BMO Harris Financial Advisors, Inc.

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BMO Harris Financial Advisors, Inc. Employees

Employee
Years
Job
Industry
Katie McKenzie Katie McKenzie Greater Milwaukee Area Details
Katie McKenzie's BMO Harris Financial Advisors, Inc. Experience September 2014 - Present
Job Financial Services Industry
Industry Financial Services
Experience
BMO Harris Financial Advisors, Inc.   September 2014 - Present
AXA Advisors, LLC  May 2004 - September 2014
Irgens Development Partners, LLC  October 2002 - May 2004
Campbell Newman Asset Management, Inc   October 1997 - October 2002
Ultra Mart, Inc   October 1994 - October 1997

Skills
Microsoft Office, Customer Service, Compliance, PowerPoint, Excel, Outlook, Word, Series 7, Series 24, Series 66

Education
Cardinal Stritch University   2010 — 2015
BS, Business Administration

Laura Kint Laura Kint Greater Chicago Area Details
Laura Kint's BMO Harris Financial Advisors, Inc. Experience June 2015 - Present
Job Investment Associate at BMO Harris Financial Advisors, Inc.
Industry Financial Services
Experience
BMO Harris Financial Advisors, Inc.   June 2015 - Present
MassMutual-Chicago  January 2014 - June 2015
Water Tower Financial Partners, LLC  January 2011 - January 2014
The Pasta Bowl and The Other Side Bar   September 2009 - December 2011

Education
DePaul University   2006 — 2009
Bachelors, Spanish, Psychology minor, Summa Cum Laude

Matt Schutte Matt Schutte Green Bay, Wisconsin Area Details
Matt Schutte's BMO Harris Financial Advisors, Inc. Experience June 2011 - January 2014
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

Emiliano Jon Rios Emiliano Jon Rios Greater Chicago Area Details
Emiliano Jon Rios's BMO Harris Financial Advisors, Inc. Experience March 2014 - Present
Job Marketing Principal; Product and Project Manager at BMO Harris Financial Advisors
Industry Financial Services
Experience
BMO Harris Financial Advisors, Inc.   March 2014 - Present
Ziegler  October 2012 - March 2014
Fifth Third Bank  April 2012 - September 2012
Water Tower Financial Partners, LLC - A General Agency of MassMutual Financial Group   November 2010 - April 2012
The Huntington Investment Company  March 2008 - October 2010
KEMBA Financial Credit Union  June 2007 - March 2008
Sky Bank, acquired by Huntington National Bank in 2007   September 2004 - June 2007

Skills
FINRA, Series 7, Series 24, Series 53, Series 66, Investment Compliance, Field Supervision, Leadership, Business Relationship..., Operations Management, Bank Management, Financial Services

Education
Franklin University   2006 — 2009
Bachelor of Science

Dayna Carlson Dayna Carlson Green Bay, Wisconsin Area Details
Dayna Carlson's BMO Harris Financial Advisors, Inc. Experience November 2004 - Present
Job Senior Financial Advisor, Assistant Vice President at BMO Harris Financial Advisors, Inc.
Industry Financial Services
Experience
BMO Harris Financial Advisors, Inc.   November 2004 - Present

Education
Central Michigan University   1984 — 1988
B.S. in B.A., Business/Marketing

Mirjana Kljajic, CRC® Mirjana Kljajic, CRC® Greater Chicago Area Details
Mirjana Kljajic, CRC®'s BMO Harris Financial Advisors, Inc. Experience January 2009 - Present
Job Premier Financial Advisor at BMO Harris Financial Advisors
Industry Financial Services
Experience
BMO Harris Financial Advisors, Inc.   January 2009 - Present
Merrill Lynch  2007 - 2009

Skills
Investment Advisory, Wealth Management..., Retirement Planning, Series 7, Series 66, Strategic Financial..., Portfolio Management, Asset Managment, Investments, Wealth Management, 401k, Asset Management, Insurance, Investment Strategies, Estate Planning, Financial Advisory, Securities, Fixed Annuities, Series 63, Financial Planning

Education
The American College   2014 — 2016
CFP® Certification

Ball State University   2001 — 2004
Bachelor of Science, Finance

Steve Josephson Steve Josephson Chicago, Illinois Details
Steve Josephson's BMO Harris Financial Advisors, Inc. Experience 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

