) and the Asia Pacific Foundation of Canada, as well as a member of the WEF Committee on “Balancing Financial Stability, Innovation and Economic Growth.”

Previously, Kevin served on the boards of the [Bank of Canada](/org/bank-of-canada), CNOOC Limited, Empire (Sobeys), Canadian Deposit Insurance Corporation (CDIC), the Business Development [Bank of Canada](/org/bank-of-canada) (BDC), BMO China and the Cape Breton Development Corporation as well as the boards of the following not-for-profit organizations: the Governor General’s Rideau Hall Foundation, the Ditchley Foundation of Canada (Chair), the Accounting Standards Oversight Council (ASOC), the Ontario Rhodes Scholarship Selection Committee, the Princess Margaret Hospital Foundation, the Gairdner Foundation and the Perimeter Institute.

Kevin earned his BA from Mount Allison University, a Masters in Economics from the University of Manchester and a doctorate in Economics from [McMaster University](/org/mcmaster-university). He was made a Member of the Queen’s Privy Council for Canada in 2009, was appointed an Officer of the Order of Canada in 2011, has received 11 honorary doctorates from Canadian Universities and was awarded the Queen’s Golden and Diamond Jubilee Medals for public service.

Kevin G. Lynch

Claude Gagnon is President, Operations, [BMO Financial Group](/org/bmo-financial-group), Quebec. He oversees the integration of the bank’s various partner companies in Quebec, maintaining the many internal and external business relationships and social and community engagements in Quebec.

Claude joined BMO in 1975. Over the course of his career he has held several strategic positions in the personal and private banking sectors, including sales teams, financial services, investment activities and business development, where he was responsible for the implementation of a large team of investment specialists and business development strategies within this vast distribution network.

He has also held leadership positions in human resources and training for Eastern Canada. Prior to his recent appointment as President, Operations, Claude was Managing Director, Operations and Head, Office of the Chairman of BMO Nesbitt Burns and President BMO Financial group, Quebec.

Claude is chairman of the board of the FCCQ and sits on the executive board of Finance Montréal.  He is also on the board of directors of CIRANO, the Fondation du Dr. Julien, the Breast Cancer Quebec Foundation, Youth Fusion, Mobilys Foundation, Robotique FIRST Quebec, and Montreal International. He serves on the management committee of both the Research Chair in Cultural and Religious Diversity Management and the BMO Chair of Diversity and Governance at the [Université de Montréal](/org/universite-de-montreal). Claude is on the board of governors of Montreal's 375th anniversary. In addition, he supports Montreal’s next generation of business people as a sponsor of the Jeune Chambre de Commerce de Montréal (JCCM).

Over the years, Claude has worked with several community organizations. He was chair of the major Stop/MS campaign of the Quebec Division of the [Multiple Sclerosis Society of Canada](/org/multiple-sclerosis-society-of-canada), a member of the Task Force on Financial Literacy, the patron of honour of the Fondation Ressources-Jeunesse and a member of Sports Québec’s Vision 2020 advisory committee. He has also been involved with EPOC Montreal and was vice-chair of the board of the BMO Employee Charitable Foundation.

Claude is the recipient of the 2004 MS Leadership Award of the [Multiple Sclerosis Society of Canada](/org/multiple-sclerosis-society-of-canada) and the JCCM’s 2012 John Molson Award, in recognition of his community involvement.

Claude is an MBA graduate of UQAM, holds a certificate from the Institute of Canadian Bankers and is a member of the CVMQ and IQPF. He is also a member of the Association des MBA du Québec.

Claude Gagnon

Mona Malone is Chief Human Resources Officer and Head of People & Culture for [BMO Financial Group](/org/bmo-financial-group). As a member of the bank’s Executive Committee, she leads and shapes our efforts to fuel our growth strategy with our most valuable asset – our people.

In this role, she is accountable for the People & Culture agenda at BMO, which includes Human Resources, Corporate Communications, Community Giving, the Office of the Chief Executive Officer, BMO Quebec and the bank’s corporate university, BMO IFL.

Mona has held roles in human resources and in the business over her 20 years at BMO. She was a Retail Banking Sales Leader at BMO in the GTA and VP Product and Marketing Officer at ePost (a joint venture between Canada post and BMO), in addition to a range of senior HR roles such as CHRO of Canada’s Personal and Commercial Banking group and Chief Learning & Talent Officer.

Mona lives in Toronto with her husband and three children. She is a recipient of the Queen’s Diamond Jubilee Medal in recognition of her community service with youth development organizations.

Mona holds an Honours Business Administration degree from [Ivey Business School](/org/ivey) at University of Western Ontario. She is the Chair of the Advisory Council for the Ian O. Ihnatowycz Institute for Leadership at the [Ivey Business School](/org/ivey), and a member of the Branksome Hall Board of Governors and The Long Run Initiative Board of Governors.

Mona Malone

rior to joining BMO, Tayfun was Executive Vice President and Chief Financial Officer, Fifth Third Bancorp, where he held positions including Senior Vice President, Treasurer and other senior treasury and finance roles.

Previously, Tayfun served in an executive capacity at FSI Group, LLC, a multiplatform hedge fund specializing in the financial services sector. He also held various senior positions in treasury and finance at Provident Bank. Prior to his work in financial services, Tayfun was a faculty member in the School of Banking & Finance at University of New South Wales, Australia.

