Stephen Fontana, MBA, Csm®

Stephen Fontana, MBA, Csm®

Sr. Project Manager, Enterprise Programs | Client Relationship Infrastructure @ CIBC

About Stephen Fontana, MBA, Csm®

Stephen Fontana, MBA, Csm®, is a Senior Project Manager at CIBC, specializing in Enterprise Programs and Client Relationship Infrastructure. He has extensive experience in project management across various financial institutions and holds an MBA from Missouri State University.

Current Role at CIBC

Stephen Fontana currently holds the title of Sr. Project Manager, Enterprise Programs | Client Relationship Infrastructure at CIBC. Since 2021, he has been responsible for overseeing the implementation of Salesforce as a new Client Relationship Management (CRM) system, ensuring each rollout aligns with program funding and timelines. He plays a pivotal role in developing and maintaining the multi-year strategic plan and roadmap for the ECRM Program. Additionally, Stephen composes F25-27 Business Cases and delivers presentations to Management and Executive Steering Committees on program progression. He also collaborates with the Strategy & Enterprise Projects/Programs Learning & Development Committee at CIBC.

Previous Experience at Dispatch Integration Ltd

Before joining CIBC, Stephen Fontana served as a Project Manager at Dispatch Integration Ltd from 2020 to 2021. In this role, he managed integration projects and ensured seamless delivery and execution. He was based in Waterloo, Ontario, and contributed to enhancing the company’s project management methodologies during his tenure.

Past Roles at International Financial Data Services

Stephen Fontana has a broad history with International Financial Data Services (IFDS), where he held multiple roles from 2015 to 2019. Starting as an Account Coordinator for Segregated Funds, he progressed to Project Coordinator, and subsequently, Project Leader for Client On-Boarding in iFast Advisory Services. In his final role at IFDS, he was a Project Leader in Delivery Services for eight months. Stephen's extensive experience at IFDS in various project management capacities honed his skills in client onboarding, coordination, and service delivery.

Academic Background

Stephen Fontana holds an MBA and a Graduate Certificate in International Business from Missouri State University, attained between 2013 and 2015. He also has a Bachelor of Commerce in Finance from Ontario Tech University, completed in 2013. Additionally, he participated in a Study Abroad Program focused on International Business at Linköping University in 2010. His diverse academic credentials provide a solid foundation for his roles in project management and client relationship infrastructure.

Early Career at Scotiabank

Stephen Fontana began his career at Scotiabank, where he worked as a Customer Service Representative from 2011 to 2013 in Ajax, Ontario. During his two-year tenure, he developed fundamental skills in customer service, financial transactions, and client interaction, which paved the way for his subsequent roles in project management and client services.

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