BMO Harris Financial Advisors, Inc.
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BMO Harris Financial Advisors, Inc. Employees
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
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
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, 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
BMO Harris Financial Advisors, Inc. November 2004 - Present
Education
Central Michigan University 1984 — 1988
B.S. in B.A., Business/Marketing
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
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, 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
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
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
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
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
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
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
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
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
BMO Harris Financial Advisors, Inc. July 2014 - Present
Education
Illinois State University