BMO Harris Financial Advisors
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BMO Harris Financial Advisors Employees
Employee
Years
Job
Industry
Aaron Elkins, CFP® Aaron Elkins, CFP®'s BMO Harris Financial Advisors Experience October 2012 - Present
Job Senior Financial Advisor at BMO Harris Financial Advisors
Industry Financial Services
Experience
BMO Harris Financial Advisors October 2012 - Present
Thrivent Financial April 2007 - October 2012
Skills
Retirement Planning, Long Term Care, Financial Planning, Asset Allocation, Estate Planning, Wealth Management, IRAs, Fixed Annuities, Retirement, Strategic Financial..., Mutual Funds, Series 7, Series 63
Education
University of Northern Iowa 1995 — 2000
Marketing, Marketing
BMO Harris Financial Advisors October 2012 - Present
Thrivent Financial April 2007 - October 2012
Skills
Retirement Planning, Long Term Care, Financial Planning, Asset Allocation, Estate Planning, Wealth Management, IRAs, Fixed Annuities, Retirement, Strategic Financial..., Mutual Funds, Series 7, Series 63
Education
University of Northern Iowa 1995 — 2000
Marketing, Marketing
Vishal Malhotra Vishal Malhotra's BMO Harris Financial Advisors Experience December 2009 - November 2011
Job Operational Risk Management at Discover Financial Services
Industry Financial Services
Experience
Discover Financial Services January 2015 - Present
Discover Financial Services April 2013 - January 2015
Discover Financial Services March 2012 - April 2013
Discover Financial Services November 2011 - March 2012
BMO Harris Financial Advisors December 2009 - November 2011
Wells Fargo Advisors December 2007 - January 2009
Skills
Financial Analysis, Analytical Abilities, Analytical Approach, Attention To Detail, Customer Focus, Customer Relations, Customer Service, Economics, Econometrics, Excel, Bloomberg Terminal, Trade Finance, Series 7, Morningstar, Microsoft Office, Windows 7, Mac OS X, SQL, Project Management, Microsoft Excel, SDLC, Business Analysis, Leadership, OS X, Analytical Skills, CRM, Risk Management, Vendor Management, Bloomberg, Access, Investments, Data Analysis
Education
University of Illinois at Chicago 2005 — 2009
BA, Financial Economics
Bartlett High School 2001 — 2005
Discover Financial Services January 2015 - Present
Discover Financial Services April 2013 - January 2015
Discover Financial Services March 2012 - April 2013
Discover Financial Services November 2011 - March 2012
BMO Harris Financial Advisors December 2009 - November 2011
Wells Fargo Advisors December 2007 - January 2009
Skills
Financial Analysis, Analytical Abilities, Analytical Approach, Attention To Detail, Customer Focus, Customer Relations, Customer Service, Economics, Econometrics, Excel, Bloomberg Terminal, Trade Finance, Series 7, Morningstar, Microsoft Office, Windows 7, Mac OS X, SQL, Project Management, Microsoft Excel, SDLC, Business Analysis, Leadership, OS X, Analytical Skills, CRM, Risk Management, Vendor Management, Bloomberg, Access, Investments, Data Analysis
Education
University of Illinois at Chicago 2005 — 2009
BA, Financial Economics
Bartlett High School 2001 — 2005
Michael Smyth Michael Smyth's BMO Harris Financial Advisors Experience 2011 - 2014
Job Senior Financial Professional | CFO | Director of Finance | Controller | Business Leader | CPA |
Industry Financial Services
Experience
In Transition 2015 - Present
BMO Harris Financial Advisors 2011 - 2014
BMO Harris Commercial Bank (formerly Investment & Corporate Bank) 2006 - 2010
Harrisdirect (formerly Harris InvestorLine, Burke, Christensen & Lewis Securities) 1999 - 2006
Skills
Finance, Financial Services, Financial Analysis, Management, Banking, Leadership, Strategic Planning, Mergers & Acquisitions, Risk Management, Accounting, Broker-Dealer, Lead Change, FINRA, FINOP
Education
DePaul University 1983 — 1988
Bachelor of Science (B.S.), Accounting and Finance
In Transition 2015 - Present
BMO Harris Financial Advisors 2011 - 2014
BMO Harris Commercial Bank (formerly Investment & Corporate Bank) 2006 - 2010
Harrisdirect (formerly Harris InvestorLine, Burke, Christensen & Lewis Securities) 1999 - 2006
Skills
Finance, Financial Services, Financial Analysis, Management, Banking, Leadership, Strategic Planning, Mergers & Acquisitions, Risk Management, Accounting, Broker-Dealer, Lead Change, FINRA, FINOP
Education
DePaul University 1983 — 1988
Bachelor of Science (B.S.), Accounting and Finance
Sarah Graves Sarah Graves's BMO Harris Financial Advisors Experience April 2010 - October 2013
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual October 2013 - Present
Big Brothers Big Sisters of Central Arizona October 2008 - Present
Hands On Phoenix January 2009 - Present
BMO Harris Financial Advisors April 2010 - October 2013
Marcus & Millichap January 2008 - January 2010
Whetstone Development Company January 2004 - July 2007
Skills
Leadership, Microsoft Office, Finance, Mortgage Lending, Commercial Real Estate, Risk Management, Disposition, Salesforce.com, Real Estate Transactions, Marketing, REO, Real Estate Economics, Accounting, Financial Analysis, Brokerage, Investments, Small Business, Investors, Loans, Underwriting, Retirement Planning, Contract Negotiation, Asset Management, Short Sales, Real Estate, Microsoft Excel, Residential Mortgages, Negotiation, Portfolio Management, Valuation, Property, Commercial Lending, Due Diligence, Investment Properties, Customer Service, Selling, Research, Small Business Lending, Strategic Financial..., Credit, Commercial Banking, Banking, Refinance, Apartments, Credit Analysis, Real Estate Development, Wealth Management, Social Media Marketing, Foreclosures, Buyer Representation
Education
University of Arizona 2002 — 2006
Economics, Business Management
Lorenzo de Medici University 2006 — 2006
International Business & Economics, Marketing
Northwestern Mutual October 2013 - Present
Big Brothers Big Sisters of Central Arizona October 2008 - Present
Hands On Phoenix January 2009 - Present
BMO Harris Financial Advisors April 2010 - October 2013
Marcus & Millichap January 2008 - January 2010
Whetstone Development Company January 2004 - July 2007
Skills
Leadership, Microsoft Office, Finance, Mortgage Lending, Commercial Real Estate, Risk Management, Disposition, Salesforce.com, Real Estate Transactions, Marketing, REO, Real Estate Economics, Accounting, Financial Analysis, Brokerage, Investments, Small Business, Investors, Loans, Underwriting, Retirement Planning, Contract Negotiation, Asset Management, Short Sales, Real Estate, Microsoft Excel, Residential Mortgages, Negotiation, Portfolio Management, Valuation, Property, Commercial Lending, Due Diligence, Investment Properties, Customer Service, Selling, Research, Small Business Lending, Strategic Financial..., Credit, Commercial Banking, Banking, Refinance, Apartments, Credit Analysis, Real Estate Development, Wealth Management, Social Media Marketing, Foreclosures, Buyer Representation
Education
University of Arizona 2002 — 2006
Economics, Business Management
Lorenzo de Medici University 2006 — 2006
International Business & Economics, Marketing
Dan Stark Dan Stark's BMO Harris Financial Advisors Experience January 2012 - June 2013
Job Business Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Private Bank July 2015 - Present
J.P. Morgan Private Bank June 2013 - July 2015
BMO Harris Financial Advisors January 2012 - June 2013
Charles Schwab February 2011 - January 2012
Social Security Administration May 2010 - December 2010
Phoenix Ice Hockey Referees Association August 2006 - August 2009
Skills
Social Media, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Excel, Social Media Marketing, Outlook, Customer Service, Leadership, Research, Event Planning, Budgets, Public Speaking, Microsoft Word, Online Advertising, Sales, Marketing, Facebook, Marketing Strategy, Market Research
Education
Arizona State University 2006 — 2010
BS, Economics
Arizona State University - W. P. Carey School of Business 2006 — 2010
Minor, Business
J.P. Morgan Private Bank July 2015 - Present
J.P. Morgan Private Bank June 2013 - July 2015
BMO Harris Financial Advisors January 2012 - June 2013
Charles Schwab February 2011 - January 2012
Social Security Administration May 2010 - December 2010
Phoenix Ice Hockey Referees Association August 2006 - August 2009
Skills
Social Media, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Excel, Social Media Marketing, Outlook, Customer Service, Leadership, Research, Event Planning, Budgets, Public Speaking, Microsoft Word, Online Advertising, Sales, Marketing, Facebook, Marketing Strategy, Market Research
Education
Arizona State University 2006 — 2010
BS, Economics
Arizona State University - W. P. Carey School of Business 2006 — 2010
Minor, Business
Tina Newman Tina Newman's BMO Harris Financial Advisors Experience October 1999 - July 2013
Job Client Relationship Manager at Stiles Financial Services, Inc.
