Neal Oswald CA, CPA. CFA.

Founder ~ Wanilah Advisors Inc.


 

Neal Oswald

Prior to founding Wanilah Advisors Inc. Neal was a Senior Vice President of Process Management in Retail and Business Banking at CIBC. In this role, Neal ran ETE programs. Neal and his team built the capability to digitally measure and manage the ETE processes in the context of improving the client experience and employee experience for the mortgage, card and wealth management businesses.  Neal moved to this role from Technology and Operations where he was the SVP for Process Management.

As a Senior Vice President, Strategic Planning and Business Management in the Technology and Operations division of CIBC. Neal provided thought leadership and direction to the Technology and Operations Senior Leadership team in the planning, development and execution of an integrated T&O strategy and led several transformational projects across CIBC, Technology, Global Operations and Corporate Services.

Neal started at CIBC as the Chief Financial Officer of CIBC Wholesale Bank and Treasury, with responsibility for the business support for CIBC Wholesale Bank and Treasury. Neal joined CIBC World Markets in January 2009, having been a partner at PricewaterhouseCoopers and Ernst & Young. Neal has spent over 25 years working and consulting to the financial services industry in Banks, Insurance and Asset Management companies in the areas of large scale transformation across Finance, Risk, Operations and Technology.

Neal obtained an HBA from the University of Western Ontario, is a Chartered Accountant, a Chartered Financial Analyst and a Certified Management Consultant.

In his spare time, Neal enjoys cottage time with his family, golf and skiing.