BMO Retirement Services
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BMO Retirement Services Employees
Employee
Years
Job
Industry
Ashley (Herron) Voelz Ashley (Herron) Voelz's BMO Retirement Services Experience September 2010 - July 2012
Job Marketing & Communications at Artisan Partners
Industry Financial Services
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
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
Becky Brown, QPA, QKA's BMO Retirement Services Experience February 2014 - Present
Job Vice President, Relationship Manager at BMO Retirement Services
Industry Financial Services
Experience
BMO Retirement Services February 2014 - Present
BMO Retirement Services July 2005 - February 2014
Fox River Assisted Living Community October 2002 - January 2005
Skills
Employee Benefits, 401k, Pensions, Customer Service, Process Improvement, Retirement, Defined Benefit, Payroll, Financial Services, Wealth Management, Retirement Planning, Investments, Strategic Financial..., Relationship Management, Management
Education
ASPPA 2013 — 2013
Qualified Pension Administrator Designation
ASPPA 2012 — 2012
Qualified 401(k) Administrator Designation
ASPPA 2007 — 2007
Retirement Plan Fundamentals Certification
Lawrence University
Education
University of Phoenix
Bachelor's Degree, Business Management
BMO Retirement Services February 2014 - Present
BMO Retirement Services July 2005 - February 2014
Fox River Assisted Living Community October 2002 - January 2005
Skills
Employee Benefits, 401k, Pensions, Customer Service, Process Improvement, Retirement, Defined Benefit, Payroll, Financial Services, Wealth Management, Retirement Planning, Investments, Strategic Financial..., Relationship Management, Management
Education
ASPPA 2013 — 2013
Qualified Pension Administrator Designation
ASPPA 2012 — 2012
Qualified 401(k) Administrator Designation
ASPPA 2007 — 2007
Retirement Plan Fundamentals Certification
Lawrence University
Education
University of Phoenix
Bachelor's Degree, Business Management
Donna McCurdy Snider's BMO Retirement Services Experience November 2006 - Present
Job Vice President & Relationship Manager at BMO Retirement Services
Industry Financial Services
Experience
BMO Retirement Services November 2006 - Present
AMVESCAP September 1998 - November 2006
Benefit Services Corporation March 1996 - September 1998
SunTrust Bank August 1988 - March 1996
Skills
401k, Series 7, Asset Allocation, Retirement, Investments, Defined Benefit, Defined Contribution, Series 63, Asset Managment, Mutual Funds, Pensions, ERISA, Relationship Management, Employee Benefits, Wealth Management, Asset Management, Series 6
Education
Georgia Institute of Technology 1983 — 1987
BS Mgt, Finance & Economics
BMO Retirement Services November 2006 - Present
AMVESCAP September 1998 - November 2006
Benefit Services Corporation March 1996 - September 1998
SunTrust Bank August 1988 - March 1996
Skills
401k, Series 7, Asset Allocation, Retirement, Investments, Defined Benefit, Defined Contribution, Series 63, Asset Managment, Mutual Funds, Pensions, ERISA, Relationship Management, Employee Benefits, Wealth Management, Asset Management, Series 6
Education
Georgia Institute of Technology 1983 — 1987
BS Mgt, Finance & Economics
Jane McDonald's BMO Retirement Services Experience April 2013 - September 2015
Job Content Writer
Industry Marketing and Advertising
Experience
Laughlin Constable September 2015 - Present
BMO Retirement Services April 2013 - September 2015
BMO Financial Group December 2011 - March 2013
Jane McDonald 2006 - 2013
Metavante (M&I Corporation) February 1995 - June 2006
Metavante Corporation 1994 - 2006
Community Memorial Hospital January 1991 - January 1995
Marshall & Ilsley Trust Company 1994 - 1995
Banc One Wisconsin Corporation January 1987 - January 1991
Skills