Industry Financial Services
Experience
Stiles Financial Services, Inc. April 2014 - Present
Fortune Financial July 2013 - April 2014
BMO Harris Financial Advisors October 1999 - July 2013
Fidelity Investments April 2010 - October 2010
Skills
Investments, Wealth Management, Finance, Insurance, Loans, Series 7, Credit Analysis, Banking, Financial Analysis, Asset Managment, Asset Allocation, Fixed Income, Investment Banking, Investment Strategies, Credit, Asset Management, Management
Education
South Dakota State University 1995 — 1998
Bachelor of Science (BS), Animal Sciences
Stiles Financial Services, Inc. April 2014 - Present
Fortune Financial July 2013 - April 2014
BMO Harris Financial Advisors October 1999 - July 2013
Fidelity Investments April 2010 - October 2010
Skills
Investments, Wealth Management, Finance, Insurance, Loans, Series 7, Credit Analysis, Banking, Financial Analysis, Asset Managment, Asset Allocation, Fixed Income, Investment Banking, Investment Strategies, Credit, Asset Management, Management
Education
South Dakota State University 1995 — 1998
Bachelor of Science (BS), Animal Sciences
Matt Schutte Matt Schutte's BMO Harris Financial Advisors Experience October 2014 - Present
Job Financial Advisor at BMO Harris Financial Advisors
Industry Financial Services
Experience
BMO Harris Financial Advisors October 2014 - Present
BMO Harris Bank January 2014 - October 2014
BMO Harris Financial Advisors, Inc. June 2011 - January 2014
Edward Jones March 2010 - June 2011
Michigan State University, Remote Sensing & GIS Research and Outreach July 2008 - February 2010
Aero-Metric, Inc. October 2006 - June 2008
Aero-Metric, Inc. May 2005 - October 2006
Skills
Finance
Education
College for Financial Planning 2013 — 2015
Certfied Financial Planner (CFP) Education Program
United States Military Academy at West Point 2000 — 2004
B.S. in Geospatial Information Science (GIS), Environmental Engineering
BMO Harris Financial Advisors October 2014 - Present
BMO Harris Bank January 2014 - October 2014
BMO Harris Financial Advisors, Inc. June 2011 - January 2014
Edward Jones March 2010 - June 2011
Michigan State University, Remote Sensing & GIS Research and Outreach July 2008 - February 2010
Aero-Metric, Inc. October 2006 - June 2008
Aero-Metric, Inc. May 2005 - October 2006
Skills
Finance
Education
College for Financial Planning 2013 — 2015
Certfied Financial Planner (CFP) Education Program
United States Military Academy at West Point 2000 — 2004
B.S. in Geospatial Information Science (GIS), Environmental Engineering
Thomas Wesolowski Thomas Wesolowski's BMO Harris Financial Advisors Experience July 2013 - Present
Job Wealth Transfer Specialist
Industry Financial Services
Experience
BMO Harris Financial Advisors July 2013 - Present
MetLife June 2011 - December 2012
MetLife July 2009 - June 2011
MetLife November 2006 - July 2009
Skills
Strategic Planning, Practice Management, Team Formation, Team Development, Practice Valuation, Succession Planning, Project Management, Business Coaching, Integrated Marketing, Sales, Sales Management, Training, Business Analysis, Customer Service, Client Experience, CRM
Education
University of Illinois at Urbana-Champaign 1984 — 1986
Master of Business Administration (M.B.A.), Finance
University of Illinois at Urbana-Champaign 1980 — 1984
Bachelor's degree, Finance
BMO Harris Financial Advisors July 2013 - Present
MetLife June 2011 - December 2012
MetLife July 2009 - June 2011
MetLife November 2006 - July 2009
Skills
Strategic Planning, Practice Management, Team Formation, Team Development, Practice Valuation, Succession Planning, Project Management, Business Coaching, Integrated Marketing, Sales, Sales Management, Training, Business Analysis, Customer Service, Client Experience, CRM
Education
University of Illinois at Urbana-Champaign 1984 — 1986
Master of Business Administration (M.B.A.), Finance
University of Illinois at Urbana-Champaign 1980 — 1984
Bachelor's degree, Finance
Daniel P. Feldstein, CFP ® Daniel P. Feldstein, CFP ®'s BMO Harris Financial Advisors Experience February 2005 - Present
Job Senior Financial Advisor at BMO Harris Financial Advisors
Industry Financial Services
Experience
BMO Harris Financial Advisors February 2005 - Present
BMO Harris Financial Advisors 2005 - Present
Smith Barney Brokerage Firm December 2000 - February 2005
Skills
Retirement Planning, Wealth Management, Investments, Investment Advisory, Portfolio Management, Financial Planning, Mutual Funds
Education
Arizona State University 1991 — 1995
Bachelor of Science (B.S.), Marketing
BMO Harris Financial Advisors February 2005 - Present
BMO Harris Financial Advisors 2005 - Present
Smith Barney Brokerage Firm December 2000 - February 2005
Skills
Retirement Planning, Wealth Management, Investments, Investment Advisory, Portfolio Management, Financial Planning, Mutual Funds
Education
Arizona State University 1991 — 1995
Bachelor of Science (B.S.), Marketing
Robert Allbright, CFP® Robert Allbright, CFP®'s BMO Harris Financial Advisors Experience August 2010 - Present
Job Senior Financial Advisor
Industry Financial Services
Experience
BMO Harris Financial Advisors August 2010 - Present
Merrill Lynch June 1999 - August 2010
Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Investments, Mutual Funds, Portfolio Management, Strategic Financial..., Retirement, Securities
Education
The University of Dallas 1995 — 1999
BA, Economics
Strake Jesuit
BMO Harris Financial Advisors August 2010 - Present
Merrill Lynch June 1999 - August 2010
Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Investments, Mutual Funds, Portfolio Management, Strategic Financial..., Retirement, Securities
Education
The University of Dallas 1995 — 1999
BA, Economics
Strake Jesuit
Thomas Howard, CFP® Thomas Howard, CFP®'s BMO Harris Financial Advisors Experience December 2004 - January 2012
Job Wealth Advisor and Financial Planning Coordinator at David A Noyes & Co. and the Smithberg Group
Industry Financial Services
Experience
David A Noyes & Co. and the Smithberg Group October 2013 - Present
David A. Noyes & Co. January 2012 - Present
BMO Harris Financial Advisors December 2004 - January 2012
Financial Planning Association of Illinois January 2010 - 2011
Financial Planning Association of Illinois 2009 - 2010
Financial Planning Association 2008 - 2009
Merrill Lynch, Citigroup, State Financial Bank April 1997 - December 2004
United Methodist Church May 1975 - June 1997
Skills
Investments, Insurance, Retirement, Retirement Planning, Estate Planning, Securities, Wealth Management, Risk Management, IRA's, Retirement Income..., Investment Advisory, Asset Allocation, Personal Finance, Asset Management, Long Term Care, Series 7, Mutual Funds, Annuities, Financial Advisory, Financial Advice, Cash Flow Management, Charitable Giving, Life Planning, 401k Rollovers, Asset Protection, Long-term Care, Bonds, Financial Planning, Strategic Financial..., IRAs, Portfolio Management, Financial Analysis, Asset Managment, Fixed Annuities, Investment Management, Financial Planners, Financial Services, Finance, Certified Financial..., Investment Strategies, Wealth Management...
