Jagan B. Email & Phone Number
Managing Director and Head, BrokerEdge Products and Balance Sheet Optimization @ BMO
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Jagan B. Location
- Toronto, ON, CA
Jagan B. Work
- Managing Director and Head, BrokerEdge Products and Balance Sheet Optimization @ (April 2026 - Present)
- Director and Head, BMO BrokerEdge Products @ (August 2023 - April 2026)
- Director, Head Home Financing Acquisition @ (May 2021 - September 2023)
- Group Product Manager, Home Financing and Secured Lending @ (November 2019 - May 2021)
- Sr. Product Manager, Home Financing @ (December 2017 - October 2019)
- Portfolio Manager @ Abu Dhabi Commercial Bank (January 2014 - January 2017)
- Business Analyst, Group Investment Advisory and Wealth Management @ (January 2011 - January 2014)
- Management Associate (International Graduate Program) @ (January 2009 - January 2011)
- Associate Software Engineer @ (January 2006 - January 2007)
Jagan B. Education
- Indian Institute of Management, Kozhikode
Master of Business Administration - MBA (PGDM) (Finance, Marketing)
2007-2009 - Visvesvaraya Technological University
B.E (Electronics and Communication)
2002-2006
Jagan B. Skills
- Agile Methodologies
- Analytical Skills
- Artificial Intelligence for Business
- Asset Allocation
- Banking
- Business Development
- Business Insights
- Business Intelligence
- Business Requirements
- Business Strategy
- Change Management
- Communication
- Corporate Finance
- Creative Problem Solving
- Credit Risk
- Cross Functional Team Building
- Cross-functional Team Leadership
- Customer Engagement
- Data Analytics
- Database Marketing
- Digital Marketing
- Financial Analysis
- Financial Forecasting
- Generative AI
- Investment Advisory
- Investment Banking
- Investment Products
- Investments
- Key Performance Indicators
- Leadership
- Management
- Marketing Strategy
- Microsoft Excel
- Microsoft Office
- Microsoft Power BI
- Microsoft PowerPoint
- Microsoft Word
- P&L Analysis
- P&L Management
- Problem Solving
- Project Execution
- Project Management
- Retail Banking
- Risk Management
- SQL
- Spotfire
- Statistics
- Strategic Initiatives
- Strategy
- Tableau
- Team Leadership
- Team Management
- Team Mentoring
- Valuation
- Wealth Management
- Written Communication
Jagan B. Summary
- Jagan B., based in Toronto, ON, CA, is currently a Managing Director and Head, BrokerEdge Products and Balance Sheet Optimization at BMO. Jagan B. brings experience from previous roles at BMO. Jagan B. holds a 2007 - 2009 Master of Business Administration - MBA (PGDM) in Finance, Marketing @ Indian Institute of Management, Kozhikode. With a robust skill set that includes Agile Methodologies, Analytical Skills, Artificial Intelligence for Business, Asset Allocation, Banking and more. Jagan B. has 2 emails and 1 mobile phone numbers on RocketReach.
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