BMO Harris Private Banking
Description
Parent organization: Bank of Montreal Subsidiary: Philanthropic Advisory and Management Services
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BMO Harris Private Banking Employees
Employee
Years
Job
Industry
Paul Cascioli Paul Cascioli's BMO Harris Private Banking Experience November 2011 - June 2012
Job General Manager of The SOFO Tap
Industry Wine and Spirits
Experience
The SOFO Tap June 2013 - Present
The SOFO Tap April 2012 - Present
BMO Harris Private Banking November 2011 - June 2012
The Ohio State University January 2004 - June 2007
Ohio Association of Secondary School Administrators January 2003 - December 2004
Skills
Microsoft Excel, PowerPoint, Outlook, Event Planning, Fundraising, Social Media, Community Outreach, Microsoft Office, Public Speaking, Research, Non-profits, Customer Service, Editing, Sales, Nonprofits, Volunteer Management, Event Management, Time Management, Staff Development, Team Building, Leadership Development, Coaching, Teaching, Teamwork, Project Management, Administrative..., Program Development
Education
Capital University 2007 — 2009
Life Long Learning, Early Childhood Education and Teaching
The Ohio State University 1996 — 2001
Bachelor of Arts (B.A.), Communication, General
The SOFO Tap June 2013 - Present
The SOFO Tap April 2012 - Present
BMO Harris Private Banking November 2011 - June 2012
The Ohio State University January 2004 - June 2007
Ohio Association of Secondary School Administrators January 2003 - December 2004
Skills
Microsoft Excel, PowerPoint, Outlook, Event Planning, Fundraising, Social Media, Community Outreach, Microsoft Office, Public Speaking, Research, Non-profits, Customer Service, Editing, Sales, Nonprofits, Volunteer Management, Event Management, Time Management, Staff Development, Team Building, Leadership Development, Coaching, Teaching, Teamwork, Project Management, Administrative..., Program Development
Education
Capital University 2007 — 2009
Life Long Learning, Early Childhood Education and Teaching
The Ohio State University 1996 — 2001
Bachelor of Arts (B.A.), Communication, General
Jacqueline Santana's BMO Harris Private Banking Experience February 1992 - August 1994
Job Category Merchant Tech Services at Office Depot
Industry Retail
Experience
Office Depot February 2015 - Present
Office Depot January 2012 - January 2015
Office Depot August 2011 - January 2012
Office Depot August 2007 - August 2011
Office Depot May 2005 - August 2007
Office Depot February 1999 - March 2005
Office Depot December 1997 - February 1999
Lord & Taylor November 1996 - March 1998
First Bank of Florida August 1994 - December 1996
BMO Harris Private Banking February 1992 - August 1994
Skills
Auditing, Forecasting, Income Statement, PeopleSoft, Team Building, Merchandising, Payroll, Retail, SAP, Analysis, Training, Inventory Control, Negotiation, Strategy, Strategic Financial..., Store Management, Pricing, Accounts Receivable, Finance, Customer Satisfaction, Accounts Payable, Sarbanes-Oxley Act, Account Reconciliation, General Ledger, P&L Management, Profit, Assortment, P&L, Inventory Management, Management, Process Improvement, Account Management, Sales, Leadership, Customer Service
Education
Florida Atlantic University 1998 — 2001
Bachelor of Science, Accounting and Finance
City Colleges of Chicago-Wilbur Wright College 1991 — 1994
Associates in Art, Pre Business Law
Universidad del Turabo 1990 — 1991
General Studies
Universidad Politécnica de Puerto Rico 1988 — 1989
Certificate in Computer Science, Computer Science
Office Depot February 2015 - Present
Office Depot January 2012 - January 2015
Office Depot August 2011 - January 2012
Office Depot August 2007 - August 2011
Office Depot May 2005 - August 2007
Office Depot February 1999 - March 2005
Office Depot December 1997 - February 1999
Lord & Taylor November 1996 - March 1998
First Bank of Florida August 1994 - December 1996
BMO Harris Private Banking February 1992 - August 1994
Skills
Auditing, Forecasting, Income Statement, PeopleSoft, Team Building, Merchandising, Payroll, Retail, SAP, Analysis, Training, Inventory Control, Negotiation, Strategy, Strategic Financial..., Store Management, Pricing, Accounts Receivable, Finance, Customer Satisfaction, Accounts Payable, Sarbanes-Oxley Act, Account Reconciliation, General Ledger, P&L Management, Profit, Assortment, P&L, Inventory Management, Management, Process Improvement, Account Management, Sales, Leadership, Customer Service
Education
Florida Atlantic University 1998 — 2001
Bachelor of Science, Accounting and Finance
City Colleges of Chicago-Wilbur Wright College 1991 — 1994
Associates in Art, Pre Business Law
Universidad del Turabo 1990 — 1991
General Studies
Universidad Politécnica de Puerto Rico 1988 — 1989
Certificate in Computer Science, Computer Science
Alexander LaFrance Alexander LaFrance's BMO Harris Private Banking Experience January 2013 - February 2015
Job Associate Portfolio Manager
Industry Investment Management
Experience
My Home Group Real Estate June 2015 - Present
BMO Private Banking March 2015 - Present
BMO Harris Private Banking January 2013 - February 2015
The Biltmore Bank of Arizona July 2007 - January 2013
BLX Inc December 2009 - May 2012
Skills
Credit, Credit Analysis, Management, Small Business Lending, Commercial Banking, Commercial Lending, Cash Management, Private Banking, Financial Analysis, Credit Risk, Finance, Portfolio Management, Risk Management, Underwriting, Financial Risk, Banking, Mortgage Lending, Asset Management, Wealth Management, Investments
Education
Arizona State University, W. P. Carey School of Business 2014 — 2016
Master of Business Administration (MBA), Emphasis in Finance and International Business
University of Phoenix 2008 — 2010
Bachelor of Science (B.S.), Business Management, 3.8
Arizona School of Real Estate & Business
Real Estate License, - 24 hours of continuing education within two year durations
My Home Group Real Estate June 2015 - Present
BMO Private Banking March 2015 - Present
BMO Harris Private Banking January 2013 - February 2015
The Biltmore Bank of Arizona July 2007 - January 2013
BLX Inc December 2009 - May 2012
Skills
Credit, Credit Analysis, Management, Small Business Lending, Commercial Banking, Commercial Lending, Cash Management, Private Banking, Financial Analysis, Credit Risk, Finance, Portfolio Management, Risk Management, Underwriting, Financial Risk, Banking, Mortgage Lending, Asset Management, Wealth Management, Investments
Education
Arizona State University, W. P. Carey School of Business 2014 — 2016
Master of Business Administration (MBA), Emphasis in Finance and International Business
University of Phoenix 2008 — 2010
Bachelor of Science (B.S.), Business Management, 3.8
Arizona School of Real Estate & Business
Real Estate License, - 24 hours of continuing education within two year durations
Mike McNitt, CFP® Mike McNitt, CFP®'s BMO Harris Private Banking Experience July 2014 - Present
Job Private Banker at BMO Harris Private Banking
Industry Financial Services
Experience
BMO Harris Private Banking July 2014 - Present
BMO Harris Private Banking July 2011 - June 2014
Harris Investor Services February 2011 - July 2011
Skills
Series 7, Series 6, Series 63, Investments, Credit Analysis, Certified Financial...
Education
Denison University 2004 — 2008
Bachelor of Arts, Economics
NSCDS
BMO Harris Private Banking July 2014 - Present
BMO Harris Private Banking July 2011 - June 2014
Harris Investor Services February 2011 - July 2011
Skills
Series 7, Series 6, Series 63, Investments, Credit Analysis, Certified Financial...
Education
Denison University 2004 — 2008
Bachelor of Arts, Economics
NSCDS
Pamela Grieco Pamela Grieco's BMO Harris Private Banking Experience December 2005 - April 2010
Job VP, Mortgage Loan Originator at Arizona Bank & Trust
Industry Financial Services
Experience
Arizona Bank & Trust April 2015 - Present
Arizona Bank & Trust January 2012 - Present
BMO Harris Private Banking December 2005 - April 2010
Harris Private Bank December 2005 - April 2010
First International Bank June 2002 - December 2005
Northern Trust Bank May 2000 - May 2002
Roy Papp & AssociatesMutual Fund January 1997 - January 2000
Skills
Portfolio Management, Investments, Financial Planning, Mutual Funds, Estate Planning, Business Development, Insurance, New Business Development, Management, Investment Management, Accounting, Tax, Wealth, Private Banking, Wealth Management, Loans
Education
Caldwell
Bachelors Degree, Business Administration & Accounting
Caldwell University
B.S. in Accounting, Accounting
Montclair State University
Masters Degree in Economics, Economics
Montclair State University
Masters Degree, Economics
Arizona Bank & Trust April 2015 - Present
Arizona Bank & Trust January 2012 - Present
BMO Harris Private Banking December 2005 - April 2010
Harris Private Bank December 2005 - April 2010
First International Bank June 2002 - December 2005
Northern Trust Bank May 2000 - May 2002
Roy Papp & AssociatesMutual Fund January 1997 - January 2000
Skills
Portfolio Management, Investments, Financial Planning, Mutual Funds, Estate Planning, Business Development, Insurance, New Business Development, Management, Investment Management, Accounting, Tax, Wealth, Private Banking, Wealth Management, Loans
Education
Caldwell
Bachelors Degree, Business Administration & Accounting
Caldwell University
B.S. in Accounting, Accounting
Montclair State University
Masters Degree in Economics, Economics
Montclair State University
Masters Degree, Economics
Paul Dryden's BMO Harris Private Banking Experience December 2012 - Present
Job Portfolio Manager at BMO Harris Private Banking
Industry Financial Services
Experience
BMO Harris Private Banking December 2012 - Present
BMO Harris Financial Advisors, Inc August 2012 - December 2012
M&I Financial Advisors, Inc May 2000 - August 2012
Marshall & Ilsley Trust and Investment Management March 1999 - May 2000
Northwestern Mutual Life/Robert W. Baird Incorporated September 1998 - March 1999
Everen Clearing Corporation March 1997 - September 1998
Skills
Securities, Equities, Research, Fixed Income, Mutual Funds, Wealth Management, Investments, Options, Sales, Bloomberg, Trading, Finance, Banking, Portfolio Management
Education
Cardinal Stritch University 2008 — 2011
MBA, Masters Of Business Management
University of Wisconsin, Milwaukee
Bachelor, Finance; Business Administration
BMO Harris Private Banking December 2012 - Present
BMO Harris Financial Advisors, Inc August 2012 - December 2012
M&I Financial Advisors, Inc May 2000 - August 2012
Marshall & Ilsley Trust and Investment Management March 1999 - May 2000
Northwestern Mutual Life/Robert W. Baird Incorporated September 1998 - March 1999
Everen Clearing Corporation March 1997 - September 1998
Skills
Securities, Equities, Research, Fixed Income, Mutual Funds, Wealth Management, Investments, Options, Sales, Bloomberg, Trading, Finance, Banking, Portfolio Management
Education
Cardinal Stritch University 2008 — 2011
MBA, Masters Of Business Management
University of Wisconsin, Milwaukee
Bachelor, Finance; Business Administration
Joseph McNicholas Joseph McNicholas's BMO Harris Private Banking Experience June 2013 - January 2014
Job Investment Assistant at BMO Harris Bank
Industry Financial Services
Experience
BMO Harris Bank December 2014 - Present
The University of Chicago May 2013 - Present
BMO Harris Bank June 2014 - November 2014
BMO Harris Private Banking June 2013 - January 2014
BMO Harris Private Banking September 2012 - June 2013
BMO Harris Private Banking June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Access, Analysis, Finance, Risk Management, Accounting
Education
DePaul University 2012 — 2014
Business, Finance, General, Senior
Indiana University Bloomington 2010 — 2012
BMO Harris Bank December 2014 - Present
The University of Chicago May 2013 - Present
BMO Harris Bank June 2014 - November 2014
BMO Harris Private Banking June 2013 - January 2014
BMO Harris Private Banking September 2012 - June 2013
BMO Harris Private Banking June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Access, Analysis, Finance, Risk Management, Accounting
Education
DePaul University 2012 — 2014
Business, Finance, General, Senior
Indiana University Bloomington 2010 — 2012
Ronald F. Tuite, Jr. Ronald F. Tuite, Jr.'s BMO Harris Private Banking Experience 2006 - 2011
Job Independent Franchise Owner, Cruise Planners
Industry Leisure, Travel & Tourism
Experience
Cruise Planners July 2012 - Present
BMO Harris Private Banking 2006 - 2011
BMO Harris Private Banking June 2005 - June 2006
BMO Harris Private Banking 2003 - 2005
BMO Harris Bank 1997 - 2003
Skills
High Net Worth..., Private Banking, Wealth Management, Portfolio Management, Credit, Banking, Loans, Investments, Mutual Funds, Asset Management, Retail Banking, Management, Relationship Management, Real Estate, Financial Advisory, Tourism, Small Business, Insurance, Financial Services, Sales, New Business Development, Business Development, Leadership, Customer Service, Strategic Planning, Financial Analysis, Marketing, Finance, Marketing Strategy
Education
Elmhurst College 2014 — 2016
Currently working on a MBA - Planned Graduation Date 2016, MBA
Elmhurst College
Bachelor of Science, Business Administration
ABA Graduate Trust School at Northwestern University
ABA National Trust School at Northwestern University
Cannon Institute of Higher Learning
Selling Skills and Sales Operations
Dale Carnegie
Leadership, Sales, Presentation Skills
Institute of Certified Bankers
Cruise Planners July 2012 - Present
BMO Harris Private Banking 2006 - 2011
BMO Harris Private Banking June 2005 - June 2006
BMO Harris Private Banking 2003 - 2005
BMO Harris Bank 1997 - 2003
Skills
High Net Worth..., Private Banking, Wealth Management, Portfolio Management, Credit, Banking, Loans, Investments, Mutual Funds, Asset Management, Retail Banking, Management, Relationship Management, Real Estate, Financial Advisory, Tourism, Small Business, Insurance, Financial Services, Sales, New Business Development, Business Development, Leadership, Customer Service, Strategic Planning, Financial Analysis, Marketing, Finance, Marketing Strategy
Education
Elmhurst College 2014 — 2016
Currently working on a MBA - Planned Graduation Date 2016, MBA
Elmhurst College
Bachelor of Science, Business Administration
ABA Graduate Trust School at Northwestern University
ABA National Trust School at Northwestern University
Cannon Institute of Higher Learning
Selling Skills and Sales Operations
Dale Carnegie
Leadership, Sales, Presentation Skills
Institute of Certified Bankers
Lynn DePriest Lynn DePriest's BMO Harris Private Banking Experience May 2008 - February 2015
Job Trust Officer at National Advisors Trust Company, FSB
Industry Financial Services
Experience
National Advisors Trust Company, FSB March 2015 - Present
BMO Harris Private Banking May 2008 - February 2015
University of Central Missouri July 2006 - May 2008
University of Central Missouri July 2003 - July 2006
Midwest Pension Administrators, Inc. February 1995 - July 2003
Skills
CTFA, Commercial Lending, Management
Education
Columbia College 2009 — 2013
Bachelor of Science in Business Administration, Accounting, Summa Cum Laude
University of Central Missouri
National Advisors Trust Company, FSB March 2015 - Present
BMO Harris Private Banking May 2008 - February 2015
University of Central Missouri July 2006 - May 2008
University of Central Missouri July 2003 - July 2006
Midwest Pension Administrators, Inc. February 1995 - July 2003
Skills
CTFA, Commercial Lending, Management
Education
Columbia College 2009 — 2013
Bachelor of Science in Business Administration, Accounting, Summa Cum Laude
University of Central Missouri
Laura Kolb Laura Kolb's BMO Harris Private Banking Experience June 2008 - December 2010
Job Operations Manager, Audit & Revenue Cycle
Industry Hospital & Health Care
Experience
First Midwest Bank September 2013 - December 2013
Naperville Bank & Trust, a Wintrust Community Bank December 2010 - January 2013
BMO Harris Private Banking June 2008 - December 2010
Harris Bank September 2006 - June 2008
Skills
Treasury Management, Small Business Lending, Cash Management, Project Implementation, Project Coordination, Account Management, Business Analysis, Customer Relations, Event Planning, Event Management, Financial Analysis, Social Networking, New Business Development, Operations Management, Public Relations, Strategic Planning, Leadership, Management, Finance, Customer Service
Education
Benedictine University 2008 — 2010
Bachelor of Arts, Management
Downers Grove South High School 1980 — 1984
High School
First Midwest Bank September 2013 - December 2013
Naperville Bank & Trust, a Wintrust Community Bank December 2010 - January 2013
BMO Harris Private Banking June 2008 - December 2010
Harris Bank September 2006 - June 2008
Skills
Treasury Management, Small Business Lending, Cash Management, Project Implementation, Project Coordination, Account Management, Business Analysis, Customer Relations, Event Planning, Event Management, Financial Analysis, Social Networking, New Business Development, Operations Management, Public Relations, Strategic Planning, Leadership, Management, Finance, Customer Service
Education
Benedictine University 2008 — 2010
Bachelor of Arts, Management
Downers Grove South High School 1980 — 1984
High School
Simon Samuel Simon Samuel's BMO Harris Private Banking Experience October 2013 - Present
Job Bank Teller at BMO Harris Private Banking
Industry Hospitality
Experience
BMO Harris Private Banking October 2013 - Present
Rogers Communications September 2013 - June 2014
McDonald's Canada November 2010 - October 2013
Bond Place Hotel, Toronto March 2012 - May 2012
Skills
Customer Service, Event Planning, Social Media, Hospitality Management, Public Speaking, Hotels, Research, Time Management, Restaurants, PowerPoint, Microsoft Excel, Hospitality, Microsoft Word, Microsoft Office, Outlook
Education
George Brown College 2009 — 2012
Post Graduate Diploma in Hospitality, Toursim & Leisure, Hospitality and Tourism
BMO Harris Private Banking October 2013 - Present
Rogers Communications September 2013 - June 2014
McDonald's Canada November 2010 - October 2013
Bond Place Hotel, Toronto March 2012 - May 2012
Skills
Customer Service, Event Planning, Social Media, Hospitality Management, Public Speaking, Hotels, Research, Time Management, Restaurants, PowerPoint, Microsoft Excel, Hospitality, Microsoft Word, Microsoft Office, Outlook
Education
George Brown College 2009 — 2012
Post Graduate Diploma in Hospitality, Toursim & Leisure, Hospitality and Tourism
Audrey Dahlberg's BMO Harris Private Banking Experience April 2012 - May 2012
Job Major Accounts Services Coordinator at Big Lift, LLC Big Joe Forklifts
Industry Information Technology and Services
Experience
Big Lift, LLC - Big Joe Forklifts June 2015 - Present
Looking for a new career challenge April 2015 - May 2015
Kellogg Company November 2013 - April 2015
Big Lift, LLC - Big Joe Forklifts 2015 - 2015
Big Lift, LLC - Big Joe Forklifts 2015 - 2015
ExteNet Systems July 2013 - September 2013
Tellabs May 2012 - May 2013
BMO Harris Private Banking April 2012 - May 2012
Northern Trust Company December 2010 - March 2012
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas June 2011 - December 2011
Skills
Project Management, SDLC, PMO, Program Management, Vendor Management, SharePoint, Software Documentation, Visio, Analysis, IT Management, Management, Project Portfolio..., Testing, Strategy, Training, Business Analysis
Education
DePaul University 1991 — 1995
Bachelor of Science, Major: Finance Minor: Psychology
Fox College of Executive & Legal Assistants 1984 — 1985
Certificate, Administrative Assistant Training
Amos Alonzo Stagg High School
Big Lift, LLC - Big Joe Forklifts June 2015 - Present
Looking for a new career challenge April 2015 - May 2015
Kellogg Company November 2013 - April 2015
Big Lift, LLC - Big Joe Forklifts 2015 - 2015
Big Lift, LLC - Big Joe Forklifts 2015 - 2015
ExteNet Systems July 2013 - September 2013
Tellabs May 2012 - May 2013
BMO Harris Private Banking April 2012 - May 2012
Northern Trust Company December 2010 - March 2012
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas June 2011 - December 2011
Skills
Project Management, SDLC, PMO, Program Management, Vendor Management, SharePoint, Software Documentation, Visio, Analysis, IT Management, Management, Project Portfolio..., Testing, Strategy, Training, Business Analysis
Education
DePaul University 1991 — 1995
Bachelor of Science, Major: Finance Minor: Psychology
Fox College of Executive & Legal Assistants 1984 — 1985
Certificate, Administrative Assistant Training
Amos Alonzo Stagg High School
Jeffrey J. Pritchard, CFP Jeffrey J. Pritchard, CFP's BMO Harris Private Banking Experience 2004 - 2007
Job Capital Campaign Director at Bloodworks Northwest
Industry Fund-Raising
Experience
Bloodworks Northwest 2014 - Present
Greater Tacoma Community Foundation January 2009 - November 2013
Schwab Charitable July 2007 - July 2008
BMO Harris Private Banking 2004 - 2007
Wells Fargo 2001 - 2003
US Bank 1991 - 2001
Skills
Mutual Funds, Wealth Management, Program Development, Investments, Asset Allocation, Business Development, Financial Services, Marketing Communications, Investment Management, Grant Writing, Fundraising, Event Planning, Leadership, Market Planning, Community Outreach, Philanthropy, Management, Strategic Financial..., Retirement Planning, Volunteer Management, Training
Education
California State University-Long Beach - College of Business Administration
MBA, Marketing/Finance
University of Southern California
Bloodworks Northwest 2014 - Present
Greater Tacoma Community Foundation January 2009 - November 2013
Schwab Charitable July 2007 - July 2008
BMO Harris Private Banking 2004 - 2007
Wells Fargo 2001 - 2003
US Bank 1991 - 2001
Skills
Mutual Funds, Wealth Management, Program Development, Investments, Asset Allocation, Business Development, Financial Services, Marketing Communications, Investment Management, Grant Writing, Fundraising, Event Planning, Leadership, Market Planning, Community Outreach, Philanthropy, Management, Strategic Financial..., Retirement Planning, Volunteer Management, Training
Education
California State University-Long Beach - College of Business Administration
MBA, Marketing/Finance
University of Southern California
Stephanie Beranek Stephanie Beranek's BMO Harris Private Banking Experience August 2014 - November 2014
Job Senior Client Analyst
Industry Banking
Experience
Marquette Associates November 2014 - Present
BMO Harris Private Banking August 2014 - November 2014
BMO Harris Private Banking January 2013 - August 2014
BMO Harris Private Banking April 2011 - January 2013
BMO Harris Private Banking August 2009 - April 2011
Skills
Management, Analysis, Asset Management, Investments, Financial Analysis, Mutual Funds, Portfolio Management, Microsoft Word, Training, Microsoft Office, Equities, Asset Allocation, Leadership, Finance, Financial Services, Risk Management
Education
The University of Chicago - Booth School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance, Operations Mgmt Econometrics & Statistics, General Mgmt, Managerial & Org. Behavior
Georgetown University 2006 — 2009
BA, Spanish, Political Economics
Emory University 2005 — 2006
Enterprise High School Class of 2005 2003 — 2005
Marquette Associates November 2014 - Present
BMO Harris Private Banking August 2014 - November 2014
BMO Harris Private Banking January 2013 - August 2014
BMO Harris Private Banking April 2011 - January 2013
BMO Harris Private Banking August 2009 - April 2011
Skills
Management, Analysis, Asset Management, Investments, Financial Analysis, Mutual Funds, Portfolio Management, Microsoft Word, Training, Microsoft Office, Equities, Asset Allocation, Leadership, Finance, Financial Services, Risk Management
Education
The University of Chicago - Booth School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance, Operations Mgmt Econometrics & Statistics, General Mgmt, Managerial & Org. Behavior
Georgetown University 2006 — 2009
BA, Spanish, Political Economics
Emory University 2005 — 2006
Enterprise High School Class of 2005 2003 — 2005
Susan L. (Rosenberg) Anderson's BMO Harris Private Banking Experience July 2001 - June 2006
Job Protecting Your Assets through Estate Planning, Probate, Business Succession and more...
