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
Sarah Findlay Sarah Findlay New York, New York Details
Sarah Findlay's BMO Harris Private Banking Experience May 2010 - August 2010
Job Planner at Ralph Lauren
Industry Apparel & Fashion
Experience
Ralph Lauren  June 2013 - Present
American Express  January 2012 - May 2013
Prada  June 2011 - December 2011
BMO Harris Private Banking   May 2010 - August 2010

Skills
Social Media, E-commerce, Fashion, Digital Marketing, Brand Management, Social Media Marketing, Merchandising, Online Advertising, Advertising, Facebook, Brand Development, Public Relations, Digital Strategy, Marketing Communications, Blogging, Sales, Entrepreneurship, Creative Direction

Education
McGill University   2007 — 2011
Bachelor of Arts (BA), Economics

Trinity College School   2004 — 2007

Collège Jésus-Marie de Sillery   1995 — 2004
International Baccalaureate

Morgan Gilbertson Morgan Gilbertson Middleton, Wisconsin Details
Morgan Gilbertson's BMO Harris Private Banking Experience March 2012 - March 2013
Job Security Officer at TSA
Industry Financial Services
Experience
TSA  November 2013 - Present
AE Business Solutions  March 2013 - November 2013
BMO Harris Private Banking   March 2012 - March 2013
State Collection Service, Inc.   June 2011 - March 2012
State Collection Service, Inc.   September 2009 - July 2011
Covance  May 2008 - September 2009
TSA  November 2007 - May 2008

Skills
Microsoft Office, Data Entry, Customer Service, Training, Communication Skills, Problem Solving, Desktop Publishing, Criminal Justice, Research, Time Management

Education
Kaplan University   2012 — 2013
Bachelor's degree, Criminal Justice

Madison Area Technical College   2005 — 2011
Criminal Justice

Larissa Sheng Larissa Sheng Toronto, Canada Area Details
Larissa Sheng's BMO Harris Private Banking Experience 2002 - 2003
Job Finance Professional at Aviva Canada
Industry Financial Services
Experience
Aviva Canada  March 2013 - Present
TD  2011 - 2012
CIBC  2003 - 2009
BMO Harris Private Banking   2002 - 2003
Ameresco Canada (formerly DukeSolutions Canada, a Duke Energy Company)   2000 - 2002

Skills
Business Analysis, Analysis, Banking, Forecasting, Strategic Financial..., Financial Analysis, Financial Services, Financial Planning, Cross-functional Team..., Valuation, Wealth Management, Financial Modeling, Derivatives, Strategic Planning, Financial Risk, Accounting, Business Process..., Project Planning, Capital Markets, Relationship Management, Strategy, Business Strategy, Management Reporting &..., Financial Planning &..., Business Planning, Due Diligence, Internal Controls, Managerial Finance, Financial Reporting

Education
CMA

Richard Ivey School of Business
MBA, Accounting and Finance

Frank Danesh Frank Danesh Toronto, Canada Area Details
Frank Danesh's BMO Harris Private Banking Experience October 1999 - February 2014
Job Director, FCSI, MTI, PFP, TEP.
Industry Financial Services
Experience
BMO Private Banking  February 2014 - Present
BMO Harris Private Banking   October 1999 - February 2014

Skills
Microsoft Word, Microsoft Office, Leadership, Management, Business Strategy, Business Analysis, Risk Management, Research, Financial Analysis, Banking, Teaching, Coaching, Investments, Portfolio Management, Business Planning, Asset Management, Strategic Financial..., Investment Advisory, Wealth Management, Retirement Planning, Investment Strategies, Financial Advisory, Investment Management, Asset Allocation, Mutual Funds, Financial Planning, Financial Services, Relationship Management

Education
Universidad Politécnica de Madrid   1987 — 1989
Architectural Engineering

