Brian D. Morin

Strategy & Execution Leader, Technology & Portfolio Operations

I help leadership teams turn strategy into measurable outcomes across product and technology.

My work connects strategic priorities, funding decisions, capacity planning, and execution so product and engineering teams stay focused on the highest-value work, while leaders have the clarity to make faster, better trade-off decisions.

35%
Delivery Velocity
37%
Cycle Time
51%
Forecast Accuracy
$200M
Portfolio Scope
OPERATING PHILOSOPHY

How I Turn Strategy Into Execution

I build the execution systems, operating rhythms, and decision rights that help complex organizations move with clarity, speed, and control.

Translate Strategy Into Operating Priorities

I convert executive intent into clear priorities, portfolio structures, delivery guardrails, and team-level execution paths that keep strategy connected to measurable outcomes.

Create Decision-Grade Visibility

I establish trusted views into progress, risk, capacity, dependencies, and trade-offs so leaders can make timely decisions with confidence instead of relying on stale status reporting.

Build Governance That Accelerates Execution

I design operating rhythms, decision rights, and escalation paths that create control without slowing momentum, giving teams clarity while giving executives confidence.

TRANSFORMATION OUTCOMES

Measurable Outcomes Across Strategy, Portfolio, and Execution

Across enterprise PMO, Agile scaling, risk portfolio governance, and M&A execution, my work has focused on improving visibility, predictability, speed, and value realization at scale.

$200M+
Enterprise Portfolio Oversight
Oversaw strategic portfolio governance and executive visibility across enterprise technology and transformation investments.
$43M
Capital Efficiency
Reduced Risk Management portfolio funding needs over three years through disciplined intake, prioritization, and decision rights.
71%
Portfolio Performance Improvement
Improved enterprise portfolio performance through stronger governance, reporting standards, portfolio analytics, and execution discipline.
51%
Forecast Accuracy Improvement
Improved forecasting by ensuring programs started only when resources were confirmed and strengthening delivery guardrails.
+35% / -37%
Agile Delivery Flow
Supported 14 Agile squads and 100+ engineers while improving velocity and reducing cycle time through clearer execution practices.
Zero Downtime
M&A Execution Continuity
Delivered Legal Day 1 and Conversion Day 1 readiness across 600+ application updates and 400 application conversions.
LEADERSHIP SCALE

Leadership Scale Across Portfolios, Teams, and Executive Forums

I have led execution systems across enterprise portfolios, PMO organizations, Agile delivery teams, executive governance forums, and acquisition milestones, creating the structure senior leaders need to make faster, clearer, and better-informed decisions.

$200M+
Enterprise Portfolio Leadership

Led portfolio operating rhythms, executive reporting, investment governance, and delivery oversight across strategic technology and transformation initiatives.

60+
Project Professionals

Led through a tiered PMO model spanning Program Management Directors, Program Managers, Technical Program Managers, Project Managers, and Scrum Masters.

14 Squads / 100+ Engineers
Agile Delivery at Scale

Centralized and scaled Scrum Master leadership, delivery standards, maturity practices, Jira discipline, estimation guardrails, and execution visibility.

Monthly
C-Suite Portfolio Forums

Enabled executive decision-making across funding, prioritization, risk, delivery health, and trade-offs through structured portfolio forums and executive operating rhythms.

SIGNATURE CAPABILITIES

Execution Systems That Create Clarity at Scale

I help complex organizations move from fragmented execution to decision-grade clarity by designing the operating rhythms, governance systems, portfolio visibility, and leadership routines that connect strategy to measurable outcomes.

01

Portfolio-to-Execution Alignment

Connects strategy, funding, capacity, roadmaps, and delivery execution so leadership teams can see where work stands, where trade-offs are needed, and where value is at risk.

Creates: Clearer priorities. Faster trade-off decisions.
02

Decision-Grade Transparency

Builds trusted systems of record, operating dashboards, and executive reporting rhythms that replace static status updates with actionable insight.

Creates: Better decisions. Less surprise.
03

Governance Without Bureaucracy

Designs lightweight guardrails, escalation paths, and decision rights that improve control without slowing delivery teams down.

Creates: More speed with stronger accountability.
04

Execution Rhythm Design

Establishes the routines, forums, intake patterns, planning cadences, and performance reviews that keep teams aligned from strategy through execution.

Creates: Consistent momentum across complex teams.
05

Delivery Predictability

Improves forecasting, dependency visibility, capacity planning, and delivery confidence through stronger operating discipline and measurable execution standards.