Education
Garrett-Evangelical Theological Seminary 1972 — 1975
M.Div, Theology
Illinois State University 1968 — 1972
B.S., Sociology, Psychology, Literature
David A Noyes & Co. and the Smithberg Group October 2013 - Present
David A. Noyes & Co. January 2012 - Present
BMO Harris Financial Advisors December 2004 - January 2012
Financial Planning Association of Illinois January 2010 - 2011
Financial Planning Association of Illinois 2009 - 2010
Financial Planning Association 2008 - 2009
Merrill Lynch, Citigroup, State Financial Bank April 1997 - December 2004
United Methodist Church May 1975 - June 1997
Skills
Investments, Insurance, Retirement, Retirement Planning, Estate Planning, Securities, Wealth Management, Risk Management, IRA's, Retirement Income..., Investment Advisory, Asset Allocation, Personal Finance, Asset Management, Long Term Care, Series 7, Mutual Funds, Annuities, Financial Advisory, Financial Advice, Cash Flow Management, Charitable Giving, Life Planning, 401k Rollovers, Asset Protection, Long-term Care, Bonds, Financial Planning, Strategic Financial..., IRAs, Portfolio Management, Financial Analysis, Asset Managment, Fixed Annuities, Investment Management, Financial Planners, Financial Services, Finance, Certified Financial..., Investment Strategies, Wealth Management...
Education
Garrett-Evangelical Theological Seminary 1972 — 1975
M.Div, Theology
Illinois State University 1968 — 1972
B.S., Sociology, Psychology, Literature
Courtney Roberts's BMO Harris Financial Advisors Experience December 2010 - June 2013
Job at
Industry Financial Services
Experience
Barber Financial Group June 2013 - Present
BMO Harris Financial Advisors December 2010 - June 2013
A.G. Edwards May 2005 - March 2010
Wells Fargo Advisors, LLC April 2005 - March 2010
Wachovia Securities (Formerly A July 2008 - August 2009
A.G. Edwards & Sons, Inc. April 2005 - July 2008
A.G. Edwards and Sons May 2006 - 2008
A.G. Edwards March 2005 - April 2006
Skills
Equities, Securities, Fixed Income, Mergers & Acquisitions, Compliance, Recruiting, Human Resources
Education
Baker University 2008 — 2010
MBA, Finance
Kansas State University 2000 — 2004
BS, Social Science
Barber Financial Group June 2013 - Present
BMO Harris Financial Advisors December 2010 - June 2013
A.G. Edwards May 2005 - March 2010
Wells Fargo Advisors, LLC April 2005 - March 2010
Wachovia Securities (Formerly A July 2008 - August 2009
A.G. Edwards & Sons, Inc. April 2005 - July 2008
A.G. Edwards and Sons May 2006 - 2008
A.G. Edwards March 2005 - April 2006
Skills
Equities, Securities, Fixed Income, Mergers & Acquisitions, Compliance, Recruiting, Human Resources
Education
Baker University 2008 — 2010
MBA, Finance
Kansas State University 2000 — 2004
BS, Social Science
Joseph Bernecker, CFP®'s BMO Harris Financial Advisors Experience October 2003 - April 2013
Job Divisional Sales Manager at Merrill Edge
Industry Financial Services
Experience
Merrill Edge November 2014 - Present
Merrill Edge April 2013 - October 2014
BMO Harris Financial Advisors October 2003 - April 2013
Education
Albion College
BA, Economics/Management
Bay High School
Merrill Edge November 2014 - Present
Merrill Edge April 2013 - October 2014
BMO Harris Financial Advisors October 2003 - April 2013
Education
Albion College
BA, Economics/Management
Bay High School
Mark S. Strojny Mark S. Strojny's BMO Harris Financial Advisors Experience September 1997 - Present
Job Senior Financial Advisor at BMO Harris Financial Advisors
Industry Financial Services
Experience
BMO Harris Financial Advisors September 1997 - Present
Bank One January 1982 - October 1998
Skills
Wealth Management, Retirement Planning, Finance, Mutual Funds, Financial Planning, Investments, Portfolio Management, Insurance, Banking, Management, Series 7, Financial Services
Education
University of Wisconsin-Stevens Point 1978 — 1982
BS, Business Administration, Economics
The American College
ChFC, Financial Advisor
BMO Harris Financial Advisors September 1997 - Present
Bank One January 1982 - October 1998
Skills
Wealth Management, Retirement Planning, Finance, Mutual Funds, Financial Planning, Investments, Portfolio Management, Insurance, Banking, Management, Series 7, Financial Services
Education
University of Wisconsin-Stevens Point 1978 — 1982
BS, Business Administration, Economics
The American College
ChFC, Financial Advisor
Anthony Trainor's BMO Harris Financial Advisors Experience May 2010 - Present
Job BMO Harris Financial Advisors
Industry Financial Services
Experience
BMO Harris Financial Advisors May 2010 - Present
Edward Jones July 2003 - May 2010
Edward Jones December 2001 - July 2003
Skills
Mutual Funds, Investments, Insurance, Asset Allocation
Education
University of Illinois at Urbana-Champaign
Economics
BMO Harris Financial Advisors May 2010 - Present
Edward Jones July 2003 - May 2010
Edward Jones December 2001 - July 2003
Skills
Mutual Funds, Investments, Insurance, Asset Allocation
Education
University of Illinois at Urbana-Champaign
Economics
Laura Barnard Laura Barnard's BMO Harris Financial Advisors Experience August 2012 - Present
Job Financial Advisor at BMO Harris Financial Advisors
Industry Financial Services
Experience
BMO Harris Financial Advisors August 2012 - Present
Robert W. Baird & Co. April 2007 - August 2012
Securian Financial Group May 1997 - June 2004
Great Lakes Higher Education Corporation and Affiliates January 1996 - May 1997
Waste Management January 1993 - January 1995
Waste Management June 1988 - January 1993
Skills
Investments, Financial Analysis, Retirement Planning, Leadership, Insurance, Strategic Financial..., Team Leadership, Wealth Management, Financial Modeling, Series 7, Financial Reporting, Mutual Funds, Portfolio Management, Equities, Finance, Accounting, Asset Management, Corporate Finance
Education
The American College 2012 — 2014
Chartered Financial Consultant, Insurance
The American College 2010 — 2012
Chartered Life Underwriter, Insurance
Indiana University Bloomington 1985 — 1988
Bachelor of Science (BS), Accounting
BMO Harris Financial Advisors August 2012 - Present
Robert W. Baird & Co. April 2007 - August 2012
Securian Financial Group May 1997 - June 2004
Great Lakes Higher Education Corporation and Affiliates January 1996 - May 1997
Waste Management January 1993 - January 1995
Waste Management June 1988 - January 1993
Skills
Investments, Financial Analysis, Retirement Planning, Leadership, Insurance, Strategic Financial..., Team Leadership, Wealth Management, Financial Modeling, Series 7, Financial Reporting, Mutual Funds, Portfolio Management, Equities, Finance, Accounting, Asset Management, Corporate Finance
Education
The American College 2012 — 2014
Chartered Financial Consultant, Insurance
The American College 2010 — 2012
Chartered Life Underwriter, Insurance
Indiana University Bloomington 1985 — 1988
Bachelor of Science (BS), Accounting
Diana Renforth's BMO Harris Financial Advisors Experience April 2010 - Present
Job Financial Advisor BMO Harris Financial Advisors
Industry Financial Services