Universidad de Alcalá   1986 — 1987

Mike Vanderburgh Mike Vanderburgh Toronto, Canada Area Details
Mike Vanderburgh's BMO Harris Private Banking Experience 1996 - 2007
Job Managing Director at Newport Private Wealth
Industry Investment Management
Experience
Newport Private Wealth   March 2007 - Present
Canadian Ski Patrol  September 2009 - Present
Canadian Ski Patrol  June 2012 - July 2015
BMO Harris Private Banking   1996 - 2007
Wittington Investments   1993 - 1996
Burns Fry  1991 - 1993
Manulife Financial  1990 - 1991

Skills
Financial Planning, Estate Planning, Real Estate, Mezzanine Financing, Mortgage Investments, Private Equity, Corporate Debt, Individual Pension Plans, Investments, Mezzanine, Strategic Financial..., Equities, Finance, Hedge Funds, Investment Management, Portfolio Management, Securities, Wealth Management, Strategy, Strategic Planning

Education
University of Toronto - Rotman School of Management   1996 — 1999
MBA, Finance

Queen's University   1985 — 1990
Bachelor of Commerce, Finance

MM Robinson

William Brent Peterson William Brent Peterson Greater Chicago Area Details
William Brent Peterson's BMO Harris Private Banking Experience 2001 - 2007
Job Development Director at NAMI DuPage
Industry Nonprofit Organization Management
Experience
NAMI (National Alliance on Mental Illness) DuPage   March 2015 - Present
Community Housing Advocacy & Development (CHAD)   June 2013 - February 2015
Glen Ellyn Bank & Trust   2009 - 2013
Amcore Bank  2007 - 2009
BMO Harris Private Banking   2001 - 2007

Skills
Relationship Management, Business Development, strategic planning, Non-profit Board..., Sponsorship Generation, Commercial Lending, Board Leadership, Fundraising, Team Building, Negotiation, Financial Analysis, Community Outreach, Public Speaking, Wealth Management, CRM, Strategic Planning, Leadership, New Business Development, Management, Nonprofits, Strategy, Budgets, Banking, Marketing Strategy

Education
University of Notre Dame - Mendoza College of Business   1985 — 1987
Master of Business Administration (MBA), Finance, General

St. Olaf College   1977 — 1981
Bachelor of Arts (B.A.), Political Science

Tom Meilinger Tom Meilinger Greater Chicago Area Details
Tom Meilinger's BMO Harris Private Banking Experience February 2011 - December 2014
Job Wealth Management Leader | Sales Executive | Business Consultant | Sales Coach | Investment Advisor | Foundation Exec
Industry Financial Services
Experience
Altair Advisers LLC  May 2015 - Present
Altair Advisers  2015 - 2015
BMO Harris Private Banking   February 2011 - December 2014
BMO Private Bank  February 2011 - December 2014
Vogel Consulting LLC   April 2002 - February 2011
Jacobus Wealth Management   January 1996 - April 2002
Wisconsin Foundation for Independent Colleges  December 1989 - April 1996
Donald A. Campbell Company   June 1987 - December 1989
Viterbo University  May 1981 - June 1987

Skills
Strategic Consulting, Management Consulting, Higher Education..., Higher Education..., Sales Management, Sales Operations, Sales Process, Investment Management, Investment Advisory, Wealth Management, Wealth Management..., Multi-generational..., Presentation Coaching, Media Relations, Public Speaking, Investments, Banking, Financial Analysis, Leadership, Microsoft Office, Asset Management, Portfolio Management, Business Development, Relationship Building, Sales, Finance, Management

Education
Ohio University   1976 — 1979
Master's Degree, International Relations and Affairs

Amandeep Kalirai Amandeep Kalirai Greater New York City Area Details
Amandeep Kalirai's BMO Harris Private Banking Experience February 2007 - May 2007
Job FX Technology Consultant
Industry Capital Markets
Experience
CIBC  September 2013 - January 2014
Bank of the West  January 2013 - April 2013
Bank of Montreal  March 2012 - November 2012
BMO Capital Markets  February 2010 - January 2012
TD Securities  May 2007 - January 2009
BMO Harris Private Banking   February 2007 - May 2007
BMO Harris Private Banking   October 2006 - February 2007

