Experience
Phoenician Investment Fund   August 2014 - Present
Student Managed Investment Fund  August 2014 - Present
BMO Global Asset Management   June 2015 - August 2015
Renaissance Hotels  June 2014 - May 2015
Publix  December 2012 - July 2014
Plantation High School  August 2011 - June 2012
Char-Hut   June 2011 - February 2012

Skills
FX trading, Stock Trading, Value Investing, Technical Analysis, Fundamental Analysis, Powerlifting, Real Estate Investor, Online Research, R (Programming), JavaScript, PowerPoint, Teamwork, Customer Service, Financial Analysis, Trading, Microsoft Excel, Management, Financial Modeling, Microsoft Word, Microsoft Office, Portfolio Management

Education
Florida International University   2014 — 2016
Bachelor's degree, Finance, General

Broward College   2012 — 2013
Associate's Degree, Finance and Economics

Experience
BMO Global Asset Management   2014 - Present
Mercer Investment Consulting  2010 - 2013
Gottex Fund Management Ltd.   2007 - 2011
Enterprise Bank  2003 - 2007
OppenheimerFunds, Inc.   1998 - 2002
Morrison Mahoney & Miller  1988 - 1992

Skills
Consultant Relations, Leadership, Investment Strategies, Institutional..., Investment Consulting, Institutional Sales, Private Foundations, Endowment Funds, Hedge Funds, Defined Benefit, Business Development, Alternative Investments, Asset Allocation, Team Building, Asset Managment, Investment Advisory..., Portfolio Management, Investment Management, Mutual Funds, Equities, Wealth Management, Investments

Education
Babson College - Franklin W. Olin Graduate School of Business   1991 — 1993
M.B.A., Finance

Boston College
BA, Political Science and Government

Boston College Law School
J.D., Law

Experience
BMO Nesbitt Burns  January 2015 - Present
BMO Global Asset Management   October 2013 - January 2015
BMO Nesbitt Burns  February 2012 - October 2013
Macquarie Private Wealth  July 2010 - March 2012
Ronald A. Chisholm  May 2008 - July 2008

Education
McGill University   2006 — 2010
B.Comm, Entrepreneurship, International Business

Upper Canada College   1998 — 2006

Experience
BMO Global Asset Management   October 2014 - Present
Mesirow Financial  September 2010 - October 2014
Advisory Research  September 2008 - September 2010
Nuveen Investments  May 2003 - August 2008
Foothill Capital   August 2002 - February 2003
Heller Financial  January 2000 - January 2002

Education
Indiana University Bloomington   1995 — 1999
B.S., Finance and Accounting

Experience
Artisan Partners  October 2014 - Present
BMO Global Asset Management   April 2013 - October 2014
Manager Research, BMO Global Asset Management   July 2012 - April 2013
BMO Retirement Services  September 2010 - July 2012
M&I Bank  February 2009 - September 2010
M&I Bank  April 2008 - February 2009

Skills
Marketing, Financial Services, Microsoft Office, Morningstar Direct, Zephyr Style Advisor, Team Leadership, Process Improvement, Analysis, Asset Management, Customer Service, Management, Sales

Education
Cardinal Stritch University   2009 — 2012
Master of Business Administration (M.B.A.), Summa Cum Laude

University of Wisconsin-Milwaukee   2005 — 2009
Bachelor’s Degree, Finance and Marketing

Challenge New Zealand   2008 — 2008
Organizational Leadership Training

Experience
BMO Global Asset Management   May 2015 - Present
RBC Global Asset Management  September 2013 - April 2015
AGF Management Limited  June 2005 - September 2013
Richardson GMP  August 2003 - June 2006
Investors Group Financial Services Inc.  March 2001 - August 2003
Investors Group Financial Services Inc.  May 1996 - March 2001

Skills
Mutual Funds, Wealth Management, Investment Strategies, Asset Managment, Investments, Marketing Strategy, Account Management, Equities, Asset Management, Investment Advisory, Relationship Management, Financial Services, Financial Advisory, Asset Allocation, Portfolio Management, Securities, Retirement Planning

Education
University of Manitoba   1992 — 1997

Experience
BMO Global Asset Management   April 2013 - Present
BMO Global Asset Management U.S.   December 2010 - April 2013

Skills
Financial Analysis, Portfolio Management, Investments, Fixed Income, Mutual Funds, Wealth Management, Financial Services, Asset Management

Education
Marquette University   1974 — 1982
B.S. and MBA, B.S Liberal Arts and Sciences/Liberal Studies plus MBA with emphasis in Finance

Experience
BMO Global Asset Management   April 2012 - Present
TD Mutual Funds  December 2005 - April 2012
AIC Limited  August 2004 - December 2005
CI Investments Inc. – Canada’s Investment Company   January 1999 - October 2003
Dynamic Mutual Funds  October 1996 - January 1999