Tayfun is a member of the Financial Services Roundtable and the Bank Policy Institute. He serves on the board of directors of the Cincinnati Shakespeare Company and Easter Seals Cincinnati. He also sits on The Ohio State University College of Arts and Sciences Dean’s Advisory Committee and The Ohio State University Department of Economics Advisory Committee.

Tayfun holds a Master’s degree and a Doctorate in Economics from The Ohio State University, as well as a BA, Economics from Bosphorus University, Istanbul.

Tayfun is appointed Chief Financial Officer, BMO Financial Group effective January 1, 2021.

Tayfun Tuzun

This new role leverages Mr. Fowler's proven ability to drive strategy, digital innovation and execution in delivering strong financial performance, as indicated by the recent performance of BMO's Canadian Personal & Commercial business.  Consistent with the strategy outlined at BMO's 2018 Investor Day, the Canadian banking business is delivering top tier market share gains across personal and commercial, as well as leading digital innovation and customer engagement.  The business is also delivering significant efficiency improvement, in support of the bank's overall efficiency objective.  

Cameron Fowler

Deland Kamanga is the Group Head of BMO Wealth Management at the [BMO Financial Group](/org/bmo-financial-group). Deland has held this position since November 2021.

Prior to their current role, Deland Kamanga was the Head of Global Markets for BMO Capital Markets from January 2006 to November 2021. In this role, they were responsible for overseeing all aspects of BMO Global Markets, which provides markets-based solutions to corporate, institutional and government clients. Under their leadership, the Global Markets team delivered leading market insights, risk management, best-in-class execution services and access to major markets across asset classes including: debt, foreign exchange, interest rate, credit, equity, securitization, and commodities.

Deland Kamanga is a passionate senior leader who champions and advocates for causes within BMO and in their community. Deland serves on the BMO Capital Markets Diversity, Equity & Inclusion Committee and is an Executive sponsor of Women in Capital Markets Return to Bay Street Program, BMO Black Professionals Network Canada, and the Black and Latino Committee. Deland is a proud champion of diversity and participates in a variety of BMO’s employee groups and initiatives.
 
Deland Kamanga actively gives their time to community causes including SickKids Hospital and the Jackie Robinson Foundation. Deland is a dedicated mentor to young professionals, and works to inspire them to bring their very best to the workplace and motivate them to achieve their career goals.

Deland Kamanga reports to Darryl White, CEO. They work with Tayfun Tuzun - CFO, Erminia Johannson - Group Head of North American Personal & Business Banking, and Gail S. Palac - Chief Auditor.

Deland Kamanga

David Jacobson became Vice Chair of [BMO Financial Group](/org/bmo-financial-group) in October 2013. In this role he is responsible for driving business across all lines, including Capital Markets, Personal and Commercial Banking, and Wealth Management. Among other responsibilities at the bank, Mr. Jacobson is a member of the Board of Directors of the Bank of Montreal (China) Co. Ltd., and serves as Chair of BMO’s Political Action Committee.

Prior to joining BMO, Mr. Jacobson served as the 22nd United States Ambassador to Canada, holding the role from 2009 to 2013. As Ambassador, he worked to expand the bilateral trading relationship between the United States and Canada, raising it to the highest level between any two countries in history. Ambassador Jacobson led the efforts of the Beyond the Border Action Plan and the Regulatory Cooperation Council to improve the security and efficiency of the border between the two countries. He worked to strike a balance between using North America’s energy resources and preserving the environment, and to foster the shared values of the United States and Canada around the world. For his efforts, Ambassador Jacobson received the State Department’s 2012 Sue M. Cobb Award for Exemplary Diplomatic Service.

Before becoming Ambassador, he served in the Obama White House as Special Assistant to the President for Presidential Personnel. Prior to joining government service, he was a corporate lawyer in Chicago.

Mr. Jacobson is involved in a number of civic activities. He was appointed by President Obama to the Board of Trustees of the Woodrow Wilson International Center for Scholars. He also sits on several civic boards, including the United States Chamber of Commerce, the Chicago Museum of Contemporary Art, the Harris School of Public Policy at the University of Chicago and the Chicago Council on Global Affairs.

Mr. Jacobson received a JD degree from [Georgetown University](/org/georgetown-university), where he was the Administrative Editor of the Georgetown Law Journal. He received his BS degree from Johns Hopkins University.

Mr. Jacobson lives in Chicago with his wife Julie. They have two adult children.


David Jacobson

Herb Mazariegos currently serves as the Chief AML Officer for [BMO Financial Group](/org/bmo-financial-group).

Prior to January 2019, when he took on his current responsibilities, Herb served as the U.S. Chief BSA/AML/OFAC Officer, [BMO Financial Group](/org/bmo-financial-group), where he was responsible for the BSA/AML/OFAC Compliance program for the U.S. Herb led the successful completion of the anti-money laundering regulatory remediation activities in the U.S. He is also the executive sponsor of the GenBMO Employee Resource Group that is focused on career development of the bank’s multi-generational employees with a concentration on millennial employees.

Prior to joining BMO, Herb was the Global Head of [Bank of America](/org/bank-of-america)'s Financial Intelligence Unit. During his tenure, he was responsible for AML and economic sanctions intelligence, operations, systems, monitoring and surveillance covering the bank’s global footprint. He led strategic anti-money laundering efforts across compliance, risk, global banking and markets, technology and operations. Herb has also managed large trading operations for Bankers Trust Company.