Skills
Business Analysis, Foreign Exchange, User Acceptance Testing, Capital Markets, SQL, Requirements Gathering, Money Market, Commercial Banking, Quality Assurance, Problem Solving, SDLC, Regression Testing, Portfolio Management, Systems Analysis, Requirements Analysis, Banking, Financial Risk, Business Process, Market Risk, FX Options, Trading, Back Office, Derivatives, Testing, Options, Swaps, Financial Modeling, Investment Banking, Software Documentation, Business Requirements, Quality Center

Education
Ryerson University   2003 — 2006
Bachelor of Commerce, Information Technology Management

CFA Institute
Passed Level 1

Sheridan College
Diploma, Systems Analyst program (Systems option)

Amanda Schultz Amanda Schultz Bozeman, Montana Details
Amanda Schultz's BMO Harris Private Banking Experience August 1999 - October 2004
Job Director, Montana Women's Business Center
Industry Nonprofit Organization Management
Experience
Prospera Business Network   November 2005 - Present
BMO Harris Private Banking   August 1999 - October 2004

Skills
Entrepreneurship, Training, Small Business, Networking, Marketing, Marketing Strategy, Strategic Planning, Marketing Communications, Event Planning, Marketing Event Planning, Event Based Marketing, Corporate Events, Event Management, Social Media Marketing, Fundraising, Public Relations

Education
National Development Council   2011 — 2013
Economic Development Finance Professional Certification

Montana State University-Bozeman   1993 — 1998
BA

Doreen Malone Doreen Malone Halifax, Canada Area Details
Doreen Malone's BMO Harris Private Banking Experience 2013 - Present
Job Sr. Private Banker at BMO Harris Private Banking
Industry Financial Services
Experience
BMO Harris Private Banking   2013 - Present
Assante Capital Management Ltd.  November 2010 - August 2013
Neptune Theatre  August 1999 - November 2010
Confederation Centre of the Arts   July 1993 - July 1999
Grant Thornton LLP  August 1983 - June 1993

Skills
Financial Planning, Cash Flow, Investments, Insurance, Business Planning, Strategic Planning, Wealth Management, Budgeting, Public Speaking, Retirement Planning, Strategic Financial..., Estate Planning, Budgets, Strategy, Tax, Marketing Strategy, Wealth, Financial Planners, Finance, Banking, Portfolio Management, Financial Services, Financial Advisory, Asset Management, Financial Analysis, Small Business, Asset Allocation, Investment Advisory

Education
Financial Planners Standards Council
Certified Financial Planner, Financial Planning

Canadian Securities Institute   2010 — 2010
Canadian Securities Course, Securities

Canadian Institute of Financial Planning   2009 — 2009
Certificate in Financial Planning, Financial Planning

Harvard Kennedy School of Government   2007 — 2007
Leadership

Institute of Chartered Accountants of Nova Scotia   1983 — 1985
Chartered Accountant, Accountancy

Saint Mary's University   1979 — 1983
Bachelor of Commerce, Business

Maureen McKay Maureen McKay Toronto, Canada Area Details
Maureen McKay's BMO Harris Private Banking Experience 1998 - 2002
Job Client Relationship Executive, Group Retirement Services, Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial  June 2014 - Present
Sun Life Financial  April 2010 - June 2014
Fidelity Investments  March 2008 - November 2008
Fidelity Investments Canada ULC  July 2006 - March 2008
Fidelity Investments  November 2002 - June 2006
BMO Harris Private Banking   1998 - 2002
BMO Nesbitt Burns  1997 - 1998
BMO Nesbitt Burns  1994 - 1997

Skills
Marketing Strategy, Integrated Marketing, Mutual Funds, Marketing, Strategy, Budgets, Management, Sales, Financial Services, Strategic Planning, Defined Benefit, Marketing Communications, Wealth Management, Retirement, Employee Benefits, Insurance, Investments

