Orelund Montgomery
About Orelund Montgomery
Orelund Montgomery is a Senior Manager in Transformation Services and Technology at Investors Group, specializing in process automation and robotic process automation. With extensive experience in the financial sector, he has held various roles in operations and management across multiple organizations since 2000.
Current Role at Investors Group
Orelund Montgomery serves as the Senior Manager of Transformation Services and Technology at Investors Group. He has held this position since 2019, contributing to the development of common capabilities aimed at streamlining technology transformation within the organization. His focus on enhancing business operations through technology reflects his expertise in process automation and robotic process automation (RPA).
Previous Experience in Financial Services
Montgomery has extensive experience in the financial services sector. He worked at Investors Group as Manager of Securities Operations from 2016 to 2018. Prior to this, he held various roles including Team Leader at National Bank Financial from 2011 to 2014, Operations Analyst at Wellington West from 2008 to 2012, and Assante Private Client - Operations from 2000 to 2005. His diverse background includes positions that focused on operations and client services.
Educational Background
Montgomery studied at The University of Winnipeg, where he earned a Bachelor of Arts degree with a focus on Psychology, Biology, and Physiological Psychology from 1990 to 1995. He also completed the Canadian Securities Course, furthering his knowledge in financial services from 2011 to 2012. His educational background supports his roles in operations and technology within the financial sector.
Skills in Process Automation
Montgomery specializes in process automation and robotic process automation (RPA), which are critical for enhancing business operations. His expertise in these areas has enabled him to implement dynamic online solutions for clients and advisors, aligning with technology transformation strategies at Investors Group. This focus on automation reflects his commitment to improving efficiency and effectiveness in financial services.
Early Career and Development
Montgomery began his career in the financial industry at Assante Wealth Management as a Private Client Manager Assistant from 2005 to 2006. He also worked at Wellington West in Dealer Services for a year in 2007. His early experiences laid the foundation for his subsequent roles in operations and management, contributing to his professional growth in the financial services sector.