Herb is an AML subject matter expert and active member of AML industry groups. He has a Bachelor of Science degree from Saint Francis College in New York, and is a Certified Anti-Money Laundering Specialist (CAMS), Project Management Professional (PMP), Six Sigma Black Belt, and has held FINRA Series 7 and 63 licenses. In addition, Herb serves as a director on the board of Arrupe College of [Loyola University Chicago](/org/loyola-university-chicago).

Herb Mazariegos

Albert Yu is CEO Asia for [BMO Financial Group](/org/bmo-financial-group). Since 2009, Mr. Yu has been responsible for all businesses entities and interests of [BMO Financial Group](/org/bmo-financial-group) throughout the Asian Pacific countries. With offices across nine cities in Asia and Beijing as the Asian headquarters, BMO in Asia is active in investment and corporate banking, fixed income and currency, securitized and structured products, trade finance and FI banking, private banking and family trusts and ETF and asset management. The bank has further strategic business interests by way of equity partnership in COFCO Trust in Beijing, and Fullgoal Fund Management Company in Shanghai.

Albert is also a Director of the Board and President of Bank of Montreal (China) Co. Ltd., a wholly owned locally incorporated banking subsidiary in mainland China - the only Canadian bank (and one of only five North American banks) with that status in China. He also serves as Director of the Board of COFCO Trust in Beijing, as well as BMO Global Asset Management (Asia) Ltd. in Hong Kong.

Albert started his career in Capital Markets with major Canadian and American banks in Toronto and New York before joining BMO in 2009. From derivatives trading and investment banking to senior management, he is an accomplished banker with many years of global experience in Canada, United States, Latin America, and currently, China and Asia Pacific.

Albert Yu

Steve Tennyson is Chief Technology & Operations Officer, [BMO Financial Group](/org/bmo-financial-group). He was appointed on November 1, 2018.

Steve is responsible for leading T&O to drive innovation and partner with business leaders to use technology as a strategic lever in achieving aggressive growth targets and defining great customer experience.

Previously, Steve was the Executive Vice President & Chief Information Officer, Technology for [BMO Financial Group](/org/bmo-financial-group). He was accountable for all aspects of information technology for channel and core banking systems, providing technology relationship management and delivery.

Steve joined BMO from [CIBC](/org/cibc) where he was Senior Vice-President, Retail Markets Technology, responsible for [CIBC](/org/cibc)’s retail and wealth management applications and development groups globally, including applications for their personal banking, business banking and wealth management businesses.

Prior to [CIBC](/org/cibc), Steve was with TD Bank for 17 years, with his last role as Senior Vice-President & CIO, responsible for TD Bank’s application and development groups globally, including applications for retail, wealth, wholesale and bank-wide corporate applications.

Steve holds a BA from the University of Western Ontario, an MBA from the York Schulich School of Business and a Chartered Financial Analyst (CFA) designation from the [CFA Institute](/org/cfa-institute).

Steve Tennyson

 The Hon. Brian Tobin was named as an Officer of the Order of Canada in 2013 for his contribution to Canadian public policy as a federal and provincial politician, and for supporting economic development in Newfoundland and Labrador.

Brian served as the Federal Minister of Industry from October 2000-January 2002, prior to which he served as the Premier of Newfoundland and Labrador from 1996-2000. He served as a Member of Parliament from 1980-1996, and as Minister of Fisheries and Oceans in the federal cabinet from 1993-1996.

Brian is Vice Chair, [BMO Financial Group](/org/bmo-financial-group). He serves as chairman and director of New Flyer Group Inc. He previously served as Executive Chairman, President & CEO of Consolidated Thompson Iron Mines Ltd. He led the negotiating team that sold CLM to Cliffs Natural Resources for $4.9 billion, which was one of the biggest global mining deals in 2011.

Brian is a member of the Institute of Corporate Directors and a graduate of the Directors Education Program. He has been awarded honorary degrees by both [St. Francis Xavier University](/org/st-fx) and [Brock University](/org/brock-university).

Brian Tobin

Douglas Porter has over 25 years of experience analyzing global economies and financial markets. As Chief Economist at [BMO Financial Group](/org/bmo-financial-group), he oversees the macroeconomic and financial market forecasts and co-authors the firm’s weekly flagship publication, Focus. Mr. Porter manages the team that won the prestigious Lawrence Klein award for forecast accuracy of the U.S. economy, and was named by Bloomberg as top Canadian forecaster.

As a respected commentator on economic and financial trends, he is regularly quoted in the national press and often interviewed on radio and television.

Before joining BMO, Mr. Porter held the positions of Economist and Country Risk Analyst with other Canadian financial institutions, and also worked at the Bank of Canada.

Mr. Porter has been a member of C.D. Howe’s Monetary Policy Council since 2008 and also serves on the Investment Management Committees of the Bank of Montreal’s Pension Fund Society and Western’s Endowment Fund.

Mr. Porter has been a Chartered Financial Analyst since 1995 and earned a Masters degree in Economics from the University of Western Ontario.

Douglas Porter

Lorraine Mitchelmore is a Canadian business executive who is currently the Director at [BMO Financial Group](/org/bmo-financial-group). Prior to their current role, they served as President & CEO of Enlighten Innovations Inc from May 2017 to September 2018. 

From January 2009 to December 2016, Mitchelmore was with Shell Energy North America (Canada) Inc., where they served as President & Country Chair Shell Canada and EVP Americas Heavy Oil.