Education
Seneca College of Applied Arts and Technology   1989 — 1989
Honours Post-Graduate Diploma, Corporate Communications

Western University   1984 — 1988
B.A., Philosphy

Marti LaTour Marti LaTour West Palm Beach, Florida Area Details
Marti LaTour's BMO Harris Private Banking Experience May 2013 - Present
Job Vice President Wealth Advisor at BMO Harris Private Bank
Industry Investment Management
Experience
BMO Harris Private Banking   May 2013 - Present
BELLE Capital USA LP   April 2011 - Present
Women Angels, Inc   January 2006 - Present
Bernstein Global Wealth Management  January 2012 - February 2013
PepsiCo  May 2010 - April 2011
PepsiAmericas, Inc.   January 2007 - May 2010
PepsiAmericas, Inc.   December 1997 - January 2007
PepsiAmericas, Inc.   October 1994 - December 1997
Pepsi-Cola General Bottlers  January 1990 - December 1997

Skills
Strategic Planning, Pricing Strategy, Entrepreneurship, Contract Negotiation, Sales Management, P&L Management, Strategy, Management, Forecasting, Start-ups, Leadership, Team Building, Retail, Sales, Mergers & Acquisitions, Team Leadership, Business Strategy, Sales Operations, Change Management, Product Development, Organizational..., Key Account Management, New Business Development, Leadership Development, Recruiting, Account Management, Marketing, Budgets, Cross-functional Team..., Training, Coaching, Analysis, Operations Management, Market Analysis, Risk Management, Financial Analysis, Business Analysis, Business Planning, Competitive Analysis, Investments, Finance, Project Planning, Human Resources, Executive Management, Venture Capital, Due Diligence, Business Development, Market Research, CRM, Strategic Partnerships

Education
Lewis University   1991 — 1993
MBA, Business & Marketing

Lewis University   1990 — 1992
Private Pilot license, Private Pilot

Lewis University   1981 — 1989
Bachelors, Marketing

Corrie Sheldon Corrie Sheldon London, Canada Area Details
Corrie Sheldon's BMO Harris Private Banking Experience July 2010 - Present
Job Private Banking Officer, BMO Harris Private Banking
Industry Financial Services
Experience
BMO Harris Private Banking   July 2010 - Present
BMO Harris Private Banking   January 2006 - July 2010
Reitmans  2000 - 2006

Skills
Financial Accounting, Financial Analysis, Financial Reporting, Financial Risk, Managerial Finance, Office Administration, Retail Banking, Retail Sales, Retail Marketing, Microsoft Office, Microsoft Office 2007, Office Equipment, Microsoft Office 2003, Customer Service, Customer Satisfaction, Customer Oriented, Customer Retention, Organizational..., Organization &..., Organization, Risk Management, Salesforce.com, Government Accounting, General Ledger, Internet, Leadership, Social Networking, Problem Solving, Recruiting, Writing, Credit, Strategic Financial..., High Net Worth..., Investment Strategies

Education
L.C.C.V.I
O.S.S.D

Nipissing University
Bachelor's Degree, Bachelors of Commerce (expected 2015)

Jodi Templin Jodi Templin Greater Minneapolis-St. Paul Area Details
Jodi Templin's BMO Harris Private Banking Experience November 2013 - Present
Job Private Banking Associate, Credit at BMO Harris Private Banking
Industry Financial Services
Experience
BMO Harris Private Banking   November 2013 - Present
BMO Financial Group  July 2008 - November 2013
Wells Fargo  May 2004 - July 2008

Skills
Banking, Coaching, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Sales Management, Internal Communications, New Business Development, Customer Satisfaction, Microsoft Word, Salesforce.com, Sales, Risk Management, Leadership Development, Finance, Leadership, Time Management, Credit, Networking, Process Improvement, Training

Education
Minnesota State University, Moorhead   2000 — 2003
Bachelor of Science (B.S.), Graphic Communications

