Gus Panagiotopoulos

Experience

• 

  BMO Financial Group

  Oct 2000 - Sept 2006

  Provided a full range of investment and retirement planning advice to current clients, as well as generate new clientele to grow investment book.• Advised a 1,000 + portfolio of top investment clients in investment and retirement planning, with financial planning scope to include estate, tax and education planningSpearheaded client investment seminars to increase client knowledge and empowerment, constructing investment portfolios to help clients reach their financial goals• Served as a mentor to other financial planners to grow BMO Investments, demonstrating leadership in responsibilities and accomplishments and achieving recognition as a lead by peers Show less

  • Business Consultant

    May 2005 - Sept 2006

  • Financial Planner, Investment & Retirement Planning

    Mar 2002 - May 2005

  • Financial Services Manager

    Oct 2000 - Mar 2002
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  BMO Investments Inc.

  Sept 2006 - Feb 2011

  Business Analyst

  Directed the TFSA Phase 2 Process & Project Team, including organizing tasks, monitoring project plan, managing issues log, providing status to senior management, organizing meetings and providing sign-off to Senior Management for all document approvals. Outcomes resulted in improved user engagement.• Spearheaded development of retail/backend/online system related business cases, collaborating closely with BMO departments, T&O, Change Management, Compliance, Product and Analytics to achieve goals• Championed and directed development of learning materials for a 5000+ sales forceDeveloped and presented project enhancement presentations to departments within BMO Financial Group including Executive level Show less

• 

  BMO Financial Group

  Feb 2011 - Jul 2015

  Digital Strategic Planning Manager

  Directed departmental transformations, ensuring alignment of activities/projects with strategic direction as well as individual and group skills to tasks. Fostered and maintained productive relationships with (external vendors: CGI, Broadridge, Adobe, etc. to achieve success.• Project managed multiple concurrent medium to large high-profile projects, including mobile, .com and analytics• Standardized internal project processes across the entire eBusiness department Manage scope, schedule and cost priorities between stakeholder groups and within the project team; • Lead eBusiness Scorecard (KPI) project with Analytics team by conducting brainstorming sessions, process mapping, developed framework and presented to Senior Leadership Team Show less

• 

  Sentry Investments

  Jul 2015 - Oct 2020

  Director, Scrum Master

  Directing digital operations, architecture and administration for a company dedicated to helping investors calmly create wealth. Company manages over $18 billion in assets on behalf of more than 500,000 Canadian investors. Reporting to Vice President, provides leadership for individual and team success and ensures alignment of activities/initiatives to goals and objectives. • Develop, coach, and train a team of information technology staff to complete multiple and concurrent complex projects, ensuring that adequate technical resources are dedicated and provided to deliver successful outcomes• Spearhead development of Application development, UX/UI development and Quality Assurance teams• Foster and maintain productive relationships with internal and external clients regarding system requirements, design and development, testing, implementation and ongoing support• Provide consultation services on proposed projects, architecture, strategy, development environments, delivery processes, and escalations• Perform code reviews and oversee testing, quality assurance, documentation, and delivery processes related to multiple projects, ensuring adherence to Sentry’s development standards• Provide leadership to staff, ensuring adherence to Agile (SCRUM) software development best practices including Backlog grooming, sprint planning, daily stand-ups and retrospectives; develop applications from User Stories• Serve crucial role in the development and documentation of standards, including identifying gaps in strategic alignment protocols and mitigating issues Show less

• 

  CI Investments Inc.

  Feb 2018 - now

  • Provides strategic direction within the organization by leading and advocating the agile transformation.• Restructured EPMO to align to support organizational objectives.• Aligns executives to implement project delivery prioritization model throughout the organization.• Collaborating with CTO and CIO to advocate and deliver 20+ agile workshops across IT departments.• Authored and conducted agile training to 300+ employees across the organization. • Unified project management information system, project templates, workflow library and introduced a common project delivery language.• Supports vendor evaluation and management process.• Foster and maintain transparent relationships with internal and external stakeholders to improve visibility and efficiencies.• Monitor and track progress toward goals with regular cadence reporting to the executive committee. Show less Directing digital operations, architecture and administration for a company dedicated to being a Trusted partner in wealth. Reporting to Vice President, provides leadership for individual and team success and ensures alignment of activities/initiatives to goals and objectives. • Agile coach for all IT departments including gaining leadership support, developing department rollout strategy, conducting workshops and embracing the agile mindset between Technology and business partners• Develop, coach, and train a team of information technology staff to complete multiple and concurrent complex projects, ensuring that adequate technical resources are dedicated and provided to deliver successful outcomes• Spearhead development of Application development, UX/UI development and Quality Assurance teams• Foster and maintain productive relationships with internal and external clients regarding system requirements, design and development, testing, implementation and ongoing support• Provide consultation services on proposed projects, architecture, strategy, development environments, delivery processes, and escalations• Perform code reviews and oversee testing, quality assurance, documentation, and delivery processes related to multiple projects, ensuring adherence to Sentry’s development standards• Provide leadership to staff, ensuring adherence to Agile (SCRUM) software development best practices including Backlog grooming, sprint planning, daily stand-ups and retrospectives; develop applications from User Stories• Serve crucial role in the development and documentation of standards, including identifying gaps in strategic alignment protocols and mitigating issues Show less

  • Vice President, Enterprise Program Management

    Oct 2020 - now

  • Director, Scrum Master

    Feb 2018 - Oct 2020