Writing, Newsletters, Marketing Communications, Editing, Proofreading, Brochures, Direct Mail, Publications, Copy Editing, Copywriting, Press Releases, Corporate Communications, Strategic Communications, Internal Communications, Advertising, Email Marketing, SEO, Project Management, Web Content, White Papers, Creative Direction, Marketing Copy, Integrated Marketing, Marketing, Publishing, Feature Articles, Content Development, Thought Leadership, Creative Writing, Marketing Strategy, Communications Planning, Branding, Content Management, Brand Management, Market Research, Content Strategy, Editorial, Brand Awareness, Digital Marketing, Online Marketing, Website Development
Education
University of Wisconsin-Milwaukee 1981 — 1986
Bachelor of Fine Arts (BFA) with honors, Visual Communications
University of London 1983 — 1983
English
Laughlin Constable September 2015 - Present
BMO Retirement Services April 2013 - September 2015
BMO Financial Group December 2011 - March 2013
Jane McDonald 2006 - 2013
Metavante (M&I Corporation) February 1995 - June 2006
Metavante Corporation 1994 - 2006
Community Memorial Hospital January 1991 - January 1995
Marshall & Ilsley Trust Company 1994 - 1995
Banc One Wisconsin Corporation January 1987 - January 1991
Skills
Writing, Newsletters, Marketing Communications, Editing, Proofreading, Brochures, Direct Mail, Publications, Copy Editing, Copywriting, Press Releases, Corporate Communications, Strategic Communications, Internal Communications, Advertising, Email Marketing, SEO, Project Management, Web Content, White Papers, Creative Direction, Marketing Copy, Integrated Marketing, Marketing, Publishing, Feature Articles, Content Development, Thought Leadership, Creative Writing, Marketing Strategy, Communications Planning, Branding, Content Management, Brand Management, Market Research, Content Strategy, Editorial, Brand Awareness, Digital Marketing, Online Marketing, Website Development
Education
University of Wisconsin-Milwaukee 1981 — 1986
Bachelor of Fine Arts (BFA) with honors, Visual Communications
University of London 1983 — 1983
English
Tom Rooney Tom Rooney's BMO Retirement Services Experience April 2005 - February 2013
Job Regional Sales Director, 401(k) and Institutional Sales at TRIAD
Industry Financial Services
Experience
TRI-AD December 2013 - Present
BMO Retirement Services April 2005 - February 2013
Banc One Investment Advisers April 1994 - May 2004
American National Bank April 1994 - May 2004
CornerStone Training Resources May 1993 - April 1994
ComputerLand November 1989 - May 1993
Skills
Portfolio Management, Mutual Funds, Retirement Planning, Financial Services, Sales, Defined Benefit, ERISA, Marketing, Series 63, Fixed Income, 401k, Retirement, Series 7, Pensions, Asset Allocation, Investments
Education
Eastern Illinois University 1991 — 1993
Economics with Minor in Business Administration, Emphasis in Statistics
TRI-AD December 2013 - Present
BMO Retirement Services April 2005 - February 2013
Banc One Investment Advisers April 1994 - May 2004
American National Bank April 1994 - May 2004
CornerStone Training Resources May 1993 - April 1994
ComputerLand November 1989 - May 1993
Skills
Portfolio Management, Mutual Funds, Retirement Planning, Financial Services, Sales, Defined Benefit, ERISA, Marketing, Series 63, Fixed Income, 401k, Retirement, Series 7, Pensions, Asset Allocation, Investments
Education
Eastern Illinois University 1991 — 1993
Economics with Minor in Business Administration, Emphasis in Statistics
Bill Magee Bill Magee's BMO Retirement Services Experience January 2004 - Present
Job VP at BMO Retirement Services
Industry Banking
Experience
BMO Retirement Services January 2004 - Present
UMB Bank November 1998 - January 2004
The Hartford Insurance Group July 1984 - July 1996
Skills