North Dakota State University   1999 — 2001

Bernadino (Nino) Torres Bernadino (Nino) Torres Greater Chicago Area Details
Bernadino (Nino) Torres's BMO Harris Private Banking Experience June 2013 - Present
Job Assistant Private Banker at BMO Private Bank, Personal Trainer at To The Max, LLC
Industry Banking
Experience
To The Max, LLC   January 2015 - Present
BMO Harris Private Banking   June 2013 - Present
BMO Harris Bank  July 2011 - Present
Eye Care Centers of America  July 2010 - January 2012
US Bank  August 2010 - June 2011
National City Bank  January 2009 - April 2010
Bank of America  November 2005 - January 2009
Sears  2003 - 2005

Skills
Banking, Small Business Lending, Consumer Lending, Lines Of Credit, Loans, Commercial Lending, Credit, Retail Banking, Credit Analysis, Cross Selling, Mortgage Lending, Financial Analysis, Portfolio Management, Relationship Management, Loan Origination, Deposits

Education
Purdue University Calumet   2001 — 2004
Bachelors, Political Science

North Newton Jr/Sr High School   1994 — 2000

Keith Oickle Keith Oickle Halifax, Canada Area Details
Keith Oickle's BMO Harris Private Banking Experience February 2010 - November 2010
Job Owner, KLO Financial Services Inc.
Industry Financial Services
Experience
KLO Financial Services Inc.   November 2007 - Present
Eastport Financial Group   2013 - June 2014
Mills Group of Companies   November 2010 - November 2012
BMO Harris Private Banking   February 2010 - November 2010
Stonegate Private Counsel   March 2007 - March 2010
Assante Wealth Management  2007 - 2009
Grant Thornton LLP  September 2003 - March 2007
WBLI Chartered Accountants  May 2000 - September 2003
Daley Black & Moreira (now Mcinnes Cooper)   May 1989 - May 2000
Deloitte  May 1981 - May 1989

Skills
Accounting, Financial Planning, Financial Accounting, Insurance, Estate Planning, Investments, Income Tax, Corporate Tax, Tax Compliance, Tax Preparation, Wealth Management, Strategic Financial..., Financial Planners, Tax, Financial Advisory, Financial Analysis, High Net Worth..., Business Valuation, Finance, Small Business

Education
Saint Mary's University   1977 — 1981
B. Comm, Accounting

Mahone Bay High School   1971 — 1977

Daniel Gladu Daniel Gladu Montreal, Canada Area Details
Daniel Gladu's BMO Harris Private Banking Experience June 2006 - October 2008
Job Banquier Privé
Industry Banking
Experience
RBC Wealth Management  December 2011 - Present
Bank of Montreal  October 2008 - November 2011
BMO Harris Private Banking   June 2006 - October 2008
Bank of Montreal  December 2001 - June 2006
RBC  May 1986 - July 1999

Skills
Wealth Management, Mutual Funds, Investments, Portfolio Management, Credit, Banking, Retirement Planning, Financial Analysis, Investment Strategies, Asset Management, Mortgage Lending, Investment Advisory, Asset Allocation, Investissements, Fonds mutuel, Services financiers, Emprunts, Gestion des relations, Banque de détail, Finance, Banque

Education
IQPF   1996 — 1996
Planificateur financier, Planification financière

HEC Montréal   1991 — 1995
MBA, Finance

HEC Montréal   1983 — 1986
BAA, Finance

Ryan Galpin Ryan Galpin Toronto, Canada Area Details
Ryan Galpin's BMO Harris Private Banking Experience May 2014 - December 2014
Job Associate Director, Sales Strategy at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking  January 2015 - Present
BMO Harris Private Banking   May 2014 - December 2014
Bank of Montreal, Private Client Group   June 2012 - May 2014
Bank of Montreal  May 2011 - August 2011
BMO Financial Group, Private Client Group   May 2010 - August 2010
BMO Financial Group, Investorline   June 2009 - August 2009
BMO Financial Group, Operations Department   June 2008 - August 2008
BMO Financial Group, Operations Department   June 2007 - August 2007