Industry Law Practice
Experience
Messerli & Kramer, P.A. August 2014 - Present
Law Firm February 2009 - 2014
ING U.S. June 2006 - January 2009
BMO Harris Private Banking July 2001 - June 2006
Wells Fargo 2000 - 2001
U.S. Bank 1997 - 2001
Clifton Gunderson LLP June 1995 - June 1997
Hennepin County June 1994 - June 1995
Netherlands Chamber of Commerce 1988 - 1988
Skills
Estate Planning, Trusts, Wills, Estate Tax Planning, Probate Law, Guardianship, Elder Law, Succession Planning, Corporate Law, Asset Protection, Powers of Attorney, LLC, Conservatorships, Wealth, High Net Worth..., Litigation, Prenuptial Agreements, Tax, Finance, Special Needs Trusts, Charitable Trusts, Trust Management, Trusteeship, Estate & Gift Taxation, Charitable Gift Planning, Fiduciary Management, GLBT issues, Divorce Law, Estate Administration
Education
Hamline University School of Law 1991 — 1994
Mitchell Hamline Law School - Juris Doctor, Law - Focus on Estate Planning, Taxation and Corporations
University of Minnesota-Twin Cities 1984 — 1988
Bachelor of Arts, Political Science and French
Messerli & Kramer, P.A. August 2014 - Present
Law Firm February 2009 - 2014
ING U.S. June 2006 - January 2009
BMO Harris Private Banking July 2001 - June 2006
Wells Fargo 2000 - 2001
U.S. Bank 1997 - 2001
Clifton Gunderson LLP June 1995 - June 1997
Hennepin County June 1994 - June 1995
Netherlands Chamber of Commerce 1988 - 1988
Skills
Estate Planning, Trusts, Wills, Estate Tax Planning, Probate Law, Guardianship, Elder Law, Succession Planning, Corporate Law, Asset Protection, Powers of Attorney, LLC, Conservatorships, Wealth, High Net Worth..., Litigation, Prenuptial Agreements, Tax, Finance, Special Needs Trusts, Charitable Trusts, Trust Management, Trusteeship, Estate & Gift Taxation, Charitable Gift Planning, Fiduciary Management, GLBT issues, Divorce Law, Estate Administration
Education
Hamline University School of Law 1991 — 1994
Mitchell Hamline Law School - Juris Doctor, Law - Focus on Estate Planning, Taxation and Corporations
University of Minnesota-Twin Cities 1984 — 1988
Bachelor of Arts, Political Science and French
Kathleen Sheppard Kathleen Sheppard's BMO Harris Private Banking Experience January 2008 - Present
Job Manager Professional Services at BMO Harris Private Banking
Industry Financial Services
Experience
BMO Harris Private Banking January 2008 - Present
BMO Harris Private Banking January 2000 - January 2008
BMO Financial Group November 1994 - January 2008
Skills
Banking, Change Management, Leadership, Customer Service, Team Leadership, Project Management, Business Development, Customer Experience, Private Banking, Coaching, Management
Education
University of Ottawa / Université d'Ottawa 1991 — 1994
Bachelor of Applied Science (B.A.Sc.), Social Sciences
Dawson College 1989 — 1991
Social Sciences
BMO Harris Private Banking January 2008 - Present
BMO Harris Private Banking January 2000 - January 2008
BMO Financial Group November 1994 - January 2008
Skills
Banking, Change Management, Leadership, Customer Service, Team Leadership, Project Management, Business Development, Customer Experience, Private Banking, Coaching, Management
Education
University of Ottawa / Université d'Ottawa 1991 — 1994
Bachelor of Applied Science (B.A.Sc.), Social Sciences
Dawson College 1989 — 1991
Social Sciences
Kevin Morton's BMO Harris Private Banking Experience April 2012 - August 2014
Job Investment Consultant at Calamos Investments
Industry Investment Management
Experience
Calamos Investments August 2014 - Present
BMO Harris Private Banking April 2012 - August 2014
BMO Harris Private Banking April 2011 - April 2012
Skills
Portfolio Management, Banking, Investments, Private Banking, Wealth Management, Mutual Funds, Credit Analysis, Investment Advisory, Equities, Fixed Income, Commercial Banking, Business Development, Bloomberg, Wealth, Loans, Finance
Education
Aurora University 2010 — 2012
Accounting and Finance
Western Illinois University 2002 — 2006
Business Administration and Management, General
Calamos Investments August 2014 - Present
BMO Harris Private Banking April 2012 - August 2014
BMO Harris Private Banking April 2011 - April 2012
Skills
Portfolio Management, Banking, Investments, Private Banking, Wealth Management, Mutual Funds, Credit Analysis, Investment Advisory, Equities, Fixed Income, Commercial Banking, Business Development, Bloomberg, Wealth, Loans, Finance
Education
Aurora University 2010 — 2012
Accounting and Finance
Western Illinois University 2002 — 2006
Business Administration and Management, General
Maurice Salameh, F.Pl Maurice Salameh, F.Pl's BMO Harris Private Banking Experience September 2011 - October 2012
Job Wealth Advisor & Financial Planner at Financière Des ProfessionnelsGestion Privée
Industry Banking
Experience
Financière Des Professionnels March 2013 - Present
BMO Harris Private Banking September 2011 - October 2012
RBC Wealth Management March 2008 - July 2011
RBC January 2007 - March 2008
RBC July 2005 - December 2006
RBC June 2004 - June 2005
Merrill Lynch June 2002 - August 2002
Skills
Wealth Management, Investments, Strategic Financial..., Banking, Private Banking, Mutual Funds, Portfolio Management
Education
Institut Quebecois de la Planification Financiere 2005 — 2008
F.Pl (CFP), Financial Planning and Services
CSI 2004 — 2004
CSC "Canadian Securities Course", Investments
Concordia University 1999 — 2003
Bachelor of Commerce (B.Com.), Finance, General
Financière Des Professionnels March 2013 - Present
BMO Harris Private Banking September 2011 - October 2012
RBC Wealth Management March 2008 - July 2011
RBC January 2007 - March 2008
RBC July 2005 - December 2006
RBC June 2004 - June 2005
Merrill Lynch June 2002 - August 2002
Skills
Wealth Management, Investments, Strategic Financial..., Banking, Private Banking, Mutual Funds, Portfolio Management
Education
Institut Quebecois de la Planification Financiere 2005 — 2008
F.Pl (CFP), Financial Planning and Services
CSI 2004 — 2004
CSC "Canadian Securities Course", Investments
Concordia University 1999 — 2003
Bachelor of Commerce (B.Com.), Finance, General
Bassel Hussayni, CFA Bassel Hussayni, CFA's BMO Harris Private Banking Experience January 2014 - Present
Job Director & Investment Counsellor at BMO Harris Private Banking
Industry Investment Management
Experience
BMO Harris Private Banking January 2014 - Present
Mirabaud & Cie 2010 - 2014
BMO Financial Group 2007 - 2009
Title Trading 2006 - 2007
Financial Services 2004 - 2006
Skills
Equities, FX, Fixed Income, Derivatives, Sales, English, French, Arabic, FX Options, Bloomberg, Financial Markets, Options, Hedge Funds, Trading, Capital Markets, FX trading, Bonds, Equity Research, Equity Derivatives, Structured Products, Alternative Investments, Market Risk, FX Trading, Investments
Education
CFA Institute
CFA
CSI Institute
CSC, CPH, OLC, DFC, WME
Concordia University
B. Commerce, Finance
BMO Harris Private Banking January 2014 - Present
Mirabaud & Cie 2010 - 2014
BMO Financial Group 2007 - 2009
Title Trading 2006 - 2007
Financial Services 2004 - 2006
Skills
Equities, FX, Fixed Income, Derivatives, Sales, English, French, Arabic, FX Options, Bloomberg, Financial Markets, Options, Hedge Funds, Trading, Capital Markets, FX trading, Bonds, Equity Research, Equity Derivatives, Structured Products, Alternative Investments, Market Risk, FX Trading, Investments
Education
CFA Institute
CFA
CSI Institute
CSC, CPH, OLC, DFC, WME
Concordia University
B. Commerce, Finance
Marlena Pospiech's BMO Harris Private Banking Experience May 2013 - Present
Job
Industry Banking
Experience
BMO Harris Private Banking May 2013 - Present
BMO, Enterprise Wealth Planning Group October 2012 - Present
BMO, Financial Planning and Retirement Market Group November 2011 - Present
RBC Dominion Securities (Wealth Management Services) June 2008 - October 2011
Royal Bank of Canada April 2006 - January 2010
RBC Dominion Securities January 2003 - April 2006
Hewlett-Packard Enterprise Services 2000 - 2003
Hewlett-Packard 2000 - 2003
Hewlett-Packard 2000 - 2003
RBC Wealth Management 1993 - 1997
Skills
Wealth Management, Tax, Retirement, Retirement Planning, Estate Planning, High Net Worth..., Strategic Financial..., Pensions, Financial Planning, Financial Advisory, Wealth Management..., Wealth, Financial Services, Personal Finance, Media Relations, Taxation of Trusts, Trusts, Bilingual, Tax Advisory, Sales Management, Sales Presentations, Business Development, Exceptional People..., Interpersonal Skill, Thought Leadership, Teamwork, Internal & External..., Client Relations Skills, Mutual Funds, Risk Management, Investments, Succession Planning, Relationship Management, Securities
Education
University of Waterloo 2013 — 2015
Master of Taxation, Tax Law/Taxation, Graduate degree
University of Waterloo 2013 — 2015
Master of Taxation, Tax Law/Taxation, Graduate degree
Society of Trust and Estate Practitioners
TEP
Canadian Financial Planners Standards Council 1994 — 1997
CFP, Certified Financial Planner
Concordia University 1987 — 1990
BComm, Finance, Marketing
BMO Harris Private Banking May 2013 - Present
BMO, Enterprise Wealth Planning Group October 2012 - Present
BMO, Financial Planning and Retirement Market Group November 2011 - Present
RBC Dominion Securities (Wealth Management Services) June 2008 - October 2011
Royal Bank of Canada April 2006 - January 2010
RBC Dominion Securities January 2003 - April 2006
Hewlett-Packard Enterprise Services 2000 - 2003
Hewlett-Packard 2000 - 2003
Hewlett-Packard 2000 - 2003
RBC Wealth Management 1993 - 1997
Skills
Wealth Management, Tax, Retirement, Retirement Planning, Estate Planning, High Net Worth..., Strategic Financial..., Pensions, Financial Planning, Financial Advisory, Wealth Management..., Wealth, Financial Services, Personal Finance, Media Relations, Taxation of Trusts, Trusts, Bilingual, Tax Advisory, Sales Management, Sales Presentations, Business Development, Exceptional People..., Interpersonal Skill, Thought Leadership, Teamwork, Internal & External..., Client Relations Skills, Mutual Funds, Risk Management, Investments, Succession Planning, Relationship Management, Securities
Education
University of Waterloo 2013 — 2015
Master of Taxation, Tax Law/Taxation, Graduate degree
University of Waterloo 2013 — 2015
Master of Taxation, Tax Law/Taxation, Graduate degree
Society of Trust and Estate Practitioners
TEP
Canadian Financial Planners Standards Council 1994 — 1997
CFP, Certified Financial Planner
Concordia University 1987 — 1990
BComm, Finance, Marketing
Nancy Gray-Giffin Nancy Gray-Giffin's BMO Harris Private Banking Experience 2004 - 2012
Job Administrative Specialist I BMO Harris Bank
Industry Banking
Experience
BMO Private Bank November 2004 - Present
BMO Harris Private Banking 2004 - 2012
BMO Private Bank 2004 - 2012
Huntington National Bank 2001 - 2004
SunTrust Bank 1998 - 2001
Skills
Loans, Real Estate, Investments, Credit, Retail Banking, Training & Development, Executive Assistant, Commercial Lending
Education
Edison Community College 1994 — 1997
Associates Degree, Management/Banking&Finance
Edison Community College 1992 — 1997
Banking and Finance, Financial
BMO Private Bank November 2004 - Present
BMO Harris Private Banking 2004 - 2012
BMO Private Bank 2004 - 2012
Huntington National Bank 2001 - 2004
SunTrust Bank 1998 - 2001
Skills
Loans, Real Estate, Investments, Credit, Retail Banking, Training & Development, Executive Assistant, Commercial Lending
Education
Edison Community College 1994 — 1997
Associates Degree, Management/Banking&Finance
Edison Community College 1992 — 1997
Banking and Finance, Financial
Lareen Bittourna Lareen Bittourna's BMO Harris Private Banking Experience March 2014 - Present
Job Administrative Specialist 1, BMO Private Bank
Industry Investment Banking
Experience
BMO Harris Private Banking March 2014 - Present
BMO Capital Markets May 2009 - February 2014
The Larko Group May 2008 - May 2009
Lindgren, Callihan, Van Osdol & Co., Ltd. September 2004 - May 2008
Duke Energy Corporation July 2000 - December 2003
JLL August 1998 - May 1999
Skills
Microsoft Office, Event Planning, Office Management, Budgets, Outlook, Newsletters, Human Resources, Customer Service, Microsoft Excel, Editing, Leadership, PowerPoint, Accounting, Marketing, Project Planning, Time Management, Heavy Calendaring
Education
City Colleges of Chicago-Harry S Truman College 1988 — 1994
Associate of Arts and Sciences (AAS), Mid-Management, 3.1
Sterling School of Beauty 1982 — 1984
State Licensed Cosmetologist, Cosmetology/Cosmetologist, General
BMO Harris Private Banking March 2014 - Present
BMO Capital Markets May 2009 - February 2014
The Larko Group May 2008 - May 2009
Lindgren, Callihan, Van Osdol & Co., Ltd. September 2004 - May 2008
Duke Energy Corporation July 2000 - December 2003
JLL August 1998 - May 1999
Skills
Microsoft Office, Event Planning, Office Management, Budgets, Outlook, Newsletters, Human Resources, Customer Service, Microsoft Excel, Editing, Leadership, PowerPoint, Accounting, Marketing, Project Planning, Time Management, Heavy Calendaring
Education
City Colleges of Chicago-Harry S Truman College 1988 — 1994
Associate of Arts and Sciences (AAS), Mid-Management, 3.1
Sterling School of Beauty 1982 — 1984
State Licensed Cosmetologist, Cosmetology/Cosmetologist, General
Bev Bailey Bev Bailey's BMO Harris Private Banking Experience July 2007 - Present
Job Sales Assistant at Harris Private Bank
Industry Banking
Experience
BMO Harris Private Banking July 2007 - Present
Creeden and Associates March 2000 - April 2007
Skills
Microsoft Office
Education
Columbia College Chicago 1993 — 1997
BMO Harris Private Banking July 2007 - Present
Creeden and Associates March 2000 - April 2007
Skills
Microsoft Office
Education
Columbia College Chicago 1993 — 1997
Stephen Temmer Stephen Temmer's BMO Harris Private Banking Experience July 2006 - June 2009
Job Wealth Management Advisor
Industry Investment Management
Experience
Fifth Third Bancorp, Private Bank Division June 2009 - Present
BMO Harris Private Banking July 2006 - June 2009
Charles Schwab June 1998 - July 2006
Skills
Investments, Securities, Mutual Funds, Wealth Management..., Investment Management, Estate Planning, Retirement, Asset Management, Wealth Management, Asset Allocation, Portfolio Management, Investment Advisory, Investment Strategies, Retirement Planning
Education
Illinois State University 1987 — 1991
DePaul University
Fifth Third Bancorp, Private Bank Division June 2009 - Present
BMO Harris Private Banking July 2006 - June 2009
Charles Schwab June 1998 - July 2006
Skills
Investments, Securities, Mutual Funds, Wealth Management..., Investment Management, Estate Planning, Retirement, Asset Management, Wealth Management, Asset Allocation, Portfolio Management, Investment Advisory, Investment Strategies, Retirement Planning
Education
Illinois State University 1987 — 1991
DePaul University
David N. Savoie MBA, CPA, CMA, PFP David N. Savoie MBA, CPA, CMA, PFP's BMO Harris Private Banking Experience February 1996 - February 2000
Job Manager Credit Structures at RBC Wealth Management – Private Banking
Industry Financial Services
Experience
RBC Wealth Management – Private Banking August 2013 - Present
RBC Financial Planning January 2010 - July 2013
Investors Group Financial Services Inc. August 2004 - January 2010
Bank of Montreal August 2003 - August 2004
Bank of Montreal Private Client Group February 2000 - August 2003
BMO Harris Private Banking February 1996 - February 2000
Skills
Investments, Mortgage Lending, Retirement Planning, Financial Planning, Optimize Cash Flow, Borrowing and Debt..., Tax Planning, Transitioning Into..., Estate Planning, Investment Planning, Risk Management, Retirement Income..., Strategic Financial..., Insurance, Financial Planners, Finance, Financial Services, Wealth, Credit, Financial Risk
Education
CMA Nova Scotia 2012 — 2015
Certified Management Accountant, Management Accounting
Dalhousie University 2009 — 2012
MBA, Financial Services Wealth Management Stream
Institute of Canadian Bankers 1997 — 1999
PFP, Personal Financial Planning
Dalhousie University 1988 — 1993
BSc, Mathematics
RBC Wealth Management – Private Banking August 2013 - Present
RBC Financial Planning January 2010 - July 2013
Investors Group Financial Services Inc. August 2004 - January 2010
Bank of Montreal August 2003 - August 2004
Bank of Montreal Private Client Group February 2000 - August 2003
BMO Harris Private Banking February 1996 - February 2000
Skills
Investments, Mortgage Lending, Retirement Planning, Financial Planning, Optimize Cash Flow, Borrowing and Debt..., Tax Planning, Transitioning Into..., Estate Planning, Investment Planning, Risk Management, Retirement Income..., Strategic Financial..., Insurance, Financial Planners, Finance, Financial Services, Wealth, Credit, Financial Risk
Education
CMA Nova Scotia 2012 — 2015
Certified Management Accountant, Management Accounting
Dalhousie University 2009 — 2012
MBA, Financial Services Wealth Management Stream
Institute of Canadian Bankers 1997 — 1999
PFP, Personal Financial Planning
Dalhousie University 1988 — 1993
BSc, Mathematics
Steven Jasinski's BMO Harris Private Banking Experience 1996 - 2003
Job La Grange/Countryside area Real Estate expert @ Dean Rouso Home Team @ B&W Real Estate and also all around great guy.
Industry Real Estate
Experience
Dean Rouso Home Team at Baird & Warner Real Estate May 2012 - Present
The City of Countryside, IL 2007 - Present
First National Bank of LaGrange September 2010 - March 2012
Community Bank of Oak Park River Forest June 2006 - September 2010
First Midwest Bank December 2003 - June 2006
Fifth Third Bank 2002 - 2003
BMO Harris Private Banking 1996 - 2003
Enterprise Rent-A-Car 1995 - 1996
Skills
Commercial Lending, Banking, Portfolio Management, Loans, Credit, Assisting First Time..., Appraisals, First Time Home Sellers, Contract Negotiation, Real Estate, Financial Analysis, Investments, Customer Service, Mortgage Lending, Homebuyers, Finance, Investment Properties, Buyer Representation, Due Diligence, Seller Representation, FHA, Sellers, Budgets, Refinance, Loan Origination, Real Estate Economics, Mortgage Banking, Real Estate Development, Residential Mortgages, Commercial Mortgages, Underwriting, Real Estate Financing, Selling, Small Business Lending, Commercial Real Estate, Real Estate Transactions, First Time Home Buyers, Foreclosures, Asset Management, Brokerage, Short Sales, Investors, FHA financing, Property, Referrals, REO, Small Business, VA loans, Residential Homes, Construction Loans
Education
Eastern Illinois University 1991 — 1995
Bachelor of Science, Sociology
Lyons Township High School 1983 — 1987
Dean Rouso Home Team at Baird & Warner Real Estate May 2012 - Present
The City of Countryside, IL 2007 - Present
First National Bank of LaGrange September 2010 - March 2012
Community Bank of Oak Park River Forest June 2006 - September 2010
First Midwest Bank December 2003 - June 2006
Fifth Third Bank 2002 - 2003
BMO Harris Private Banking 1996 - 2003
Enterprise Rent-A-Car 1995 - 1996
Skills
Commercial Lending, Banking, Portfolio Management, Loans, Credit, Assisting First Time..., Appraisals, First Time Home Sellers, Contract Negotiation, Real Estate, Financial Analysis, Investments, Customer Service, Mortgage Lending, Homebuyers, Finance, Investment Properties, Buyer Representation, Due Diligence, Seller Representation, FHA, Sellers, Budgets, Refinance, Loan Origination, Real Estate Economics, Mortgage Banking, Real Estate Development, Residential Mortgages, Commercial Mortgages, Underwriting, Real Estate Financing, Selling, Small Business Lending, Commercial Real Estate, Real Estate Transactions, First Time Home Buyers, Foreclosures, Asset Management, Brokerage, Short Sales, Investors, FHA financing, Property, Referrals, REO, Small Business, VA loans, Residential Homes, Construction Loans
Education
Eastern Illinois University 1991 — 1995
Bachelor of Science, Sociology
Lyons Township High School 1983 — 1987
David R. Askew David R. Askew's BMO Harris Private Banking Experience June 2014 - Present
Job Vice President at BMO Harris Private Banking
Industry Law Practice
Experience
BMO Harris Private Banking June 2014 - Present
BMO Harris Bank February 2014 - Present
Midwest Minority In-House Counsel Group 2008 - Present
US Navy 2000 - Present
National Association of Minority & Women Owned Law Firms October 2012 - September 2013
Edwards Wildman Palmer LLP October 2011 - September 2012
Wildman Harrold April 2007 - September 2011
Kellogg School of Management 2010 - 2011
Illinois Attorney General April 2003 - November 2007
Wildman Harrold February 2000 - March 2003
Education
University of Iowa College of Law 1993 — 1996
J.D., Law
Florida Agricultural and Mechanical University 1988 — 1993
B.S., Accounting, Cum Laude
Whitney Young Magnet High School 1984 — 1988
Gillespie
Gillespie
Gillespie
BMO Harris Private Banking June 2014 - Present
BMO Harris Bank February 2014 - Present
Midwest Minority In-House Counsel Group 2008 - Present
US Navy 2000 - Present
National Association of Minority & Women Owned Law Firms October 2012 - September 2013
Edwards Wildman Palmer LLP October 2011 - September 2012
Wildman Harrold April 2007 - September 2011
Kellogg School of Management 2010 - 2011
Illinois Attorney General April 2003 - November 2007
Wildman Harrold February 2000 - March 2003
Education
University of Iowa College of Law 1993 — 1996
J.D., Law
Florida Agricultural and Mechanical University 1988 — 1993
B.S., Accounting, Cum Laude
Whitney Young Magnet High School 1984 — 1988
Gillespie
Gillespie
Gillespie
Jack Martin, CFP Jack Martin, CFP's BMO Harris Private Banking Experience April 2006 - October 2007
Job Certified Financial Planner
Industry Financial Services
Experience
Vesterity Wealth Management January 2009 - Present
Independent Financial Planning October 2007 - January 2009
BMO Harris Private Banking April 2006 - October 2007
GE 2000 - February 2006
Skills
Strategic Financial..., Portfolio Management, Private Banking, Office Management, Investments, Wealth Management, Financial Planners, Financial Analysis, Investment Management, Financial Advisory, Asset Managment
Education
College for Financial Planning 2008 — 2011
Board Certification Program, Financial Planning
University of Colorado Boulder - Leeds School of Business 1998 — 2000
BS, Finance
Pikes Peak Community College 1997 — 1998
3.94
Vesterity Wealth Management January 2009 - Present
Independent Financial Planning October 2007 - January 2009
BMO Harris Private Banking April 2006 - October 2007
GE 2000 - February 2006
Skills
Strategic Financial..., Portfolio Management, Private Banking, Office Management, Investments, Wealth Management, Financial Planners, Financial Analysis, Investment Management, Financial Advisory, Asset Managment
Education
College for Financial Planning 2008 — 2011
Board Certification Program, Financial Planning
University of Colorado Boulder - Leeds School of Business 1998 — 2000
BS, Finance
Pikes Peak Community College 1997 — 1998
3.94
Jean-Philippe Phaneuf's BMO Harris Private Banking Experience May 2010 - August 2010
Job Business Development Manager at Fidelity Investments
Industry Capital Markets
Experience
Fidelity Investments July 2014 - Present
BMO Capital Markets May 2013 - August 2013
BMO Capital Markets May 2012 - August 2012
Performance Training Hockey School June 2011 - August 2011
Kognitive Marketing April 2011 - August 2011
BMO Harris Private Banking May 2010 - August 2010
Kognitive Marketing May 2009 - August 2009
Skills
Finance, Marketing, Competitive Analysis, Data Analysis, Leadership, Business Strategy, Sales, Financial Analysis, Financial Modeling, Microsoft Excel
Education
Université de Montréal - HEC Montréal 2012 — 2014
Master of Science (M.Sc.), Finance
Clarkson University 2008 — 2012
Bachelor of Science, Global Supply Chain Management with a minor in project management, 3.748
Jönköping University 2010 — 2010
Exchange student in Sweden
Green Mountain Valley School 2006 — 2008
Ski Academy in Vermont, United States
Fidelity Investments July 2014 - Present
BMO Capital Markets May 2013 - August 2013
BMO Capital Markets May 2012 - August 2012
Performance Training Hockey School June 2011 - August 2011
Kognitive Marketing April 2011 - August 2011
BMO Harris Private Banking May 2010 - August 2010
Kognitive Marketing May 2009 - August 2009
Skills
Finance, Marketing, Competitive Analysis, Data Analysis, Leadership, Business Strategy, Sales, Financial Analysis, Financial Modeling, Microsoft Excel
Education
Université de Montréal - HEC Montréal 2012 — 2014
Master of Science (M.Sc.), Finance
Clarkson University 2008 — 2012
Bachelor of Science, Global Supply Chain Management with a minor in project management, 3.748
Jönköping University 2010 — 2010
Exchange student in Sweden
Green Mountain Valley School 2006 — 2008
Ski Academy in Vermont, United States
Patti Wilson's BMO Harris Private Banking Experience 1998 - 2004
Job Regional VicePresident, Personal Banking, CambridgeGuelph Market at BMO Bank of Montreal
Industry Banking
Experience
BMO Bank of Montreal October 2013 - Present
BMO Bank of Montreal March 2013 - October 2013
BMO March 2011 - March 2013
Bank of Montreal January 2009 - July 2011
BMO Financial Group December 2006 - December 2008
BMO Harris Private Banking 1998 - 2004
Skills
Banking, Wealth Management, Credit, Retail Banking, Commercial Banking, Loans, Mortgage Lending, Portfolio Management, Commercial Lending, Mutual Funds, Investments, Strategic Financial..., Consumer Lending, Cross Selling, Customer Experience, Relationship Management, Small Business Lending, Credit Risk, Financial Services, Branch Banking, Credit Cards, Private Banking, Financial Risk, Residential Mortgages, Credit Analysis, Management, Leadership, Financial Planning, Wealth, Refinance
Education
Dalhousie University 2001 — 2004
MBA
Wilfrid Laurier University
BA, Psychology and Fine Arts
BMO Bank of Montreal October 2013 - Present
BMO Bank of Montreal March 2013 - October 2013
BMO March 2011 - March 2013
Bank of Montreal January 2009 - July 2011
BMO Financial Group December 2006 - December 2008
BMO Harris Private Banking 1998 - 2004
Skills
Banking, Wealth Management, Credit, Retail Banking, Commercial Banking, Loans, Mortgage Lending, Portfolio Management, Commercial Lending, Mutual Funds, Investments, Strategic Financial..., Consumer Lending, Cross Selling, Customer Experience, Relationship Management, Small Business Lending, Credit Risk, Financial Services, Branch Banking, Credit Cards, Private Banking, Financial Risk, Residential Mortgages, Credit Analysis, Management, Leadership, Financial Planning, Wealth, Refinance
Education
Dalhousie University 2001 — 2004
MBA
Wilfrid Laurier University
BA, Psychology and Fine Arts
Brent Villeneuve CPA, CA Brent Villeneuve CPA, CA's BMO Harris Private Banking Experience May 2008 - November 2010
Job Vice President Wealth Management at Alterna Savings & Alterna Bank / Qtrade Financial Group
Industry Investment Management
Experience
Alterna Savings May 2015 - Present
BMO Bank of Montreal December 2010 - May 2015
BMO Harris Private Banking May 2008 - November 2010
MaplesFS November 2006 - April 2008
TD April 2005 - November 2006
RBC December 2003 - November 2004
RBC July 2002 - November 2003
Derivatives Portfolio Management Ltd. November 1999 - July 2002
Skills
Investments, Strategic Financial..., Sales Management, Investment Management, Investment Advisory, Mutual Funds, Financial Services, Banking, Sales Process, International Sales, Financial Audits, Auditing, Financial Accounting, Chartered Professional..., Chartered Accountant..., Certified Public..., Certified Financial..., Trust and Estate...