Skills
Wealth Management, Mutual Funds, Investments, Financial Advisory, Retirement Planning, Financial Services, Equities, Investment Advisory, Asset Allocation, Portfolio Management, Management, Capital Markets, Sales, Sales Process, Selling, Sales Operations, Relationship Management, Securities, Strategic Financial..., Asset Management, Investment Strategies

Education
University of Guelph   1987 — 1992
Honours BA, Double; Management and Economics

Experience
HSBC Global Banking and Markets  May 2014 - Present
BMO Global Asset Management   November 2013 - May 2014
Horizons Exchange Traded Funds  July 2012 - October 2013
CIBC  October 2009 - February 2012
RBC Capital Markets  August 2005 - September 2009
CIBC  January 2004 - July 2005
EPCOR  May 2002 - January 2004
RBC Capital Markets  May 2001 - August 2001

Skills
Derivatives, Capital Markets, Financial Modeling, Financial Analysis, Banking, Investments, Options, Credit Risk, Credit, Equities, Equity Derivatives, Swaps, VBA, Quantitative Analysis, Structured Products, Compliance, Private Equity, Bloomberg, Credit Analysis, Credit Derivatives, Alternative Investments, Risk Management, Market Risk, Reuters, Portfolio Management, Portfolio Optimization, Monte Carlo Simulation, Stochastic Modeling, Derivatives Trading, Energy Derivatives, Project Management, FX Options, Fixed Income

Education
University of Alberta
Master of Business Administration (M.B.A.), Natural Resources & Energy

University of Alberta
Bachelor of Science (BSc), Psychology

University of Alberta
Bachelor of Science (BSc), Neuroscience

Experience
Sentry Investments  April 2015 - Present
BMO Global Asset Management   November 2006 - April 2015
TD Mutual Funds  November 2005 - November 2006
IA Clarington Investments  November 2002 - November 2005
Spectrum Investments  September 2000 - November 2002
CIBC Financial Planning   January 1998 - January 2000
Alberta Treasury Board and Finance   January 1997 - January 1998
Royal Trust  January 1995 - January 1997
Scotiabank  July 1992 - January 1994

Skills
Financial Services, New Business Development, Leadership, Mutual Funds, Investments, Strategic Financial..., Equities, Portfolio Management, Investment Strategies, Wealth Management, Retirement Planning, Asset Managment, Retirement, Financial Advisory, Credit, Asset Management, Investment Advisory, CRM, Insurance, Finance, Financial Planning

Education
University of Alberta   1997 — 2003
MBA, Finance

University of Alberta   1987 — 1992
Bachelor of Commerce with Distinction, Finance

Experience
BMO Global Asset Management   October 2011 - Present
Marquette University  January 2010 - Present
Picard Media & Marketing   March 2007 - September 2011
Heartland Advisors, Inc.   2000 - 2007
Lyon Street Asset Management & Old Kent Bank   March 1999 - August 2000
Strong Capital Management  1994 - 1998
University of Wisconsin Milwaukee  1989 - 1993

Skills
10+ years of investment..., Proven analytical skills, Effective communication..., Strategic Planning, Financial Services, Investments, Cross-functional Team..., Program Management, Marketing, Business Analysis, Budgets, Management, Strategy, Leadership, Marketing Communications, Social Media

Education
Marquette University   2010 — 2018
Teaching Certificate, Education & Mathematics

University of Wisconsin-Milwaukee   1985 — 1993
B.A., M.A., & Ph.D.-a.b.d., Economics

Beloit College   1984 — 1985
Economics

Green Bay Premontre High School

Experience
BMO Global Asset Management   October 2010 - Present
TD Asset Management  April 2007 - October 2010
TD Waterhouse  2004 - 2007
Picnic Marketing   September 2001 - January 2004
Lowe RMP   February 2000 - February 2002
RBC Royal Bank  1997 - 2000
Publicis • BCP Direct   1995 - 1997
Cohn & Wells Inc.   1992 - 1995

Skills
Investments, Strategic Planning, Relationship Management, Strategy, Marketing, Leadership, Business Development, Direct Marketing, Marketing Strategy, CRM, Marketing Communications, Business Strategy, Advertising, Strategic Communications, Program Management, Brand Management, Training, Analysis

Education
University of Guelph   2009 — 2010
M.A., Leadership Studies, College of Management & Economics

Wilfrid Laurier University   1989 — 1992
B.A., Political Science

Experience
BMO Global Asset Management   June 2015 - Present
UBS Wealth Management  May 2015 - June 2015
University of Minnesota McNamara Academic Center   September 2014 - December 2014
North Star Museum of Boy Scouting and Girl Scouting   June 2014 - August 2014
University of Minnesota Senate Office   September 2013 - May 2014
DuPage National Bank  June 2013 - August 2013
Footprint Retail Services  June 2012 - August 2012

Skills
Data Entry, Economics, Office Management, Statistics, Filing, Data Analysis, Microsoft Office, Time Management, Teamwork, Microsoft Excel, Public Speaking

Education
University of Minnesota-Twin Cities   2012 — 2016
Bachelor of Science (B.S.), Economics