Retirement, Employee Benefits, 401k, Benefits Administration, Qualified Retirement..., Business Planning, Asset Management, Retirement Planning, Financial Services, Pensions, Wealth Management, Asset Managment, Investments, Sales, Relationship Management, Mutual Funds, Defined Benefit, Risk Management
Education
University of Missouri-Columbia 1980 — 1984
BSBA, Marketing
BMO Retirement Services January 2004 - Present
UMB Bank November 1998 - January 2004
The Hartford Insurance Group July 1984 - July 1996
Skills
Retirement, Employee Benefits, 401k, Benefits Administration, Qualified Retirement..., Business Planning, Asset Management, Retirement Planning, Financial Services, Pensions, Wealth Management, Asset Managment, Investments, Sales, Relationship Management, Mutual Funds, Defined Benefit, Risk Management
Education
University of Missouri-Columbia 1980 — 1984
BSBA, Marketing
Tom DeMars's BMO Retirement Services Experience July 2011 - September 2015
Job OneAmerica Retirement Services Business Applications Analyst
Industry Banking
Experience
OneAmerica Retirement Services October 2015 - Present
BMO Retirement Services July 2011 - September 2015
M&I Institutional Trust Services 2003 - July 2011
UMB Bank January 1999 - September 2003
Skills
Banking, Process Improvement, Business Analysis, Project Management, Financial Analysis, IT Strategy, Finance, Risk Management
Education
Kansas State University
BS, Business-Accounting
OneAmerica Retirement Services October 2015 - Present
BMO Retirement Services July 2011 - September 2015
M&I Institutional Trust Services 2003 - July 2011
UMB Bank January 1999 - September 2003
Skills
Banking, Process Improvement, Business Analysis, Project Management, Financial Analysis, IT Strategy, Finance, Risk Management
Education
Kansas State University
BS, Business-Accounting
Shelley Schumacher Shelley Schumacher's BMO Retirement Services Experience March 2005 - September 2015
Job Field Vice President Service
Industry Financial Services
Experience
OneAmerica Retirement Services, LLC October 2015 - Present
BMO Retirement Services March 2005 - September 2015
Charing Company/Ceridian RPS September 1999 - March 2005
Associated Trust Company April 1988 - September 1999
Skills
Public Speaking, Collaborative Problem..., Security licenses 6, 7..., 401k, Retirement, Retirement Planning, Pensions, Investments, ERISA, Wealth Management, Defined Benefit, Financial Services, Asset Allocation, Employee Benefits, Asset Managment, Relationship Management, Insurance, Defined Contribution, Investment Strategies, Retirement Plan..., Investment Advisory, Qualified Retirement..., Business Planning, Mutual Funds, Series 63, Series 7, Financial Advisory, Securities, Fixed Annuities, Portfolio Management, Investment Management, Strategic Financial..., Alternative Investments, Fixed Income, Asset Management, Equities, Disability Insurance, Life Insurance, Estate Planning, Banking, Institutional..., Loans, Series 6, Credit
Education
Concordia University-Wisconsin 2006 — 2010
Master of Business Administration, Business Management
St. Norbert College 1982 — 1986
B.B.A., International Business
OneAmerica Retirement Services, LLC October 2015 - Present
BMO Retirement Services March 2005 - September 2015
Charing Company/Ceridian RPS September 1999 - March 2005
Associated Trust Company April 1988 - September 1999
Skills
Public Speaking, Collaborative Problem..., Security licenses 6, 7..., 401k, Retirement, Retirement Planning, Pensions, Investments, ERISA, Wealth Management, Defined Benefit, Financial Services, Asset Allocation, Employee Benefits, Asset Managment, Relationship Management, Insurance, Defined Contribution, Investment Strategies, Retirement Plan..., Investment Advisory, Qualified Retirement..., Business Planning, Mutual Funds, Series 63, Series 7, Financial Advisory, Securities, Fixed Annuities, Portfolio Management, Investment Management, Strategic Financial..., Alternative Investments, Fixed Income, Asset Management, Equities, Disability Insurance, Life Insurance, Estate Planning, Banking, Institutional..., Loans, Series 6, Credit