Mitchelmore has over 25 years of experience in the oil and gas industry. Lorraine has a Bachelor of Science degree in Petroleum Engineering from the [University of Alberta](/org/university-of-alberta).

Lorraine Mitchelmore has a Master's degree in Geophysics from the [University of Melbourne](/org/university-of-melbourne), a Bachelor of Science (BS) in Geophysics from [Memorial University of Newfoundland](/org/memorial-university-of-newfoundland), and a Master of Business Administration (MBA) in Business Administration and Management, General from [Kingston University](/org/kingston-university).

Lorraine Mitchelmore

Jan Babiak is the Director at [BMO Financial Group](/org/bmo-financial-group). Jan has also been a Board Member and Audit Committee Chair at [GlobalLogic](/org/globallogic) from May 2017 to July 2021. Prior to that, they were a member of the Board of Directors at [Royal Mail](/org/royal-mail) from March 2013 to April 2014. Jan has also worked as an independent Board Member, Chair of Audit Committee, and FTSE 250 Technology Company until it was acquired in August 2012. Additionally, they have been a Managing Partner at Ernst & Young from February 1982 to December 2009.

Jan Babiak received their MBA in Business from [Baldwin Wallace University](/org/baldwin-wallace-university) and their BBA in Accounting from the University of Oklahoma.

Jan Babiak

Deirdre Heron is the current Chief Human Resources Officer at [BMO Financial Group](/org/bmo-financial-group). Deirdre has held this position since February 2008. Prior to this, they were the Director of Learning for Wealth Management at [BMO Financial Group](/org/bmo-financial-group) from July 1996 to June 2006. In this role, they led a large team of learning professionals who were dedicated to supporting the business strategy for the wealth businesses through all forms of learning: Online, Facilitated Learning, Performance Support Tools, Consulting. 

Deirdre Heron has also held the title of HR Senior Program Manager, Wealth Management at [BMO Financial Group](/org/bmo-financial-group) from July 1996 to June 2006. In this role, they were responsible for Program Management for all HR Strategic Initiatives and Annual Programs. 

Before their time at [BMO Financial Group](/org/bmo-financial-group), Deirdre Heron held the role of CSR and CSO at RBC from September 1993 to July 1996.

Deirdre Heron has a human resource designation from CHRP and a Bachelor's degree in Social Sciences from [Western University](/org/western-university).

They work with Jason Rachlin - Head of Market Risk & CRO, Capital Markets, Peter Hinman - CFO, Capital Markets, and Aine O’Flynn - Head of Investment Banking Capital Markets. Deirdre Heron reports to Dan Barclay, CEO & Group Head of BMO Capital Markets.

Deirdre Heron

Peter Hinman is the current Chief Financial Officer of Capital Markets at [BMO Financial Group](/org/bmo-financial-group). Peter has worked in finance for over thirty years, starting at Arthur Andersen & Co. in 1980 as a financial services manager. In 1987, they joined [Goldman Sachs](/org/goldman-sachs) as a finance manager for securitized products before moving to L. F. Rothschild as their Chief Financial Officer in 1988. Hinman left Rothschild in 1991 to join [Deutsche Bank](/org/deutsche-bank) as their CFO for the Corporate and Investment Banking Division. In 1997, they transitioned to J.P. Morgan as their CFO for the Proprietary Positioning and Treasury Division. Hinman left J.P. Morgan in 2000 to join [Bank of America](/org/bank-of-america) as their Business Manager for Corporate and Investment Banking where they oversaw business management and support functions across operating divisions. Peter remained with [Bank of America](/org/bank-of-america) until 2004 when they joined [BMO Financial Group](/org/bmo-financial-group) as their current CFO of Capital Markets.

Peter Hinman has a Master of Business Administration (M.B.A.) in Finance & Strategy from The Wharton School, a Bachelor’s Degree in Economics from [Carleton College](/org/carleton-college), and is certified by the IIROC (Investment Industry Regulatory Organization of Canada) in PDO & CFO Registrations, by the Financial Industry Regulatory Authority (FINRA) in Series 7, 24 and 27 Registrations, and by the [AICPA](/org/aicpa) in Certified Public Accountant.

Some of their coworkers include Alan Tannenbaum - Head of Global Investment & Corporate Banking, Levent Kahraman - Managing Director & Co-Head of Global Markets, and Aine O’Flynn - Head of Investment Banking Capital Markets. Their manager is Dan Barclay, CEO & Group Head of BMO Capital Markets.

Peter Hinman

Rick Kuwayti is currently the Chief Marketing Officer at [BMO Financial Group](/org/bmo-financial-group). Rick has extensive experience in marketing and has previously worked as a Senior Writer/Producer at CBC Television. Rick has been with BMO for over 20 years and has held various positions within the company including working at BMO Capital Markets.

Rick Kuwayti has a Master of Arts degree in Journalism/Communications from [Stanford University](/org/stanford), and a Bachelor of Applied Science in Electrical Engineering from the [University of Ottawa](/org/university-of-ottawa).

They are on a team with Rob Yeung - Head of Global Equities & Financing Solutions, Levent Kahraman - Managing Director & Co-Head of Global Markets, and Jason Rachlin - Head of Market Risk & CRO, Capital Markets. Their manager is Dan Barclay, CEO & Group Head of BMO Capital Markets.