University College Dublin   2015 — 2015
Study Abroad

St. Ignatius College Prep   2008 — 2012

Experience
BMO Global Asset Management   January 2014 - Present
BMO Global Asset Management   January 2014 - Present
BMO Harris Corp   January 2013 - January 2014
BMO Harris Corp   June 1999 - December 2012
M&I Data Services  1996 - 1999
M&I Corporation  1993 - 1996

Education
Alverno College   1993 — 1998
Bachelor of Business Administration (BBA)

Experience
BMO Global Asset Management   May 2011 - Present
Savitr Capital, LLC   November 2007 - April 2011
Marathon Resource Investment, LLC   February 2004 - November 2007
Nicholas Applegate  March 1999 - January 2004
Nicholas Applegate  August 1996 - November 1999

Skills
Equities, Hedge Funds, Portfolio Management, Bloomberg, Asset Management, Equity Research, Alternative Investments, Valuation, Investments, Financial Modeling, Asset Allocation, Capital Markets, Investment Management, Investment Strategies, Private Equity, Financial Markets, Emerging Markets, Trading

Education
University of San Francisco   1989 — 1991
Bachelor of Science (BS), Finance, General

Experience
BMO Global Asset Management   December 2013 - Present
Marquette University  2006 - 2012
Mount Mary College  2005 - 2006
North Star Music   2004 - 2006
Strong Retirement Plan Services   2000 - 2004

Skills
Teaching, Public Speaking, Proposal Writing, Editing, Customer Service, Academic Tutoring, Leadership, Research, Music, Strategic Planning, Community Outreach, University Teaching

Education
Marquette University
M.A., Ph.D. in English

College of the Holy Cross
B.A. in English

Experience
BMO Global Asset Management   August 2014 - Present
Northern Trust  November 2007 - August 2014
ABN AMRO/LaSalle Bank  November 2006 - November 2007
Skew Trading Capital   August 2003 - October 2006

Education
Northwestern University - Kellogg School of Management   2009 — 2012
MBA, Finance & Managerial Leadership

University of Michigan   1999 — 2003
Science; Bachelor of Arts Degree, Arts; Economics; Liberal Arts curriculum with pre; business emphasis

Experience
BMO Global Asset Management   January 2014 - Present
BMO Global Asset Management   January 2013 - January 2014
BMO Financial Group  June 1999 - December 2013
M&I Data Services  1996 - 1999
M&I Corporation  1993 - 1996
U.S. Army   1986 - 1990

Education
Alverno College   1992 — 1998
Bachelor's Degree

Experience
BMO Global Asset Management   March 1992 - May 2013
Harris Investment Management  January 2004 - January 2010
Harris Investment Management  January 1999 - January 2002
Stein Roe & Farnham  February 1987 - March 1992
Franklin Life Insurance Company  April 1984 - February 1987

Skills
Fixed Income, Financial Modeling, Investments, Financial Risk, Finance, Credit, Analysis, Relative Value, Valuation, Portfolio Management, Securities, Bloomberg

Education
University of Illinois at Urbana-Champaign
Bachelor of Arts

Washington University in St. Louis - Olin Business School
Masters Business Administration

Experience
BMO Global Asset Management   August 2012 - Present
M&I Institutional Trust Services  June 2008 - August 2012
Marshall & Ilsley Trust Company N.A.   June 2006 - June 2008

Skills
Financial Services, Wealth Management, Securities, Funding, Trading, Banking, Investments, Portfolio Management, Mutual Funds, Asset Management, Investment Advisory, Relationship Management, Asset Allocation, Fixed Income, Customer Service..., Financial Reporting, Teamwork, Collaborative Problem...

Education
Marquette University   2002 — 2006
Bachelor of Arts, Economics

Experience
BMO Global Asset Management   November 2000 - Present

Skills
401k, Defined Benefit, Retirement Planning

Education
Edgewood College   1995 — 1998
Bachelors, Accounting

Experience
BMO Global Asset Management   September 2013 - Present
DuPage Habitat for Humanity  December 2012 - Present
Neuberger Berman  September 2007 - September 2013
Lehman Brothers  September 2007 - September 2008
Morgan Stanley  1992 - 2007
Van Kampen Investments  1992 - 1998

Education
Northwestern University - Kellogg School of Management   1997 — 2000

University of Illinois at Urbana-Champaign - College of Business   1988 — 1992
BS, Finance

Experience
BMO Global Asset Management   May 2015 - August 2015
BMO Nesbitt Burns  May 2014 - August 2014
BMO Harris Private Banking  May 2013 - August 2013
BMO Financial Group  May 2012 - August 2012
UCC Summer Camps   2008 - 2011

Skills
Research, Time Management, Financial Analysis, Analysis, Event Planning, Portfolio Management, Social Networking, Fundraising, Investment Management, Critical Thinking

Education
Ivey Business School at Western University   2014 — 2016
Bachelor of Arts, Honors Business Administration (HBA), Finance

Western University   2011 — 2014
Bachelor of Management and Organizational Studies (BMOS), Finance, General