Skills
Leadership, Presentations, Simplying complex..., Execution, Relationship Management, Analysis, Research, Access, Strategy, Finance, Wealth Management, Banking, Financial Services

Education
St. Francis Xavier University   2008 — 2012
Bachelor of Business Administration (BBA), Honors Finance, Minor Economics

Vickie Tarantino Vickie Tarantino Las Vegas, Nevada Area Details
Vickie Tarantino's BMO Harris Private Banking Experience February 2012 - May 2012
Job Owner, Victoria Tarantino Consulting, LLC
Industry Financial Services
Experience
Victoria Tarantino Consulting, LLC   July 2003 - Present
Naissance Associates Inc.   2011 - 2015
BMO Harris Private Banking   February 2012 - May 2012
Wells Fargo Bank  April 2009 - April 2011
Client Companies (various)   1999 - 2009

Skills
Business Analysis, Banking, Financial Services, Change Management, Requirements Gathering, Analysis, Mergers & Acquisitions, Investments, Portfolio Accounting, Portfolio Adminstration, Account Reconciliation, Bookkeeping, Procedure Review, Data Mapping, Securities, Equities, QuickBooks, Portfolio Management, Strategic Financial..., Wealth Management, Business Requirements, Risk Management, Financial Planning

Education
San Francisco State University   1977 — 1979
B.A., Business Administration, Marketing

Las Vegas-Professional Institute of Technology and Accounting
Accounting and Bookkeeping Specialist

Brian Giegerich Brian Giegerich Greater Chicago Area Details
Brian Giegerich's BMO Harris Private Banking Experience 1992 - 1995
Job Senior Private Banker at Northern Trust
Industry Banking
Experience
Northern Trust  June 2013 - Present
BankFinancial  April 2008 - June 2013
Standard Bank & Trust Co.   August 2005 - March 2008
First Midwest Bank  2003 - 2005
Blackburn-Giegerich-Sonntag Funeral Home   1995 - 2003
BMO Harris Private Banking   1992 - 1995
Chicago Title & Trust Co.   October 1990 - 1991

Skills
Working Capital..., Commercial Lending, Credit, Commercial Mortgages, Small Business Lending, Commercial Banking, Loans, Credit Analysis, Equipment Loans, C&I Lending, Cash Flow Lending, Revolving Lines of..., Banking, SBA 504, C&I, Real Estate, Financial Analysis, Mortgage Lending, Community Banking, Term Loan, Commercial Real Estate, Loan Origination, Cross Selling, Construction Loans, Real Estate Financing, Relationship Management, Due Diligence, Investors, Real Estate Lending, Loan Work-outs, Risk Management, SBA, Management Buyouts, Investments, Asset Based Lending, Small Business, Credit Rating, Portfolio Management, Credit Risk, Underwriting, Consumer Lending, Lines Of Credit, Mortgage Banking, Residential Mortgages, Retail Banking, Finance, Asset Management

Education
Worsham College of Mortuary Science   1994 — 1997
Mortuary Science, Funeral Services

Michigan State University   1985 — 1990
BS, Finance

Alain Brunet, CFA Alain Brunet, CFA Montreal, Canada Area Details
Alain Brunet, CFA's BMO Harris Private Banking Experience October 1998 - Present
Job Vice President & Senior Investment Counsellor at BMO Private Investment Counsel Inc.
Industry Investment Management
Experience
BMO Harris Private Banking   October 1998 - Present

Skills
Private Wealth..., Asset Allocation, Wealth Management, Wealth Management..., Investment Strategies, Private Banking

Education
Université de Sherbrooke   1985 — 1988

Lorenzo Raymundo Lorenzo Raymundo Toronto, Canada Area Details
Lorenzo Raymundo's BMO Harris Private Banking Experience 2002 - 2006
Job Writer at lorenzoraymundo.com
Industry Retail
Experience
lorenzoraymundo.com   May 2010 - Present
LostDalliance   February 2010 - Present
Youzus.com   May 2010 - April 2011
BMO Harris Private Banking   2002 - 2006