Education
Carleton University 1987 — 1991
Bachelor of Commerce (BCom), Accounting and Finance, High Honours
Alterna Savings May 2015 - Present
BMO Bank of Montreal December 2010 - May 2015
BMO Harris Private Banking May 2008 - November 2010
MaplesFS November 2006 - April 2008
TD April 2005 - November 2006
RBC December 2003 - November 2004
RBC July 2002 - November 2003
Derivatives Portfolio Management Ltd. November 1999 - July 2002
Skills
Investments, Strategic Financial..., Sales Management, Investment Management, Investment Advisory, Mutual Funds, Financial Services, Banking, Sales Process, International Sales, Financial Audits, Auditing, Financial Accounting, Chartered Professional..., Chartered Accountant..., Certified Public..., Certified Financial..., Trust and Estate...
Education
Carleton University 1987 — 1991
Bachelor of Commerce (BCom), Accounting and Finance, High Honours
Gordon Graves's BMO Harris Private Banking Experience August 2010 - October 2013
Job VP and National Director at BMO Private Banking I CEO, BMO Trust Company
Industry Financial Services
Experience
BMO Private Banking November 2013 - Present
BMO Harris Private Banking August 2010 - October 2013
BMO Harris Private Banking August 2008 - August 2010
MD Private Investment Management I MD Private Trust 2006 - 2008
BMO Harris Private Banking 2001 - 2006
Canada Trust 1998 - 2000
Skills
Client Experience, Sales Management, Sales, Strategic Planning, Practice Management, Private Banking, Investments, Estate and Trust, Personal Financial..., Customer Experience, Financial Services, Strategy, Portfolio Management, High Net Worth..., Investment Advisory, Wealth Management..., Relationship Management, Wealth Management, Investment Strategies, Investment Management
Education
Carleton University 1979 — 1982
BA Economics
BMO Private Banking November 2013 - Present
BMO Harris Private Banking August 2010 - October 2013
BMO Harris Private Banking August 2008 - August 2010
MD Private Investment Management I MD Private Trust 2006 - 2008
BMO Harris Private Banking 2001 - 2006
Canada Trust 1998 - 2000
Skills
Client Experience, Sales Management, Sales, Strategic Planning, Practice Management, Private Banking, Investments, Estate and Trust, Personal Financial..., Customer Experience, Financial Services, Strategy, Portfolio Management, High Net Worth..., Investment Advisory, Wealth Management..., Relationship Management, Wealth Management, Investment Strategies, Investment Management
Education
Carleton University 1979 — 1982
BA Economics
Lilian Ishak's BMO Harris Private Banking Experience October 2013 - February 2015
Job Portfolio associate RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities February 2015 - Present
BMO Harris Private Banking October 2013 - February 2015
College Sainte-Marcelline July 2012 - August 2012
Pierre Roy & Associés Inc. February 2012 - August 2012
Skills
Customer Service, Management, Sales, Microsoft Excel, Microsoft Office, Team Leadership, Microsoft Word, Teamwork, Analysis, French, Access
Education
Concordia University 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Applied Mathematics
John Abbott
Diploma of Collegial Studies, Health Sciences
RBC Dominion Securities February 2015 - Present
BMO Harris Private Banking October 2013 - February 2015
College Sainte-Marcelline July 2012 - August 2012
Pierre Roy & Associés Inc. February 2012 - August 2012
Skills
Customer Service, Management, Sales, Microsoft Excel, Microsoft Office, Team Leadership, Microsoft Word, Teamwork, Analysis, French, Access
Education
Concordia University 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Applied Mathematics
John Abbott
Diploma of Collegial Studies, Health Sciences
Art Sundry III's BMO Harris Private Banking Experience June 2011 - August 2011
Job Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank June 2013 - Present
Boston College September 2009 - May 2013
UBS Investment Bank June 2012 - August 2012
BMO Harris Private Banking June 2011 - August 2011
Skills
Research, PowerPoint, Microsoft Office, SPSS, Higher Education, Microsoft Excel, Public Speaking, Microsoft Word, Student Affairs, Student Development
Education
Boston College 2009 — 2013
Bachelor of Science (BS), Finance, Economics and Accounting
Fenwick High School 2005 — 2009
UBS Investment Bank June 2013 - Present
Boston College September 2009 - May 2013
UBS Investment Bank June 2012 - August 2012
BMO Harris Private Banking June 2011 - August 2011
Skills
Research, PowerPoint, Microsoft Office, SPSS, Higher Education, Microsoft Excel, Public Speaking, Microsoft Word, Student Affairs, Student Development
Education
Boston College 2009 — 2013
Bachelor of Science (BS), Finance, Economics and Accounting
Fenwick High School 2005 — 2009
Brian Bushnell Brian Bushnell's BMO Harris Private Banking Experience July 2011 - Present
Job Wealth Advisor BMO Private Bank
Industry Investment Management
Experience
BMO Harris Private Banking July 2011 - Present
Harris Private Bank 2009 - June 2011
National City Bank 2004 - 2009
Citibank 2000 - 2005
Skills
Loans, Banking, Wealth Management, Commercial Lending, Small Business Lending, Series 7, Commercial Banking, Credit, Mortgage Lending, Consumer Lending, Portfolio Management, Retirement Planning, Cash Management, Strategic Financial..., Credit Analysis
Education
Eastern Illinois University 1993 — 1998
Bachelors, Economics
BMO Harris Private Banking July 2011 - Present
Harris Private Bank 2009 - June 2011
National City Bank 2004 - 2009
Citibank 2000 - 2005
Skills
Loans, Banking, Wealth Management, Commercial Lending, Small Business Lending, Series 7, Commercial Banking, Credit, Mortgage Lending, Consumer Lending, Portfolio Management, Retirement Planning, Cash Management, Strategic Financial..., Credit Analysis
Education
Eastern Illinois University 1993 — 1998
Bachelors, Economics
Jon Hearn Jon Hearn's BMO Harris Private Banking Experience 2002 - 2004
Job Manager, Institutional Sales at Harding Loevner Management
Industry Investment Management
Experience
Harding Loevner Management July 2011 - Present
US Trust January 2011 - July 2011
Genesee Investments 2006 - 2010
Wentworth, Hauser and Violich 2004 - 2006
BMO Harris Private Banking 2002 - 2004
Russell Investments 2000 - 2002
Skills
Institutional Sales, Asset Management, Equities, Hedge Funds, Investments, Mutual Funds, Portfolio Management, Fixed Income, Equity Research, Alternative Investments, Investment Management, Capital Markets, Valuation, Derivatives, Wealth Management, Investment Advisory, Bonds, Investment Strategies, Estate Planning, Asset Allocation, Fund Of Funds, Private Equity, Series 7, Bloomberg, Asset Managment, ETFs, Financial Modeling, Financial Markets
Education
Arizona State University 1984 — 1986
BS, Economics
University of Oregon 1982 — 1984
Harding Loevner Management July 2011 - Present
US Trust January 2011 - July 2011
Genesee Investments 2006 - 2010
Wentworth, Hauser and Violich 2004 - 2006
BMO Harris Private Banking 2002 - 2004
Russell Investments 2000 - 2002
Skills
Institutional Sales, Asset Management, Equities, Hedge Funds, Investments, Mutual Funds, Portfolio Management, Fixed Income, Equity Research, Alternative Investments, Investment Management, Capital Markets, Valuation, Derivatives, Wealth Management, Investment Advisory, Bonds, Investment Strategies, Estate Planning, Asset Allocation, Fund Of Funds, Private Equity, Series 7, Bloomberg, Asset Managment, ETFs, Financial Modeling, Financial Markets
Education
Arizona State University 1984 — 1986
BS, Economics
University of Oregon 1982 — 1984
Serge Ecityan Serge Ecityan's BMO Harris Private Banking Experience January 2005 - January 2014
Job VicePresident, Senior Client Advisor at BMO Private Bank
Industry Financial Services
Experience
BMO Private Bank January 2014 - Present
BMO Harris Private Banking January 2005 - January 2014
Bank of Montreal July 2003 - December 2004
Computershare 2002 - 2003
NBCN 2001 - 2002
The Canadian Depository for Securities Limited (CDS) 1997 - 2001
Skills
Accounting, Equities, Investments, Portfolio Management, Capital Markets, Settlement, Commercial Banking, Financial Analysis, Investment Strategies, Banking, Securities, Trust Services, Credit Analysis, Credit, Canadian Securities..., Key Client Relationships, Wealth Management..., AML, Retirement Planning, High Net Worth..., Relationship Management
Education
CSI Institute 2009 — 2013
Financial Planning Program, Quebec
CFA Institute 2004 — 2006
CFA
Concordia University 1993 — 1996
Bachelor of Commerce, Major in Finance
Vanier College 1991 — 1993
D.E.C., Pure and Applied Sciences
College Beaubois 1986 — 1991
D.E.S.
BMO Private Bank January 2014 - Present
BMO Harris Private Banking January 2005 - January 2014
Bank of Montreal July 2003 - December 2004
Computershare 2002 - 2003
NBCN 2001 - 2002
The Canadian Depository for Securities Limited (CDS) 1997 - 2001
Skills
Accounting, Equities, Investments, Portfolio Management, Capital Markets, Settlement, Commercial Banking, Financial Analysis, Investment Strategies, Banking, Securities, Trust Services, Credit Analysis, Credit, Canadian Securities..., Key Client Relationships, Wealth Management..., AML, Retirement Planning, High Net Worth..., Relationship Management
Education
CSI Institute 2009 — 2013
Financial Planning Program, Quebec
CFA Institute 2004 — 2006
CFA
Concordia University 1993 — 1996
Bachelor of Commerce, Major in Finance
Vanier College 1991 — 1993
D.E.C., Pure and Applied Sciences
College Beaubois 1986 — 1991
D.E.S.
Erica Williams's BMO Harris Private Banking Experience December 2004 - Present
Job Vice President, Private Banking, BMO Harris Bank
Industry Banking
Experience
BMO Harris Private Banking December 2004 - Present
Skills
Banking, Loans, Credit, Wealth Management, Investments, Small Business Lending
Education
Ball State University
Business, Marketing
BMO Harris Private Banking December 2004 - Present
Skills
Banking, Loans, Credit, Wealth Management, Investments, Small Business Lending
Education
Ball State University
Business, Marketing
Taryn Gunnlaugson Taryn Gunnlaugson's BMO Harris Private Banking Experience 2002 - Present
Job Director & Senior Investment Counsellor at BMO Private Banking
Industry Financial Services
Experience
BMO Private Investment Counsel 2002 - Present
BMO Harris Private Banking 2002 - Present
Skills
Investment Advisory, Wealth Management, Investments, Wealth Management..., Private Banking, High Net Worth..., Mutual Funds, Asset Allocation, Retirement Planning, Portfolio Management, Strategic Financial..., Investment Strategies, Fixed Income, Investment Management, Wealth, Asset Management, Equities, Financial Planning
Education
Carleton University
Chemistry
BMO Private Investment Counsel 2002 - Present
BMO Harris Private Banking 2002 - Present
Skills
Investment Advisory, Wealth Management, Investments, Wealth Management..., Private Banking, High Net Worth..., Mutual Funds, Asset Allocation, Retirement Planning, Portfolio Management, Strategic Financial..., Investment Strategies, Fixed Income, Investment Management, Wealth, Asset Management, Equities, Financial Planning
Education
Carleton University
Chemistry
Patrick DeCraene Patrick DeCraene's BMO Harris Private Banking Experience 1993 - 1995
Job Employee Stock Ownership Plans, ERISA Fiduciary
Industry Financial Services
Experience
GiGi's Playhouse, Fox Valley - Downs Syndrome Awareness Center September 2010 - Present
Renegades Basketball & Training January 2004 - Present
GreatBanc Trust Company July 2001 - Present
National City Bank 1995 - 2001
BMO Harris Private Banking 1993 - 1995
Aon/Godwins/Miller, Mason & Dickenson 1991 - 1993
Skills
ESOP, Mergers, ERISA, Investments, Fairness Opinions, Retirement, Defined Benefit, Pensions, 401k, Corporate Finance, Strategic Planning, Portfolio Management, Executive Pay, Asset Managment, Strategic Financial..., Risk Management, Profit Sharing, Corporate Governance, Due Diligence, Business Valuation, Mergers & Acquisitions, Investment Advisory, Mutual Funds, Investment Management, Asset Management, Financial Planning
Education
Benedictine University 1985 — 1989
BS, Mathematics
Benedictine University 1985 — 1989
Benedictine University 1985 — 1989
Quigley 1981 — 1985
GiGi's Playhouse, Fox Valley - Downs Syndrome Awareness Center September 2010 - Present
Renegades Basketball & Training January 2004 - Present
GreatBanc Trust Company July 2001 - Present
National City Bank 1995 - 2001
BMO Harris Private Banking 1993 - 1995
Aon/Godwins/Miller, Mason & Dickenson 1991 - 1993
Skills
ESOP, Mergers, ERISA, Investments, Fairness Opinions, Retirement, Defined Benefit, Pensions, 401k, Corporate Finance, Strategic Planning, Portfolio Management, Executive Pay, Asset Managment, Strategic Financial..., Risk Management, Profit Sharing, Corporate Governance, Due Diligence, Business Valuation, Mergers & Acquisitions, Investment Advisory, Mutual Funds, Investment Management, Asset Management, Financial Planning
Education
Benedictine University 1985 — 1989
BS, Mathematics
Benedictine University 1985 — 1989
Benedictine University 1985 — 1989
Quigley 1981 — 1985
Jack Ablin Jack Ablin's BMO Harris Private Banking Experience 2001 - Present
Job Chief Investment Officer at BMO Private Bank
Industry Banking
Experience
Harris Bank 2001 - Present
BMO Harris Private Banking 2001 - Present
BMO Capital Markets 2001 - 2010
Bank of Boston 1990 - 1996
Skills
Asset Managment, Investment Strategies, Portfolio Management, Investments, Asset Allocation, Equities, Wealth Management, Investment Management, Wealth Management..., Private Equity, Equity Research, Hedge Funds, Financial Modeling, Retirement Planning, Mutual Funds, Fixed Income, Bonds, Private Banking, Securities, Series 7, High Net Worth..., Alternative Investments, Financial Services, Asset Management, Capital Markets, Investment Advisory, Bloomberg, Financial Advisory, Derivatives, Series 63, Trading, ETFs
Education
Boston University 1984 — 1985
MBA, Finance
Vassar College 1977 — 1980
AB, Mathematics
Harris Bank 2001 - Present
BMO Harris Private Banking 2001 - Present
BMO Capital Markets 2001 - 2010
Bank of Boston 1990 - 1996
Skills
Asset Managment, Investment Strategies, Portfolio Management, Investments, Asset Allocation, Equities, Wealth Management, Investment Management, Wealth Management..., Private Equity, Equity Research, Hedge Funds, Financial Modeling, Retirement Planning, Mutual Funds, Fixed Income, Bonds, Private Banking, Securities, Series 7, High Net Worth..., Alternative Investments, Financial Services, Asset Management, Capital Markets, Investment Advisory, Bloomberg, Financial Advisory, Derivatives, Series 63, Trading, ETFs
Education
Boston University 1984 — 1985
MBA, Finance
Vassar College 1977 — 1980
AB, Mathematics
Kelli King, CFP®,'s BMO Harris Private Banking Experience January 2014 - Present
Job Senior Portfolio Manager at BMO Private Bank
Industry Investment Management
Experience
BMO Harris Private Banking January 2014 - Present
Calamos Wealth Management LLC 2005 - 2009
Merrill Lynch Investment Managers 2000 - 2005
First Chicago 1994 - 2000
Skills
Investments, Wealth Management, Portfolio Management, Asset Allocation, Retirement Planning, Financial Advisory, Alternative Investments, Morningstar
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA Finance, Finance, General
The American College
Financial Planning and Services
University of Illinois at Urbana-Champaign - College of Business
B.S. Finance, Accounting and Finance
BMO Harris Private Banking January 2014 - Present
Calamos Wealth Management LLC 2005 - 2009
Merrill Lynch Investment Managers 2000 - 2005
First Chicago 1994 - 2000
Skills
Investments, Wealth Management, Portfolio Management, Asset Allocation, Retirement Planning, Financial Advisory, Alternative Investments, Morningstar
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA Finance, Finance, General
The American College
Financial Planning and Services
University of Illinois at Urbana-Champaign - College of Business
B.S. Finance, Accounting and Finance
Joanne T Dee Joanne T Dee's BMO Harris Private Banking Experience June 2006 - January 2009
Job Vice President, Manager at Floridian Community Bank
Industry Banking
Experience
Floridian Community Bank March 2012 - Present
Regions Bank May 2010 - May 2012
BB Insurance Marketing Inc. May 2009 - February 2010
BMO Harris Private Banking June 2006 - January 2009
IronStone Bank 2003 - 2006
Skills
Loans, Credit, Portfolio Management, Commercial Lending, Investments
Education
Broward College 1982 — 1984
Business Administration
Leaderhship Fort Lauderdale
Leadership Palm Beach
Floridian Community Bank March 2012 - Present
Regions Bank May 2010 - May 2012
BB Insurance Marketing Inc. May 2009 - February 2010
BMO Harris Private Banking June 2006 - January 2009
IronStone Bank 2003 - 2006
Skills
Loans, Credit, Portfolio Management, Commercial Lending, Investments
Education
Broward College 1982 — 1984
Business Administration
Leaderhship Fort Lauderdale
Leadership Palm Beach
Jenny Madere's BMO Harris Private Banking Experience September 2007 - March 2010
Job Financial Coordinator & Office Coordinator at Northwestern Univeristy, Kellogg School of Management
Industry Higher Education
Experience
KPMG US August 2015 - August 2015
Northwestern University September 2013 - May 2015
Envision Experience June 2013 - August 2013
St. Lucia Door Deals Advertising 2010 - 2013
BMO Harris Private Banking September 2007 - March 2010
Skills
Education, Higher Education, Academic Administration, Nonprofits, Entrepreneurship, Social Entrepreneurship, Volunteering, Volunteer Management, Business Management, Project Management, Start-up Ventures, Planning, Partnerships, Business Networking, Networking, Community Outreach, Marketing, Advertising, Print Advertising, Budgets, Finance, Leadership, Public Speaking
Education
Aurora University 2000 — 2004
Bachelor's Degree, Business Administration and Management, General
KPMG US August 2015 - August 2015
Northwestern University September 2013 - May 2015
Envision Experience June 2013 - August 2013
St. Lucia Door Deals Advertising 2010 - 2013
BMO Harris Private Banking September 2007 - March 2010
Skills
Education, Higher Education, Academic Administration, Nonprofits, Entrepreneurship, Social Entrepreneurship, Volunteering, Volunteer Management, Business Management, Project Management, Start-up Ventures, Planning, Partnerships, Business Networking, Networking, Community Outreach, Marketing, Advertising, Print Advertising, Budgets, Finance, Leadership, Public Speaking
Education
Aurora University 2000 — 2004
Bachelor's Degree, Business Administration and Management, General
Rhea Widdis Rhea Widdis's BMO Harris Private Banking Experience November 1998 - June 2006
Job Owner, Songbird Studios
Industry Music
Experience
Songbird Studios February 2008 - Present
Rheas Daycare 2005 - Present
BMO Harris Private Banking November 1998 - June 2006
BMO Harris Private Banking 1998 - 2005
Skills
Strategic Planning, Team Leadership, New Business Development, Account Management, Estate Planning, Securities, Investments, Trusts, Mutual Funds, Banking, Wealth Management, Interdisciplinary..., Music Education, Early Childhood..., Customer Service, Financial Analysis, Risk Management
Education
Music Together Program 2006 — 2006
Music Teacher Education
George Brown College
Early Childhood Education and Teaching
Songbird Studios February 2008 - Present
Rheas Daycare 2005 - Present
BMO Harris Private Banking November 1998 - June 2006
BMO Harris Private Banking 1998 - 2005
Skills
Strategic Planning, Team Leadership, New Business Development, Account Management, Estate Planning, Securities, Investments, Trusts, Mutual Funds, Banking, Wealth Management, Interdisciplinary..., Music Education, Early Childhood..., Customer Service, Financial Analysis, Risk Management
Education
Music Together Program 2006 — 2006
Music Teacher Education
George Brown College
Early Childhood Education and Teaching
Jeremy Miao's BMO Harris Private Banking Experience May 2013 - August 2013
Job HBA Candidate at the Ivey Business School
Industry Financial Services
Experience
BMO Global Asset Management May 2015 - August 2015
BMO Nesbitt Burns May 2014 - August 2014
BMO Harris Private Banking May 2013 - August 2013
BMO Financial Group May 2012 - August 2012
UCC Summer Camps 2008 - 2011
Skills
Research, Time Management, Financial Analysis, Analysis, Event Planning, Portfolio Management, Social Networking, Fundraising, Investment Management, Critical Thinking
Education
Ivey Business School at Western University 2014 — 2016
Bachelor of Arts, Honors Business Administration (HBA), Finance
Western University 2011 — 2014
Bachelor of Management and Organizational Studies (BMOS), Finance, General
Upper Canada College 2002 — 2011
High School
BMO Global Asset Management May 2015 - August 2015
BMO Nesbitt Burns May 2014 - August 2014
BMO Harris Private Banking May 2013 - August 2013
BMO Financial Group May 2012 - August 2012
UCC Summer Camps 2008 - 2011
Skills
Research, Time Management, Financial Analysis, Analysis, Event Planning, Portfolio Management, Social Networking, Fundraising, Investment Management, Critical Thinking
Education
Ivey Business School at Western University 2014 — 2016
Bachelor of Arts, Honors Business Administration (HBA), Finance
Western University 2011 — 2014
Bachelor of Management and Organizational Studies (BMOS), Finance, General
Upper Canada College 2002 — 2011
High School
Emily Jarvis's BMO Harris Private Banking Experience May 2012 - August 2012
Job BMO Harris Private Banking Intern, Queen's Commerce Student
Industry Banking
Experience
Limestone District School Board January 2013 - April 2013
Queen's Music Industry Conference November 2012 - April 2013
BMO Harris Private Banking May 2012 - August 2012
BMO Harris Private Banking May 2011 - September 2011
BMO Harris Private Banking June 2009 - August 2010
Montana's Cookhouse November 2008 - March 2009
Skills
Project Management, Leadership, Organizational..., Outstanding time..., Creative Strategy, Highly Dedicated, Project Delivery, Customer Service, Strategic Planning, Networking, Corporate Social...