Dan Reece Dan Reece Rockford, Illinois Area Details
Dan Reece's BMO Harris Financial Advisors, Inc. Experience August 2014 - Present
Job Financial Advisor at BMO Financial Group
Industry Financial Services
Experience
BMO Harris Financial Advisors, Inc.   August 2014 - Present
JPMorgan Securities LLC  March 2011 - August 2014
Stifel Nicolaus  July 2010 - March 2011
Morgan Stanley Smith Barney  January 2007 - June 2010

Education
Northern Illinois University   1999 — 2002
BS, Marketing

Greg Tamason, CFP Greg Tamason, CFP Marshfield, Wisconsin Details
Greg Tamason, CFP's BMO Harris Financial Advisors, Inc. Experience March 2005 - Present
Job Senior Financial Advisor at BMO Harris Financial Advisors, Inc.
Industry Financial Services
Experience
BMO Harris Financial Advisors, Inc.   March 2005 - Present
Sentry Insurance  1990 - 2003

Skills
Leadership, Finance, Strategic Planning, Financial Risk, Non-profits, Nonprofits, Investments, Banking, New Business Development, Microsoft Office, Mutual Funds, Estate Planning, Retirement Planning, Insurance, Equities, Securities, Fixed Annuities, Investment Advisory, Employee Benefits, Wealth Management, 401k, Asset Allocation, Strategic Financial..., Investment Strategies, Portfolio Management, Asset Management, Financial Services, Risk Management, Series 7

Education
Southern Illinois University, Carbondale   1974 — 1976
Master's degree

Aurora University   1969 — 1973
Bachelor's degree

Dan Gerding Dan Gerding Greater Chicago Area Details
Dan Gerding's BMO Harris Financial Advisors, Inc. Experience February 2002 - Present
Job Senior Wealth Transfer Specialist at BMO Harris Financial Advisors, Inc.
Industry Financial Services
Experience
BMO Harris Financial Advisors, Inc.   February 2002 - Present
Northwestern Mutual  July 1979 - February 2002
Ottawa Township High School  August 1978 - July 1979

Skills
High Net Worth..., Buy-sell Agreements, Key Person Insurance, Wealth Transfer, Wealth Preservation, Tax Reduction Strategies, Wealth, Wealth Management..., Tax, Retirement Planning, Financial Advisory, Investments, Financial Planners, Estate Tax Planning, Financial Services, Insurance, Estate Planning, Asset Allocation, Mutual Funds, Small Business, Wealth Management, Portfolio Management, Finance, Life Insurance, Banking, Strategic Financial..., Financial Planning

Education
Illinois State University   1973 — 1977
Bachelor of Applied Science (BASc), Art Teacher Education

The American College   1986 — 1990
C.L.U., Financial Services

Robert Larson Robert Larson Chicago, Illinois Details
Robert Larson's BMO Harris Financial Advisors, Inc. Experience November 2012 - February 2013
Job Customer Service Representative (Chicago Lighthouse) at Illinois State Toll Highway Authority
Industry Financial Services
Experience
Illinois State Toll Highway Authority  October 2014 - Present
FINRA Dispute Resolution  November 1990 - Present
BMO Harris Financial Advisors, Inc.   November 2012 - February 2013
Compliance Consulting  2000 - 2013
Ocean View Capital LLC   December 2010 - October 2011
GLB TRADING, INC.   January 2009 - May 2009
ITG Dirivatives LLC   October 2007 - October 2008
FIRST ANALYSIS INVESTMENT CORP.   May 2003 - January 2005
FINRA  April 1982 - August 1986
US Navy  November 1979 - February 1980

Skills
Compliance, Trading, Series 7, FINRA, Investments, Investment Banking, Securities, Asset Management, Insurance, Series 24, Series 63, AML, Mutual Funds, Equities, Options, Alternative Investments, Risk Management, Fixed Income, Licensing, SEC reporting, Capital Markets, Due Diligence, Risk, Portfolio Management, Derivatives, Banking, Institutional, Financial Planning, Investment Advisory, Auditing, Policy, Financial Analysis, Bonds, Prime Brokerage, Series 65, Executive Management, Customer Relations, Research, Hedge Funds, Wealth Management, ETFs, Series 3, Financial Markets, Credit, Series 66, Equity Trading, Brokerage, Commodities, KYC, Corporate Finance

Education
John Marshall Law School   1994 — 1994
I did not graduate, Law, 2.0

DePaul University - Charles H. Kellstadt Graduate School of Business   1978 — 1980
MBA, FINANCE