Upper Canada College   2002 — 2011
High School

Experience
BMO Global Asset Management   May 2014 - Present
BMO Global Asset Management   November 2012 - May 2014
BMO Investments Inc.  July 2010 - November 2012
AGF Funds Inc.  February 2007 - June 2010
RBC  March 2004 - February 2007
BMO Nesbitt Burns  July 1999 - May 2003
Private Investors Management Inc.   March 1995 - July 1999

Skills
Investments, Mutual Funds, Portfolio Management, Wealth Management, Investment Strategies, Investment Advisory, Retirement Planning, ETFs, High Net Worth..., Financial Advisory, Strategic Financial..., Asset Allocation, Financial Services, Bonds, Relationship Management, Securities, Investment Management, Hedge Funds, Capital Markets, Alternative Investments, Equities, Finance, Asset Management, Retirement, Retail Banking, Fixed Income, Banking, Sales Management, Wealth, Wealth Management..., Financial Markets, Trading, Options, Asset Managment, Separately Managed..., Derivatives, Financial Planners, High-Net-Worth..., Portefeuille de fonds, Mutuel de placement, Gestion de patrimoine, Stratégies de placement, Conseils en placements, Planification de la..., Planification..., Conseils financiers, Valeurs mobilières, Capitaux des fonds de..., Services bancaires de..., Services de gestion de...

Education
Heriott Watt University
Master of Business Administration (M.B.A.)

Experience
BMO Global Asset Management   February 2014 - Present
CIBC Asset Management – Renaissance Investments   2013 - 2014
Fidelity Investments Canada  2011 - 2013
Laurentide Controls  2008 - 2010
Laurentide Controls  2004 - 2008

Skills
Product Development, Business Strategy, Project Management, Strategic Planning, Management, Business Analysis, Customer Satisfaction, Cross-functional Team..., Sales Management, New Business Development, Marketing Strategy, Mutual Funds, Business Planning, Engineering, Negotiation, Automation, Teamwork, Integration, Sales Process, Operations Management, Microsoft Office, MS Project, Microsoft Excel, Page1Business Analysis, Wealth Management, Retirement Planning, Investment Strategies, Investment Advisory, Financial Planning, Capital Markets, Financial Markets, Financial Services, Développement de..., Stratégie d’affaires, Gestion de projet, Planification..., Gestion, Analyse commerciale, Satisfaction de la..., Gestion des ventes, Expansion des affaires, Stratégie de marketing, Conception, Négociation, Automatisation, Travail d’équipe, Intégration, Gestion des opérations, Processus de vente, Gestion de patrimoine

Education
CFA Institute   2009 — 2012
Level III Complete

Université de Montréal - HEC Montréal   2010 — 2011
MBA, Finance

Université Laval   2000 — 2004
Bachelor, Mechanical Engineering

Experience
BMO Global Asset Management   2013 - Present
IDC WIN - (A Division of Guardian Capital)   2009 - 2013
Counsel Portfolio Services - (A Division of Power Corp.)   2002 - 2008

Education
Harvard Business School
Executive Education Program

Edinburgh Business School
MBA

Canadian Securities Institute
CIM (now Chartered Investment Manager)

Experience
BMO Global Asset Management   October 2012 - Present
BMO Harris Private Bank   May 2006 - October 2012
Harris Private Bank  June 2005 - August 2005

Skills
Portfolio Management, Asset Allocation, Investments, Cross-functional Team..., Equities, Strategy, Alternative Investments, Fixed Income, New Business Development, Financial Modeling, Financial Analysis, Mutual Funds, Capital Markets, Economics, Equity Research, Asset Management, Investment Strategies, ETFs, Wealth Management

Education
University of Notre Dame - Mendoza College of Business   2004 — 2006
MBA, Investments

University of Florida - Warrington College of Business Administration   1999 — 2003
B.S., Finance

Experience
Western Union Financial Services (Canada)   July 2015 - Present
BMO Global Asset Management   January 2014 - February 2015
NEI Investments  November 2008 - January 2014
RBC Capital Markets  October 2007 - November 2008
Manulife Financial  June 2001 - September 2005
Manulife Securities (a subsidiary of Manulife Financial)   June 1999 - September 2005
Manulife Financial  June 1997 - June 1999
Manulife Securities  May 1994 - June 1996
Manulife Financial  June 1989 - June 1994

Skills
Compliance, Risk Management, Policy, Investments, Mutual Funds, Insurance, Corporate Governance, Asset Management, Securities, Strategic Planning, Due Diligence, AML, Change Management, Team Building, Executive Management, Asset Managment, Governance, Wealth Management, Investment Advisory, Portfolio Management, Investment Management, Financial Risk, Banking

Education
Canadian Securities Institute   2008 — 2008
Chief Compliance Officers Qualifying Exam, Investment Dealer Compliance

Canadian Securities Institute   2002 — 2002
Partners, Directors & Senior Officers