Experience
BMO Harris Financial Advisors April 2010 - Present
Innovative Financial Partners/Women's Financial Group October 2006 - April 2010
JP Morgan August 1988 - May 2004
Skills
Credit, Loans, Asset Managment, Small Business Lending, Investments, Strategic Financial..., Portfolio Management, Retirement Planning, Financial Advisory, Wealth Management, Financial Analysis, Mortgage Lending, Series 7, Mutual Funds, Equities
Education
University of Indianapolis 1989 — 1992
BS, Organizational Leadership
BMO Harris Financial Advisors April 2010 - Present
Innovative Financial Partners/Women's Financial Group October 2006 - April 2010
JP Morgan August 1988 - May 2004
Skills
Credit, Loans, Asset Managment, Small Business Lending, Investments, Strategic Financial..., Portfolio Management, Retirement Planning, Financial Advisory, Wealth Management, Financial Analysis, Mortgage Lending, Series 7, Mutual Funds, Equities
Education
University of Indianapolis 1989 — 1992
BS, Organizational Leadership
Andrei Junge Andrei Junge's BMO Harris Financial Advisors Experience 2012 - Present
Job Financial Advisor at BMO Harris Financial Advisors
Industry Insurance
Experience
BMO Harris Financial Advisors 2012 - Present
Global View Capital Advisors; Bronson Insurance 2011 - September 2012
MetLife 2008 - 2011
Gibson & Sharps, PSC 2000 - 2007
Skills
Series 7, 65, 63 and 6...
Education
Valparaiso University School of Law 1993 — 1996
Juris Doctor, Law
Bradley University 1988 — 1992
Bachelor of Arts, International Studies
Nicolet High School 1984 — 1988
BMO Harris Financial Advisors 2012 - Present
Global View Capital Advisors; Bronson Insurance 2011 - September 2012
MetLife 2008 - 2011
Gibson & Sharps, PSC 2000 - 2007
Skills
Series 7, 65, 63 and 6...
Education
Valparaiso University School of Law 1993 — 1996
Juris Doctor, Law
Bradley University 1988 — 1992
Bachelor of Arts, International Studies
Nicolet High School 1984 — 1988
Erin Crider Erin Crider's BMO Harris Financial Advisors Experience July 2012 - May 2014
Job Senior Financial Advisor at Colorado State Bank & Trust
Industry Financial Services
Experience
Colorado State Bank and Trust April 2015 - Present
Bank of the West May 2014 - April 2015
BMO Harris Financial Advisors July 2012 - May 2014
Precision Wealth Strategies, LLC October 2009 - June 2012
Skills
Insurance, Wealth Management, Sales, Retirement Planning, Series 7, Asset Allocation, Mutual Funds, Retirement, Strategic Financial..., Financial Services, Estate Planning, Investments, Financial Planning, Portfolio Management, Underwriting
Education
University of Missouri-Columbia
Bachelor's degree, Animal Sciences
The University of Queensland
Colorado State Bank and Trust April 2015 - Present
Bank of the West May 2014 - April 2015
BMO Harris Financial Advisors July 2012 - May 2014
Precision Wealth Strategies, LLC October 2009 - June 2012
Skills
Insurance, Wealth Management, Sales, Retirement Planning, Series 7, Asset Allocation, Mutual Funds, Retirement, Strategic Financial..., Financial Services, Estate Planning, Investments, Financial Planning, Portfolio Management, Underwriting
Education
University of Missouri-Columbia
Bachelor's degree, Animal Sciences
The University of Queensland
Mary A Willmer Mary A Willmer's BMO Harris Financial Advisors Experience January 2015 - Present
Job Financial Advisor at BMO Harris Financial Advisors
Industry Financial Services
Experience
BMO Harris Financial Advisors January 2015 - Present
BMO Harris Bank February 2013 - January 2015
M&I , A Part of BMO Financial Group February 1991 - February 2013
Valley Bank March 1986 - June 1991
Skills
Small Business Lending, Loans, Commercial Banking, Banking, Retail Banking
Education
College for Financial Planning
Certified Financial Planner, Financial Planning
University of Wisconsin-Whitewater 1979 — 1983
BBA, Finance
Whitewater High
BMO Harris Financial Advisors January 2015 - Present
BMO Harris Bank February 2013 - January 2015
M&I , A Part of BMO Financial Group February 1991 - February 2013
Valley Bank March 1986 - June 1991
Skills
Small Business Lending, Loans, Commercial Banking, Banking, Retail Banking
Education
College for Financial Planning
Certified Financial Planner, Financial Planning
University of Wisconsin-Whitewater 1979 — 1983
BBA, Finance
Whitewater High
Harman Mangat Harman Mangat's BMO Harris Financial Advisors Experience October 2014 - August 2015
Job CoFounder & CEO at wazSUP
Industry Financial Services
Experience
wazSUP July 2015 - Present
BMO Harris Financial Advisors October 2014 - August 2015
BMO Financial Group March 2013 - October 2014
Northwestern Mutual July 2012 - March 2013
Northwestern Mutual October 2010 - July 2012
Skills
Strategic Financial..., Retirement Planning, Finance, Investments, Financial Analysis, Financial Modeling, Retirement, Fixed Annuities, Wealth Accumulation, Employee Benefits, Banking, Disability Insurance, Budgets, Risk Management, Management, CRM, Microsoft Office, Marketing, Sales, Needs Analysis, HTML, Networking, Series 63, Mutual Funds, Estate Planning, IRAs, Financial Services, Recruiting, Objective-C, Visual C++, PHP, VNC, VPN, FTP, Photoshop, Debugging, Social Media Marketing, Series 7, C++, Analysis, Wealth Management, Strategy, Asset Allocation, Budgeting, SSH, Portfolio Management, Insurance, Leadership, Salesforce.com, Financial Advisory
Education
HBX Harvard Business School
Core: Credential of Readiness
Rasmussen College-Illinois
Bachelor of Science (B.S.), Finance, GPA 3.82
Northern Illinois University
Economics
Grant Community High School
High School Diploma, General Studies
Hoffman Estates Highschool
wazSUP July 2015 - Present
BMO Harris Financial Advisors October 2014 - August 2015
BMO Financial Group March 2013 - October 2014
Northwestern Mutual July 2012 - March 2013
Northwestern Mutual October 2010 - July 2012
Skills
Strategic Financial..., Retirement Planning, Finance, Investments, Financial Analysis, Financial Modeling, Retirement, Fixed Annuities, Wealth Accumulation, Employee Benefits, Banking, Disability Insurance, Budgets, Risk Management, Management, CRM, Microsoft Office, Marketing, Sales, Needs Analysis, HTML, Networking, Series 63, Mutual Funds, Estate Planning, IRAs, Financial Services, Recruiting, Objective-C, Visual C++, PHP, VNC, VPN, FTP, Photoshop, Debugging, Social Media Marketing, Series 7, C++, Analysis, Wealth Management, Strategy, Asset Allocation, Budgeting, SSH, Portfolio Management, Insurance, Leadership, Salesforce.com, Financial Advisory
Education
HBX Harvard Business School
Core: Credential of Readiness
Rasmussen College-Illinois
Bachelor of Science (B.S.), Finance, GPA 3.82
Northern Illinois University
Economics
Grant Community High School
High School Diploma, General Studies
Hoffman Estates Highschool
Gabriel Hicks, CFP®'s BMO Harris Financial Advisors Experience April 2004 - July 2013
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors July 2013 - Present
BMO Harris Financial Advisors April 2004 - July 2013
CUNA Mutual Group January 2003 - April 2004
Skills