Education
Concordia University-Wisconsin 2006 — 2010
Master of Business Administration, Business Management
St. Norbert College 1982 — 1986
B.B.A., International Business
Wendy Sierra-Freeburg, QPA, QKA Wendy Sierra-Freeburg, QPA, QKA's BMO Retirement Services Experience December 2006 - July 2013
Job Relationship Consultant at OneAmerica Retirement Services
Industry Financial Services
Experience
OneAmerica August 2013 - Present
BMO Retirement Services December 2006 - July 2013
The Retirement Advantage, Inc. June 2003 - November 2006
Actuarial Consultants, Inc. September 2000 - April 2003
Skills
Retirement, 401k, Retirement Planning, Relationship Management, Pensions, Employee Benefits
Education
California State University-Long Beach 1998 — 2000
BA, Psychology, Human Resources Mgmt
OneAmerica August 2013 - Present
BMO Retirement Services December 2006 - July 2013
The Retirement Advantage, Inc. June 2003 - November 2006
Actuarial Consultants, Inc. September 2000 - April 2003
Skills
Retirement, 401k, Retirement Planning, Relationship Management, Pensions, Employee Benefits
Education
California State University-Long Beach 1998 — 2000
BA, Psychology, Human Resources Mgmt
Mark Albertson's BMO Retirement Services Experience January 2014 - September 2015
Job Plan Services Consultant II at OneAmerica Retirement Services
Industry Financial Services
Experience
OneAmerica Retirement Services October 2015 - Present
BMO Retirement Services January 2014 - September 2015
BMO Retirement Services August 2010 - December 2013
M&I Institutional Trust Services September 2007 - August 2010
M&I Institutional Trust Services July 2005 - September 2007
Skills
Fundraising, Analysis, Strategic Planning, Customer Service
Education
Marquette University 2001 — 2005
Bachelor of Science, Finance and Marketing
Dowling
OneAmerica Retirement Services October 2015 - Present
BMO Retirement Services January 2014 - September 2015
BMO Retirement Services August 2010 - December 2013
M&I Institutional Trust Services September 2007 - August 2010
M&I Institutional Trust Services July 2005 - September 2007
Skills
Fundraising, Analysis, Strategic Planning, Customer Service
Education
Marquette University 2001 — 2005
Bachelor of Science, Finance and Marketing
Dowling
Amy Domnick's BMO Retirement Services Experience December 1992 - Present
Job Compliance at M&I Trust Company
Industry Banking
Experience
BMO Retirement Services December 1992 - Present
BMO Retirement Services 1992 - Present
Skills
Financial Services, Investments, Wealth Management, Mutual Funds, Management, Customer Service, Retirement Planning, Retirement, Banking, Relationship Management
Education
St. Norbert College 1985 — 1988
BMO Retirement Services December 1992 - Present
BMO Retirement Services 1992 - Present
Skills
Financial Services, Investments, Wealth Management, Mutual Funds, Management, Customer Service, Retirement Planning, Retirement, Banking, Relationship Management
Education
St. Norbert College 1985 — 1988
Erin Sanderson's BMO Retirement Services Experience 2005 - Present
Job Senior Participant Recordkeeper at BMO Retirement Services
Industry Financial Services
Experience
BMO Retirement Services 2005 - Present
Risk Enterprise Management August 2003 - December 2004
Skills
Workers Compensation, Benefits Administration, Litigation Management, Management, Microsoft Office
Education
Cardinal Stritch University 2006 — 2009
Bachelor, Business Administration
BMO Retirement Services 2005 - Present
Risk Enterprise Management August 2003 - December 2004
Skills
Workers Compensation, Benefits Administration, Litigation Management, Management, Microsoft Office
Education
Cardinal Stritch University 2006 — 2009
Bachelor, Business Administration
Todd Sippel's BMO Retirement Services Experience 2012 - September 2015