Canadian Securities Institute   1996 — 1996
Canadian Securities Course

Investment Funds Institute of Canada   1994 — 1994
Officers, Partners, Directors

Wilfrid Laurier University   1988 — 1990
MBA

Life Office Management Association   1983 — 1985
FLMI, Insurance

Dalhousie University   1979 — 1983
B.Comm

Experience
DDJ Capital Management  May 2014 - Present
Standish Mellon Asset Management  August 2012 - April 2014
BMO Global Asset Management   August 2006 - August 2012
Northern Trust  2004 - 2006
Mercer Investment Consulting  2002 - 2004

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2008 — 2010
Master of Business Administration, Financial Analysis

DePaul University   1997 — 2001
Bachelor of Science Finance, Minor in Economics

Experience
BMO Wealth Management - Canada  May 2015 - Present
BMO Global Asset Management   February 2006 - May 2015
GrowthWorks Capital  2003 - 2006
TD Bank Group  December 2001 - June 2003
White Spot  1988 - 2000

Skills
Mutual Funds, Trading, Securities, Customer Service, Options, Fixed Income, Insurance, Wealth Management, Capital Markets, Asset Allocation, Investment Strategies, Sales, Alternative Investments, Banking, Strategic Financial..., Retirement Planning, Portfolio Management, Relationship Management, Funding, Asset Management, Financial Advisory, Investment Management, Retirement, Investment Advisory, Finance, Risk Management, Financial Planning

Education
BCIT   1994 — 1997
Diploma of Technology, Financial Management - Financial Planning Option

Capilano College   1990 — 1992
Business Administration Certificate, Business Administration

Experience
nuvoleUS   July 2012 - Present
CRGT Inc.  November 2010 - September 2015
Spheris  May 2006 - October 2010
BearingPoint  January 2002 - May 2006
BMO Global Asset Management   July 1999 - December 2001
Millward Brown  October 1992 - June 1999

Skills
Service Oriented..., Off-shore Project..., Requirements Analysis, Cloud Computing IaaS, Integration, Software Development, Enterprise Architecture, Database Development, Business Analysis, Microsoft SQL Server, .NET, Amazon Web Services..., SQL, Business Intelligence, SDLC, Software Project..., esri, Agile Project Management, Agile Methodologies, UML Tools, Windows Server, Socket Programming, Mobile Devices, Device Integration, Project Management, Project Planning, Version One, Database Design, Data Modeling, Cloud Computing, Scrum, Extreme Programming, Physical Security, HTML5, C#, Web Services, Web Servers, IBM Rational Tools, WCF Services, Replication, ASP.NET, jQuery, jQuery Mobile, jQuery UI, Bootstrap, SaaS, PaaS, Requirements Gathering, Rapid Prototyping, GIS systems

Education
University of Strathclyde   1991 — 1992
Master of Science (MSc), Information Technology

The University of Glasgow   1986 — 1991
Bachelor of Engineering (B.Eng.), Aerospace, Aeronautical and Astronautical Engineering, 2nd Hons

Experience
Coyote Logistics  June 2015 - Present
Spot Trading LLC  April 2013 - December 2014
BMO Global Asset Management   August 2011 - December 2012
Lanigan & Stack LLC   July 2009 - August 2009

Skills
Equities, Financial Analysis, Fundamental Analysis, Wrap Accounts, Investments, Equity Research, Valuation, Financial Modeling, Market Research, Investment Strategies, Bloomberg, Options, Derivatives, Equity Derivatives, Proprietary Trading, Volatility, Portfolio Management

Education
Miami University   2007 — 2011
Bachelor of Science, Finance

Experience
Logan Circle Partners  October 2014 - Present
Neuberger Berman  March 2011 - October 2014
BMO Global Asset Management   June 2001 - December 2010
BNY Mellon  October 1998 - June 2001

Skills
Series 7, Series 63, Secondary Offerings, Hedge Funds, International Equities, Opportunistic Fixed..., Sales Management, Investment Management, Relationship Management, Equities, Fixed Income, Series 31, Series 30, Futures..., Private Equity, Investment Strategies, Investments, Asset Allocation, Alternative Investments

Education
Boston College
Bachelor of Science (BS), Communication, General

Experience
BMO Global Asset Management   January 2011 - Present
M&I Investment Management Corp.   January 2005 - December 2010
M&I Investment Management Corp   January 2000 - December 2004

Skills
Portfolio Management, Investments, Equities, Mutual Funds, Asset Management, Equity Research, Investment Management, Asset Allocation, Financial Modeling, Valuation, Fixed Income, Bloomberg, Capital Markets, Securities, Financial Analysis, Hedge Funds, Wealth Management

Education
Carthage College   1995 — 1999
Bachelor's degree, Business Administration and Management, General

Experience
BMO Global Asset Management   2006 - Present
Allstate Financial Services, LLC  2004 - 2006
Bank of America (LaSalle Bank)   1998 - 2003