Investment Portfolio..., Retirement, Portfolio Management, Financial Strategies, Strategic Investment..., Finance, Wealth Management, Insurance, Budgets, Retirement Planning
Education
Viterbo University 2009 — 2011
MBA, Business Administration
The American College 2003 — 2007
CFP®, Certified Financial Planner™ designation
Viterbo University 1994 — 1998
Bachelor of Education, Music
Wells Fargo Advisors July 2013 - Present
BMO Harris Financial Advisors April 2004 - July 2013
CUNA Mutual Group January 2003 - April 2004
Skills
Investment Portfolio..., Retirement, Portfolio Management, Financial Strategies, Strategic Investment..., Finance, Wealth Management, Insurance, Budgets, Retirement Planning
Education
Viterbo University 2009 — 2011
MBA, Business Administration
The American College 2003 — 2007
CFP®, Certified Financial Planner™ designation
Viterbo University 1994 — 1998
Bachelor of Education, Music
Nicole Meis Nicole Meis's BMO Harris Financial Advisors Experience January 2011 - June 2013
Job Market Manager at Royal Environmental Systems
Industry Environmental Services
Experience
Royal Environmental Systems December 2014 - Present
Royal Enterprises America July 2014 - Present
LoCorr Funds 2013 - 2014
BMO Harris Financial Advisors January 2011 - June 2013
Skills
Credit Analysis, Credit, Portfolio Management, Investments, Wealth Management, Finance
Education
Rush City High School
The College of St. Scholastica
Royal Environmental Systems December 2014 - Present
Royal Enterprises America July 2014 - Present
LoCorr Funds 2013 - 2014
BMO Harris Financial Advisors January 2011 - June 2013
Skills
Credit Analysis, Credit, Portfolio Management, Investments, Wealth Management, Finance
Education
Rush City High School
The College of St. Scholastica
Vince Sperduto's BMO Harris Financial Advisors Experience September 2011 - Present
Job VP Regional Sales Manager Harris Bank
Industry Banking
Experience
BMO Harris Financial Advisors September 2011 - Present
Dominican University & Robert Morris College 2008 - August 2012
Harris Bank February 2008 - September 2011
Associated Bank 2004 - 2007
AMCORE Bank 2004 - 2004
St Paul Federal Bank 1984 - 2000
Skills
Strategy, Banking, Leadership, Business Development, Retail, Sales, Small Business Lending, Leadership Development, Consumer Lending, Finance, Loans, Sales Management, Mortgage Lending, Team Building, Credit, Management
Education
Benedictine University 2004 — 2007
Doctor of Philosophy (PhD), Organization Development
Dominican University 1985 — 1990
MBA, Finance
Loyola University Chicago 1977 — 1981
B.S., Psychology
Cathedral High School 1973 — 1975
College prep
BMO Harris Financial Advisors September 2011 - Present
Dominican University & Robert Morris College 2008 - August 2012
Harris Bank February 2008 - September 2011
Associated Bank 2004 - 2007
AMCORE Bank 2004 - 2004
St Paul Federal Bank 1984 - 2000
Skills
Strategy, Banking, Leadership, Business Development, Retail, Sales, Small Business Lending, Leadership Development, Consumer Lending, Finance, Loans, Sales Management, Mortgage Lending, Team Building, Credit, Management
Education
Benedictine University 2004 — 2007
Doctor of Philosophy (PhD), Organization Development
Dominican University 1985 — 1990
MBA, Finance
Loyola University Chicago 1977 — 1981
B.S., Psychology
Cathedral High School 1973 — 1975
College prep
Mackenzie Bridgeland's BMO Harris Financial Advisors Experience November 2013 - Present
Job Assistant Vice President, Project Manager with BMO Harris Financial Advisors
Industry Banking
Experience
BMO Harris Financial Advisors November 2013 - Present
Education
Marquette University 2003 — 2007
MBA, Finance Specialization
Marquette University 1998 — 2002
Bachelors of Science, Economics and Political Science
BMO Harris Financial Advisors November 2013 - Present
Education
Marquette University 2003 — 2007
MBA, Finance Specialization
Marquette University 1998 — 2002
Bachelors of Science, Economics and Political Science
Steve Josephson's BMO Harris Financial Advisors Experience November 1994 - Present
Job VP National Head of Investment Support Services at BMO Harris Financial Advisors
Industry Investment Management
Experience
BMO Harris Financial Advisors November 1994 - Present
BMO Harris Financial Advisors, Inc. 1994 - Present
Skills
Investments, Series 7, Wealth Management, Mutual Funds, Portfolio Management
Education
University of Kansas 1988 — 1992
Psychology, biology, chemistry
BMO Harris Financial Advisors November 1994 - Present
BMO Harris Financial Advisors, Inc. 1994 - Present
Skills
Investments, Series 7, Wealth Management, Mutual Funds, Portfolio Management
Education
University of Kansas 1988 — 1992
Psychology, biology, chemistry
Alberta Roberts's BMO Harris Financial Advisors Experience August 2005 - October 2013
Job Compliance Professional
Industry Financial Services
Experience
Bankers Life Securities, Inc November 2014 - Present
Crown Sterling LLC November 2013 - November 2014
BMO Harris Financial Advisors August 2005 - October 2013
Harrisdirect LLC March 2002 - August 2005
IAC Securities and First Variable Life Insurance Company March 2000 - March 2002
Metropolitan Life Insurance Company October 1995 - March 2000
Financial Industry Regulatory Authority October 1987 - October 1995
Skills
AML, Auditing, Asset Management, Coaching, FINRA, Financial Services, Investments, Mutual Funds, Risk Management, Securities, Series 7, Banking, Credit, Financial Regulation, Financial Risk, Public Speaking, Strategic Financial..., Anti Money Laundering
Education
Illinois State University
Bachelor of Science, Accounting
Bankers Life Securities, Inc November 2014 - Present
Crown Sterling LLC November 2013 - November 2014
BMO Harris Financial Advisors August 2005 - October 2013
Harrisdirect LLC March 2002 - August 2005
IAC Securities and First Variable Life Insurance Company March 2000 - March 2002
Metropolitan Life Insurance Company October 1995 - March 2000
Financial Industry Regulatory Authority October 1987 - October 1995
Skills
AML, Auditing, Asset Management, Coaching, FINRA, Financial Services, Investments, Mutual Funds, Risk Management, Securities, Series 7, Banking, Credit, Financial Regulation, Financial Risk, Public Speaking, Strategic Financial..., Anti Money Laundering
Education
Illinois State University
Bachelor of Science, Accounting
Wayne Kenning's BMO Harris Financial Advisors Experience November 2004 - Present
Job VP Operations and Client Experience
Industry Financial Services
Experience
BMO Harris Financial Advisors November 2004 - Present
Charles Scwab & Co January 1997 - April 2001
Schwab Institutional 1994 - 2001
Charles Schwab 1990 - 2001
Skills
Trading, Asset Management, Securities, Series 7, Mutual Funds, Financial Services, Banking, Investments, Asset Managment, Risk Management, Wealth Management, Fixed Income, Portfolio Management, Equities, Series 63, Relationship Management, Asset Allocation, Investment Advisory, Strategic Financial..., Loans, Capital Markets, Credit Analysis, Commercial Banking, Credit, Financial Risk, Retirement Planning, Cash Management, Treasury Management, Finance, Financial Markets