Rick Kuwayti

Ms. O’Flynn joined BMO Capital Markets in Equity Research in 1997 and moved into Equity Sales in 2000. Leveraging her knowledge base and expertise, Ms. O’Flynn assumed the role of liaison between research and sales and moved quickly into sales coverage, developing valued relationships with leading Canadian investor clients. In December 2013, Aine was appointed Director of Canadian and European Equity Research. Her experience on the desk gave her valuable insight into our clients' needs. In January 2017, Ms. O’Flynn was appointed Co-head of Global Equity Products alongside Alan Tannenbaum. She was appointed Global Head of Equity Products as of November 2017.

Ms. O’Flynn takes part in the annual [United Way](/org/united-way) campaign and the BMO Capital Markets Mentorship and Sponsorship programs. She takes part in her community through a variety of activities. She holds an Honours B.A.(French) from the University of Western Ontario, an International MBA from the Schulich School of Business, and is a CFA charterholder.

Aine O’Flynn

Christopher Lee

Paul DiGangi

Martin Eichenbaum is the Charles Moskos Professor of Economics at [Northwestern University](/org/northwestern-university) (where he has been a Professor since 1988) and co-director of the Center for International Economics and Development at [Northwestern University](/org/northwestern-university). He is an International Fellow of the C.D. Howe Institute and a fellow of both the American Academy of Arts and Sciences and the Econometric Society. He is also an Associate of the National Bureau of Economic Research (NBER) and a co-editor of its Macro Annual. He serves on the advisory council of the Global Markets Institute at [Goldman Sachs](/org/goldman-sachs). He spent four years as the co-editor of the American Economic Review. He has served as a consultant to the Federal Reserve Banks of Atlanta and Chicago and the [International Monetary Fund](/org/international-monetary-fund). He received a Bachelor of Commerce from [McGill University](/org/mcgill-university) and a Doctorate in Economics from the [University of Minnesota](/org/university-of-minnesota).

Martin S. Eichenbaum

Gail Palac is Chief Auditor, [BMO Financial Group](/org/bmo-financial-group). She was appointed to the position in February 2018, and is responsible for providing independent audit advice and counsel to the CEO and Board of Directors of [BMO Financial Group](/org/bmo-financial-group), driving positive change across the organization. Gail provides executive leadership to BMO’s staff of audit professionals, identifying insights into current, emerging and potential issues, trends, and opportunities that will enhance the efficiency and effectiveness of the company and its control processes. She also liaises extensively with external regulators, ensuring the bank’s audit organization practices and employees continually evolve to meet heightened regulatory expectations.

Gail’s career includes over 25 years of experience across a wide variety of banking roles within BMO and BMO Harris. Prior to her most recent role as U.S. Chief Auditor, she provided executive leadership and strategic direction to a team of operations professionals managing corporate loan administration and loan servicing for BMO worldwide.

Gail attended [Northern Illinois University](/org/northern-illinois-university) and graduated with honours with a Bachelor of Science degree (double major in accounting and finance). She also has her CPA designation and is a member of the Illinois CPA Society and the Institute of Internal Auditors. 


Gail S. Palac

Rose Patten is Special Advisor to the CEO and Senior Executives at [BMO Financial Group](/org/bmo-financial-group). In this role she advises on select strategies with a particular emphasis on strategy execution, leadership development and succession for top leaders. Dr. Patten’s career has spanned the four financial sectors - banking, trust, insurance and investment banking - with responsibilities for Canada, U.S., Europe and Asia. She was inducted into the Hall of Fame of the Canada’s Top 100 Most Powerful Women in 2007, and was recognized by U.S. Banker magazine as one of the 25 Most Powerful Women in Banking. Dr. Patten is also an experienced board member and has served on a number of corporate and philanthropic boards. From 2014 to 2017 she was Chair of the Board of Trustees of The Hospital for Sick Children. Dr. Patten was appointed as an Officer of the Order of Canada in 2017.

Dr. Patten’s dedicated service to the university community is extensive and diverse. She is Adjunct Professor and Executive in Residence at the Rotman School of Management, teaching Senior Leadership, Talent and Succession, and Governance. The Rose Patten Mentoring Leadership Program has been named in her honour. Dr. Patten has established numerous scholarships throughout the university that are intended to enhance access to post-secondary education on the basis of need. She served as a Lieutenant Governor in Council member of the Governing Council of the University of Toronto from 1998 to 2007, Vice-Chair from 2002 to 2004, and Chair from 2004 to 2007. Subsequently, she chaired the Task Force on Governance. She received an Arbor Award in 2001 and an honorary degree from the University of Toronto in 2009, in recognition of her service to the University. Throughout the Boundless Campaign, she was a member of the Campaign Executive, and from 2012 to 2018 she served as Honorary Patron of the King’s College Circle Heritage Society. Dr. Patten was elected Chancellor in 2018.

Rose Patten

David is responsible for the overall performance of BMO Financial Corp., [BMO Harris Bank](/org/bmo-harris-bank) N.A. and their subsidiaries. Additionally, he has responsibility for [BMO Financial Group](/org/bmo-financial-group)’s North American Commercial Banking business, which includes the bank’s Treasury and Payment Solutions group. He is also responsible for ensuring effective governance across all BMO U.S. operations.

David is a member of [BMO Financial Group](/org/bmo-financial-group)’s Executive Committee, and he chairs BMO’s U.S. Management Committee.

In his most recent role, David led the commercial banking business for [BMO Harris Bank](/org/bmo-harris-bank) as Executive Vice-President and Head of Commercial Banking. Prior to that, from 2006 to 2010, David served as Executive Managing Director and Co-Head, Investment & Corporate Banking U.S. for BMO Capital Markets. In this role, he was responsible for coordinating the investment and corporate banking activities of the U.S. industry sector and product groups.