Education
Queen's University 2010 — 2014
Bachelor of Commerce (B.Com.)
BI Norwegian Business School 2012 — 2013
Bachelor of Commerce (B.Com.)
Limestone District School Board January 2013 - April 2013
Queen's Music Industry Conference November 2012 - April 2013
BMO Harris Private Banking May 2012 - August 2012
BMO Harris Private Banking May 2011 - September 2011
BMO Harris Private Banking June 2009 - August 2010
Montana's Cookhouse November 2008 - March 2009
Skills
Project Management, Leadership, Organizational..., Outstanding time..., Creative Strategy, Highly Dedicated, Project Delivery, Customer Service, Strategic Planning, Networking, Corporate Social...
Education
Queen's University 2010 — 2014
Bachelor of Commerce (B.Com.)
BI Norwegian Business School 2012 — 2013
Bachelor of Commerce (B.Com.)
Dean Reuben-Robinson Dean Reuben-Robinson's BMO Harris Private Banking Experience April 2014 - Present
Job
Industry Financial Services
Experience
BMO Harris Private Banking April 2014 - Present
Skills
Business Strategy, Strategy, Financial Modeling, Strategic Planning, Financial Analysis, Cross-functional Team..., Leadership, Integration, Mergers & Acquisitions, Start-ups, Business Planning, Management Consulting, Finance, Marketing, Corporate Finance
Education
London Business School
MBA
Dalhousie University
Bachelor of Commerce, Co-Op
BMO Harris Private Banking April 2014 - Present
Skills
Business Strategy, Strategy, Financial Modeling, Strategic Planning, Financial Analysis, Cross-functional Team..., Leadership, Integration, Mergers & Acquisitions, Start-ups, Business Planning, Management Consulting, Finance, Marketing, Corporate Finance
Education
London Business School
MBA
Dalhousie University
Bachelor of Commerce, Co-Op
Isabel Hines Isabel Hines's BMO Harris Private Banking Experience June 2010 - August 2010
Job Government Human Services Consulting Analyst at Mercer
Industry Human Resources
Experience
Mercer July 2014 - Present
Mercer August 2013 - Present
Mercer June 2012 - September 2012
Kantar Retail January 2012 - March 2012
BMO Harris Private Banking June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Data Analysis, Spanish, Public Speaking, Research, Microsoft Word, Access, Microsoft SQL Server, Financial Modeling, Statistics, Stata, Nonprofits
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Mercer July 2014 - Present
Mercer August 2013 - Present
Mercer June 2012 - September 2012
Kantar Retail January 2012 - March 2012
BMO Harris Private Banking June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Data Analysis, Spanish, Public Speaking, Research, Microsoft Word, Access, Microsoft SQL Server, Financial Modeling, Statistics, Stata, Nonprofits
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Vivian Woo's BMO Harris Private Banking Experience January 2013 - Present
Job Private Banking Officer at BMO Harris Private Banking
Industry Banking
Experience
BMO Harris Private Banking January 2013 - Present
Guess? 2000 - 2014
BMO Bank of Montreal October 2008 - January 2013
BMO Bank of Montreal September 2007 - October 2008
Skills
Mortgage Lending, Consumer Lending, Debt Consolidation, Loans, Banking, Lines Of Credit, Residential Mortgages, Retail Banking, Refinance, Mutual Funds, Home Equity Lines of..., Investments, Cross Selling, Credit, Customer Service, Risk Management
Education
CSI Global Education 2008 — 2008
Certificate, Canadian Securities Course (CSC)
British Columbia Institute of Technology / BCIT 2003 — 2005
Diploma, Integrated Management Studies
The University of British Columbia / UBC 1996 — 2000
Bachelor of Science (BSc), Chemistry
BMO Harris Private Banking January 2013 - Present
Guess? 2000 - 2014
BMO Bank of Montreal October 2008 - January 2013
BMO Bank of Montreal September 2007 - October 2008
Skills
Mortgage Lending, Consumer Lending, Debt Consolidation, Loans, Banking, Lines Of Credit, Residential Mortgages, Retail Banking, Refinance, Mutual Funds, Home Equity Lines of..., Investments, Cross Selling, Credit, Customer Service, Risk Management
Education
CSI Global Education 2008 — 2008
Certificate, Canadian Securities Course (CSC)
British Columbia Institute of Technology / BCIT 2003 — 2005
Diploma, Integrated Management Studies
The University of British Columbia / UBC 1996 — 2000
Bachelor of Science (BSc), Chemistry
Remy Carpenter Remy Carpenter's BMO Harris Private Banking Experience March 2014 - Present
Job Director, Trust & Estate Services at BMO Harris Bank
Industry Banking
Experience
BMO Harris Private Banking March 2014 - Present
FRAZER, RYAN, GOLDBERG & ARNOLD LLP January 2013 - February 2014
Gust Rosenfeld, PLC August 2011 - December 2012
Charles F. Myers, PA May 2009 - July 2011
Skills
Estate Tax Planning, Gift Tax, Wills, Estate Administration, Estate Planning, Tax Law, Trusts, Powers of Attorney, Tax, Business Transactions, Business Formation, Estate Law, Legal Research
Education
University of Washington School of Law 2007 — 2008
LL.M., Taxation
Arizona State University College of Law 2004 — 2006
J.D.
Arizona State University 1999 — 2003
B.S., Justice Studies
BMO Harris Private Banking March 2014 - Present
FRAZER, RYAN, GOLDBERG & ARNOLD LLP January 2013 - February 2014
Gust Rosenfeld, PLC August 2011 - December 2012
Charles F. Myers, PA May 2009 - July 2011
Skills
Estate Tax Planning, Gift Tax, Wills, Estate Administration, Estate Planning, Tax Law, Trusts, Powers of Attorney, Tax, Business Transactions, Business Formation, Estate Law, Legal Research
Education
University of Washington School of Law 2007 — 2008
LL.M., Taxation
Arizona State University College of Law 2004 — 2006
J.D.
Arizona State University 1999 — 2003
B.S., Justice Studies
Jacqueline Frew C.P.A.,M.S.T. Jacqueline Frew C.P.A.,M.S.T.'s BMO Harris Private Banking Experience June 2006 - December 2010
Job Tax Consultant Owner. Frew & Associates
Industry Accounting
Experience
Frew & Associates, CPA's June 2006 - Present
BMO Harris Private Banking June 2006 - December 2010
BDO Seidman, LLP October 1998 - June 2006
Jacqueline A Frew, CPA, MST; DePaul University; Governors State University; Prairie State College August 1983 - May 1999
Grant Thornton International February 1980 - May 1983
Skills
Expatriate Tax, Multi-state Corporations, High Net Worth..., Partnerships, Litigation Support, Income Tax, Accounting, Corporations, Tax Accounting, S Corporations, GAAP, Investments, QuickBooks, Analysis, Account Reconciliation, Auditing, Tax Advisory, Tax Returns, CPA, Corporate Tax, Tax Preparation
Education
DePaul University 1980 — 1983
Master of Science, Taxation
Northern Illinois University - College of Business
Bachelors, Accounting
Frew & Associates, CPA's June 2006 - Present
BMO Harris Private Banking June 2006 - December 2010
BDO Seidman, LLP October 1998 - June 2006
Jacqueline A Frew, CPA, MST; DePaul University; Governors State University; Prairie State College August 1983 - May 1999
Grant Thornton International February 1980 - May 1983
Skills
Expatriate Tax, Multi-state Corporations, High Net Worth..., Partnerships, Litigation Support, Income Tax, Accounting, Corporations, Tax Accounting, S Corporations, GAAP, Investments, QuickBooks, Analysis, Account Reconciliation, Auditing, Tax Advisory, Tax Returns, CPA, Corporate Tax, Tax Preparation
Education
DePaul University 1980 — 1983
Master of Science, Taxation
Northern Illinois University - College of Business
Bachelors, Accounting
Thomas Lewis Thomas Lewis's BMO Harris Private Banking Experience November 2004 - May 2012
Job Managing Director, Head of Research & Trading at BMO Asset Management Corp., BMO Global Asset Management
Industry Investment Management
Experience
BMO Asset Management Corp., BMO Global Asset Management June 2012 - Present
BMO Harris Private Banking November 2004 - May 2012
BMO Harris Private Banking 1999 - 2004
Phoenix Investment Partners 1998 - 1999
Nesbitt Burns Securities Inc. June 1996 - June 1998
Duff & Phelps Inc. 1976 - 1996
Skills
Portfolio Management, Trading, Equities, Investments, Asset Allocation, Capital Markets, Equity Research, Asset Management, Investment Management, Fixed Income, Wealth Management, Investment Strategies, Bonds, Bloomberg, Alternative Investments
Education
Governors State University 1976 — 1979
Master of Business Administration (MBA), Accounting and Finance
Governors State University 1971 — 1975
Bachelor of Arts (B.A.), Accounting and Finance
BMO Asset Management Corp., BMO Global Asset Management June 2012 - Present
BMO Harris Private Banking November 2004 - May 2012
BMO Harris Private Banking 1999 - 2004
Phoenix Investment Partners 1998 - 1999
Nesbitt Burns Securities Inc. June 1996 - June 1998
Duff & Phelps Inc. 1976 - 1996
Skills
Portfolio Management, Trading, Equities, Investments, Asset Allocation, Capital Markets, Equity Research, Asset Management, Investment Management, Fixed Income, Wealth Management, Investment Strategies, Bonds, Bloomberg, Alternative Investments
Education
Governors State University 1976 — 1979
Master of Business Administration (MBA), Accounting and Finance
Governors State University 1971 — 1975
Bachelor of Arts (B.A.), Accounting and Finance
Janaye Burt, CFA Janaye Burt, CFA's BMO Harris Private Banking Experience October 2010 - August 2013
Job Associate Portfolio Manager, BMO Private Bank
Industry Financial Services
Experience
Homeward Bound August 2013 - March 2014
BMO Harris Private Banking October 2010 - August 2013
J.P. Morgan Private Wealth Management July 2008 - October 2010
A.G. Edwards & Sons, Inc. September 2007 - June 2008
Edward Jones 2007 - 2007
Cambridge Investment Research 2005 - 2006
Skills
Wealth Management, Fixed Income, Equities, Alternative Investments, Asset Allocation, Portfolio Management, Investments, Asset Management, Bloomberg, Investment Strategies
Education
Arizona State University, W. P. Carey School of Business 2004 — 2008
Bachelors of Science, Finance
Homeward Bound August 2013 - March 2014
BMO Harris Private Banking October 2010 - August 2013
J.P. Morgan Private Wealth Management July 2008 - October 2010
A.G. Edwards & Sons, Inc. September 2007 - June 2008
Edward Jones 2007 - 2007
Cambridge Investment Research 2005 - 2006
Skills
Wealth Management, Fixed Income, Equities, Alternative Investments, Asset Allocation, Portfolio Management, Investments, Asset Management, Bloomberg, Investment Strategies
Education
Arizona State University, W. P. Carey School of Business 2004 — 2008
Bachelors of Science, Finance
Tim Philippsen Tim Philippsen's BMO Harris Private Banking Experience February 2015 - Present
Job at
Industry Banking
Experience
BMO Harris Private Banking February 2015 - Present
BMO Harris Private Banking December 2013 - January 2015
Greater Libertyville Soccer Association August 2010 - 2015
BMO Harris Bank February 2011 - December 2013
Soccer Plus May 2008 - December 2010
Athletico August 2008 - April 2010
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Public Speaking, Sales, Coaching, Fundraising, Research, Marketing, Time Management, Teamwork, Event Planning, Non-profits, Data Analysis, Team Building, Access, Banking, Credit Analysis, Commercial Banking
Education
Carthage College 2004 — 2008
B.A., Exercise Science, Business Administration
Carthage College 2004 — 2008
Bachelor of Arts (B.A.), Sports and Exercise
BMO Harris Private Banking February 2015 - Present
BMO Harris Private Banking December 2013 - January 2015
Greater Libertyville Soccer Association August 2010 - 2015
BMO Harris Bank February 2011 - December 2013
Soccer Plus May 2008 - December 2010
Athletico August 2008 - April 2010
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Public Speaking, Sales, Coaching, Fundraising, Research, Marketing, Time Management, Teamwork, Event Planning, Non-profits, Data Analysis, Team Building, Access, Banking, Credit Analysis, Commercial Banking
Education
Carthage College 2004 — 2008
B.A., Exercise Science, Business Administration
Carthage College 2004 — 2008
Bachelor of Arts (B.A.), Sports and Exercise
Roger Albrecht Roger Albrecht's BMO Harris Private Banking Experience 1995 - 2003
Job Executive Vice President MidContinent Capital LLC
Industry Financial Services
Experience
Mid-Continent Capital LLC 2003 - Present
Mid-Continent Capital LLC 2003 - Present
BMO Harris Private Banking 1995 - 2003
Firstar Bank 1993 - 1995
Morningstar 1989 - 1993
Skills
Wealth Management, Investments, Asset Allocation, Portfolio Management, Asset Management, Investment Strategies, Investment Advisory, Investment Management, Mutual Funds, Alternative Investments, Strategic Financial..., Equities, Estate Planning, High Net Worth..., Securities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2000
MS, Finance
Illinois State University 1986 — 1990
Bachelor's of Science, Finance, General
Mid-Continent Capital LLC 2003 - Present
Mid-Continent Capital LLC 2003 - Present
BMO Harris Private Banking 1995 - 2003
Firstar Bank 1993 - 1995
Morningstar 1989 - 1993
Skills
Wealth Management, Investments, Asset Allocation, Portfolio Management, Asset Management, Investment Strategies, Investment Advisory, Investment Management, Mutual Funds, Alternative Investments, Strategic Financial..., Equities, Estate Planning, High Net Worth..., Securities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2000
MS, Finance
Illinois State University 1986 — 1990
Bachelor's of Science, Finance, General
Jehan Assad Jehan Assad's BMO Harris Private Banking Experience 2001 - 2003
Job Regional Head of Sales, Commercial Banking, Quebec & Atlantic Region, Global Payments and Cash Management, HSBC.