Education
University of Illinois at Urbana-Champaign 1980 — 1985
BA, Business Economics
BMO Harris Financial Advisors November 2004 - Present
Charles Scwab & Co January 1997 - April 2001
Schwab Institutional 1994 - 2001
Charles Schwab 1990 - 2001
Skills
Trading, Asset Management, Securities, Series 7, Mutual Funds, Financial Services, Banking, Investments, Asset Managment, Risk Management, Wealth Management, Fixed Income, Portfolio Management, Equities, Series 63, Relationship Management, Asset Allocation, Investment Advisory, Strategic Financial..., Loans, Capital Markets, Credit Analysis, Commercial Banking, Credit, Financial Risk, Retirement Planning, Cash Management, Treasury Management, Finance, Financial Markets
Education
University of Illinois at Urbana-Champaign 1980 — 1985
BA, Business Economics
James Soukup's BMO Harris Financial Advisors Experience July 2014 - Present
Job Financial Advisor at BMO Harris
Industry Financial Services
Experience
BMO Harris Financial Advisors July 2014 - Present
Merrill Lynch July 2010 - July 2014
Edward Jones July 2005 - May 2006
Skills
Series 7, Financial Analysis, Investments, Mutual Funds, financial advisor, Series 63, Wealth Management, Finance, Asset Allocation, Financial Advisory, Portfolio Management, Retirement Planning, Strategic Planning, Financial Planning, Investment Advisory, Retirement, Financial Services, Customer Service, Estate Planning, Microsoft Office, Securities, Certified Financial...
Education
University of Arkansas 2003 — 2005
University of Nebraska at Kearney 1999 — 2003
B.S. Business, Marketing
BMO Harris Financial Advisors July 2014 - Present
Merrill Lynch July 2010 - July 2014
Edward Jones July 2005 - May 2006
Skills
Series 7, Financial Analysis, Investments, Mutual Funds, financial advisor, Series 63, Wealth Management, Finance, Asset Allocation, Financial Advisory, Portfolio Management, Retirement Planning, Strategic Planning, Financial Planning, Investment Advisory, Retirement, Financial Services, Customer Service, Estate Planning, Microsoft Office, Securities, Certified Financial...
Education
University of Arkansas 2003 — 2005
University of Nebraska at Kearney 1999 — 2003
B.S. Business, Marketing
Noreen Phalon, CFP®'s BMO Harris Financial Advisors Experience October 2001 - Present
Job VP, Head of Product Management at BMO Harris
Industry Financial Services
Experience
BMO Harris Financial Advisors October 2001 - Present
Skills
Mutual Funds, Wealth Management, Series 7, Portfolio Management, Investments, Financial Services, Asset Management, Asset Allocation, Securities
Education
Saint Peter's University
Bachelor of Science (B.S.), Economics
BMO Harris Financial Advisors October 2001 - Present
Skills
Mutual Funds, Wealth Management, Series 7, Portfolio Management, Investments, Financial Services, Asset Management, Asset Allocation, Securities
Education
Saint Peter's University
Bachelor of Science (B.S.), Economics
Mike Hodan's BMO Harris Financial Advisors Experience August 1991 - Present
Job Vice President at BMO Harris Financial Advisors, Inc.
Industry Financial Services
Experience
BMO Harris Financial Advisors August 1991 - Present
Education
Marquette University 1993 — 1995
Master of Business Administration (MBA), Finance, General
Marquette University 1985 — 1988
Accounting
Marquette University High School 1981 — 1984
BMO Harris Financial Advisors August 1991 - Present
Education
Marquette University 1993 — 1995
Master of Business Administration (MBA), Finance, General
Marquette University 1985 — 1988
Accounting
Marquette University High School 1981 — 1984
Nancy Szymula's BMO Harris Financial Advisors Experience June 2006 - September 2012
Job Director Supervisory Officer at UBS Wealth Management
Industry Financial Services
Experience
BMO Harris Financial Advisors June 2006 - September 2012
Northern Trust March 2002 - June 2006
Northern Trust March 2000 - March 2002
Smith Barney 1998 - 2000
Charles Schwab 1985 - 1997
Skills
AML, Wealth Management, Banking, Equities, Advisory
Education
Loyola University of Chicago 1979 — 1983
bba, marketing
BMO Harris Financial Advisors June 2006 - September 2012
Northern Trust March 2002 - June 2006
Northern Trust March 2000 - March 2002
Smith Barney 1998 - 2000
Charles Schwab 1985 - 1997
Skills
AML, Wealth Management, Banking, Equities, Advisory
Education
Loyola University of Chicago 1979 — 1983
bba, marketing
John D. Potashnick, CFP®'s BMO Harris Financial Advisors Experience March 2007 - Present
Job Senior Financial Advisor at BMO Harris Financial Advisors
Industry Investment Management
Experience
BMO Harris Financial Advisors March 2007 - Present
Executive Financial Group April 2004 - March 2007
Skills
Retirement Planning, Investments, Financial Planning, Financial Advisory, Asset Allocation, Long Term Care Insurance, Finance, Wealth Management, Strategic Financial..., Insurance, Financial Planners, Investment Strategies, Mutual Funds, Wealth, Investment Advisory, Series 7, Portfolio Management
Education
University of Missouri-Columbia 2002 — 2004
MBA, Finance
Vanderbilt University 1995 — 1999
BA, Business, Psychology, Communications, and Latin American History
BMO Harris Financial Advisors March 2007 - Present
Executive Financial Group April 2004 - March 2007
Skills
Retirement Planning, Investments, Financial Planning, Financial Advisory, Asset Allocation, Long Term Care Insurance, Finance, Wealth Management, Strategic Financial..., Insurance, Financial Planners, Investment Strategies, Mutual Funds, Wealth, Investment Advisory, Series 7, Portfolio Management
Education
University of Missouri-Columbia 2002 — 2004
MBA, Finance
Vanderbilt University 1995 — 1999
BA, Business, Psychology, Communications, and Latin American History
David Lex, CFP®'s BMO Harris Financial Advisors Experience November 2010 - Present
Job Financial Advisor at BMO Harris Financial Advisors
Industry Financial Services
Experience
BMO Harris Financial Advisors November 2010 - Present
UVEST LPL Financial Services July 2007 - October 2010
Vision 2005 - 2007
Northwestern Mutual 2001 - 2005
The Mark Travel Corporation 1997 - 2001
Education
Purdue University 1991 — 1997
Purdue University 1991 — 1997
Purdue University 1991 — 1995
Bachelors
BMO Harris Financial Advisors November 2010 - Present
UVEST LPL Financial Services July 2007 - October 2010
Vision 2005 - 2007
Northwestern Mutual 2001 - 2005
The Mark Travel Corporation 1997 - 2001
Education
Purdue University 1991 — 1997
Purdue University 1991 — 1997
Purdue University 1991 — 1995
Bachelors
Phil Karlo's BMO Harris Financial Advisors Experience 2008 - Present
Job Assistant Bank Manager at Harris Bank
Industry Banking
Experience
BMO Harris Financial Advisors 2008 - Present
Skills
Loans, Consumer Lending, Small Business Lending, Credit, Retail Banking, Lines Of Credit, Banking, Cross Selling, Commercial Lending, Commercial Banking
Education
Roosevelt University
BMO Harris Financial Advisors 2008 - Present