Skills
Quantitative Analytics, Fixed Income Analysis, Asset Allocation, Liability Driven..., Target Date Funds -..., Quantitative Models, Optimization, Programming, Performance Attribution, Multi Assets Solutions, Risk Analysis, Alternative Investments, Asset Management, Investments, Fixed Income, Financial Analysis, Financial Markets, Risk Management, Capital Markets, Equities, Portfolio Management, Finance, Financial Modeling

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2004 — 2006
Master's degree, Finance, General

DePaul University   2002 — 2004
Bachelor's Degree, Finance, General

Academia de Studii Economice din București   1993 — 1996
Marketing

Universitatea Româno-Americană din București   1992 — 1996
Computational Finance

Experience
BMO Global Asset Management   2008 - Present
ABN AMRO Asset Management  2004 - 2008
Allstate  1999 - 2003

Skills
Equity Research, Portfolio Management, Equities, Valuation, Analysis, Mutual Funds, Investments, Investment Management, Business Analysis, Financial Modeling, Asset Management

Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Accounting and Finance

Washington University in St. Louis
BSBA, Business/ Finance and Marketing

Experience
M&I Investment Management Corporation   March 2010 - Present
BMO Global Asset Management   2011 - 2015
BMO Global Asset Management   2011 - 2015
BMO Global Asset Management   2011 - 2015
Red Granite Advisors, LLC   April 2008 - August 2009
A.G. Edwards & Sons   May 2000 - December 2007
B.C. Ziegler & Co (GS2 Securities)   November 1997 - April 2000

Education
Northwestern University - Kellogg School of Management   1995 — 1997
MBA, Finance, Marketing

University of Iowa   1986 — 1990
BBA, Marketing, minor in Political Science

Experience
Wells Capital Management  2014 - Present
BMO Global Asset Management   April 2003 - 2013
US Bank  1997 - 2002

Skills
Investments, Bloomberg, Strategy, Fixed Income, Equities, Asset Allocation, Portfolio Management, Sales, Financial Services, Wealth Management, Management, Financial Modeling, Relationship Management, Asset Management, Securities, Risk Management, Credit Analysis, Strategic Financial..., Mutual Funds, Capital Markets

Education
Marquette University   2000 — 2002
MBA

University of Louisville   1987 — 1992

Experience
BMO Global Asset Management   May 2006 - Present
BMO Global Asset Management   2004 - 2006
Mackenzie Financial Corporation  2000 - 2004
Foresight Capital Corporation   1999 - 2000

Skills
Mutual Funds, Investments, Investment Strategies, Wealth Management, Investment Advisory, Insurance, Strategic Financial..., Sales, Financial Services, Fixed Income, Sales Management, Wealth, Financial Planners, Securities, Capital Markets, Financial Advisory, Portfolio Management, Asset Managment, Fixed Annuities, Retirement Planning, Estate Planning, Strategy, Equities, Asset Management, Financial Planning

Education
Simon Fraser University

Douglas College
Criminology

Experience
BMO Global Asset management   July 2011 - Present
M&I Institutional Trust Services  April 1986 - July 2011

Skills
Oversight of food..., Business Development, Sales, Pensions, Securities, 401k, Retirement Planning, Defined Benefit, Financial Services, Retirement

Education
University of Cincinnati

Experience
BMO Global Asset Management   July 2011 - Present
M&I Investment Management Corp   2007 - 2011
Strong Capital Management  1995 - 2005
Reinhart Boerner Van Deuren s.c.   1987 - 1995

Education
University of Wisconsin Law School   1984 — 1987
JD

Marquette University   1980 — 1984
BA, Political Science, Economics

Experience
BMO Global Asset Management   November 2014 - Present
BMO Global Asset Management   June 2010 - November 2014
Waddell & Reed  July 2008 - June 2010
State Street  1998 - 2008

Education
University of Iowa   1994 — 1998
Bachelor of Business Administration (BBA), Finance

Experience
BMO Global Asset Management   July 2011 - Present
M&I Wealth Management  February 2003 - Present
Firstar  1982 - 1998

Skills
Trust Operations, Outsourcing, Management, Banking, Financial Services, Wealth Management

Education
Marquette University   1987 — 1989
MBA

University of Wisconsin-Stevens Point   1977 — 1981
BS, Managerial Accounting

Experience
BMO Global Asset Management   July 2013 - Present
BMO Harris Bank  April 2009 - July 2013
Belden  April 2008 - March 2009
Kraft Foods  May 2007 - April 2008
Kraft Foods  March 2006 - May 2007
Kraft Foods  March 2005 - March 2006
Kraft Foods  February 2004 - March 2005
Kraft Foods  September 2001 - February 2004
Nabisco Biscuit Company  March 2000 - September 2001
Nabisco Biscuit Company  September 1997 - March 2000

Skills
Cost Accounting, Cost Analysis, Financial Planning, Financial Reporting, Financial Modeling, Budgeting, Business Strategy, Financial Analysis, Inventory Management, Lean Manufacturing, Manufacturing, Operations Management, Strategic Planning, Team Leadership, Cost Benefit, Strategic Financial..., Leadership, Analysis, Budgets, Finance, Performance Management, Forecasting, Essbase, Variance Analysis, Hyperion Enterprise, Accounting, Pricing, Managerial Finance