Industry Financial Services
Experience
HSBC August 2011 - Present
INTRIA Items Inc. April 2011 - September 2011
American Express July 2009 - April 2010
American Express May 2007 - July 2009
American Express October 2003 - May 2007
BMO Harris Private Banking 2001 - 2003
Bank of Nova Scotia 1995 - 1996
Skills
Relationship Management, Credit Cards, Banking, Portfolio Management, Financial Services, Strategy, Leadership, Management, Cross-functional Team..., Sales, Business Development, B2B, Marketing
Education
York University - Schulich School of Business 2005 — 2006
Management Development Program
Concordia University 1994 — 1999
MBA, International Business
McGill University 1986 — 1989
BA, Economics
Vanier College 1984 — 1986
DEC, Social Studies
HSBC August 2011 - Present
INTRIA Items Inc. April 2011 - September 2011
American Express July 2009 - April 2010
American Express May 2007 - July 2009
American Express October 2003 - May 2007
BMO Harris Private Banking 2001 - 2003
Bank of Nova Scotia 1995 - 1996
Skills
Relationship Management, Credit Cards, Banking, Portfolio Management, Financial Services, Strategy, Leadership, Management, Cross-functional Team..., Sales, Business Development, B2B, Marketing
Education
York University - Schulich School of Business 2005 — 2006
Management Development Program
Concordia University 1994 — 1999
MBA, International Business
McGill University 1986 — 1989
BA, Economics
Vanier College 1984 — 1986
DEC, Social Studies
Tamicia Hall Tamicia Hall's BMO Harris Private Banking Experience 1996 - 2010
Job Senior Operations Manager: Banking & Lending Regulatory Compliance Audit Risk Management
Industry Banking
Experience
Bank of America June 2010 - Present
BMO Harris Private Banking 1996 - 2010
BMO Harris Bank 1987 - 1996
Skills
mortgage, lending operations, banking operations, financial services, regulatory compliance, audit, reporting, data management, risk management, disaster recovery, business continuity, financial governance, risk controls, business transformation, process improvement, SOX 404, Change Management, Banking, Risk Management, Process Improvement, Loans, Team Leadership, Mortgage Banking, Mortgage Lending, Commercial Banking, Retail Banking, Management, Auditing, Credit, Financial Risk, Financial Services, Operations Management
Education
College of Lake County
Business Administration Coursework
Bank of America June 2010 - Present
BMO Harris Private Banking 1996 - 2010
BMO Harris Bank 1987 - 1996
Skills
mortgage, lending operations, banking operations, financial services, regulatory compliance, audit, reporting, data management, risk management, disaster recovery, business continuity, financial governance, risk controls, business transformation, process improvement, SOX 404, Change Management, Banking, Risk Management, Process Improvement, Loans, Team Leadership, Mortgage Banking, Mortgage Lending, Commercial Banking, Retail Banking, Management, Auditing, Credit, Financial Risk, Financial Services, Operations Management
Education
College of Lake County
Business Administration Coursework
Daniel Theriault, CFA, MBA Daniel Theriault, CFA, MBA's BMO Harris Private Banking Experience November 2009 - January 2013
Job Chief Investment Strategist at BMO Private Banking – Guidance for Successful Canadians
Industry Investment Management
Experience
BMO Harris Investment Management Inc January 2013 - Present
BMO Harris Private Banking November 2009 - January 2013
MD Management 2005 - 2009
Danken Music Publishers 1995 - 2003
Scotia Cassels 1998 - 2002
Dalhousie University 1998 - 2002
Scotia Discount Brokerage 1990 - 1995
Saint Mary's University 1987 - 1988
Dalhousie University 1987 - 1987
Skills
Wealth Management, Investment Strategies, Investments, Portfolio Management, Investment Advisory, Asset Allocation, Mutual Funds, Investment Management, Financial Services, High Net Worth..., Retirement Planning, Wealth Management..., Securities, Asset Management, Equities, Fixed Income, Estate Planning, Wealth, Private Banking, Strategic Financial..., Financial Advisory, Alternative Investments, Retirement, Banking, Capital Markets, Financial Planners, Asset Managment, Education
Education
Dalhousie University 1982 — 1984
MBA, International Finance
Carleton University 1978 — 1980
Bachelor of Music, Music
University of Ottawa
Bachelor’s Degree, English, Music & Philosophy
Pine Grove
BMO Harris Investment Management Inc January 2013 - Present
BMO Harris Private Banking November 2009 - January 2013
MD Management 2005 - 2009
Danken Music Publishers 1995 - 2003
Scotia Cassels 1998 - 2002
Dalhousie University 1998 - 2002
Scotia Discount Brokerage 1990 - 1995
Saint Mary's University 1987 - 1988
Dalhousie University 1987 - 1987
Skills
Wealth Management, Investment Strategies, Investments, Portfolio Management, Investment Advisory, Asset Allocation, Mutual Funds, Investment Management, Financial Services, High Net Worth..., Retirement Planning, Wealth Management..., Securities, Asset Management, Equities, Fixed Income, Estate Planning, Wealth, Private Banking, Strategic Financial..., Financial Advisory, Alternative Investments, Retirement, Banking, Capital Markets, Financial Planners, Asset Managment, Education
Education
Dalhousie University 1982 — 1984
MBA, International Finance
Carleton University 1978 — 1980
Bachelor of Music, Music
University of Ottawa
Bachelor’s Degree, English, Music & Philosophy
Pine Grove
Mindy Lucchesi, CTFA Mindy Lucchesi, CTFA's BMO Harris Private Banking Experience November 1996 - Present
Job Assistant Vice President and Trust Administrator
Industry Banking
Experience
Rockford Dance Company 2012 - Present
BMO Harris Private Banking November 1996 - Present
Skills
Trust Services, High Net Worth..., Wealth Management, Estate Planning, Trusts, Retirement Planning, Private Banking, Estate Administration, Asset Allocation, Investment Management, Investment Strategies
Education
Cannon Financial Institute 2004 — 2006
CTFA, Trust School
Judson University 2001 — 2003
BA, Business Management & Leadership
Eastern Illinois University 1993 — 1995
Rockford Dance Company 2012 - Present
BMO Harris Private Banking November 1996 - Present
Skills
Trust Services, High Net Worth..., Wealth Management, Estate Planning, Trusts, Retirement Planning, Private Banking, Estate Administration, Asset Allocation, Investment Management, Investment Strategies
Education
Cannon Financial Institute 2004 — 2006
CTFA, Trust School
Judson University 2001 — 2003
BA, Business Management & Leadership
Eastern Illinois University 1993 — 1995
Jorge Ramos, CFP, CLU, CHS Jorge Ramos, CFP, CLU, CHS's BMO Harris Private Banking Experience September 2007 - February 2009
Job Senior Estate Planning Consultant
Industry Insurance
Experience
Assante Wealth Management October 2014 - Present
Financial Intelligence September 2007 - Present
Industrial Alliance February 2010 - October 2014
Weigh House Investor Services 2009 - 2010
BMO Harris Private Banking September 2007 - February 2009
Transamerica Life Canada 2001 - 2007
Aegon 2001 - 2007
DundeeWealth Inc. 1998 - 2001
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Insurance, Investments, Mutual Funds, Life Insurance, Disability Insurance, Estate Planning, Retirement, Critical Illness, Investment Strategies, Business Strategy, Financial Services, Portfolio Management, Financial Planners, Strategic Planning, Fixed Annuities, Business Planning, Marketing Strategy, Financial Advisory, Investment Advisory, Term Life Insurance, Wealth, Financial Planning, Health Insurance, Long-term Care, Sales, Small Business, Coaching, Risk Management, Employee Benefits, Pensions, Finance, Relationship Management, Management, Asset Allocation, Securities, Financial Analysis, Leadership, Strategy
Education
Centennial College 1989 — 1992
International Business, International Business
De La Salle 1984 — 1987
High School, High School
Assante Wealth Management October 2014 - Present
Financial Intelligence September 2007 - Present
Industrial Alliance February 2010 - October 2014
Weigh House Investor Services 2009 - 2010
BMO Harris Private Banking September 2007 - February 2009
Transamerica Life Canada 2001 - 2007
Aegon 2001 - 2007
DundeeWealth Inc. 1998 - 2001
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Insurance, Investments, Mutual Funds, Life Insurance, Disability Insurance, Estate Planning, Retirement, Critical Illness, Investment Strategies, Business Strategy, Financial Services, Portfolio Management, Financial Planners, Strategic Planning, Fixed Annuities, Business Planning, Marketing Strategy, Financial Advisory, Investment Advisory, Term Life Insurance, Wealth, Financial Planning, Health Insurance, Long-term Care, Sales, Small Business, Coaching, Risk Management, Employee Benefits, Pensions, Finance, Relationship Management, Management, Asset Allocation, Securities, Financial Analysis, Leadership, Strategy
Education
Centennial College 1989 — 1992
International Business, International Business
De La Salle 1984 — 1987
High School, High School
Kate Penney Kate Penney's BMO Harris Private Banking Experience 2001 - 2007
Job Pastor at North Christian Church, Fort Wayne, IN
Industry Religious Institutions
Experience
North Christian Church June 2012 - Present
St. Paul Christian Church June 2010 - June 2012
Centenary Christian Church August 2009 - May 2010
Bureau County Health & Wellness Clinic 2007 - 2008
BMO Harris Private Banking 2001 - 2007
Intel Corporation 1994 - 1999
Skills
Preaching, Pastoral Care, Theology, Biblical Studies, Discipleship, Vocal Coaching, Vocal Performance, Music Supervision, Administration, Project Management, System Administration, Youth Ministry, Social Media, Life Coaching, Music, Pastoral Counseling, Singing, Religion, Public Speaking, Community Outreach, Coaching, Spiritual Direction, Homiletics, Pastoral, Church Consulting, Leadership, Exegesis, Hermeneutics, Liturgy, Church Administration, Chaplaincy, Pastoral Theology, Pastoring, Church Growth, Gospel, Ministry Development, Evangelism, Religious Studies, Missions, Discipleship Training, Practical Theology, Church History, Apologetics, Biblical Teaching, Student Ministry, Religious Education, Bible, Social Justice, Bible Study, Expository Preaching
Education
Christian Theological Seminary 2008 — 2011
Master of Divinity, Magna Cum Laude
North Christian Church June 2012 - Present
St. Paul Christian Church June 2010 - June 2012
Centenary Christian Church August 2009 - May 2010
Bureau County Health & Wellness Clinic 2007 - 2008
BMO Harris Private Banking 2001 - 2007
Intel Corporation 1994 - 1999
Skills
Preaching, Pastoral Care, Theology, Biblical Studies, Discipleship, Vocal Coaching, Vocal Performance, Music Supervision, Administration, Project Management, System Administration, Youth Ministry, Social Media, Life Coaching, Music, Pastoral Counseling, Singing, Religion, Public Speaking, Community Outreach, Coaching, Spiritual Direction, Homiletics, Pastoral, Church Consulting, Leadership, Exegesis, Hermeneutics, Liturgy, Church Administration, Chaplaincy, Pastoral Theology, Pastoring, Church Growth, Gospel, Ministry Development, Evangelism, Religious Studies, Missions, Discipleship Training, Practical Theology, Church History, Apologetics, Biblical Teaching, Student Ministry, Religious Education, Bible, Social Justice, Bible Study, Expository Preaching
Education
Christian Theological Seminary 2008 — 2011
Master of Divinity, Magna Cum Laude
Jared Sterr Jared Sterr's BMO Harris Private Banking Experience June 2010 - August 2011
Job Investment Representative
Industry Financial Services
Experience
LPL Financial September 2011 - Present
BMO Harris Private Banking June 2010 - August 2011
JPMorgan December 2007 - June 2010
Wachovia Securities, LLC September 2006 - April 2007
Vandham Securities May 2005 - August 2005
Skills
Portfolio Management, Investments, Series 7, Series 63, Asset Allocation
Education
Creighton University 2001 — 2005
B.S.B.A., Finance
LPL Financial September 2011 - Present
BMO Harris Private Banking June 2010 - August 2011
JPMorgan December 2007 - June 2010
Wachovia Securities, LLC September 2006 - April 2007
Vandham Securities May 2005 - August 2005
Skills
Portfolio Management, Investments, Series 7, Series 63, Asset Allocation
Education
Creighton University 2001 — 2005
B.S.B.A., Finance
Zak Pernari Zak Pernari's BMO Harris Private Banking Experience September 2014 - April 2015
Job Commercial Credit Analyst at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group April 2015 - Present
BMO Harris Private Banking September 2014 - April 2015
BMO Harris Private Banking July 2013 - September 2014
BMO Financial Group January 2013 - June 2013
Freedom 55 Financial July 2012 - January 2013
Skills
Analytical Skills, Customer Service, Banking, Goal Oriented, Investment Management, Communication Skills, Financial Analysis, Asset Allocation, Portfolio Management, Investments, Financial Modeling, Microsoft Office, High level of initiative, Microsoft Excel, Sales, Finance, Customer Oriented, Mathematics, High Organizational..., Work Ethic, Report Writing Skills, Teamwork, Trend Researching, Superior Sales Skills, People Skills, Creative Ability, Initiative, Superior Computer Skills, Financial Planning, Financial Services, Accounting, Analysis, Risk Management, Financial Risk, Securities, Credit, Mutual Funds, Retirement Planning, Estate Planning, Tax
Education
CFA Institute
CFA Level 2 Candidate
Carleton University 2007 — 2011
Bachelor of Commerce, Commerce
Independent Coursework
BMO Financial Group April 2015 - Present
BMO Harris Private Banking September 2014 - April 2015
BMO Harris Private Banking July 2013 - September 2014
BMO Financial Group January 2013 - June 2013
Freedom 55 Financial July 2012 - January 2013
Skills
Analytical Skills, Customer Service, Banking, Goal Oriented, Investment Management, Communication Skills, Financial Analysis, Asset Allocation, Portfolio Management, Investments, Financial Modeling, Microsoft Office, High level of initiative, Microsoft Excel, Sales, Finance, Customer Oriented, Mathematics, High Organizational..., Work Ethic, Report Writing Skills, Teamwork, Trend Researching, Superior Sales Skills, People Skills, Creative Ability, Initiative, Superior Computer Skills, Financial Planning, Financial Services, Accounting, Analysis, Risk Management, Financial Risk, Securities, Credit, Mutual Funds, Retirement Planning, Estate Planning, Tax
Education
CFA Institute
CFA Level 2 Candidate
Carleton University 2007 — 2011
Bachelor of Commerce, Commerce
Independent Coursework
William Mitchell William Mitchell's BMO Harris Private Banking Experience October 2005 - August 2006
Job Portfolio Manager at Leon Frazer & Associates Inc.
Industry Investment Management
Experience
Leon Frazer & Associates Inc. March 2015 - Present
UBS Wealth Management December 2013 - February 2015
HSBC Global Asset Management (Canada) Ltd May 2009 - November 2013
ATB Financial August 2008 - April 2009
Bissett School of Business, Mount Royal University September 2006 - August 2008
RBC Investments September 2006 - April 2008
BMO Harris Private Banking October 2005 - August 2006
Skills
Direct Sales, People Management, Teaching, Strategic Financial..., Investment Management, Investment Advisory, Investments, Management, Wealth Management, High Net Worth..., Relationship Management, Wealth, Mutual Funds, Finance, Portfolio Management, Financial Risk, Investment Strategies, Retirement, Asset Allocation, Financial Advisory, Financial Planning, Asset Management, Business Development, Pensions, Financial Services, Wealth Management..., Credit, Bonds, Risk Management, Hedge Funds, Financial Planners, Financial Markets, Capital Markets, Mortgage Lending, Equity Research, Banking, Estate Planning, Alternative Investments, Residential Mortgages, Fixed Income, Private Banking, Retirement Planning, Trading, Commercial Banking, Financial Analysis, Derivatives, Securities, Equities, Credit Analysis, Options
Education
Dalhousie University 2002 — 2006
MBA, Financial Services
York University 1986 — 1990
BA, Economics
Leon Frazer & Associates Inc. March 2015 - Present
UBS Wealth Management December 2013 - February 2015
HSBC Global Asset Management (Canada) Ltd May 2009 - November 2013
ATB Financial August 2008 - April 2009
Bissett School of Business, Mount Royal University September 2006 - August 2008
RBC Investments September 2006 - April 2008
BMO Harris Private Banking October 2005 - August 2006
Skills
Direct Sales, People Management, Teaching, Strategic Financial..., Investment Management, Investment Advisory, Investments, Management, Wealth Management, High Net Worth..., Relationship Management, Wealth, Mutual Funds, Finance, Portfolio Management, Financial Risk, Investment Strategies, Retirement, Asset Allocation, Financial Advisory, Financial Planning, Asset Management, Business Development, Pensions, Financial Services, Wealth Management..., Credit, Bonds, Risk Management, Hedge Funds, Financial Planners, Financial Markets, Capital Markets, Mortgage Lending, Equity Research, Banking, Estate Planning, Alternative Investments, Residential Mortgages, Fixed Income, Private Banking, Retirement Planning, Trading, Commercial Banking, Financial Analysis, Derivatives, Securities, Equities, Credit Analysis, Options
Education
Dalhousie University 2002 — 2006
MBA, Financial Services
York University 1986 — 1990
BA, Economics
Lisa Schaffner Lisa Schaffner's BMO Harris Private Banking Experience April 2014 - Present
Job National Director, Wealth Specialist Strategy & Execution at BMO Harris Private Banking
Industry Banking
Experience
BMO Harris Private Banking April 2014 - Present
Naperville Area Humane Society 2010 - Present
BMO Harris Private Banking February 2010 - April 2014
Harris Bank January 2008 - February 2010
National City Bank May 2005 - December 2007
Key Bank September 2002 - April 2005
Sky Bank September 2000 - August 2002
Sky Technology Resources August 1998 - July 2000
Skills
Credit, Loans, Portfolio Management, Banking, Investments, Customer Service, Small Business Lending, Commercial Lending, Mortgage Lending, Consumer Lending, Credit Analysis, Financial Analysis, Commercial Banking, Underwriting, Retail Banking, Leadership, Wealth Management, Treasury Management, Strategic Planning, Coaching, Cash Management, Team Building, Marketing, Mortgage Banking, Relationship Management, Risk Management, Loan Origination, Asset Based Lending, Asset Management, Budgets, Commercial Mortgages, Credit Cards, Credit Risk, Cross Selling, Deposits, Finance, Financial Advisory, Financial Services, Insurance, Lines Of Credit, Mutual Funds, Private Banking, Refinance, Residential Mortgages, Retirement Planning, Securities, Series 7, Small Business, Strategic Financial..., Financial Risk
Education
Bowling Green State University 1998 — 2003
Bachelors, Science, Environmental Health
Magnificat
BMO Harris Private Banking April 2014 - Present
Naperville Area Humane Society 2010 - Present
BMO Harris Private Banking February 2010 - April 2014
Harris Bank January 2008 - February 2010
National City Bank May 2005 - December 2007
Key Bank September 2002 - April 2005
Sky Bank September 2000 - August 2002
Sky Technology Resources August 1998 - July 2000
Skills
Credit, Loans, Portfolio Management, Banking, Investments, Customer Service, Small Business Lending, Commercial Lending, Mortgage Lending, Consumer Lending, Credit Analysis, Financial Analysis, Commercial Banking, Underwriting, Retail Banking, Leadership, Wealth Management, Treasury Management, Strategic Planning, Coaching, Cash Management, Team Building, Marketing, Mortgage Banking, Relationship Management, Risk Management, Loan Origination, Asset Based Lending, Asset Management, Budgets, Commercial Mortgages, Credit Cards, Credit Risk, Cross Selling, Deposits, Finance, Financial Advisory, Financial Services, Insurance, Lines Of Credit, Mutual Funds, Private Banking, Refinance, Residential Mortgages, Retirement Planning, Securities, Series 7, Small Business, Strategic Financial..., Financial Risk
Education
Bowling Green State University 1998 — 2003
Bachelors, Science, Environmental Health
Magnificat
Tai Davis Tai Davis's BMO Harris Private Banking Experience September 2010 - June 2014
Job Mortgage Processor
Industry Financial Services
Experience
Home State Bank / N.A. June 2015 - Present
PNC April 2015 - June 2015
Wintrust Mortgage February 2015 - April 2015
Arvest Mortgage Company July 2014 - December 2014
BMO Harris Private Banking September 2010 - June 2014
The Salem Group September 2010 - April 2011
FMS 2009 - 2010
Arden B. September 2008 - September 2009
Metrocities Mortgage 2007 - 2007
Argent Mortgage 2004 - 2006
Skills
Banking, Vendor Management, CRM, Retail, Finance, Sales, Marketing, Loans, Underwriting, Customer Service, Financial Analysis, Credit Analysis, Mortgage Lending, Process Improvement, Credit, Loan Origination, Insurance, Leadership, Real Estate Economics, Residential Mortgages, Refinance, Mortgage Banking, Investments, FHA, Mortgage Underwriting, Credit Risk, VA loans, Real Estate, FHA financing, Mortgage Servicing, FHA Financing, VA Loans
Education
Elgin Community College 2000 — 2001
Business, Marketing
Home State Bank / N.A. June 2015 - Present
PNC April 2015 - June 2015
Wintrust Mortgage February 2015 - April 2015
Arvest Mortgage Company July 2014 - December 2014
BMO Harris Private Banking September 2010 - June 2014
The Salem Group September 2010 - April 2011
FMS 2009 - 2010
Arden B. September 2008 - September 2009
Metrocities Mortgage 2007 - 2007
Argent Mortgage 2004 - 2006
Skills
Banking, Vendor Management, CRM, Retail, Finance, Sales, Marketing, Loans, Underwriting, Customer Service, Financial Analysis, Credit Analysis, Mortgage Lending, Process Improvement, Credit, Loan Origination, Insurance, Leadership, Real Estate Economics, Residential Mortgages, Refinance, Mortgage Banking, Investments, FHA, Mortgage Underwriting, Credit Risk, VA loans, Real Estate, FHA financing, Mortgage Servicing, FHA Financing, VA Loans
Education
Elgin Community College 2000 — 2001
Business, Marketing
Paula Heddle Paula Heddle's BMO Harris Private Banking Experience May 2005 - August 2005
Job Consultant at Sila Solutions Group
Industry Aviation & Aerospace
Experience
Sila Solutions Group September 2015 - Present
psourze.com December 2010 - Present
Barkz the dog stop March 2007 - November 2010
Kirkland Downtown Association February 2008 - February 2010
Talents Within Inc. September 2001 - January 2006
BMO Harris Private Banking May 2005 - August 2005
Appleby College September 2000 - September 2004
Skills
Marketing, Strategy, Entrepreneurship, Leadership, Management, Program Management, Change Management, Strategic Planning, Fundraising, Integrated Marketing, Sales, Logistics, Community Outreach, Management Consulting, Business Strategy, Start-ups, Business Planning
Education
The University of Western Ontario - Richard Ivey School of Business 2004 — 2006
MBA
Canisius College 1995 — 1997
MSED, Education
Western University 1992 — 1995
Bachelor's Degree, Mathematics
Sila Solutions Group September 2015 - Present
psourze.com December 2010 - Present
Barkz the dog stop March 2007 - November 2010
Kirkland Downtown Association February 2008 - February 2010
Talents Within Inc. September 2001 - January 2006
BMO Harris Private Banking May 2005 - August 2005
Appleby College September 2000 - September 2004
Skills
Marketing, Strategy, Entrepreneurship, Leadership, Management, Program Management, Change Management, Strategic Planning, Fundraising, Integrated Marketing, Sales, Logistics, Community Outreach, Management Consulting, Business Strategy, Start-ups, Business Planning
Education
The University of Western Ontario - Richard Ivey School of Business 2004 — 2006
MBA
Canisius College 1995 — 1997
MSED, Education
Western University 1992 — 1995
Bachelor's Degree, Mathematics
Nicolas Joly's BMO Harris Private Banking Experience January 2014 - June 2014
Job Marketing Enthusiast and Visionary
Industry Marketing and Advertising
Experience
LOGiQ3 Corp. July 2014 - Present
BMO Harris Private Banking January 2014 - June 2014
PPLCONNECT February 2014 - April 2014
BMO January 2013 - September 2013
BMO August 2011 - December 2012
Zara August 2010 - August 2011
Best Buy Canada October 2007 - May 2009
Skills
Leadership, Teamwork, Time Management, Investments, Marketing Strategy, Entrepreneurship, Photoshop, Customer Experience..., Financial Analysis, Mutual Funds, Innovation, Customer Experience, E-commerce, Mobile Marketing, Project Planning, Investment Strategies, Mortgage Lending, Marketing, Social Media Marketing, Microsoft Office, PowerPoint, Microsoft Excel, Sales, Customer Service, Social Media
Education
Concordia University 2010 — 2014
Bachelor of Commerce (B.Com.), Marketing
CEGEP - John Abbott College 2007 — 2009
Commerce, Business / Commerce
Saint Thomas High School 2005 — 2007
High School Degree
LOGiQ3 Corp. July 2014 - Present
BMO Harris Private Banking January 2014 - June 2014
PPLCONNECT February 2014 - April 2014
BMO January 2013 - September 2013
BMO August 2011 - December 2012
Zara August 2010 - August 2011
Best Buy Canada October 2007 - May 2009
Skills
Leadership, Teamwork, Time Management, Investments, Marketing Strategy, Entrepreneurship, Photoshop, Customer Experience..., Financial Analysis, Mutual Funds, Innovation, Customer Experience, E-commerce, Mobile Marketing, Project Planning, Investment Strategies, Mortgage Lending, Marketing, Social Media Marketing, Microsoft Office, PowerPoint, Microsoft Excel, Sales, Customer Service, Social Media
Education
Concordia University 2010 — 2014
Bachelor of Commerce (B.Com.), Marketing
CEGEP - John Abbott College 2007 — 2009
Commerce, Business / Commerce
Saint Thomas High School 2005 — 2007
High School Degree
Magda Kaczmarek, CAMS's BMO Harris Private Banking Experience April 2008 - November 2009
Job AML Quality Assurance Specialist at Community Trust Company
Industry Security and Investigations
Experience
Community Trust Company January 2015 - Present
Equitable Bank June 2014 - January 2015
Equitable Bank July 2010 - January 2015
BMO Harris Private Banking April 2008 - November 2009
First National Financial LP May 2006 - March 2007
BMO Financial Group 2001 - 2006
Law Clerk June 2000 - September 2000
Skills
Attention To Detail, Analytical Approach, Investigations, Research, Financial Risk, Accounting, AML, Private Investigations, Analytical Skills
Education
Athabasca University
Bachelor of Professional Arts, Criminal Justice
ACAMS 2012 — 2012
Certified AML Specialist, Risk Mitigation
Humber College 1998 — 2000
Legal Assistant, Law
Community Trust Company January 2015 - Present
Equitable Bank June 2014 - January 2015
Equitable Bank July 2010 - January 2015
BMO Harris Private Banking April 2008 - November 2009
First National Financial LP May 2006 - March 2007
BMO Financial Group 2001 - 2006
Law Clerk June 2000 - September 2000
Skills
Attention To Detail, Analytical Approach, Investigations, Research, Financial Risk, Accounting, AML, Private Investigations, Analytical Skills
Education
Athabasca University
Bachelor of Professional Arts, Criminal Justice
ACAMS 2012 — 2012
Certified AML Specialist, Risk Mitigation
Humber College 1998 — 2000
Legal Assistant, Law
Kenneth M Lubas Kenneth M Lubas's BMO Harris Private Banking Experience January 2003 - July 2006
Job Managing Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2007 - November 2014
BMO Harris Private Banking January 2003 - July 2006
DLJ Direct April 2000 - January 2003
Charles Schwab January 1996 - January 2000
Skills
Customer Service, Microsoft Office, Project Management, Strategic Planning, Microsoft Excel, Leadership, Sales, Marketing, Public Speaking, New Business Development, Marketing Strategy, Asset Management
Education
University of South Florida, East Stroudsburg University 1985 — 1990
Economics
East Stroudsburg University of Pennsylvania
Bachelor of Arts (BA), Business/Managerial Economics
TIAA-CREF March 2007 - November 2014
BMO Harris Private Banking January 2003 - July 2006
DLJ Direct April 2000 - January 2003
Charles Schwab January 1996 - January 2000
Skills
Customer Service, Microsoft Office, Project Management, Strategic Planning, Microsoft Excel, Leadership, Sales, Marketing, Public Speaking, New Business Development, Marketing Strategy, Asset Management
Education
University of South Florida, East Stroudsburg University 1985 — 1990
Economics
East Stroudsburg University of Pennsylvania
Bachelor of Arts (BA), Business/Managerial Economics
riccardo cristiano's BMO Harris Private Banking Experience January 1997 - January 2000
Job Senior Financial Advisor at CIBC
Industry Investment Banking
Experience
CIBC IMPERIAL SERVICE January 2000 - Present
BMO HARRIS PRIVATE BANKING January 1997 - January 2000
Skills
Investments, Finance, Credit, Loans, Mortgage Lending, Portfolio Management, Wealth Management, Banking, Mutual Funds, Equities
Education
Concordia University 1994 — 1998
Bachelor of Commerce (B.Com.), Finance, General
vanier college
CIBC IMPERIAL SERVICE January 2000 - Present
BMO HARRIS PRIVATE BANKING January 1997 - January 2000
Skills
Investments, Finance, Credit, Loans, Mortgage Lending, Portfolio Management, Wealth Management, Banking, Mutual Funds, Equities
Education
Concordia University 1994 — 1998
Bachelor of Commerce (B.Com.), Finance, General
vanier college
Jared Spice, CFA Jared Spice, CFA's BMO Harris Private Banking Experience November 2013 - Present
Job Manager at BMO Harris Private Banking
Industry Financial Services
Experience
BMO Harris Private Banking November 2013 - Present
Passing The CFA July 2012 - Present
Humber Global Opportunity Fund November 2011 - April 2012
CI Investments Inc. January 2010 - November 2011
CI Investments Inc. September 2002 - December 2009
CI Investments Inc. December 2000 - September 2002
Scotiabank May 1996 - July 2000
Skills
Equities, Bloomberg, Portfolio Management, Investments, Mutual Funds, Capital Markets, Financial Modeling, Equity Research, Securities, Analysis, Bonds, Trading, Asset Allocation, Wealth Management, Financial Analysis, Finance, Asset Management
Education
Brigham Young University 1991 — 1995
Bachelor, Music
School of Continuing Studies
BMO Harris Private Banking November 2013 - Present
Passing The CFA July 2012 - Present
Humber Global Opportunity Fund November 2011 - April 2012
CI Investments Inc. January 2010 - November 2011
CI Investments Inc. September 2002 - December 2009
CI Investments Inc. December 2000 - September 2002
Scotiabank May 1996 - July 2000
Skills
Equities, Bloomberg, Portfolio Management, Investments, Mutual Funds, Capital Markets, Financial Modeling, Equity Research, Securities, Analysis, Bonds, Trading, Asset Allocation, Wealth Management, Financial Analysis, Finance, Asset Management
Education
Brigham Young University 1991 — 1995
Bachelor, Music
School of Continuing Studies
Gregg Lunceford, CFP's BMO Harris Private Banking Experience August 2014 - Present
Job Director, National Sales Effectiveness at BMO Harris Private Banking
Industry Banking
Experience
BMO Harris Private Banking August 2014 - Present
BMO Harris Private Banking August 2008 - July 2014
Chicago Scholars Foundation 2001 - 2013
Northern Trust 2001 - 2008
BMO Capital Markets 1994 - 2000
JP Morgan Chase 1992 - 1994
Skills
Series 7, Investment Advisory, Loans, Risk Management, Commercial Banking, Investments, Series 63, Relationship Management, Investment Strategies, Retirement Planning, Strategic Financial..., Credit Analysis, Credit, Wealth Management, High Net Worth..., Equities, Commercial Lending, Asset Allocation, Mutual Funds, Derivatives, Banking, Portfolio Management, Financial Analysis, Alternative Investments, Financial Modeling, Securities, Asset Management, Hedge Funds, Wealth, Capital Markets, Estate Planning, Mortgage Lending, Investment Management, Wealth Management..., Private Banking, Fixed Income, ETFs, Series 65, Bloomberg, Investment Banking, Financial Services, Bonds, Financial Planning
Education
Case Western Reserve University
Doctor of Philosophy (Ph.D.)