Skills
Loans, Consumer Lending, Small Business Lending, Credit, Retail Banking, Lines Of Credit, Banking, Cross Selling, Commercial Lending, Commercial Banking
Education
Roosevelt University
Greg Suhling's BMO Harris Financial Advisors Experience 2000 - Present
Job Proprietor at Suhling Consulting
Industry Financial Services
Experience
Suhling Consulting December 2000 - Present
BMO Harris Financial Advisors 2000 - Present
Dempsey & Company 1989 - 1996
Skills
Mutual Funds, Wealth Management, Financial Services, Investments, Equities, Portfolio Management, Strategic Planning
Education
Northern Illinois University
Suhling Consulting December 2000 - Present
BMO Harris Financial Advisors 2000 - Present
Dempsey & Company 1989 - 1996
Skills
Mutual Funds, Wealth Management, Financial Services, Investments, Equities, Portfolio Management, Strategic Planning
Education
Northern Illinois University
Brian Mazgaj's BMO Harris Financial Advisors Experience September 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
BMO Harris Financial Advisors September 2010 - Present
Skills
Business Analysis, Business Development, Business Strategy, Commercial Lending, Customer Service, Financial Planning, Investments, Mutual Funds, Retirement Income..., Strategic Financial..., Strategic Planning, Wealth Management, Financial Analysis, Banking, Financial Services, Portfolio Management
Education
Illinois State University 1993 — 1995
Bachelor of Science, Finance
BMO Harris Financial Advisors September 2010 - Present
Skills
Business Analysis, Business Development, Business Strategy, Commercial Lending, Customer Service, Financial Planning, Investments, Mutual Funds, Retirement Income..., Strategic Financial..., Strategic Planning, Wealth Management, Financial Analysis, Banking, Financial Services, Portfolio Management
Education
Illinois State University 1993 — 1995
Bachelor of Science, Finance
Nathan Cluxton CFP®'s BMO Harris Financial Advisors Experience May 2009 - Present
Job Financial Advisor with BMO Harris Financial Advisors
Industry Financial Services
Experience
BMO Harris Financial Advisors May 2009 - Present
Fidelity Investments March 2000 - February 2009
United Rentals January 1998 - September 1999
Skills
Investments, Asset Allocation, Strategic Financial..., Insurance, Managed Money, Charities, Mutual Funds, Fixed Annuities, Portfolio Management, Asset, Tax, Series 7, Wealth Management, Retirement Planning, Retirement, Investment Advisory, 401k, Uniform Combined State..., IRAs, Series 65
Education
The Ohio State University Fisher College of Business 1992 — 1996
B.S.B.A, Accounting
St. Xavier High School Cincinnati,OH 1988 — 1992
Graduated with honors
BMO Harris Financial Advisors May 2009 - Present
Fidelity Investments March 2000 - February 2009
United Rentals January 1998 - September 1999
Skills
Investments, Asset Allocation, Strategic Financial..., Insurance, Managed Money, Charities, Mutual Funds, Fixed Annuities, Portfolio Management, Asset, Tax, Series 7, Wealth Management, Retirement Planning, Retirement, Investment Advisory, 401k, Uniform Combined State..., IRAs, Series 65
Education
The Ohio State University Fisher College of Business 1992 — 1996
B.S.B.A, Accounting
St. Xavier High School Cincinnati,OH 1988 — 1992
Graduated with honors
Chris Brauner's BMO Harris Financial Advisors Experience December 2012 - November 2014
Job Risk Management Advisor at Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services November 2014 - Present
BMO Harris Financial Advisors December 2012 - November 2014
Cornerstone Financial Group June 2009 - December 2012
McBride & Son Homes July 2007 - November 2008
Telenomics Group Inc June 2005 - July 2007
Wells Fargo Home Mortgage March 2004 - June 2005
A.G. Edwards & Sons, Inc. May 2000 - March 2004
Education
Rockhurst University 1994 — 1999
Bachelor of Arts, Psychology
CBC High School 1990 — 1994
St. Clare of Assisi
Buckingham Family of Financial Services November 2014 - Present
BMO Harris Financial Advisors December 2012 - November 2014
Cornerstone Financial Group June 2009 - December 2012
McBride & Son Homes July 2007 - November 2008
Telenomics Group Inc June 2005 - July 2007
Wells Fargo Home Mortgage March 2004 - June 2005
A.G. Edwards & Sons, Inc. May 2000 - March 2004
Education
Rockhurst University 1994 — 1999
Bachelor of Arts, Psychology
CBC High School 1990 — 1994
St. Clare of Assisi
Thomas Ditmar's BMO Harris Financial Advisors Experience August 2010 - Present
Job Financial Advisor at BMO Harris Financial Advisors
Industry Financial Services
Experience
BMO Harris Financial Advisors August 2010 - Present
Fidelity Investments March 2001 - February 2010
Education
University of California, Irvine
BA, English
BMO Harris Financial Advisors August 2010 - Present
Fidelity Investments March 2001 - February 2010
Education
University of California, Irvine
BA, English
Brandon Arps's BMO Harris Financial Advisors Experience May 2014 - Present
Job Financial Advisor at BMO Harris Financial Advisors
Industry Financial Services
Experience
BMO Harris Financial Advisors May 2014 - Present
BMO Harris Bank May 2012 - Present
BMO Harris Bank December 2010 - June 2012
Brookfield Party Rental May 2000 - January 2011
Skills
Customer Service, Banking, Sales
Education
St. Norbert College 2002 — 2006
Bachelor, Business Administration/Finance, 3.4
BMO Harris Financial Advisors May 2014 - Present
BMO Harris Bank May 2012 - Present
BMO Harris Bank December 2010 - June 2012
Brookfield Party Rental May 2000 - January 2011
Skills
Customer Service, Banking, Sales
Education
St. Norbert College 2002 — 2006
Bachelor, Business Administration/Finance, 3.4
Steve Yerhart's BMO Harris Financial Advisors Experience November 2013 - Present
Job Investment Associate at BMO Harris Financial Advisors
Industry Financial Services
Experience
BMO Harris Financial Advisors November 2013 - Present
Thrivent Financial November 2007 - November 2013
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Marketing, Public Speaking, Social Media, Event Management, Customer Service, Credit, Financial Services, Marketing Strategy, Team Building, Finance, Investments, Financial Planning, Insurance, Event Planning, Process Improvement, Retirement Planning, Mutual Funds, Retirement, Nonprofits, Portfolio Management, Wealth Management, Financial Analysis, Financial Modeling, Analysis, Project Planning, Life Insurance, Banking, Loans
Education
Riverland Community College 1981 — 1982
Certificate okf Completion, Banking and Financial Support Services
Riverside Community College Banking and Finance Program 1981 — 1982
Certificate of Completion, Banking and Financial Support Services
Riverside Community College Austin, MN 1978 — 1981
Associate's degree, Banking and Financial Support Services
BMO Harris Financial Advisors November 2013 - Present
Thrivent Financial November 2007 - November 2013