Job OneAmerica Retirement Services
Industry Financial Services
Experience
OneAmerica October 2015 - Present
BMO Retirement Services 2012 - September 2015
M&I Institutional Trust Services October 2008 - July 2012
M&I Bank August 2006 - September 2008
M&I Bank June 2000 - September 2005
Skills
Banking
Education
Ripon College 1991 — 1995
Fond du Lac High School 1988 — 1991
OneAmerica October 2015 - Present
BMO Retirement Services 2012 - September 2015
M&I Institutional Trust Services October 2008 - July 2012
M&I Bank August 2006 - September 2008
M&I Bank June 2000 - September 2005
Skills
Banking
Education
Ripon College 1991 — 1995
Fond du Lac High School 1988 — 1991
Frank Green's BMO Retirement Services Experience March 2013 - November 2014
Job Employee Benefits
Industry Financial Services
Experience
BMO Retirement Services March 2013 - November 2014
BMO Retirement Services September 2002 - March 2013
SouthWest Benefits Association May 2008 - May 2011
Banc One Investment Management Group September 1997 - September 2001
Boatmen's Trust Company (NationsBank) September 1993 - September 1997
NationsBank September 1987 - September 1993
Skills
ERISA, 401k, Retirement, Trust Services, Relationship Management, Leadership, Retirement Planning, Mutual Funds, Investments, Asset Management, Pensions, Wealth Management, Asset Allocation, Defined Benefit
Education
St. Francis University 1977 — 1981
BS, Accounting
American University - Kogod School of Business
MBA, Finance
BMO Retirement Services March 2013 - November 2014
BMO Retirement Services September 2002 - March 2013
SouthWest Benefits Association May 2008 - May 2011
Banc One Investment Management Group September 1997 - September 2001
Boatmen's Trust Company (NationsBank) September 1993 - September 1997
NationsBank September 1987 - September 1993
Skills
ERISA, 401k, Retirement, Trust Services, Relationship Management, Leadership, Retirement Planning, Mutual Funds, Investments, Asset Management, Pensions, Wealth Management, Asset Allocation, Defined Benefit
Education
St. Francis University 1977 — 1981
BS, Accounting
American University - Kogod School of Business
MBA, Finance
Catherine Retzlaff's BMO Retirement Services Experience September 2013 - Present
Job Communications Consultant at BMO Retirement Services
Industry Financial Services
Experience
BMO Retirement Services September 2013 - Present
BMO Retirement Services March 2010 - September 2013
M&I Wealth Management April 2006 - March 2010
Skills
Marketing Communications, Public Relations, Corporate Communications, Marketing Strategy, Marketing, Customer Service
Education
Carroll University 1997 — 2001
B.S., Commercial Art, Layout and Design
BMO Retirement Services September 2013 - Present
BMO Retirement Services March 2010 - September 2013
M&I Wealth Management April 2006 - March 2010
Skills
Marketing Communications, Public Relations, Corporate Communications, Marketing Strategy, Marketing, Customer Service
Education
Carroll University 1997 — 2001
B.S., Commercial Art, Layout and Design
Jared Shrout's BMO Retirement Services Experience July 2011 - Present
Job Relationship Coordinator & Officer at BMO
Industry Financial Services
Experience
BMO Retirement Services July 2011 - Present
Marshall & Ilsley Trust Company February 2004 - July 2011
UMB Bank January 1991 - January 2003
Skills
401k, Investments, Retirement, Series 63, Asset Allocation, Strategic Financial..., ERISA, Wealth Management, Retirement Planning, Relationship Management, Pensions, Mutual Funds, Employee Benefits, Financial Services, Banking, Defined Benefit, Securities, Portfolio Management, Investment Advisory, Series 7, Financial Advisory, Risk Management, Asset Management, Finance, 401(k)
Education
University of Missouri-Kansas City 1987 — 1991
Bachelor's, Accounting
BMO Retirement Services July 2011 - Present
Marshall & Ilsley Trust Company February 2004 - July 2011
