Verified recordFinancial Services

Brian Morin

Director of Strategy & Transformation at Bmo

Based in San Francisco, United States

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Seniority

Director

Department

General Business & Management

Location

San Francisco

Industry

Financial Services

Company size

59K

Contact information

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Email

1 credit

b•••••••@bmo.com

Phone

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Background

About Brian Morin

I’ve always seen my role as the bridge between Technology and the Business. My value comes from creating clarity amidst complexity — aligning the right people, asking the right questions, and ensuring we’re focused on the decisions and actions that drive meaningful outcomes. Results-focused senior portfolio and technical program leader with deep expertise in enterprise execution, cross-functional portfolio management, and large-scale program delivery. I specialize in translating strategic priorities into actionable roadmaps, aligning stakeholders across business and technology, and driving coordinated execution of complex initiatives. Throughout my career, I have stood up and led PMOs, managed enterprise-level portfolios, directed post-merger technology integrations, and delivered regulatory and business-critical programs. My leadership spans cross-functional portfolios, enterprise transformation, regulatory readiness, M&A integration, and operational scaling. Notable expertise includes: • Portfolio Management & PMO Leadership • Program & Technical Delivery Oversight • Strategic Roadmapping & Investment Prioritization • Cross-functional Stakeholder Alignment • Business Operations & Process Optimization • Executive-level Collaboration & Advisory • Enterprise Risk & Regulatory Program Delivery While I have successfully applied Agile frameworks within organizations, my focus remains on ensuring the right delivery model — whether Agile, hybrid, or traditional — is applied to best support execution at scale. Looking ahead, I remain passionate about leadership opportunities that sit at the intersection of Portfolio Management, Technical Program Delivery, Business Operations, and Enterprise Execution — enabling organizations to scale, optimize delivery, and achieve strategic outcomes. Certifications: PMI PMO Certified Professional (PMO-CP), SAFe Agilist, Lean Portfolio Management, Certified Scrum Master (CSM).

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