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Marketing, Public Speaking, Social Media, Event Management, Customer Service, Credit, Financial Services, Marketing Strategy, Team Building, Finance, Investments, Financial Planning, Insurance, Event Planning, Process Improvement, Retirement Planning, Mutual Funds, Retirement, Nonprofits, Portfolio Management, Wealth Management, Financial Analysis, Financial Modeling, Analysis, Project Planning, Life Insurance, Banking, Loans
Education
Riverland Community College 1981 — 1982
Certificate okf Completion, Banking and Financial Support Services
Riverside Community College Banking and Finance Program 1981 — 1982
Certificate of Completion, Banking and Financial Support Services
Riverside Community College Austin, MN 1978 — 1981
Associate's degree, Banking and Financial Support Services
Steven Terradista's BMO Harris Financial Advisors Experience October 2014 - Present
Job Investment Associate at BMO Harris Financial Advisors
Industry Banking
Experience
BMO Harris Financial Advisors October 2014 - Present
BMO Harris Bank October 2012 - October 2014
BMO Harris Bank June 2011 - September 2012
Community Bank of Elmhurst August 2009 - June 2011
Skills
Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Customer Service, Consumer Lending, Retail Banking, Cross Selling, Relationship Management, Credit Analysis, Credit Risk, Credit Management, Microsoft Office, Business Analysis
Education
Elmhurst College 2007 — 2011
Management, Business
Elmhurst College 2007 — 2011
Bachelor of Science (BS), Management
BMO Harris Financial Advisors October 2014 - Present
BMO Harris Bank October 2012 - October 2014
BMO Harris Bank June 2011 - September 2012
Community Bank of Elmhurst August 2009 - June 2011
Skills
Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Customer Service, Consumer Lending, Retail Banking, Cross Selling, Relationship Management, Credit Analysis, Credit Risk, Credit Management, Microsoft Office, Business Analysis
Education
Elmhurst College 2007 — 2011
Management, Business
Elmhurst College 2007 — 2011
Bachelor of Science (BS), Management
Renee Kellogg's BMO Harris Financial Advisors Experience 2013 - Present
Job Investment Associate with BMO Harris Financial Advisors
Industry Banking
Experience
BMO Harris Financial Advisors 2013 - Present
Education
Iowa State University 1982 — 1987
BA, graphic design, journalism, marketing, english
BMO Harris Financial Advisors 2013 - Present
Education
Iowa State University 1982 — 1987
BA, graphic design, journalism, marketing, english
Jenny Bures's BMO Harris Financial Advisors Experience April 2015 - Present
Job Compliance Specialist at BMO Harris Financial Advisors
Industry Financial Services
Experience
BMO Harris Financial Advisors April 2015 - Present
J.P. Morgan November 2013 - Present
JPMorgan Securities February 2008 - November 2013
Ameriprise Financial Services, Inc. August 2005 - March 2007
Enterprise Rent-A-Car June 2002 - November 2004
Skills
Training, Management, Series 7, Risk Management, Equities, Mutual Funds, Securities, Financial Services, Sales, Account Management, Performance Management, Investments, Fixed Income, Team Building, Customer Service, Insurance, Coaching, Series 63, Banking, Finance
Education
Drake University 1998 — 2002
Bachelor of Science (B.S.), Business Management and Marketing
BMO Harris Financial Advisors April 2015 - Present
J.P. Morgan November 2013 - Present
JPMorgan Securities February 2008 - November 2013
Ameriprise Financial Services, Inc. August 2005 - March 2007
Enterprise Rent-A-Car June 2002 - November 2004
Skills
Training, Management, Series 7, Risk Management, Equities, Mutual Funds, Securities, Financial Services, Sales, Account Management, Performance Management, Investments, Fixed Income, Team Building, Customer Service, Insurance, Coaching, Series 63, Banking, Finance
Education
Drake University 1998 — 2002
Bachelor of Science (B.S.), Business Management and Marketing
Divna Maksumic's BMO Harris Financial Advisors Experience May 2011 - September 2012
Job
Industry Banking
Experience
BMO Harris Financial Advisors, Inc September 2013 - Present
BMO Harris Private Banking September 2012 - September 2013
BMO Harris Financial Advisors May 2011 - September 2012
BHFA August 2006 - September 2012
Skills
Microsoft Excel, Customer Service, Outlook, Accounting, Banking, Access, Financial Analysis, Microsoft Office, Microsoft Word, PowerPoint, English, Research, Windows
Education
Univerzitet 'Džemala Bijediæ', Mostar 1976 — 1981
Bachelor's degree, Economics
University of Mostar
B.A, Economics
BMO Harris Financial Advisors, Inc September 2013 - Present
BMO Harris Private Banking September 2012 - September 2013
BMO Harris Financial Advisors May 2011 - September 2012
BHFA August 2006 - September 2012
Skills
Microsoft Excel, Customer Service, Outlook, Accounting, Banking, Access, Financial Analysis, Microsoft Office, Microsoft Word, PowerPoint, English, Research, Windows
Education
Univerzitet 'Džemala Bijediæ', Mostar 1976 — 1981
Bachelor's degree, Economics
University of Mostar
B.A, Economics
Stewart E. Schrader's BMO Harris Financial Advisors Experience
Job Financial Advisor at BMO Harris Financial Advisors
Industry Financial Services
Experience
BMO Harris Financial Advisors
Skills
Wealth Management, Portfolio Management, Loans, Banking, Credit, Mortgage Lending, Investments, Retirement Planning, Retail Banking, Strategic Financial..., Series 7
Education
Texas Tech University 1990 — 1995
Bachelor of Business Administration (BBA)
BMO Harris Financial Advisors
Skills
Wealth Management, Portfolio Management, Loans, Banking, Credit, Mortgage Lending, Investments, Retirement Planning, Retail Banking, Strategic Financial..., Series 7
Education
Texas Tech University 1990 — 1995
Bachelor of Business Administration (BBA)
Dan Nitch's BMO Harris Financial Advisors Experience March 2013 - Present
Job Sales Associate at BMO Harris Financial Advisors
Industry Financial Services
Experience
BMO Harris Financial Advisors March 2013 - Present
Education
Ball State University 2003 — 2007
Bachelor of Science (BS), Actuarial Science
BMO Harris Financial Advisors March 2013 - Present
Education
Ball State University 2003 — 2007
Bachelor of Science (BS), Actuarial Science
Charles Krueger's BMO Harris Financial Advisors Experience June 2005 - Present
Job Investment Associate at BMO Harris Financial Advisors
Industry Financial Services
Experience
BMO Harris Financial Advisors June 2005 - Present
Wells Fargo August 2003 - June 2005
First Federal Bank January 2000 - August 2003
Skills
Series 7, Series 66, Life & Health Insurance..., Variable Life, Long Term Care Insurance
Education
Northcentral Technical College 1990 — 1992
Associate's degree, Marketing, Business, Finance, 3.65
Antigo High School 1989 — 1989
High School Diploma
BMO Harris Financial Advisors June 2005 - Present
Wells Fargo August 2003 - June 2005
First Federal Bank January 2000 - August 2003
Skills
Series 7, Series 66, Life & Health Insurance..., Variable Life, Long Term Care Insurance
Education
Northcentral Technical College 1990 — 1992
Associate's degree, Marketing, Business, Finance, 3.65
Antigo High School 1989 — 1989
High School Diploma