David began his career with [BMO Financial Group](/org/bmo-financial-group) working at Harris Bank in Chicago. He previously led its U.S. commercial business, as well as its U.S. corporate and investment banking business.

David currently serves on the Board of Directors for the Chicago Public Library Foundation, the Ounce of Prevention Fund, the United Way of Greater Chicago, Northwestern Medical Group, Milwaukee’s Summerfest, Sentry Insurance Company, the Civic Federation and [World Business Chicago](/org/world-business-chicago). David is also on the Executive Committee of Junior Achievement of Chicago. He is a member of the Civic Committee of the Commercial Club of Chicago and the Trustees Committee of the Chicago Community Trust.

A Wisconsin native, David received a Masters of Management Degree from Kellogg Graduate School of Management at [Northwestern University](/org/northwestern-university) and a BA (AB) from [Dartmouth College](/org/dartmouth).

David R. Casper

Dan Barclay was appointed CEO & Group Head of BMO Capital Markets in November 2018. In this role, he is responsible for [BMO Financial Group](/org/bmo-financial-group)’s interactions with corporate, institutional and government clients worldwide.

Previously, Dan was Co-Head, Global Investment & Corporate Banking (I&CB) where he oversaw relationships with corporate and government clients, including equity and debt underwriting, corporate lending and project financing, mergers and acquisitions advisory services and global trade and banking.

Dan has over 27 years of investment banking experience in a broad range of industries. He joined BMO’s investment banking group in 2003 as a Managing Director in the Mergers and Acquisitions group, and in 2009 was named Head of Canadian Mergers and Acquisitions. In 2014 he was appointed Head of Investment & Corporate Banking Canada and International. Prior to joining BMO, Mr. Barclay spent 13 years in investment banking at a global and Canadian investment dealer.

Dan serves on [BMO Financial Group](/org/bmo-financial-group)’s Executive Committee and chairs BMO Capital Markets’ Operating and Executive committees.

As a proud supporter of the [United Way](/org/united-way), Dan acted as past co-chair of the BMO Capital Markets Employee Giving Campaign and is a recipient of the Women in Capital Markets Champion of Change Award (2016). He also currently serves on the Board of Directors of the Children’s Aid Foundation of Canada.

Dan holds a Bachelor of Science with Honours from the [University of Alberta](/org/university-of-alberta) and an MBA from the [University of Calgary](/org/university-of-calgary).

Dan Barclay

Erminia "Ernie" Johannson is BMO’s Group Head of North American Personal and Business Banking and a member of the bank’s Executive Committee. Ernie leads a team of 16,500 responsible for serving nearly 10 million personal and business banking customers.

In her current role, Ernie supports BMO’s efforts to accelerate growth, building on her passion for delivering exceptional customer service and her track record of innovating and generating sustainable profit growth in a rapidly changing environment. Her North American mandate allows her to scale BMO’s technological and cultural transformations already underway in both geographies. Under her leadership, the Personal and Business Banking teams have been recognized regularly for best-in-class products and customer experience, including receiving the highest ranking for customer satisfaction with retail banking advice in J.D. Power’s 2020 Canadian Retail Banking survey.

Previously, Ernie led U.S. Personal and Business Banking. She launched a bold strategy that changed the business’ trajectory, increased revenue by double digits, and improved employee engagement significantly despite a heavy change agenda. She also championed the launch of enhanced digital banking to both meet growing customer expectations and compete with larger-scale U.S. banks.

Since joining BMO in 2012, Ernie has delivered results leading diverse businesses and corporate groups, including serving as North American Chief Risk Officer.

Before joining BMO, Ernie was EVP of Customer Strategy and Integration at Fidelity Investments, and held senior positions at CIBC, including SVP of Marketing and Strategy, and SVP of Credit Cards.

Ernie serves on the board of directors of the U.S. Consumer Bankers Association. She previously served on the boards of Payments Canada and Moneris Solutions Corporation, and was chair of the Canadian Marketing Association. In 2019, American Banker magazine named Ernie one of the Most Powerful Women in Banking.


Erminia Johannson

Darryl was appointed Chief Executive Officer of [BMO Financial Group](/org/bmo-financial-group) in November 2017. He chairs the bank’s Executive Committee and serves as a director of [BMO Financial Group](/org/bmo-financial-group), as well as its U.S. subsidiary, BMO Financial Corporation.

Darryl joined BMO’s investment and corporate banking business in Toronto in 1994, and in 2006 returned to his hometown as Head of Montreal Investment & Corporate Banking for BMO Capital Markets. In 2014, he was named CEO, BMO Nesbitt Burns and Group Head, BMO Capital Markets. In 2016, Darryl was appointed Chief Operating Officer, [BMO Financial Group](/org/bmo-financial-group) before assuming his current role as CEO.  

Darryl is a member of the Ottawa-based Business Council of Canada and Washington, D.C.-based The Business Council. He also serves as a member of the Mayor of Beijing’s International Business Leaders Advisory Council.

A longstanding community builder with strong ties to United Way Centraide, Darryl has volunteered with both organizations in Montreal, New York, Chicago and Toronto. In 2018, Darryl became Co-Chair of the Inclusive Local Economic Opportunity Roundtable, a partnership between BMO and United Way Greater Toronto that brings together business and community leaders to develop approaches to reduce economic disparity in the region.