Creates: Higher trust in roadmaps and commitments.
06

Transformation Adoption

Turns new ways of working into sustained behavior change by pairing executive sponsorship, team coaching, practical standards, and measurable adoption signals.

Creates: Change that sticks beyond launch.
SELECTED TRANSFORMATION STORIES

Proof of execution under complexity.

These stories show how I create structure, visibility, and momentum when strategy, delivery, governance, and executive decision-making all have to work together.

ENTERPRISE PORTFOLIO OPERATING SYSTEM
Creating decision-grade visibility across $200M+ in strategic spend

Scaled enterprise PMO discipline across a complex strategic portfolio by strengthening governance rhythms, reporting standards, portfolio analytics, and executive decision forums.

Improved enterprise portfolio performance by 71% while helping leaders make faster funding, scope, and delivery trade-off decisions.
Relevant to Tech and FinTech leaders scaling portfolio visibility, capital discipline, and executive decision-making across complex delivery environments.
$200M+ Portfolio
71% Performance Improvement
Executive Decision Forums
AGILE EXECUTION SYSTEM
Turning delivery activity into measurable execution flow

Led 12 Scrum Masters supporting 14 Agile squads and 100+ engineers, introducing common delivery metrics, roadmap discipline, team maturity practices, and stronger operating rhythms.

Improved velocity by 35%, reduced cycle time by 37%, and increased forecast predictability by 51% through clearer standards and better delivery visibility.
Relevant to Tech and FinTech leaders who need Product, Engineering, and delivery teams aligned around flow, predictability, and roadmap execution.
14 Agile Squads
100+ Engineers
35% Velocity Gain
M&A EXECUTION CONTINUITY
Delivering acquisition milestones without business disruption

Led Technology and Operations execution across critical acquisition milestones, connecting delivery teams, application readiness, executive governance, and operational risk management.

Delivered Legal Day 1 and Conversion Day 1 with zero downtime and regulatory continuity across hundreds of impacted applications.
Relevant to Tech and FinTech leaders managing high-stakes transformation, platform change, regulatory exposure, and cross-functional execution risk.
600+ Apps Updated
400 Apps Converted
Zero Downtime
EXPERIENCE SNAPSHOT

Experience Built for Enterprise-Scale Execution

A condensed view of the leadership scope behind the outcomes above, spanning enterprise PMO, portfolio governance, Agile delivery, M&A execution, compliance transformation, and cross-functional technology programs.

bank of montreal (bmo)

Director, Commercial Banking Technology Strategy & Transformation

Led multi-quarter technology transformation across Commercial Banking Technology, partnering with Product Owners, Senior Technology Owners, and 14 Agile squads to strengthen operating rhythms, delivery metrics, dependency governance, and execution predictability.

35% velocity uplift | 37% cycle time reduction | 51% execution predictability improvement | 8 to 12 reporting hours automated biweekly
Bank of the West

Senior Vice President, Enterprise PMO

Owned enterprise-wide program and portfolio execution for a $200M+ portfolio spanning technology modernization, compliance transformation, business enablement, and acquisition integration across Technology, Product, Risk, and Operations.

$200M+ portfolio | 71% performance improvement | $43M capital unlocked | 51% portfolio forecast accuracy gain
Bank of the west

Head of Compliance PMO

Built and scaled the bank’s first Compliance PMO under regulatory oversight, establishing governance, reporting, portfolio analytics, risk management, and delivery discipline across compliance and BSA/AML remediation.

500+ findings remediated | 80% reduction in open findings | $48M+ compliance portfolio | Quarterly to annual oversight cadence
wells fargo bank

Vice President, Community Bank Technology

Served in expanding leadership roles across risk governance, quality assurance, application security, and digital-channel delivery, including leadership of a Dynamic Application Security Testing program.

Digital channels | Application security | Risk governance | Release quality
CONTACT

Let’s Talk About the Work That Needs Clarity

I’m open to Director, Senior Director, VP, and Head-level opportunities where strategy, portfolio priorities, technology execution, and leadership alignment need to move together.

Best fit: PMO, TPM, portfolio strategy, transformation leadership, value realization, and execution operating models.

Strong-fit conversations

Director, Senior Director, VP, and Head-level leadership roles
PMO, TPM, portfolio strategy, transformation, and value realization
Technology, FinTech, SaaS, AI-enabled, and regulated environments
Complex portfolios where execution clarity, governance, and delivery predictability matter
Based in the San Francisco Bay Area. Open to executive-level conversations with Tech and FinTech organizations.