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2000 — 2002
MBA, Financial Management & Control

North Park University   1987 — 1991
BA, Accounting

Walther Lutheran High School   1983 — 1987

Experience
BMO Global Asset Management   November 2010 - May 2015
Fargo Lane LLC   November 2008 - November 2010

Education
University of Chicago Graduate School of Business   1986 — 1988
MBA, Finance

University of California, Berkeley - Walter A. Haas School of Business
(graduate courses)

Colorado School of Mines   1975 — 1979
BS, Mining Engineering

Experience
BMO Global Asset Management   June 2015 - Present
Legg Mason  December 2005 - May 2015
Citigroup Asset Management  January 2003 - December 2005
Hold Brothers Investment Services LLC   June 2000 - October 2002
AIG SunAmerica  January 1998 - June 2000
ING  September 1996 - December 1998

Skills
Mutual Funds, Series 7, Investments, Series 63, Asset Allocation, Wealth Management, Asset Management, Equities, Fixed Income, Retirement Planning, Alternative Investments, Securities

Education
Bryant University   1992 — 1996
BS, Business Administation

Experience
Infovisa  August 2014 - Present
BMO Global Asset Management   April 2012 - July 2014
M&I Trust Company, a part of BMO Financial Group   September 2007 - March 2012
North Star Trust Company   March 2000 - September 2007
Cole Taylor Bank  December 1993 - March 2000

Skills
Trust Services, Strategic Planning, Team Building, Analysis, Operations Management, Desktop Application..., Business Writing, Microsoft Office, Design & Layout, Typography, Corel Draw, Corel Photopaint, Visual Basic, JavaScript, Financial Services, Securities

Education
University of Denver
BM

Experience
BMO Global Asset Management   October 2010 - Present
BMO Guardian Funds   November 2006 - September 2010
Blackmont Capital (now Richardson GMP)   April 1998 - January 2006
Mitsubishi Corporation  April 1997 - August 1997
Carswell, a Thomson Reuters business  March 1996 - April 1997
AVS Technologies  April 1994 - December 1995
Kodak  1989 - 1994
Compucopy Office Automation, an IBM Dealer   1986 - 1989

Skills
Investments, Sales Management, Wealth Management, Portfolio Management, Business Development, Sales, Strategic Financial..., Relationship Management, Equities, Management, Retirement Planning, Insurance, Investment Strategies, Investment Management, Financial Services, B2B, Asset Management, Financial Advisory, Fixed Income, Asset Managment, New Business Development, Financial Markets, Capital Markets, Investment Advisory, Client Relations Skills, Mutual Funds, ETFs, Segregated Funds, Securities, Communications, Leadership, Mentoring, Continuing Education, Sales & Marketing, Finance

Education
McMaster University   1982 — 1986
Commerce and Computer Science

Experience
Williams-Sonoma, Inc.   2006 - Present
BMO GLOBAL ASSET MANAGEMENT   July 1997 - Present
M&I Wealth Management, A part of the BMO Financial Group   1997 - Present

Education
Mount Mary University   1970 — 1974
BA, BUSINESS ADMINISTRATION/FRENCH

Experience
BMO Global Asset Management   November 2014 - Present
University of Chicago Booth School of Business  January 2007 - Present
Freelance  2003 - Present
Chicago Review and freelance   2009 - Present
Ariel Investments  June 2014 - September 2014
University of Chicago Booth School of Business  January 2007 - June 2014
Raymond Roussel Records   2006 - 2013
Progressio   2007 - 2008
Vanier College  2003 - 2005
Montage Journal   2000 - 2002

Skills
Grant Writing, Research, Data Analysis, Editing, Public Speaking, Teaching, Social Media, Event Planning, Program Development, Microsoft Office, Copy Editing, Curriculum Design, Blogging, Adobe Creative Suite, Microsoft Excel, Creative Writing, Leadership, Project Management, PowerPoint, Photoshop, Social Networking

Education
McGill University   1998 — 2003
Master of Arts (M.A.), English Language and Literature/Letters

Experience
BMO Global Asset Management   October 2010 - Present
TD Bank Group  September 1999 - November 2008

Skills
Event Management, Marketing, Relationship Management, Budget and Expense..., Program Development, Management, Market Research, Marketing Management, Procurement of..., Competitive Analysis, Marketing Strategy, Strategy, People Management, Project Management, Leadership

Education
Humber College   2001 — 2003
Business Marketing

Experience
BMO Global Asset Management   July 2011 - Present
M&I Institutional Trust Services  June 1999 - July 2011
Metavante  July 1994 - June 1999
GK Enterprises   August 1985 - January 1994

Skills
Excel, Access, Word, Problem Solving, Business Analysis

Education
Lakeland College   1997 — 1999
Accounting/Computer Science

University of Wisconsin-Milwaukee - Lubar School of Business   1965 — 1968
Business

