Will Ma

Director, Investments

2023 - Current

Director, Technology Banking

2022 - 2023

Head of Finance and Operations

2020 - 2022

Founded at Harvard. Backed by notable investors including BlackRock, Greylock Partners, Wing VC, and YC. Member of the senior leadership team.

Director, BMO Partners

2019 - 2020

- BMO Partners is accountable for using strategic partnerships and venture investments to help accelerate innovation and growth across BMO - Public wins and partnerships include Intuit, Google, Blend, Apple Pay, Android Pay, the R3 Blockchain consortium, SecureKey, our fintech work with the DMZ at Ryerson, 1871 Chicago and our AI and data science focus with Creative Destruction Labs Montreal

Co-Founder

2017 - 2019

- Enterprise SaaS focused on shareholder analytics - IR + digital / influencer marketing - Platform focused on helping public companies optimize their share price by understanding and attracting the right underlying investors

Vice President, Growth and Operations

2016 - 2018

- B2B SaaS FinTech backed by leading VCs including FINTOP, Luge, Inovia, Real - Plooto is a digital payments platform for small businesses across North America

Senior Manager, Sales and Distribution

2015 - 2016

- Managed retail investment sales program (roughly 800 FTE / $8bn annual sales) with a team of 5 - Led re-design and implementation of sales compensation and incentive / scorecard structure from transactional to portfolio / relationship based

Manager, Corporate Strategy - Office of Strategic Management (OSM)

2013 - 2015

- Supported Executive team and Board of Directors in the solving of complex problems and making of decisions across strategic planning, organizational effectiveness and process improvement

Investment Banking Analyst

2010 - 2013