Washington University in St. Louis
Master of Business Administration (M.B.A.)
Loyola University of Chicago
BBA, Business/Managerial Economics
Northwestern University
Financial Planning Studies
BMO Harris Private Banking August 2014 - Present
BMO Harris Private Banking August 2008 - July 2014
Chicago Scholars Foundation 2001 - 2013
Northern Trust 2001 - 2008
BMO Capital Markets 1994 - 2000
JP Morgan Chase 1992 - 1994
Skills
Series 7, Investment Advisory, Loans, Risk Management, Commercial Banking, Investments, Series 63, Relationship Management, Investment Strategies, Retirement Planning, Strategic Financial..., Credit Analysis, Credit, Wealth Management, High Net Worth..., Equities, Commercial Lending, Asset Allocation, Mutual Funds, Derivatives, Banking, Portfolio Management, Financial Analysis, Alternative Investments, Financial Modeling, Securities, Asset Management, Hedge Funds, Wealth, Capital Markets, Estate Planning, Mortgage Lending, Investment Management, Wealth Management..., Private Banking, Fixed Income, ETFs, Series 65, Bloomberg, Investment Banking, Financial Services, Bonds, Financial Planning
Education
Case Western Reserve University
Doctor of Philosophy (Ph.D.)
Washington University in St. Louis
Master of Business Administration (M.B.A.)
Loyola University of Chicago
BBA, Business/Managerial Economics
Northwestern University
Financial Planning Studies
Ethan Frey, JD, CLU Ethan Frey, JD, CLU's BMO Harris Private Banking Experience January 2011 - Present
Job Director, Wealth Advisor at BMO Harris Private Banking
Industry Investment Management
Experience
BMO Harris Private Banking January 2011 - Present
Walker Financial, LLC August 2008 - January 2011
Frey & McCue, PLLC September 1999 - August 2008
Skills
Estate Planning, High Net Worth..., Succession Planning, Investments, Wealth Management, Asset Managment
Education
Georgetown University 1987 — 1991
BA, Government
Georgetown University Law Center 1992 — 1995
JD
The American College 1998 — 1998
CLU
BMO Harris Private Banking January 2011 - Present
Walker Financial, LLC August 2008 - January 2011
Frey & McCue, PLLC September 1999 - August 2008
Skills
Estate Planning, High Net Worth..., Succession Planning, Investments, Wealth Management, Asset Managment
Education
Georgetown University 1987 — 1991
BA, Government
Georgetown University Law Center 1992 — 1995
JD
The American College 1998 — 1998
CLU
Kevin Kurtis, CTPA Kevin Kurtis, CTPA's BMO Harris Private Banking Experience August 2013 - February 2015
Job Associate Portfolio Manager at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking February 2015 - Present
BMO Harris Private Banking August 2013 - February 2015
Merrill Lynch June 2012 - 2013
Fifth Third Bank February 2011 - April 2012
Thrivent Financial for Lutherans August 2010 - February 2011
UPS October 2003 - July 2010
Experiential Learning Center January 2010 - May 2010
Skills
Series 7, Financial Analysis, Banking, Investments, Excel, PowerPoint, Word, Corporate Finance, Insurance, Microsoft Office, Access, Customer Service, Problem Solving, Data Analysis, Outlook, Teamwork, Retail, Microsoft Excel, Microsoft Word
Education
Northern Illinois University - College of Business 2008 — 2010
Bachelor of Science, Finance, Minor: Philosophy
College of DuPage 2005 — 2008
Associate of Arts, Honors
BMO Private Banking February 2015 - Present
BMO Harris Private Banking August 2013 - February 2015
Merrill Lynch June 2012 - 2013
Fifth Third Bank February 2011 - April 2012
Thrivent Financial for Lutherans August 2010 - February 2011
UPS October 2003 - July 2010
Experiential Learning Center January 2010 - May 2010
Skills
Series 7, Financial Analysis, Banking, Investments, Excel, PowerPoint, Word, Corporate Finance, Insurance, Microsoft Office, Access, Customer Service, Problem Solving, Data Analysis, Outlook, Teamwork, Retail, Microsoft Excel, Microsoft Word
Education
Northern Illinois University - College of Business 2008 — 2010
Bachelor of Science, Finance, Minor: Philosophy
College of DuPage 2005 — 2008
Associate of Arts, Honors
John A. Pavela John A. Pavela's BMO Harris Private Banking Experience February 2009 - Present
Job Regional Investment Manager & V.P. at Harris Bank
Industry Investment Management
Experience
BMO Harris Private Banking February 2009 - Present
Caporice Investments May 2008 - February 2009
Wachovia Bank, N.A. March 2007 - August 2007
Wachovia Bank, N.A. April 2006 - September 2006
Wachovia Bank, N.A. February 2002 - April 2006
Wachovia Bank, N.A. May 1997 - February 2002
LaSalle National Bank, N.A. April 1992 - August 1996
LaSalle National Bank, N.A. March 1988 - January 1991
Skills
Fixed Income, Investments, Private Banking, Wealth Management, Portfolio Management, Asset Managment, Commercial Banking, Asset Allocation, Financial Services, Asset Management, Investment Management, Alternative Investments, Management, Investment Advisory, High Net Worth..., Wealth Management...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1994
M.B.A., Finance
Florida State University - College of Business 1984 — 1987
B.S., Finance
BMO Harris Private Banking February 2009 - Present
Caporice Investments May 2008 - February 2009
Wachovia Bank, N.A. March 2007 - August 2007
Wachovia Bank, N.A. April 2006 - September 2006
Wachovia Bank, N.A. February 2002 - April 2006
Wachovia Bank, N.A. May 1997 - February 2002
LaSalle National Bank, N.A. April 1992 - August 1996
LaSalle National Bank, N.A. March 1988 - January 1991
Skills
Fixed Income, Investments, Private Banking, Wealth Management, Portfolio Management, Asset Managment, Commercial Banking, Asset Allocation, Financial Services, Asset Management, Investment Management, Alternative Investments, Management, Investment Advisory, High Net Worth..., Wealth Management...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1994
M.B.A., Finance
Florida State University - College of Business 1984 — 1987
B.S., Finance
Jarrett Judkins, MS, ITILv3's BMO Harris Private Banking Experience March 2012 - November 2012
Job IT Program/Senior Project Manager
Industry Information Technology and Services
Experience
Randstad Technologies US May 2014 - Present
Northern Trust November 2012 - April 2014
BMO Harris Private Banking March 2012 - November 2012
CNA Insurance October 2011 - March 2012
Northern Trust February 2011 - October 2011
Motorola Solutions November 2009 - February 2011
McDonald's Corporation May 2007 - June 2009
TimeMed Labeling Systems April 2006 - March 2007
Northern Trust Global Investments June 2005 - February 2006
Co-Operative Bulk Handling Ltd. May 2003 - June 2005
Skills
Project Management, Program Management, Project Portfolio..., SDLC, Infrastructure, Vendor Management, IT Strategy, ITIL, Project Planning, Requirements Analysis, Outsourcing, Resource Management, Software Documentation, Software Project..., Business Analysis, PMO, Cross-functional Team..., ERP, Requirements Gathering, Project Delivery, Systems Analysis, Change Management, Data Warehousing, Process Improvement, IT Management, Integration, IT Service Management, Virtualization, Service Delivery, Business Process..., Enterprise Architecture, Analysis, Software Development, Business Requirements, Business Process
Education
University of Illinois Springfield 2011 — 2013
Master of Science (MS), Management Information Systems
University of Illinois Springfield 2009 — 2010
Graduate Certificate, Project Management
DeVry University 1988 — 1990
Bachelor of Science (BS), Computer Information Systems
Percy L. Julian High School 1979 — 1983
Randstad Technologies US May 2014 - Present
Northern Trust November 2012 - April 2014
BMO Harris Private Banking March 2012 - November 2012
CNA Insurance October 2011 - March 2012
Northern Trust February 2011 - October 2011
Motorola Solutions November 2009 - February 2011
McDonald's Corporation May 2007 - June 2009
TimeMed Labeling Systems April 2006 - March 2007
Northern Trust Global Investments June 2005 - February 2006
Co-Operative Bulk Handling Ltd. May 2003 - June 2005
Skills
Project Management, Program Management, Project Portfolio..., SDLC, Infrastructure, Vendor Management, IT Strategy, ITIL, Project Planning, Requirements Analysis, Outsourcing, Resource Management, Software Documentation, Software Project..., Business Analysis, PMO, Cross-functional Team..., ERP, Requirements Gathering, Project Delivery, Systems Analysis, Change Management, Data Warehousing, Process Improvement, IT Management, Integration, IT Service Management, Virtualization, Service Delivery, Business Process..., Enterprise Architecture, Analysis, Software Development, Business Requirements, Business Process
Education
University of Illinois Springfield 2011 — 2013
Master of Science (MS), Management Information Systems
University of Illinois Springfield 2009 — 2010
Graduate Certificate, Project Management
DeVry University 1988 — 1990
Bachelor of Science (BS), Computer Information Systems
Percy L. Julian High School 1979 — 1983
Oscar Longoria's BMO Harris Private Banking Experience February 2014 - Present
Job Wealth Analyst
Industry Financial Services
Experience
BMO Harris Private Banking February 2014 - Present
William Blair & Company January 2010 - May 2013
Allstate March 2008 - January 2010
Exelon January 2006 - September 2007
Exelon January 2005 - December 2005
Exelon January 2003 - December 2004
Commonwealth Edison January 1999 - December 2002
Skills
Wealth Management..., Relationship Management, Investments, Portfolio Management, Portfolio Performance..., Financial Analysis, Process Improvement, Finance, Project Management, Wealth Management, Financial Services, Financial Modeling, Analysis, Strategic Planning, Salesforce.com
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Illinois Institute of Technology
BSME, Mechanical Engineering
BMO Harris Private Banking February 2014 - Present
William Blair & Company January 2010 - May 2013
Allstate March 2008 - January 2010
Exelon January 2006 - September 2007
Exelon January 2005 - December 2005
Exelon January 2003 - December 2004
Commonwealth Edison January 1999 - December 2002
Skills
Wealth Management..., Relationship Management, Investments, Portfolio Management, Portfolio Performance..., Financial Analysis, Process Improvement, Finance, Project Management, Wealth Management, Financial Services, Financial Modeling, Analysis, Strategic Planning, Salesforce.com
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Illinois Institute of Technology
BSME, Mechanical Engineering
Ken Lechman's BMO Harris Private Banking Experience September 2013 - Present
Job Vice President Senior Private Banker at BMO Harris Private Banking
Industry Banking
Experience
BMO Harris Private Banking September 2013 - Present
BMO Harris Bank July 1990 - September 2013
Harris Bank July 1993 - July 2006
Harris Bank July 1989 - July 1993
Skills
Mortgage Lending, Banking, Lines Of Credit, Commercial Banking, Loans, Cash Management, Wealth Management, Investments
Education
Keller Graduate School of Management of DeVry University 2004 — 2006
MBA, Concentration in Finance
Barat College of DePaul University
BA, Business Administration
College of Lake County
Associates
BMO Harris Private Banking September 2013 - Present
BMO Harris Bank July 1990 - September 2013
Harris Bank July 1993 - July 2006
Harris Bank July 1989 - July 1993
Skills
Mortgage Lending, Banking, Lines Of Credit, Commercial Banking, Loans, Cash Management, Wealth Management, Investments
Education
Keller Graduate School of Management of DeVry University 2004 — 2006
MBA, Concentration in Finance
Barat College of DePaul University
BA, Business Administration
College of Lake County
Associates
Pierre Montagnier, CFA, Ph.D.'s BMO Harris Private Banking Experience July 2011 - Present
Job Senior Manager Client Analytics at BMO wealth management services Canada
Industry Retail
Experience
BMO Harris Private Banking July 2011 - Present
BMO wealth management services - Canada July 2011 - Present
TD Bank Group July 2010 - July 2011
Holt Renfrew October 2007 - July 2010
Capital One 2006 - 2007
Capital One 2005 - 2006
Capital One 2001 - 2005
Skills
SAS, Database Marketing, Data Analysis, Analytics, Customer Analytics, Predictive Modeling, Segmentation, Direct Marketing, Predictive Analytics, Retail, Statistics, Statistical Modeling, Business Intelligence, Strategy, Portfolio Management, CRM, Customer Analysis, Leadership
Education
McGill University 1997 — 2001
Ph.D., Mechanical Engineering
University of Birmingham 1995 — 1996
MSc. Eng., Management & Manufacturing Engineering
Ecole centrale de Nantes 1991 — 1994
Diplome d'Ingenieur, Electrical Engineering
BMO Harris Private Banking July 2011 - Present
BMO wealth management services - Canada July 2011 - Present
TD Bank Group July 2010 - July 2011
Holt Renfrew October 2007 - July 2010
Capital One 2006 - 2007
Capital One 2005 - 2006
Capital One 2001 - 2005
Skills
SAS, Database Marketing, Data Analysis, Analytics, Customer Analytics, Predictive Modeling, Segmentation, Direct Marketing, Predictive Analytics, Retail, Statistics, Statistical Modeling, Business Intelligence, Strategy, Portfolio Management, CRM, Customer Analysis, Leadership
Education
McGill University 1997 — 2001
Ph.D., Mechanical Engineering
University of Birmingham 1995 — 1996
MSc. Eng., Management & Manufacturing Engineering
Ecole centrale de Nantes 1991 — 1994
Diplome d'Ingenieur, Electrical Engineering
Vlad Smyrnov's BMO Harris Private Banking Experience November 2014 - April 2015
Job Scrum team crew with testing automation emphasis at LoyaltyOne.
Industry Information Technology and Services
Experience
LoyaltyOne May 2015 - Present
BMO Harris Private Banking November 2014 - April 2015
PricewaterhouseCoopers October 2000 - May 2014
NUmetrix (JD Edwards) October 1999 - October 2001
Hummingbird February 1995 - October 1999
Hummingbird Communications 1995 - 1999
Skills
QALoad, QTP, QC Tools, LoadRunner, OATS, Oracle Applications, SQL, DBMS, Microsoft Office, VBScript, JavaScript, C++ Language, Rational, Perl, DB2, SDLC, Test Automation, Test Cases, Unix, HP QTP, Requirements Analysis, XML, HP Quality Center, Agile Methodologies, C++, Oracle, Testing, Business Analysis
Education
Chernivci National 'Juriy Fedkovyc' University 1985 — 1991
Master's degree, Optical Research and Engineering
LoyaltyOne May 2015 - Present
BMO Harris Private Banking November 2014 - April 2015
PricewaterhouseCoopers October 2000 - May 2014
NUmetrix (JD Edwards) October 1999 - October 2001
Hummingbird February 1995 - October 1999
Hummingbird Communications 1995 - 1999
Skills
QALoad, QTP, QC Tools, LoadRunner, OATS, Oracle Applications, SQL, DBMS, Microsoft Office, VBScript, JavaScript, C++ Language, Rational, Perl, DB2, SDLC, Test Automation, Test Cases, Unix, HP QTP, Requirements Analysis, XML, HP Quality Center, Agile Methodologies, C++, Oracle, Testing, Business Analysis
Education
Chernivci National 'Juriy Fedkovyc' University 1985 — 1991
Master's degree, Optical Research and Engineering
Eric Stodt's BMO Harris Private Banking Experience 2000 - April 2014
Job Vice President & Portfolio Manager
Industry Investment Management
Experience
RBC Dominion Securities April 2014 - Present
BMO Harris Private Banking 2000 - April 2014
BMO Nesbitt Burns 1997 - 2000
Skills
Wealth Management, Investments, Investment Advisory, Portfolio Management, Mutual Funds, Strategic Financial..., Wealth Management..., Investment Strategies, Investment Management, Private Banking, Retirement Planning, Asset Allocation, Wealth, Alternative Investments, Estate Planning, Securities, High Net Worth..., Bonds, ETFs
Education
Carleton University 1991 — 1995
Bachelor's Degree, Law & Political Science
RBC Dominion Securities April 2014 - Present
BMO Harris Private Banking 2000 - April 2014
BMO Nesbitt Burns 1997 - 2000
Skills
Wealth Management, Investments, Investment Advisory, Portfolio Management, Mutual Funds, Strategic Financial..., Wealth Management..., Investment Strategies, Investment Management, Private Banking, Retirement Planning, Asset Allocation, Wealth, Alternative Investments, Estate Planning, Securities, High Net Worth..., Bonds, ETFs
Education
Carleton University 1991 — 1995
Bachelor's Degree, Law & Political Science
Tom Bassett's BMO Harris Private Banking Experience September 1980 - September 2003
Job Business Banking Underwriting First Midwest Bank
Industry Banking
Experience
First Midwest Bank November 2012 - Present
Wells Fargo Bank N.A April 2007 - March 2011
LaSalle Bank N.A September 2003 - April 2007
BMO Harris Private Banking September 1980 - September 2003
Skills
Wealth Management, Credit, Certified Mixologist, B.A.S.S.E.T. Certified, Banking sales, Commercial Lending, Credit Analysis, Loans, Small Business Lending, Financial Analysis, Mortgage Lending, Wealth Management..., Commercial Mortgages, Credit Risk, Consumer Lending, Relationship Management, Banking
Education
Wittenberg University 1976 — 1980
BA, Business Administration
New Trier West 1972 — 1976
DePaul University
CFP
First Midwest Bank November 2012 - Present
Wells Fargo Bank N.A April 2007 - March 2011
LaSalle Bank N.A September 2003 - April 2007
BMO Harris Private Banking September 1980 - September 2003
Skills
Wealth Management, Credit, Certified Mixologist, B.A.S.S.E.T. Certified, Banking sales, Commercial Lending, Credit Analysis, Loans, Small Business Lending, Financial Analysis, Mortgage Lending, Wealth Management..., Commercial Mortgages, Credit Risk, Consumer Lending, Relationship Management, Banking
Education
Wittenberg University 1976 — 1980
BA, Business Administration
New Trier West 1972 — 1976
DePaul University
CFP
Vicenta Fernandez's BMO Harris Private Banking Experience August 2007 - April 2012
Job Owner/Interpreter at THE SPANISH SPECIALIST
Industry Real Estate
Experience
THE SPANISH SPECIALIST December 2012 - Present
Wells Fargo March 2012 - Present
BMO Harris Private Banking August 2007 - April 2012
Bocel Corporation December 2008 - January 2012
Skills
Strategic Planning, Contract Negotiation, Financial Analysis, Budgets, Government, Coaching
Education
National Louis University 2008 — 2010
MBA
Dominican University 2004 — 2006
Bachelor of Science in Organizational Leadership
Northern Illinois University
THE SPANISH SPECIALIST December 2012 - Present
Wells Fargo March 2012 - Present
BMO Harris Private Banking August 2007 - April 2012
Bocel Corporation December 2008 - January 2012
Skills
Strategic Planning, Contract Negotiation, Financial Analysis, Budgets, Government, Coaching
Education
National Louis University 2008 — 2010
MBA
Dominican University 2004 — 2006
Bachelor of Science in Organizational Leadership
Northern Illinois University
Irene Hale's BMO Harris Private Banking Experience 2002 - 2005
Job Vice President, Middle Market Relationship Manager at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank May 2013 - Present
U.S. Trust Bank of America Private Wealth Management June 2010 - October 2012
Merrill Lynch 2008 - December 2009
Merrill Lynch September 2006 - October 2008
BMO Harris Private Banking 2002 - 2005
Bank of Montreal 1989 - 1999
Skills
Wealth Management, Wealth Preservation..., Relationship Management, New Business Development, Commercial Lending, Business Analysis, Credit Analysis, Structured Finance, Multi-generational..., Commercial Banking, Banking, Capital Markets, Cash Management, Commercial Mortgages, Credit, Equities, Finance, Financial Advisory, Financial Analysis, Financial Markets, Financial Planning, Financial Risk, Investment Advisory, Investment Banking, Investment Management, Loans, Management, Mortgage Lending, Mutual Funds, Private Banking, Retirement Planning, Risk Management, Securities, Series 63, Series 7, Strategic Financial..., Strategy, Working Capital..., Treasury Management
Education
Boston University Questrom School of Business
BSBA, Marketing. International Business
The University of Chicago - Booth School of Business
Master of Business Administration (M.B.A.), Finance, General and Marketing
Fifth Third Bank May 2013 - Present
U.S. Trust Bank of America Private Wealth Management June 2010 - October 2012
Merrill Lynch 2008 - December 2009
Merrill Lynch September 2006 - October 2008
BMO Harris Private Banking 2002 - 2005
Bank of Montreal 1989 - 1999
Skills
Wealth Management, Wealth Preservation..., Relationship Management, New Business Development, Commercial Lending, Business Analysis, Credit Analysis, Structured Finance, Multi-generational..., Commercial Banking, Banking, Capital Markets, Cash Management, Commercial Mortgages, Credit, Equities, Finance, Financial Advisory, Financial Analysis, Financial Markets, Financial Planning, Financial Risk, Investment Advisory, Investment Banking, Investment Management, Loans, Management, Mortgage Lending, Mutual Funds, Private Banking, Retirement Planning, Risk Management, Securities, Series 63, Series 7, Strategic Financial..., Strategy, Working Capital..., Treasury Management
Education
Boston University Questrom School of Business
BSBA, Marketing. International Business
The University of Chicago - Booth School of Business
Master of Business Administration (M.B.A.), Finance, General and Marketing
Chrissy Christensen's BMO Harris Private Banking Experience November 2010 - Present
Job Credit Underwriter
Industry Banking
Experience
BMO Harris Private Banking November 2010 - Present
Skills
Customer Service
Education
Arizona State University 2000 — 2004
Communication
BMO Harris Private Banking November 2010 - Present
Skills
Customer Service
Education
Arizona State University 2000 — 2004
Communication
Jeff Robinson, MBA, CFP®'s BMO Harris Private Banking Experience May 2010 - February 2015
Job Director, Private Bank Sales Manager at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank February 2015 - Present
BMO Harris Private Banking May 2010 - February 2015
Parkside Financial Bank and Trust February 2008 - June 2010
National City Bank March 2006 - February 2008
US Bank June 2001 - March 2006
Volkswagen April 1989 - June 2001
Skills
Financial Services, Business Development, Wealth Management, Banking, Estate Planning, Private Banking, Portfolio Management, Asset Managment, Investment Advisory, Wealth Management..., Strategic Financial..., Investment Management, Loans, Asset Allocation, Investments, Asset Management, Risk Management, High Net Worth..., Wealth, Financial Planners, Finance, Mutual Funds, Retirement Planning, Financial Planning
Education
Batavia High School
Batavia High School
Washington University in St. Louis - Olin Business School 1998 — 2000
MBA, Finance, General
University of Illinois at Urbana-Champaign - College of Business 1984 — 1988
B.S. Marketing, Marketing
DePaul University 2010 — 2011
CFP®, Financial Planning and Services
Fifth Third Bank February 2015 - Present
BMO Harris Private Banking May 2010 - February 2015
Parkside Financial Bank and Trust February 2008 - June 2010
National City Bank March 2006 - February 2008
US Bank June 2001 - March 2006
Volkswagen April 1989 - June 2001
Skills
Financial Services, Business Development, Wealth Management, Banking, Estate Planning, Private Banking, Portfolio Management, Asset Managment, Investment Advisory, Wealth Management..., Strategic Financial..., Investment Management, Loans, Asset Allocation, Investments, Asset Management, Risk Management, High Net Worth..., Wealth, Financial Planners, Finance, Mutual Funds, Retirement Planning, Financial Planning
Education
Batavia High School
Batavia High School
Washington University in St. Louis - Olin Business School 1998 — 2000
MBA, Finance, General
University of Illinois at Urbana-Champaign - College of Business 1984 — 1988
B.S. Marketing, Marketing
DePaul University 2010 — 2011
CFP®, Financial Planning and Services
James Martini's BMO Harris Private Banking Experience February 2013 - October 2013
Job Futures & Commodities Trader
Industry Financial Services
Experience
Self employed October 2013 - Present
LCPL Philip J Martini Memorial Foundation April 2011 - Present
BMO Harris Private Banking February 2013 - October 2013
Heroes to HealthCare April 2012 - April 2013
BMO Harris Bank November 2010 - February 2013
BMO Harris Bank July 2007 - November 2010
BMO Harris Bank July 2005 - July 2007
BMO Harris Bank September 2002 - July 2005
American Express Financial Advisors 2001 - 2002
The Lark Incorporated 1999 - 2001
Skills
Cash Management, Deposits, Loans, Mortgage Lending, Credit Analysis, Commercial Banking, Credit, Personal Financial..., Wealth Management, Foreign Exchange, Credit Risk, Banking, Finance, Retail Banking, Financial Analysis, Financial Services, Relationship Management, Small Business Lending, Commercial Lending, Consumer Lending, Strategic Financial..., Lines Of Credit, Leadership, Investments, Mutual Funds
Education
Eastern Illinois University
Bachelor of Science in Business, Finance
Thornton Fractional South High School
Self employed October 2013 - Present
LCPL Philip J Martini Memorial Foundation April 2011 - Present
BMO Harris Private Banking February 2013 - October 2013
Heroes to HealthCare April 2012 - April 2013
BMO Harris Bank November 2010 - February 2013
BMO Harris Bank July 2007 - November 2010
BMO Harris Bank July 2005 - July 2007
BMO Harris Bank September 2002 - July 2005
American Express Financial Advisors 2001 - 2002
The Lark Incorporated 1999 - 2001
Skills
Cash Management, Deposits, Loans, Mortgage Lending, Credit Analysis, Commercial Banking, Credit, Personal Financial..., Wealth Management, Foreign Exchange, Credit Risk, Banking, Finance, Retail Banking, Financial Analysis, Financial Services, Relationship Management, Small Business Lending, Commercial Lending, Consumer Lending, Strategic Financial..., Lines Of Credit, Leadership, Investments, Mutual Funds
Education
Eastern Illinois University
Bachelor of Science in Business, Finance
Thornton Fractional South High School
Preetam Datta's BMO Harris Private Banking Experience April 2013 - Present
Job Senior Professional Services Manager; Platinum Banking; BMO Harris Private Banking
Industry Banking
Experience
BMO Harris Private Banking April 2013 - Present
BMO Harris Private Banking June 2008 - April 2013
BMO Financial Group February 2006 - June 2008
ATB Financial 2002 - 2004
RBC Royal Bank 2000 - 2001
Skills
Debt Structuring, Team Leadership, Client Relationship..., Credit, Loans, Leadership, Private Banking, Management, Commercial Banking, Relationship Management, Commercial Lending, Credit Analysis, Corporate Finance, Mortgage Lending, Financial Analysis, Risk Management, Retail Banking, CRM, Debt Restructuring, Portfolio Management, Banking, Wealth Management, Credit Risk, Financial Services, Mutual Funds
Education
Dalhousie University 1994 — 1996
MBA, Marketing
BMO Harris Private Banking April 2013 - Present
BMO Harris Private Banking June 2008 - April 2013
BMO Financial Group February 2006 - June 2008
ATB Financial 2002 - 2004
RBC Royal Bank 2000 - 2001
Skills
Debt Structuring, Team Leadership, Client Relationship..., Credit, Loans, Leadership, Private Banking, Management, Commercial Banking, Relationship Management, Commercial Lending, Credit Analysis, Corporate Finance, Mortgage Lending, Financial Analysis, Risk Management, Retail Banking, CRM, Debt Restructuring, Portfolio Management, Banking, Wealth Management, Credit Risk, Financial Services, Mutual Funds
Education
Dalhousie University 1994 — 1996
MBA, Marketing
Joseph Castellon's BMO Harris Private Banking Experience June 2001 - June 2006
Job Vice President BCS Financial Corporation, Treasurer & Secretary of Plan Investment Fund, Inc.