Experience
BMO Global Asset Management   January 2014 - Present
FONA International  May 2010 - January 2014
Augustana College  November 2008 - May 2010

Skills
Facebook, Social Media, Customer Service, Public Speaking, Social Media Marketing, Marketing Communications, Marketing, Event Management, Social Networking, Sales, Outlook, Leadership, Account Management, PowerPoint, Salesforce.com, Financial Analysis, Marketing Strategy, Event Planning

Education
Augustana College   2006 — 2010
Business Administration, Management and Marketing

Experience
BMO Global Asset Management   January 2014 - Present
South Milwaukee School District  April 2005 - Present
BMO Global Asset Management   February 2008 - January 2014
Catholic Financial Life  1999 - 2007

Skills
Relationship Management, Social Media, Public Speaking, Customer Service, Employee Benefits, Microsoft Office, Financial Services, Investments, Risk Management, Leadership, Sales, Insurance, PowerPoint, Proposal Generation, Process Improvement, Mutual Funds, Project Management, Credit, Training, Management, Non-profits, Microsoft Word, Account Management, Banking, Team Building, Operations Management, Microsoft Excel, Strategic Planning, Analysis, Nonprofits, Financial Analysis, Budgets, Data Analysis, Team Leadership, Outlook, Program Management, Business Development, Coaching

Education
Keller Graduate School of Management of DeVry University   2008 — 2011
MBA, Public Administration Concentration

Alverno College   1994 — 1996
Certificate, Information Systems

University of Wisconsin-Milwaukee   1976 — 1979
BSW, Social Work

Experience
BMO Global Asset Management   November 2014 - Present
Bosch Software Innovations Corp.   July 2011 - November 2014
Paratech Inc.  May 2009 - June 2011
GMAC Commercial Finance  2008 - 2009
RHR International  2006 - 2008

Skills
Team Leadership, Executive Support, Expense Reports, Calendaring, Management, Customer Service, Travel Arrangements, Travel Planning, Microsoft Office, PowerPoint, Office Management, Microsoft Excel, Event Planning, Multilingual, Administrative..., Lotus Notes, Administrative..., Translation

Education
Eastern Illinois University   2001 — 2006
Bachelor of Arts (B.A.), Foreign Languages and Literatures, General

Université Paris Sorbonne (Paris IV)   2005 — 2005
Bachelor of Arts (B.A.), French Language and Literature

Experience
BMO Global Asset Management   July 2008 - Present
M & I Institutional Trust Services   August 2003 - July 2008

Skills
Defined Contribution, Trust Services, Wealth Management..., Securities, Series 63, Fixed Income, Finance

Education
Carroll College
Bachelor's degree, Political Science and History

UW - Lacrosse

Experience
BMO Global Asset Management   March 1998 - Present
Duff & Phelps Credit Rating Company  December 1989 - February 1998

Skills
Microsoft Office, PowerPoint, Microsoft Word, Research, English, Customer Service, Strategic Planning, Windows, Budgets, Investments, Public Speaking, Negotiation, Financial Analysis, HTML, Asset Management, Portfolio Management, Equities, Photoshop

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1990 — 1992
Finance, General

Northern Illinois University - College of Business   1987 — 1989
Finance

Experience
BMO Global Asset Management   January 2014 - Present
BMO Financial Group  September 2012 - Present
BMO Financial Group  September 2011 - September 2012

Skills
Banking, Credit, Mutual Funds, Commercial Banking, Portfolio Management, Retail Banking, Loans, Investments, Risk Management, Wealth Management, Credit Analysis, Financial Services, Mortgage Lending, Consumer Lending, Financial Analysis

Education
Capella University   2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General

University of Wisconsin-Parkside   2004 — 2008
Bachelor of Science (BS), Business - Finance

Experience
BMO Global Asset Management   January 2014 - Present
BMO Harris Bank  1999 - 2013
Thomson Financial  1997 - 1999
First Chicago NBD Bank  1995 - 1997
ANB Investment Management   1988 - 1995

Skills
Trading, Analysis, Financial Accounting, Bloomberg, Data Analysis, Trading Systems, Microsoft Office, Soft Dollars, Reporting & Analysis, Financial Markets, Budgets, Computing, Third Party Vendor..., Expense Allocation, Invoice Processing, Communication Skills

Education
DePaul University   1986 — 1988
Master of Business Administration (M.B.A.), Finance

DePaul University   1979 — 1983
Bachelor of Science (B.S.), Finance

Experience
BMO Global Asset Management   January 1992 - Present

Education
Jackson State University   1984 — 1988
Bachelor’s Degree, Business Administration and Management, General

Experience
BMO Global Asset Management   July 1998 - Present
Computer Curriculum Corporation  July 1993 - June 1998

Skills
Financial Analysis, Mutual Funds, Equities, Performance Analysis, Morningstar Direct, Asset Management, Finance, Risk Management, Fixed Income, Microsoft Excel, Microsoft Office

Education
Keller Graduate School of Management of DeVry University   2001 — 2004
Bachelor of Business Administration (BBA), Finance and Financial Management Services