A strong advocate for BMO’s efforts to ensure a diverse and inclusive workplace, Darryl serves as a member of Catalyst Canada’s Advisory Board and has volunteered on the Advisory Council of Women in Capital Markets.

Darryl is a director of the National Hockey League’s Montreal Canadiens and serves as a director of the amalgamated network of hospitals that includes Toronto’s St. Michael's Hospital, St. Joseph’s Health Centre and Providence Healthcare.

Darryl holds a Bachelor of Commerce from the Richard Ivey School of Business at the University of Western Ontario and has completed the Advanced Management Program at the [Harvard Business School](/org/harvard-business-school). He is a past recipient of Canada’s Top 40 under 40® Award.

Darryl White

Michael George is a Managing Director and Co-Head of Investment Banking. Mr. George joined BMO Capital Markets as Managing Director & Head of the Financial Sponsors Group in 2018 and successfully lead our Financial Sponsors coverage effort globally.  

Prior to joining BMO Capital Markets, he spent 10 years at [Morgan Stanley](/org/morgan-stanley) as a Managing Director in the Financial Sponsor Group and Head of Retail Investment Banking. Previous to [Morgan Stanley](/org/morgan-stanley), Mr. George spent 7 years at [Deutsche Bank](/org/deutsche-bank) Securities in the Corporate Finance Department. While at [Deutsche Bank](/org/deutsche-bank), he was a member of the Industrials Group, covering public and private companies across the industrial landscape. He has a strong track record of success and experience across LBOs, IPOs, mergers and acquisitions, and debt financings.

Mr. George received his MBA from the [University of Maryland](/org/university-of-maryland) and holds a Bachelor of Science degree from the [University of Connecticut](/org/university-of-connecticut).

Michael George

Shane Fildes joined BMO Capital Markets in 1993, was appointed Head of the Canadian Energy Group in 2004 and added the title of Head of Global Energy Group in 2009. During the course of his career at BMO Capital Markets, Mr. Fildes has successfully built what is one of the firm’s most prominent and profitable franchises. In 2021 Shane expanded his role to Co-head of Investment Banking and is a member of the firm’s Executive Committee.

Mr. Fildes holds a Bachelor of Commerce degree in finance (Gold Medalist) from the [University of Alberta](/org/university-of-alberta) and is a CFA Charterholder. He was named one of Canada’s Top 40 Under 40 by the Globe & Mail in 2009 and was named one of Alberta’s 50 Most Influential People by Alberta Venture in 2014.

Shane Fildes

Dan Goldman was appointed Co-Head, Global Fixed Income, Currency & Commodities in 2021. Mr. Goldman has spent his entire career in the fixed income business.  

Prior to BMO, Dan was the President and co-founder of KGS-Alpha Capital Markets. Before co-founding KGS-Alpha, Mr. Goldman worked at Salomon Brothers/Citigroup, where he attained senior positions as a Managing Director, including Head of North American Fixed Income Sales, as well as Co-Head of the US Rates Business. Mr. Goldman was a member of the Global Fixed Income Management Committee. As Head of North American Fixed Income Sales, he was instrumental in building and managing a 250-person fixed income sales force that generated over $2 billion in annual revenues. Mr. Goldman is widely recognized as a sales leader, and he has trained and developed many of today's top fixed income sales producers. In addition to his sales role, Mr. Goldman also oversaw a multi-billion dollar global interest-rate trading business that included 25 senior traders and 75 salespeople.

Mr. Goldman earned his B.A. in Economics from [Middlebury College](/org/middlebury-college).

Dan Goldman

Sharon Haward-Laird has consistently delivered results in her roles at the bank, including Deputy General Counsel, Head of Corporate Communications and Investor Relations, and her current role as Head of North American Treasury & Payment Solutions. 

Sharon Haward-Laird

Levent Kahraman was appointed Co-Head, Global Fixed Income, Currency & Commodities in 2021.

Prior to BMO, Mr. Kahraman was the CEO and co-founder of KGS-Alpha Capital Markets, where he spent eight years building and managing the premier independent MBS/ABS Fixed Income Broker Dealer. Before KGS, he was a Managing Director at Barclays Capital, building one of the top-ranked Agency RMBS Structured Products businesses. Mr. Kahraman pioneered structures such as WAC pass-throughs, MBS-linked notes, A/L combo trades, and synthetic agency MBS. Mr. Kahraman started his career and spent eight years at Salomon Brothers, where his last position was Managing Director in charge of Secondary CMO Trading. Prior to Wall Street, Mr. Kahraman worked in management consulting, where he advised financial services firms on credit risk management.

He holds an MBA with Honors from [Harvard Business School](/org/harvard-business-school), a BA with Distinction in Economics and a BS with Distinction in Civil and Environmental Engineering, both from [Cornell University](/org/cornell-university).

Levent Kahraman

As Vice Chair, Thomas E. Flynnwill supports the growth ambitions of corporate clients and deepening client relationships. He will also continue to support certain enterprise strategic initiatives.

Since joining BMO in 1992, Mr. Flynn successfully led the Financial Institutions Group in the Investment & Corporate Bank, and served as Treasurer before his appointment as Chief Risk Officer in March 2008 and as Chief Financial Officer in 2011. 

Thomas E. Flynn

U.S. Chief Technology and Operations Officer (U.S. CTOO) and Chief Information and Operations Officer (CIOO), Capital Markets

Victor Tung is the U.S. Chief Technology and Operations Officer (U.S. CTOO) for BMO Financial Group and Chief Information and Operations Officer (CIOO), Capital Markets for BMO Capital Markets.