Industry Financial Services
Experience
Plan Investment Fund, Inc. November 2009 - April 2015
BCS Financial Corporation June 2009 - April 2015
Plan Investment Fund, Inc. December 2010 - December 2012
BCS Financial Corporation June 2009 - April 2011
Suburban Bank & Trust July 2006 - November 2008
BMO Harris Private Banking June 2001 - June 2006
ABN AMRO/ Lasalle Bank September 1999 - June 2001
Skills
Portfolio Management, Fixed Income, Investments, Mutual Funds, Alternative Investments, Securities, MBS, ABS, Derivatives, Equities, Investment Management, Risk Management, Asset Allocation, High Net Worth..., Hedge Funds, Commodity, Financial Analysis, Financial Risk, Financial Services, Capital Markets, Management, Asset Management, Insurance, Bonds, Finance, Series 6, Wealth Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
MBA w/ Distinction, Finance
Purdue University 1988 — 1992
Bachelor of Science, Business-RHIT
Fenwick High School 1984 — 1988
Plan Investment Fund, Inc. November 2009 - April 2015
BCS Financial Corporation June 2009 - April 2015
Plan Investment Fund, Inc. December 2010 - December 2012
BCS Financial Corporation June 2009 - April 2011
Suburban Bank & Trust July 2006 - November 2008
BMO Harris Private Banking June 2001 - June 2006
ABN AMRO/ Lasalle Bank September 1999 - June 2001
Skills
Portfolio Management, Fixed Income, Investments, Mutual Funds, Alternative Investments, Securities, MBS, ABS, Derivatives, Equities, Investment Management, Risk Management, Asset Allocation, High Net Worth..., Hedge Funds, Commodity, Financial Analysis, Financial Risk, Financial Services, Capital Markets, Management, Asset Management, Insurance, Bonds, Finance, Series 6, Wealth Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
MBA w/ Distinction, Finance
Purdue University 1988 — 1992
Bachelor of Science, Business-RHIT
Fenwick High School 1984 — 1988
Jim Roth, CFP's BMO Harris Private Banking Experience December 2008 - Present
Job Vice President at BMO Harris Private Bank
Industry Banking
Experience
BMO Harris Private Banking December 2008 - Present
Harris Bank August 2007 - December 2008
Harris Bank April 2005 - August 2007
Citibank January 2001 - January 2003
Citibank May 1999 - January 2001
Citibank December 1997 - May 1999
Skills
Commercial Lending, Commercial Banking, Loans, Credit Analysis, Banking, Credit, Portfolio Management, Small Business Lending, Mortgage Lending, Cash Management, Wealth Management, Consumer Lending, Underwriting, Financial Analysis, Credit Risk, Wealth Management...
Education
Boston University
Certificate In Financial Planning
Eastern Illinois University
B.S., Business
Harris Bank - Formal Commercial Credit Training Program
Commercial Credit Training Program
BMO Harris Private Banking December 2008 - Present
Harris Bank August 2007 - December 2008
Harris Bank April 2005 - August 2007
Citibank January 2001 - January 2003
Citibank May 1999 - January 2001
Citibank December 1997 - May 1999
Skills
Commercial Lending, Commercial Banking, Loans, Credit Analysis, Banking, Credit, Portfolio Management, Small Business Lending, Mortgage Lending, Cash Management, Wealth Management, Consumer Lending, Underwriting, Financial Analysis, Credit Risk, Wealth Management...
Education
Boston University
Certificate In Financial Planning
Eastern Illinois University
B.S., Business
Harris Bank - Formal Commercial Credit Training Program
Commercial Credit Training Program
Hong (Cynthia) Yu's BMO Harris Private Banking Experience November 2010 - October 2012
Job Commercial Account Manager, Mid Market at Bank of Montreal
Industry Banking
Experience
Canada China Capital Market Access Corporation May 2013 - Present
BMO Financial Group November 2012 - Present
BMO Harris Private Banking November 2010 - October 2012
BMO Harris Private Banking January 2009 - October 2010
BMO Financial Group November 2004 - December 2009
BMO Financial Group August 2002 - October 2004
BMO Financial Group August 2000 - August 2002
Skills
Commercial Banking, Commercial Lending, Consumer Lending, Asset Based Lending, Financial Analysis, Mutual Funds
Education
University of New Brunswick 1995 — 1997
Master, Econcomics
Central University of Finance and Economics 1990 — 1994
Bachelor, International Accounting
Canada China Capital Market Access Corporation May 2013 - Present
BMO Financial Group November 2012 - Present
BMO Harris Private Banking November 2010 - October 2012
BMO Harris Private Banking January 2009 - October 2010
BMO Financial Group November 2004 - December 2009
BMO Financial Group August 2002 - October 2004
BMO Financial Group August 2000 - August 2002
Skills
Commercial Banking, Commercial Lending, Consumer Lending, Asset Based Lending, Financial Analysis, Mutual Funds
Education
University of New Brunswick 1995 — 1997
Master, Econcomics
Central University of Finance and Economics 1990 — 1994
Bachelor, International Accounting
J. Brad Strom, CFA's BMO Harris Private Banking Experience 1993 - 1999
Job Senior Portfolio Manager at Marc J. Lane Investment Management, Inc.
Industry Investment Management
Experience
Marc J. Lane Investment Management, Inc. 2002 - Present
Concord Asset Management 2000 - 2001
Harris Bank 1993 - 1999
BMO Harris Private Banking 1993 - 1999
Bank One 1986 - 1993
Skills
Asset Allocation, Portfolio Management, Asset Managment, Investments, Investment Management, Wealth Management, Equities, Investment Strategies, Fixed Income, Investment Advisory, Financial Analysis, Asset Management, Estate Planning, Hedge Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1994
MBA, Finance
Marc J. Lane Investment Management, Inc. 2002 - Present
Concord Asset Management 2000 - 2001
Harris Bank 1993 - 1999
BMO Harris Private Banking 1993 - 1999
Bank One 1986 - 1993
Skills
Asset Allocation, Portfolio Management, Asset Managment, Investments, Investment Management, Wealth Management, Equities, Investment Strategies, Fixed Income, Investment Advisory, Financial Analysis, Asset Management, Estate Planning, Hedge Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1994
MBA, Finance
Marlene Fuss's BMO Harris Private Banking Experience November 2003 - Present
Job Trust Administration BMO Private Bank
Industry Investment Management
Experience
BMO Harris Private Banking November 2003 - Present
Skills
Banking, Trust Services, Loans, Wealth Management, ACH, Asset Management, Retail Banking, Investments, AML, Administration, Lotus Notes, Excel, Microsoft Office
Education
Butler University 1975 — 1976
Business Administration and Management, General
Indiana University-Purdue University at Indianapolis
Business Administration and Management, General
BMO Harris Private Banking November 2003 - Present
Skills
Banking, Trust Services, Loans, Wealth Management, ACH, Asset Management, Retail Banking, Investments, AML, Administration, Lotus Notes, Excel, Microsoft Office
Education
Butler University 1975 — 1976
Business Administration and Management, General
Indiana University-Purdue University at Indianapolis
Business Administration and Management, General
Gail Shimoda-Klassen's BMO Harris Private Banking Experience June 1984 - September 2004
Job Director at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank September 2004 - Present
BMO Harris Private Banking June 1984 - September 2004
Skills
Asset Management, Financial Analysis, Leadership, Wealth Management, Strategic Financial..., Credit, Capital Markets, Financial Services, Equities, Accounting, Portfolio Management, Investments
Education
Dalhousie University 2000 — 2004
MBA, financial services
Citi Private Bank September 2004 - Present
BMO Harris Private Banking June 1984 - September 2004
Skills
Asset Management, Financial Analysis, Leadership, Wealth Management, Strategic Financial..., Credit, Capital Markets, Financial Services, Equities, Accounting, Portfolio Management, Investments
Education
Dalhousie University 2000 — 2004
MBA, financial services
Anthony K. Abiera's BMO Harris Private Banking Experience June 1989 - Present
Job Vice President, Director of Trust and Estate Services at BMO Private Bank
Industry Banking
Experience
BMO Harris Private Banking June 1989 - Present
Skills
Estate Planning, Trust Services, Wealth Management, Certified Financial..., Wealth Management..., Private Banking, Investment Advisory, High Net Worth..., Financial Services, Retirement Planning, Financial Advisory, Strategic Financial..., Relationship Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1984 — 1986
Master of Business Administration (M.B.A.), Finance
The University of Chicago 1978 — 1982
Bachelor of Arts (B.A.), Political Science
BMO Harris Private Banking June 1989 - Present
Skills
Estate Planning, Trust Services, Wealth Management, Certified Financial..., Wealth Management..., Private Banking, Investment Advisory, High Net Worth..., Financial Services, Retirement Planning, Financial Advisory, Strategic Financial..., Relationship Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1984 — 1986
Master of Business Administration (M.B.A.), Finance
The University of Chicago 1978 — 1982
Bachelor of Arts (B.A.), Political Science
Caroline Lussier, Pl. Fin's BMO Harris Private Banking Experience November 2010 - August 2012
Job Viceprésidente régionale, région de la voie maritime Regional Vice President, Seaway Region
Industry Banking
Experience
BMO Financial Group August 2015 - Present
BMO Financial Group November 2013 - Present
BMO Financial Group August 2012 - October 2013
BMO Harris Private Banking November 2010 - August 2012
BMO Financial Group January 2004 - November 2010
Skills
Banking, Management, Operations Management, Mortgage Lending, Consumer Lending, Leadership, Investments, Private Banking, Customer Service, Customer Satisfaction, Customer Experience, Customer Oriented, Mutual Funds, Relationship Management, Financial Services, Coaching, Performance Management, Finance, Sales
Education
Institut Québécois de planification financière 2011 — 2011
Pl. Fin., Financial Planning
Concordia University 1996 — 1999
B Comm, Finance
College Edouard Montpetit 1993 — 1996
DEC - Int'l Baccalaureat, Administration - psychology
Villa Maria 1988 — 1993
DES, general
BMO Financial Group August 2015 - Present
BMO Financial Group November 2013 - Present
BMO Financial Group August 2012 - October 2013
BMO Harris Private Banking November 2010 - August 2012
BMO Financial Group January 2004 - November 2010
Skills
Banking, Management, Operations Management, Mortgage Lending, Consumer Lending, Leadership, Investments, Private Banking, Customer Service, Customer Satisfaction, Customer Experience, Customer Oriented, Mutual Funds, Relationship Management, Financial Services, Coaching, Performance Management, Finance, Sales
Education
Institut Québécois de planification financière 2011 — 2011
Pl. Fin., Financial Planning
Concordia University 1996 — 1999
B Comm, Finance
College Edouard Montpetit 1993 — 1996
DEC - Int'l Baccalaureat, Administration - psychology
Villa Maria 1988 — 1993
DES, general
Jasper Vaccaro's BMO Harris Private Banking Experience November 1999 - Present
Job Vice President at BMO Private Bank
Industry Banking
Experience
BMO Harris Private Banking November 1999 - Present
Education
The John Marshall Law School 1988 — 1988
Juris Doctor, Law
Chapman University 1983 — 1984
BSBA Accounting, Accounting
BMO Harris Private Banking November 1999 - Present
Education
The John Marshall Law School 1988 — 1988
Juris Doctor, Law
Chapman University 1983 — 1984
BSBA Accounting, Accounting
Hongjin Zhou's BMO Harris Private Banking Experience November 2008 - March 2009
Job Mortgage Specialist @ Royal Bank of Canada
Industry Banking
Experience
RBC March 2012 - Present
Bank of Montreal March 2009 - March 2012
BMO Harris Private Banking November 2008 - March 2009
Bank of Montreal July 2006 - August 2008
Canada China Business Council March 2007 - July 2008
Canadian Embassy August 2002 - July 2006
Xi'an International Studies University September 1997 - July 2000
Skills
Investments, Banking, Portfolio Management, Financial Analysis, Risk Management, Credit, Finance, Retail Banking, Credit Risk, Loans, Financial Services, Credit Analysis, Strategy, Business Strategy
Education
ESCP-EAP 2001 — 2002
MBA, Financial Management
Asian Institute of Technology 2000 — 2002
MBA, Financial Engineering
Xi'an International Studies University 1993 — 1997
B.A., International Business
RBC March 2012 - Present
Bank of Montreal March 2009 - March 2012
BMO Harris Private Banking November 2008 - March 2009
Bank of Montreal July 2006 - August 2008
Canada China Business Council March 2007 - July 2008
Canadian Embassy August 2002 - July 2006
Xi'an International Studies University September 1997 - July 2000
Skills
Investments, Banking, Portfolio Management, Financial Analysis, Risk Management, Credit, Finance, Retail Banking, Credit Risk, Loans, Financial Services, Credit Analysis, Strategy, Business Strategy
Education
ESCP-EAP 2001 — 2002
MBA, Financial Management
Asian Institute of Technology 2000 — 2002
MBA, Financial Engineering
Xi'an International Studies University 1993 — 1997
B.A., International Business
Jean M. Van Keppel, CFA's BMO Harris Private Banking Experience November 1999 - April 2009
Job Senior Investment Officer at Old Second National Bank
Industry Investment Management
Experience
Old Second National Bank May 2013 - Present
Whitnell & Company August 2010 - July 2012
Opportunity Enterprises, Inc. 2003 - 2010
BMO Harris Private Banking November 1999 - April 2009
Mercantile National Bank Of Indiana 1999 - 2004
Skills
Wealth Management, Value Investing, Portfolio Management, Investments, Investment Management, Mutual Funds, Asset Managment, Financial Modeling, Financial Analysis, Asset Allocation, Security Selection, Department Management, Project Management, Building Relationships, Business Networking, Fixed Income, Asset Management, Securities, Risk Management, Finance, Management, Investment Strategies
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
M.B.A., finance
Indiana University - Kelley School of Business
B.S., Business Administration
University of Southern California
Undergraduate Studies
Old Second National Bank May 2013 - Present
Whitnell & Company August 2010 - July 2012
Opportunity Enterprises, Inc. 2003 - 2010
BMO Harris Private Banking November 1999 - April 2009
Mercantile National Bank Of Indiana 1999 - 2004
Skills
Wealth Management, Value Investing, Portfolio Management, Investments, Investment Management, Mutual Funds, Asset Managment, Financial Modeling, Financial Analysis, Asset Allocation, Security Selection, Department Management, Project Management, Building Relationships, Business Networking, Fixed Income, Asset Management, Securities, Risk Management, Finance, Management, Investment Strategies
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
M.B.A., finance
Indiana University - Kelley School of Business
B.S., Business Administration
University of Southern California
Undergraduate Studies
Carrie Koppernolle's BMO Harris Private Banking Experience February 2012 - May 2013
Job Secondary Math Teacher with Teach for America
Industry Primary/Secondary Education
Experience
Teach For America June 2013 - Present
BMO Harris Private Banking February 2012 - May 2013
Jones Lang LaSalle March 2010 - January 2012
Park National Bank June 2006 - March 2010
Education
Creighton University 2002 — 2006
BSBA, Finance, Spanish
Teach For America June 2013 - Present
BMO Harris Private Banking February 2012 - May 2013
Jones Lang LaSalle March 2010 - January 2012
Park National Bank June 2006 - March 2010
Education
Creighton University 2002 — 2006
BSBA, Finance, Spanish
Carole Rayes's BMO Harris Private Banking Experience 1981 - 2011
Job
Industry
Experience
BMO Private Bank 1981 - Present
BMO Harris Private Banking 1981 - 2011
Skills
Portfolio Management, Asset Management, Commercial Lending, Credit Analysis, Wealth Management, Investments, Loans, Private Banking, Investment Advisory, Bonds, Investment Strategies, Mutual Funds, Investment Management, Retirement Planning, Asset Allocation
Education
Arizona State University
Master of Business Administration (M.B.A.), Business Administration and Management, General
BMO Private Bank 1981 - Present
BMO Harris Private Banking 1981 - 2011
Skills
Portfolio Management, Asset Management, Commercial Lending, Credit Analysis, Wealth Management, Investments, Loans, Private Banking, Investment Advisory, Bonds, Investment Strategies, Mutual Funds, Investment Management, Retirement Planning, Asset Allocation
Education
Arizona State University
Master of Business Administration (M.B.A.), Business Administration and Management, General
Chris Natale's BMO Harris Private Banking Experience August 2012 - June 2015
Job Senior Asset and Portfolio Manager at SMS Financial, LLC
Industry Banking
Experience
SMS Financial, LLC June 2015 - Present
MyHomeGroup Real Estate June 2012 - Present
BMO Harris Private Banking August 2012 - June 2015
JPMorgan Chase May 2011 - August 2012
MidFirst Bank May 2006 - May 2011
BBVA Compass May 2005 - May 2006
BB&T July 2003 - May 2005
Skills
Credit, Loans, Commercial Lending, Finance, Portfolio Management, Commercial Mortgages, Underwriting, Financial Analysis, Real Estate, Credit Analysis, Credit Risk, Financial Risk, Investments, Loan Origination, Mortgage Lending, Small Business Lending, Commercial Banking, Commercial Real Estate, Management, Banking
Education
University of North Carolina at Chapel Hill 2000 — 2002
Bachelor of Arts, Economics
Arizona State University 1998 — 2000
Brophy College Preparatory 1994 — 1998
SMS Financial, LLC June 2015 - Present
MyHomeGroup Real Estate June 2012 - Present
BMO Harris Private Banking August 2012 - June 2015
JPMorgan Chase May 2011 - August 2012
MidFirst Bank May 2006 - May 2011
BBVA Compass May 2005 - May 2006
BB&T July 2003 - May 2005
Skills
Credit, Loans, Commercial Lending, Finance, Portfolio Management, Commercial Mortgages, Underwriting, Financial Analysis, Real Estate, Credit Analysis, Credit Risk, Financial Risk, Investments, Loan Origination, Mortgage Lending, Small Business Lending, Commercial Banking, Commercial Real Estate, Management, Banking
Education
University of North Carolina at Chapel Hill 2000 — 2002
Bachelor of Arts, Economics
Arizona State University 1998 — 2000
Brophy College Preparatory 1994 — 1998
Lynn Cheek-Laberge's BMO Harris Private Banking Experience May 2010 - December 2012
Job Compliance Officer at Raymond James Ltd.