Rockhurst University   1975 — 1978
BSBA, Finance and Economics, 3.3

Carrie Handler Carrie Handler Greater Milwaukee Area Details
Carrie Handler's BMO Harris Financial Advisors, Inc. Experience February 1986 - Present
Job at BMO Harris Financial Advisors, Inc.
Industry Financial Services
Experience
BMO Harris Financial Advisors, Inc.   February 1986 - Present
M&I Wealth Management, A part of BMO Financial Group   February 1986 - July 2011
M&I Bank  1986 - December 2009

Skills
Banking, Microsoft Excel, Wealth Management, Financial Services, Financial Analysis, Management, Capital Markets, Fixed Income

Education
Milwaukee Area Technical College   1983 — 1986
Associate, Secretarial Science

University of Wisconsin-Madison   1980 — 1981

Cynthia Schoen Cynthia Schoen Green Bay, Wisconsin Area Details
Cynthia Schoen's BMO Harris Financial Advisors, Inc. Experience June 2011 - June 2014
Job Client Specialist at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.   June 2014 - Present
BMO Harris Financial Advisors, Inc.   June 2011 - June 2014
Georgia-Pacific LLC  December 2010 - June 2011
M&I Bank  February 2006 - December 2010
Levy Restaurants  July 2006 - October 2010
Northwestern Mutual Life  December 2004 - September 2005

Skills
Financial Analysis, Process Improvement, Retail Banking, Finance, Inventory Management, Microsoft Excel, Banking, PowerPoint, Customer Service, Team Building, Microsoft Office, Sales, Microsoft Word, Leadership

Education
Lakeland College   2009 — 2013
Master of Business Administration (M.B.A.), Finance Emphasis - 2013

Lakeland College   2009 — 2011
Bachelor's degree, Accounting

University of Wisconsin-Green Bay   2001 — 2005
BBA, Emphases in Finance and Marketing

Margaret Edmunds, MBA, CFP® Margaret Edmunds, MBA, CFP® Greater Milwaukee Area Details
Margaret Edmunds, MBA, CFP®'s BMO Harris Financial Advisors, Inc. Experience August 2012 - Present
Job Vice President, Central Supervision Manager at BMO Harris Financial Advisors, Inc.
Industry Financial Services
Experience
BMO Harris Financial Advisors, Inc.   August 2012 - Present
M&I Financial Advisors, Inc., A part of BMO Financial Group   2008 - August 2012
M&I Financial Advisors, Inc.   2005 - 2008
M&I Financial Advisors, Inc.   2003 - 2005
M&I Trust Company, N.A.   2001 - 2003

Education
Marquette University
Master of Business Administration, Finance

University of Wisconsin-Madison
Bachelor of Science, Economics, Spanish

Renee S. Brusky Renee S. Brusky Green Bay, Wisconsin Area Details
Renee S. Brusky's BMO Harris Financial Advisors, Inc. Experience October 2004 - Present
Job Investment Associate at BMO Financial Advisors, Inc.
Industry Financial Services
Experience
BMO Harris Financial Advisors, Inc.   October 2004 - Present
Associated Bank  May 2003 - October 2004
BMO Harris Bank FKA M&I Bank   August 1999 - May 2003

Education
Northeast Wisconsin Technical College   2001 — 2003
Associate's Degree, Business Administration

karen klosterman karen klosterman Greater Chicago Area Details
karen klosterman's BMO Harris Financial Advisors, Inc. Experience 2004 - Present
Job Registered Sales Associate at BMO Harris Financial Advisors, Inc.
Industry Banking
Experience
BMO Harris Financial Advisors, Inc.   2004 - Present
Oak Knoll School  2002 - 2004
Cary School District 26  1994 - 2002

Skills
Series 7, Series 66, LOMA 1 & 2, Sales, Time Management, Uniform Combined State..., Trading, Wealth Management

Education
Illinois Central College   1973 — 1975
Associate, Data Processing

Michael Oberheim Michael Oberheim Woodstock, Illinois Details
Michael Oberheim's BMO Harris Financial Advisors, Inc. Experience July 2014 - Present
Job Financial Advisor at BMO Harris Financial Advisors, Inc.
Industry Financial Services
Experience
BMO Harris Financial Advisors, Inc.   July 2014 - Present

Education
Illinois State University