UMB Bank January 1991 - January 2003
Skills
401k, Investments, Retirement, Series 63, Asset Allocation, Strategic Financial..., ERISA, Wealth Management, Retirement Planning, Relationship Management, Pensions, Mutual Funds, Employee Benefits, Financial Services, Banking, Defined Benefit, Securities, Portfolio Management, Investment Advisory, Series 7, Financial Advisory, Risk Management, Asset Management, Finance, 401(k)
Education
University of Missouri-Kansas City 1987 — 1991
Bachelor's, Accounting
Gina Sottile's BMO Retirement Services Experience April 2006 - Present
Job Education Manager at BMO Retirement Services
Industry Financial Services
Experience
BMO Retirement Services April 2006 - Present
M&I Institutional Trust Services April 2006 - September 2012
JPMorgan Chase 2003 - 2005
Data General 1990 - 1998
Skills
Retirement Planning, Employee Benefits, Finance, Retirement, Financial Services, Investments, 401k, Wealth Management, Portfolio Management
Education
Alverno College 1992 — 1997
BA, Professional Communication
BMO Retirement Services April 2006 - Present
M&I Institutional Trust Services April 2006 - September 2012
JPMorgan Chase 2003 - 2005
Data General 1990 - 1998
Skills
Retirement Planning, Employee Benefits, Finance, Retirement, Financial Services, Investments, 401k, Wealth Management, Portfolio Management
Education
Alverno College 1992 — 1997
BA, Professional Communication
Alan Blaskowski, CPC, QPA, QKA's BMO Retirement Services Experience September 2003 - Present
Job Vice President & Relationship Manager at BMO Retirement Services
Industry Financial Services
Experience
BMO Retirement Services September 2003 - Present
M&I Institutional Trust Services September 2003 - August 2012
Northern Trust Retirement Consulting September 2000 - September 2003
Skills
401k, Retirement, Relationship Management, Series 63, Defined Contribution, Qualified Retirement..., Asset Allocation, Retirement Planning, Wealth Management
Education
Marquette University 2011 — 2014
Master in Leadership Studies (MLS), Graduate School of Management
University of Wisconsin-Milwaukee - Lubar School of Business 1996 — 2000
Bachelors of Business Administration, Finance
Marquette University High School 1992 — 1996
BMO Retirement Services September 2003 - Present
M&I Institutional Trust Services September 2003 - August 2012
Northern Trust Retirement Consulting September 2000 - September 2003
Skills
401k, Retirement, Relationship Management, Series 63, Defined Contribution, Qualified Retirement..., Asset Allocation, Retirement Planning, Wealth Management
Education
Marquette University 2011 — 2014
Master in Leadership Studies (MLS), Graduate School of Management
University of Wisconsin-Milwaukee - Lubar School of Business 1996 — 2000
Bachelors of Business Administration, Finance
Marquette University High School 1992 — 1996
Jim Grater's BMO Retirement Services Experience November 1997 - Present
Job Trust Officer at BMO Retirement Services
Industry Financial Services
Experience
BMO Retirement Services November 1997 - Present
PPG Management Consultants June 1996 - November 1997
Skills
Qualified Retirement..., ESOP, Non-Qualified Deferred..., Safe Harbor, Retirement Plan..., Trust Services, Customer Service, Microsoft Excel, Mutual Funds, Compliance Testing, OmniPlus, ERISA, 401k, Trust Management, Retirement
Education
Marian College of Fond du Lac 1993 — 1996
Bachelor of Science (BS), Accounting
BMO Retirement Services November 1997 - Present
PPG Management Consultants June 1996 - November 1997
Skills
Qualified Retirement..., ESOP, Non-Qualified Deferred..., Safe Harbor, Retirement Plan..., Trust Services, Customer Service, Microsoft Excel, Mutual Funds, Compliance Testing, OmniPlus, ERISA, 401k, Trust Management, Retirement
Education
Marian College of Fond du Lac 1993 — 1996
Bachelor of Science (BS), Accounting