Industry Investment Management
Experience
Raymond James Ltd. April 2014 - Present
BMO Financial Group December 2012 - April 2014
BMO Harris Private Banking May 2010 - December 2012
Skills
Portfolio Management, Mutual Funds, Wealth Management, Investments, Banking
Education
Concordia University
Bachelor of Commerce (BCom), Finance
Raymond James Ltd. April 2014 - Present
BMO Financial Group December 2012 - April 2014
BMO Harris Private Banking May 2010 - December 2012
Skills
Portfolio Management, Mutual Funds, Wealth Management, Investments, Banking
Education
Concordia University
Bachelor of Commerce (BCom), Finance
Andrew Fang's BMO Harris Private Banking Experience December 2011 - Present
Job BMO Wealth Management BMO Private Banking Asian Market
Industry Banking
Experience
Canada China Business Council January 2015 - Present
BMO Harris Private Banking December 2011 - Present
Montreal Chinese Garden Society March 2014 - Present
BMO Bank of Montreal November 2005 - December 2011
BMO Bank of Montreal February 1999 - November 2005
Skills
Wealth Management, Banking
Education
Concordia University 1997 — 1999
B.Comm, Finance
Canada China Business Council January 2015 - Present
BMO Harris Private Banking December 2011 - Present
Montreal Chinese Garden Society March 2014 - Present
BMO Bank of Montreal November 2005 - December 2011
BMO Bank of Montreal February 1999 - November 2005
Skills
Wealth Management, Banking
Education
Concordia University 1997 — 1999
B.Comm, Finance
Pearl Carpio's BMO Harris Private Banking Experience January 1999 - November 2007
Job Experience Office Manager/Experienced Sales Director
Industry Banking
Experience
Mary Kay Inc. September 2008 - Present
BMO Harris Private Banking January 1999 - November 2007
Education
DePaul University
BS, Business Administration
Mary Kay Inc. September 2008 - Present
BMO Harris Private Banking January 1999 - November 2007
Education
DePaul University
BS, Business Administration
Nicole Tarczynski's BMO Harris Private Banking Experience 2008 - Present
Job Sr. Loan Consultant at BMO Harris Private Banking
Industry Financial Services
Experience
BMO Harris Private Banking 2008 - Present
Washington Mutual 2003 - 2008
Chicago Board of Trade 2002 - 2003
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Outlook, English, Windows, Research, Budgets, Strategic Planning, HTML, Public Speaking, Negotiation, Photoshop, Financial Analysis, Accounting, Java, Banking, C++
Education
DePaul University 1999 — 2002
Bachelor's degree, Finance and Psychology
BMO Harris Private Banking 2008 - Present
Washington Mutual 2003 - 2008
Chicago Board of Trade 2002 - 2003
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Outlook, English, Windows, Research, Budgets, Strategic Planning, HTML, Public Speaking, Negotiation, Photoshop, Financial Analysis, Accounting, Java, Banking, C++
Education
DePaul University 1999 — 2002
Bachelor's degree, Finance and Psychology
Cristina Ciolacu's BMO Harris Private Banking Experience April 2011 - Present
Job Associate Portfolio Manager at BMO Harris Private Banking
Industry Financial Services
Experience
BMO Harris Private Banking April 2011 - Present
FISCO Investment Management September 2008 - June 2011
U.S. Trust May 2007 - September 2008
Bank Atlantic September 2003 - June 2004
Skills
Investments, Portfolio Management, Wealth Management, Asset Managment, Asset Allocation, Investment Management, Mutual Funds, Investment Strategies, Alternative Investments, Investment Advisory, Hedge Funds
Education
Florida Atlantic University 2008 — 2010
EMBA
Dale Carnegie Training Institute 2008 — 2008
course
Cannon Financial Institute 2007 — 2007
Certificate
Florida Atlantic University 2002 — 2006
Bachelor of Business Administration
BMO Harris Private Banking April 2011 - Present
FISCO Investment Management September 2008 - June 2011
U.S. Trust May 2007 - September 2008
Bank Atlantic September 2003 - June 2004
Skills
Investments, Portfolio Management, Wealth Management, Asset Managment, Asset Allocation, Investment Management, Mutual Funds, Investment Strategies, Alternative Investments, Investment Advisory, Hedge Funds
Education
Florida Atlantic University 2008 — 2010
EMBA
Dale Carnegie Training Institute 2008 — 2008
course
Cannon Financial Institute 2007 — 2007
Certificate
Florida Atlantic University 2002 — 2006
Bachelor of Business Administration
Karen Strey's BMO Harris Private Banking Experience April 2014 - Present
Job Assistant Trust Advisor at BMO Harris Private Banking
Industry Banking
Experience
BMO Harris Private Banking April 2014 - Present
BMO Harris Private Banking January 2006 - April 2014
Metavante January 2003 - December 2005
Metavante December 1988 - January 2003
Skills
Microsoft Office, Administrative..., Customer Service, Microsoft Excel, Event Planning, PowerPoint, Lotus Notes, Outlook, Data Analysis, Office Management, Budgets, Accounts Payable, Invoicing, Process Scheduler, Data Entry, Nonprofits, Office Administration, Banking, Access, Teamwork, Leadership, Process Improvement, Spreadsheets, Visio, Fundraising, Human Resources, Social Media, Employee Benefits, QuickBooks, Training, Accounts Receivable, Time Management, Team Building, Administrative...
Education
Concordia University-Wisconsin 1984 — 1988
Bachelor of Arts, Business
BMO Harris Private Banking April 2014 - Present
BMO Harris Private Banking January 2006 - April 2014
Metavante January 2003 - December 2005
Metavante December 1988 - January 2003
Skills
Microsoft Office, Administrative..., Customer Service, Microsoft Excel, Event Planning, PowerPoint, Lotus Notes, Outlook, Data Analysis, Office Management, Budgets, Accounts Payable, Invoicing, Process Scheduler, Data Entry, Nonprofits, Office Administration, Banking, Access, Teamwork, Leadership, Process Improvement, Spreadsheets, Visio, Fundraising, Human Resources, Social Media, Employee Benefits, QuickBooks, Training, Accounts Receivable, Time Management, Team Building, Administrative...
Education
Concordia University-Wisconsin 1984 — 1988
Bachelor of Arts, Business
Nancy Kloosterman's BMO Harris Private Banking Experience June 2014 - Present
Job Senior Administrative Assistant at BMO Harris Private Banking
Industry Financial Services
Experience
BMO Harris Private Banking June 2014 - Present
BMO/Harris December 2012 - Present
Bank of Montreal January 1998 - October 2002
Skills
Leadership, Finance, Management, Financial Analysis, Communication, Accounting, Strategy, Financial Planning, Process Improvement, Problem Solving, Financial Reporting
Education
Durham College 1974 — 1975
O'Neill CVI 1970 — 1973
BMO Harris Private Banking June 2014 - Present
BMO/Harris December 2012 - Present
Bank of Montreal January 1998 - October 2002
Skills
Leadership, Finance, Management, Financial Analysis, Communication, Accounting, Strategy, Financial Planning, Process Improvement, Problem Solving, Financial Reporting
Education
Durham College 1974 — 1975
O'Neill CVI 1970 — 1973
Andrea Berger's BMO Harris Private Banking Experience August 2000 - June 2006
Job Senior Specialist, Operations Support at BMO Financial Group
Industry Banking
Experience
BMO Financial Group April 2014 - Present
BMO Financial Group January 2013 - March 2014
BMO Financial Group March 2011 - January 2013
BMO Financial Group June 2008 - March 2011
BMO Financial Group June 2006 - May 2008
BMO Harris Private Banking August 2000 - June 2006
BMO Nesbitt Burns December 1999 - August 2000
BMO Nesbitt Burns October 1995 - December 1999
Skills
Succession Planning, Performance Management, Human Resources, Employee Engagement, Talent Management, HRIS, Onboarding, Workforce Planning, Talent Acquisition, HR Policies, Organizational Design, Personnel Management
Education
George Brown College
Human Resources
York University
Bachelor of Arts, Sociology
BMO Financial Group April 2014 - Present
BMO Financial Group January 2013 - March 2014
BMO Financial Group March 2011 - January 2013
BMO Financial Group June 2008 - March 2011
BMO Financial Group June 2006 - May 2008
BMO Harris Private Banking August 2000 - June 2006
BMO Nesbitt Burns December 1999 - August 2000
BMO Nesbitt Burns October 1995 - December 1999
Skills
Succession Planning, Performance Management, Human Resources, Employee Engagement, Talent Management, HRIS, Onboarding, Workforce Planning, Talent Acquisition, HR Policies, Organizational Design, Personnel Management
Education
George Brown College
Human Resources
York University
Bachelor of Arts, Sociology
Nancy Giffin's BMO Harris Private Banking Experience April 2007 - Present
Job at
Industry Financial Services
Experience
SW Florida Fine Craft Guild 2012 - Present
2 Islands Gallery January 2009 - Present
BMO Harris Private Banking April 2007 - Present
Miss Nances Custom Crafts January 1995 - Present
Skills
Flowers, Art, Sales, Customer Service, Event Planning, Microsoft Office, Banking, Outlook, Training, Coaching, Event Management, Fine Art, E-commerce, Contemporary Art, Visual Arts
Education
Edison Community College 1995 — 1997
AS, Banking and Finance, Marketing
SW Florida Fine Craft Guild 2012 - Present
2 Islands Gallery January 2009 - Present
BMO Harris Private Banking April 2007 - Present
Miss Nances Custom Crafts January 1995 - Present
Skills
Flowers, Art, Sales, Customer Service, Event Planning, Microsoft Office, Banking, Outlook, Training, Coaching, Event Management, Fine Art, E-commerce, Contemporary Art, Visual Arts
Education
Edison Community College 1995 — 1997
AS, Banking and Finance, Marketing
Derek Tsang's BMO Harris Private Banking Experience September 2010 - September 2012
Job Analyst at BMO Corporate Finance Division
Industry Financial Services
Experience
BMO Corporate Finance Division September 2012 - Present
BMO Harris Private Banking September 2010 - September 2012
BMO Harris Private Banking January 2010 - September 2010
Bank of Montreal August 2005 - December 2009
Skills
Investment Strategies, Investment Management, Investment Advisory, Investments, Mutual Funds, Wealth, Credit Analysis, Financial Analysis, Commercial Banking, Wealth Management, Banking, Equities, Strategic Financial..., Mortgage Lending, Portfolio Management, Asset Allocation, Retirement Planning, Retail Banking
Education
CFA Institute 2007 — 2009
Concordia University 2006 — 2009
MBA, Investment Management
Loyola High School
Marianopolis College
DEC, Pure and Applied Sciences
McGill University
B.A., Economics / Management
BMO Corporate Finance Division September 2012 - Present
BMO Harris Private Banking September 2010 - September 2012
BMO Harris Private Banking January 2010 - September 2010
Bank of Montreal August 2005 - December 2009
Skills
Investment Strategies, Investment Management, Investment Advisory, Investments, Mutual Funds, Wealth, Credit Analysis, Financial Analysis, Commercial Banking, Wealth Management, Banking, Equities, Strategic Financial..., Mortgage Lending, Portfolio Management, Asset Allocation, Retirement Planning, Retail Banking
Education
CFA Institute 2007 — 2009
Concordia University 2006 — 2009
MBA, Investment Management
Loyola High School
Marianopolis College
DEC, Pure and Applied Sciences
McGill University
B.A., Economics / Management
Joyce Russell-Eaton's BMO Harris Private Banking Experience 2012 - 2013
Job Project Manager
Industry Information Technology and Services
Experience
Nestlé Purina North America August 2015 - Present
BMO Harris Private Banking 2012 - 2013
BMO Harris Private Banking 2011 - 2012
AMD Business Solutions, Inc. 2010 - 2011
Sprint Nextel 2001 - 2009
Ajilon Consulting 2000 - 2001
Verizon Wireless 1998 - 2000
Verizon 1997 - 1998
Chevron 1996 - 1997
Skills
Software Project..., Quality Assurance, Business Analysis, Integration, Software Documentation, Testing, Project Management, SDLC, Vendor Management, Program Management, Process Improvement, Visio, Requirements Analysis, PMO, Strategic Planning, Six Sigma, Change Management, IT Strategy, Requirements Gathering, User Acceptance Testing, CMMI, LoadRunner, Performance Testing, Load Testing, ITIL Process...
Education
Clark Atlanta University 1986 — 1990
B.A., Mass Communications/Public Relations
Nestlé Purina North America August 2015 - Present
BMO Harris Private Banking 2012 - 2013
BMO Harris Private Banking 2011 - 2012
AMD Business Solutions, Inc. 2010 - 2011
Sprint Nextel 2001 - 2009
Ajilon Consulting 2000 - 2001
Verizon Wireless 1998 - 2000
Verizon 1997 - 1998
Chevron 1996 - 1997
Skills
Software Project..., Quality Assurance, Business Analysis, Integration, Software Documentation, Testing, Project Management, SDLC, Vendor Management, Program Management, Process Improvement, Visio, Requirements Analysis, PMO, Strategic Planning, Six Sigma, Change Management, IT Strategy, Requirements Gathering, User Acceptance Testing, CMMI, LoadRunner, Performance Testing, Load Testing, ITIL Process...
Education
Clark Atlanta University 1986 — 1990
B.A., Mass Communications/Public Relations
Donald Moreau's BMO Harris Private Banking Experience January 1997 - Present
Job Trust Tax Manager at BMO Private Bank, a part of BMO Financial Group
Industry Banking
Experience
BMO Harris Private Banking January 1997 - Present
Skills
Risk Management, Investments, Wealth Management, Cash Management, Customer Service, Microsoft Excel, Financial Analysis, Microsoft Office, Banking
Education
Carroll University
BMO Harris Private Banking January 1997 - Present
Skills
Risk Management, Investments, Wealth Management, Cash Management, Customer Service, Microsoft Excel, Financial Analysis, Microsoft Office, Banking
Education
Carroll University
Lisa Baran Tyrrell's BMO Harris Private Banking Experience November 2010 - February 2012
Job Student at Villanova University
Industry Information Technology and Services
Experience
Tenneco October 2014 - April 2015
Shelf Tech May 2013 - April 2015
BP - Americas September 2013 - March 2014
US Celluar - TekSystems February 2012 - November 2012
BMO Harris Private Banking November 2010 - February 2012
Northern Trust Bank December 2009 - August 2010
Continental April 2007 - October 2008
Skills
SharePoint, Procurement, IT Asset Management, Lotus Notes, Vendor Management, Process Improvement, Hardware, BMC Remedy, VoIP, Strategic Planning, Standard Costs, Compliance, Capital Budgeting, Business Process..., SAP, Share, Outlook, PowerPoint, Cost Control, Inventory Management, Third Party Vendor..., Telecommunications..., Billing Process, Bill Payment, Project Management, Project Coordination, Laptops, Software Compliance, Blackberry, Workflow, Meeting Scheduling, Microsoft Excel, Microsoft Word, Organization, Communication Skills, E 911, MACD, Database Administration, Ariba, Oyster, JD Edwards, Scopes Of Work, P2P Procurement, Management, Agile & Waterfall...
Education
Villanova University 2015 — 2016
Certificate Essentials of Government Contracts, Essentials of Government Contracts
Michigan State University 2014 — 2014
Certificate, Strategic Sourcing and Procurement, B
ITAM 2013 — 2013
CSAM, Certified Software Asset Management
Elgin Community College 2006 — 2008
In Progress, Business, B
Harper College 1990 — 1992
Business Administration and Management, General
Tenneco October 2014 - April 2015
Shelf Tech May 2013 - April 2015
BP - Americas September 2013 - March 2014
US Celluar - TekSystems February 2012 - November 2012
BMO Harris Private Banking November 2010 - February 2012
Northern Trust Bank December 2009 - August 2010
Continental April 2007 - October 2008
Skills
SharePoint, Procurement, IT Asset Management, Lotus Notes, Vendor Management, Process Improvement, Hardware, BMC Remedy, VoIP, Strategic Planning, Standard Costs, Compliance, Capital Budgeting, Business Process..., SAP, Share, Outlook, PowerPoint, Cost Control, Inventory Management, Third Party Vendor..., Telecommunications..., Billing Process, Bill Payment, Project Management, Project Coordination, Laptops, Software Compliance, Blackberry, Workflow, Meeting Scheduling, Microsoft Excel, Microsoft Word, Organization, Communication Skills, E 911, MACD, Database Administration, Ariba, Oyster, JD Edwards, Scopes Of Work, P2P Procurement, Management, Agile & Waterfall...
Education
Villanova University 2015 — 2016
Certificate Essentials of Government Contracts, Essentials of Government Contracts
Michigan State University 2014 — 2014
Certificate, Strategic Sourcing and Procurement, B
ITAM 2013 — 2013
CSAM, Certified Software Asset Management
Elgin Community College 2006 — 2008
In Progress, Business, B
Harper College 1990 — 1992
Business Administration and Management, General
Divna Maksumic's BMO Harris Private Banking Experience September 2012 - September 2013
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
Pamela Buerger's BMO Harris Private Banking Experience December 2014 - Present
Job Private Banking Associate Credit at BMO Harris Private Banking
Industry Banking
Experience
BMO Harris Private Banking December 2014 - Present
Northern trust company July 1987 - October 2014
Northern Trust Wealth Management July 1987 - October 2014
Skills
Derivatives, Portfolio Management, Wealth Management, Private Banking, Investments, Credit, Banking, Equities, Asset Management, Fixed Income
Education
Governors State University 1987 — 1999
Bachelor of Arts (B.A.), Finance, General
Robert Morris University - Illinois 1986 — 1987
Associate of Science (A.S.), Busiess Administration - Sales and Marketing
BMO Harris Private Banking December 2014 - Present
Northern trust company July 1987 - October 2014
Northern Trust Wealth Management July 1987 - October 2014
Skills
Derivatives, Portfolio Management, Wealth Management, Private Banking, Investments, Credit, Banking, Equities, Asset Management, Fixed Income
Education
Governors State University 1987 — 1999
Bachelor of Arts (B.A.), Finance, General
Robert Morris University - Illinois 1986 — 1987
Associate of Science (A.S.), Busiess Administration - Sales and Marketing
Paula McDonnell's BMO Harris Private Banking Experience April 2001 - January 2004
Job Consultant
Industry Banking
Experience
Self-employed June 2011 - Present
BMO Harris Private Banking April 2001 - January 2004
BMO Harris Private Banking December 1998 - March 2001
Skills
Consulting, Integration, Employee Training, Data Analysis, Affluent Client Services, Communication Skills
Education
Northwestern University 1999 — 2001
Master of Science (MS), Managerial Communication
Beloit College
Bachelor of Arts (B.A.), Political Science and Government
Self-employed June 2011 - Present
BMO Harris Private Banking April 2001 - January 2004
BMO Harris Private Banking December 1998 - March 2001
Skills
Consulting, Integration, Employee Training, Data Analysis, Affluent Client Services, Communication Skills
Education
Northwestern University 1999 — 2001
Master of Science (MS), Managerial Communication
Beloit College
Bachelor of Arts (B.A.), Political Science and Government
Vishal Patel, CFA's BMO Harris Private Banking Experience January 2012 - October 2013
Job Investment Manager at Wells Fargo Wealth Management
Industry Financial Services
Experience
Wells Fargo Wealth Management October 2013 - Present
BMO Harris Private Banking January 2012 - October 2013
Edward Jones January 2009 - December 2012
Skills
Investment Strategies, Investment Management, Trading, Financial Modeling, Financial Analysis, Financial Research, Fixed Income, Equity Valuation, Bloomberg, Supply Chain Management, Bonds
Education
Arizona State University 2005 — 2008
Bachelor of Science (B.S.)
Wells Fargo Wealth Management October 2013 - Present
BMO Harris Private Banking January 2012 - October 2013
Edward Jones January 2009 - December 2012
Skills
Investment Strategies, Investment Management, Trading, Financial Modeling, Financial Analysis, Financial Research, Fixed Income, Equity Valuation, Bloomberg, Supply Chain Management, Bonds
Education
Arizona State University 2005 — 2008
Bachelor of Science (B.S.)
Delia (Artidiello) Canino's BMO Harris Private Banking Experience 2000 - 2005
Job
Industry
Experience
BMO Harris Private Banking 2000 - 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, HTML, Strategic Planning, Budgets, Negotiation, Editing, Teamwork
Education
DePaul University 2000 — 2003
BMO Harris Private Banking 2000 - 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, HTML, Strategic Planning, Budgets, Negotiation, Editing, Teamwork
Education
DePaul University 2000 — 2003
Angie Tankersley's BMO Harris Private Banking Experience March 2008 - March 2013
Job Loan Processor at AmeriSave Mortgage Corporation
Industry Financial Services
Experience
AmeriSave Mortgage Corporation January 2015 - Present
Synovus Financial Corporation March 2014 - January 2015
Atlanta, GA June 2013 - March 2014
BMO Harris Private Banking March 2008 - March 2013
DHI Mortgage December 2004 - March 2008
Harris Bank, N.A. November 2002 - December 2004
The Harris Bank, N.A. May 2001 - November 2002
Bank of America July 1998 - June 2000
Thom Howard Academy August 1996 - June 1998
Skills
Loans, Mortgage Lending, Credit, Commercial Lending, Refinance, Banking, Finance, Real Estate, Underwriting, Financial Services, Residential Mortgages, Credit Analysis, Commercial Mortgages, Home Equity Loans, Funding, Financial Reporting, Sales, Accounting, Commercial Banking, Loan Servicing, Insurance, Portfolio Management, NMLS # 502851, Consumer Lending, Salesforce.com, Oracle CRM, Calyx Point, Online Banking, Online Bill Pay, FNMA DU, FHLMC LP
Education
Eckerd College 1992 — 1996
Bachelor of Arts (BA), Human Development and Family Studies, General
Phoenix Country Day School 1988 — 1992
Diploma
Desert Devils Gymnastics 1983 — 1985
AmeriSave Mortgage Corporation January 2015 - Present
Synovus Financial Corporation March 2014 - January 2015
Atlanta, GA June 2013 - March 2014
BMO Harris Private Banking March 2008 - March 2013
DHI Mortgage December 2004 - March 2008
Harris Bank, N.A. November 2002 - December 2004
The Harris Bank, N.A. May 2001 - November 2002
Bank of America July 1998 - June 2000
Thom Howard Academy August 1996 - June 1998
Skills
Loans, Mortgage Lending, Credit, Commercial Lending, Refinance, Banking, Finance, Real Estate, Underwriting, Financial Services, Residential Mortgages, Credit Analysis, Commercial Mortgages, Home Equity Loans, Funding, Financial Reporting, Sales, Accounting, Commercial Banking, Loan Servicing, Insurance, Portfolio Management, NMLS # 502851, Consumer Lending, Salesforce.com, Oracle CRM, Calyx Point, Online Banking, Online Bill Pay, FNMA DU, FHLMC LP
Education
Eckerd College 1992 — 1996
Bachelor of Arts (BA), Human Development and Family Studies, General
Phoenix Country Day School 1988 — 1992
Diploma
Desert Devils Gymnastics 1983 — 1985
Michael Cava's BMO Harris Private Banking Experience January 2005 - November 2014
Job Senior Portfolio Manager at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank December 2014 - Present
BMO Harris Private Banking January 2005 - November 2014
Education
DePaul University
Master's degree, Economics
Marquette University
Bachelor of Arts (B.A.), Economics
Fifth Third Bank December 2014 - Present
BMO Harris Private Banking January 2005 - November 2014
Education
DePaul University
Master's degree, Economics
Marquette University
Bachelor of Arts (B.A.), Economics