In Victor's capacity as U.S. Chief Technology and Operations Officer, he is responsible for the strategic and operational governance processes of the U.S. T&O organization and ensuring that it is consistent with Enterprise direction. Further, he is responsible to ensure that the U.S. T&O organization operates in alignment with the U.S. Governance model. In Victor’s capacity as CIOO, Capital Markets, he aligns closely with the Capital Markets business as a key enabler to deliver innovative digital solutions and drive a differentiated client experience.

Victor is a graduate of the Rotman Executive Masters of Business Administration program, holds an Honours Business Administration degree from the University of Toronto Scarborough, has a Certificate in Human Resource Management from Woodsworth College, and earned his Global Professional Master of Laws from the University of Toronto's Faculty of Law in 2015.

Victor is well known as a respected thought leader in the technology industry and has been recognized as one of Canada's Top 40 Under 40. As an advocate for continuous learning, Victor established the Victor Tung Scholarship which is awarded annually to a student in the Master of Management Analytics program at the Rotman School of Management. He also sits on a number of technology boards as an advisor, as well as two non-profit boards: Skills for Change, which supports new immigrants, and Ascend Canada, whose focus is on developing and enhancing Pan-Asian talent.

Victor Tung

Rob Yeung

Jason Rachlin is acting Head of Market Risk and CRO, Capital Markets. Prior to this appointment, he was the Head of Capital Market’s Trading Risk where he was responsible for the oversight of BMO’s trading and underwriting portfolios. Jason has been at the Bank for over 13 years in which time he has served as the Head of US Market Risk as well as the Head of Corporate Treasury Risk, where he built out the bank’s second line of defense for the Corporate Treasury function. Prior to joining BMO, Jason worked in Morgan Stanley’s Market Risk Department where he was responsible for oversight of their global commodities trading business. Jason received his M.S. in Operations Research from Columbia University and his B.A in Economics from Bowdoin College.

Jason Rachlin

H. Lee

Madhu Ranganathan is the Executive Vice President and Chief Financial Officer at [OpenText](/org/opentext). She brings more than 30 years of financial leadership experience, with an innovative Silicon Valley technology driven background with deep operational focus in software, hardware and tech-enabled services businesses. Prior to joining [OpenText](/org/opentext) in 2018, she spent 10 years as the Chief Financial Officer of [24]7.ai, a global customer experience software and services company. Throughout her career she has served in various roles with innovative technology companies, and major accounting and financial services firms. Ms. Ranganathan currently serves as a Board Member & Audit Committee Chair for [Akamai Technologies](/org/akamai-technologies). She is a member of the Institute of Chartered Accountants, India and a Member of the American Institute of Certified Public Accountants. She holds an MBA from the University of Massachusetts and a BS Accounting from the University of Madras.

Madhu Ranganathan

Stephen Dent is a Managing Director and co-founder of [Birch Hill Equity Partners](/org/birch-hill-equity-partners), a Toronto-based private equity firm. Mr. Dent has over 30 years experience in private equity and deep expertise in capital allocation, strategic planning, accounting and finance. Prior to his current role, he spent 15 years at a major Canadian chartered bank culminating in a senior role leading the Canadian private equity division of the bank. He is a Member of the Business Council of Canada. He is involved in the founding and ongoing support of Our Children’s Medicine; an organization promoting Indigenous employment with leading Canadian companies. He is also involved in the founding and ongoing support of the Birch Hill Scholarship Program; supporting business school education for Indigenous youth. He holds a BBA from Wilfred Laurier University and an MBA from the Ivey School of Business at [Western University](/org/western-university).

Stephen Dent

William Smith

Alan Tannenbaum

Brad Chapin

Craig Broderick

Christine Edwards is the current Director at [BMO Financial Group](/org/bmo-financial-group). Prior to their current position, they were with Winston & Strawn LLP from August 2003 to February 2021 where they were Chair of Bank Regulatory Practice and a Capital Partner. Christine has also held positions at Rush University Medical Center, JPMorgan Chase & Co., [ABN AMRO](/org/abn-amro), and [Morgan Stanley](/org/morgan-stanley). Christine is a graduate of the [University of Maryland](/org/university-of-maryland) School of Law.

Christine Edwards has a J.D. from the [University of Maryland](/org/university-of-maryland) Francis King Carey School of Law and a B.A. in English and Secondary Education from the [University of Maryland](/org/university-of-maryland).

Christine Edwards

George A. Cope

Linda S. Huber

David Harquail

Sophie Brochu

Eric La Flèche is President and Chief Executive Officer of Metro Inc., a leading Canadian food and pharmacy retailer and distributor, since April 2008. He joined Metro in 1991 and has held several positions of increasing responsibility, including Executive Vice-President and Chief Operating Officer from 2005 to 2008. Mr. La Flèche holds an M.B.A. from [Harvard Business School](/org/harvard-business-school) and a civil law degree cum laude from the [University of Ottawa](/org/university-of-ottawa). He is a long-time volunteer with Centraide of Greater Montreal (2015 Campaign Co-Chair) and serves on the advisory board of Tel-Jeunes, the leading kids help phone service in Quebec. In 2015, Mr. La Flèche was recognized as CEO of the Year in Quebec by Les Affaires, a leading business publication.

BMO Financial Group

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