• Name: Yoly M. Valencia
  • Title: AVP, Portfolio Planning Manager
  • Company: BMO Financial Group
  • Department / Division: US Corporate Real Estate

Where are you from?

Chicago, IL

What college did you go to and what was your major?

Undergrad: DePaul University, Business Management

Grad:  DePaul University, MBA (currently pursuing)

What do you do at your financial firm?

I am accountable for the successful completion of quality business case space and design assessments, meeting office building project goals and critical success factors including adherence to workplace design standards, enhancements of the customer and employee experience and cost management.   I’m also responsible for consistent delivery of planning services, space data management, and occupancy financial reporting within the organization’s workplace strategy and maintaining relationships with key business partners in order to build an understanding of the business, growth project and office space challenges.

Why do you like working in the financial services industry?

The financial services industry is enormous, which has provided me with many opportunities that have allowed me to explore different careers.   The ever-changing environment allows me to never stop learning—constant innovation is common.

What is your favorite quote or life philosophy?

“Ask not what your country can do for you — ask what you can do for your country.”
– John F. Kennedy’s Inaugural Address, January 20, 1961.

What advice would you give to someone who is new to the financial services industry?

Believe in your ability to make things happen.