Skills
Creative Writing, Writing For The Web, Marketing Strategy

Education
University of Toronto   2002 — 2007
BA, Political Science & Philosophy

Humber College   2001 — 2002
Diploma, Marketing

Nathaniel Siens Nathaniel Siens Charlotte, North Carolina Area Details
Nathaniel Siens's BMO Harris Private Banking Experience 2013 - 2015
Job President at Aries Capital Management Inc
Industry Financial Services
Experience
Aries Capital Management Inc   2015 - Present
BMO Harris Private Banking   2013 - 2015
Wells Fargo  2011 - 2013
J.P. Morgan   2010 - 2011
J.P. Morgan   2004 - 2010

Skills
Portfolio Management, Credit, Investments, Finance, Banking, Wealth Management, Loans, Leadership, Series 7, Financial Services, Management, Sales, New Business Development, Series 63, Small Business Lending, CRM, Financial Planners, Business Development, Insurance, Customer Service, Networking, Market Planning, Research, Teaching, Wealth Management..., Private Banking, 401k, 401k Rollovers, Lines Of Credit, Consulting, Investment Advisory, Investment Strategies, Investment Management, Asset Allocation, Asset Protection

Education
The Chicago School of Professional Psychology
Master of Arts, Clinical Psychology

Pittsburg State University   1998 — 2002
Bachelor of Arts, Business and Psychology, Honors

Danleigh Flesch Danleigh Flesch Vancouver, Canada Area Details
Danleigh Flesch's BMO Harris Private Banking Experience May 2011 - October 2014
Job Regional Compliance Manager at BMO Private Banking
Industry Investment Management
Experience
BMO Harris Private Banking   May 2011 - October 2014
BMO Harris Private Banking   May 2010 - May 2011
BMO Capital Markets  September 2006 - March 2010

Education
Queen's University   2002 — 2006
BAH, Psychology

Annick-Isabelle Marcoux Annick-Isabelle Marcoux Montreal, Canada Area Details
Annick-Isabelle Marcoux's BMO Harris Private Banking Experience February 2006 - July 2012
Job President and CEO of the Mansfield Athletic Clubs and HardCandy Fitness Toronto
Industry Health, Wellness and Fitness
Experience
Mansfield Athletic Clubs, HardCandy Fitness Toronto   July 2012 - Present
BMO Harris Private Banking   February 2006 - July 2012
BMO Harris Private Banking   February 2006 - October 2010
Westwind Partners  January 2003 - January 2006
HSBC Securities  August 1997 - April 2001
Montreal Exchange  February 1993 - November 1997
Society for Worldwide Interbank Financial Telecommunication, BELGIUM   1991 - 1992

Skills
Equities, Operations Management, Driving Growth, Investment Strategies, Leadership, Thought Leadership, Expansion, Mobilization, Auto motivation/self..., Business Intelligence, Team Management, Driving Results, Investments, Private Banking, Stock Exchange, Asset Managment, Portfolio Management, Wealth Management, Business Strategy, Sales Management, Financial Services, Management, General Awesomeness, Wealth, Asset Management, Strategy, Business Development, Business Expansion, Finance, Strategic Planning

Education
McGill-HEC   2008 — 2010
EMBA, Executive MBA

Université de Montréal - HEC Montréal   1989 — 1992
BAA, Management / Finance /Entrepreneurship

Sandra Henderson Sandra Henderson Ottawa, Canada Area Details
Sandra Henderson's BMO Harris Private Banking Experience June 2002 - August 2007
Job Senior Vice President, Eastern Ontario
Industry Banking
Experience
BMO  August 2007 - Present
BMO Harris Private Banking   June 2002 - August 2007

Education
Queen's University   1999 — 2001
MBA

The University of Western Ontario   1985 — 1989
BSC, Biochemistry

Todd Coleman Todd Coleman Calgary, Canada Area Details
Todd Coleman's BMO Harris Private Banking Experience December 2012 - Present
Job Vice President, Succession Planning, BMO Harris Private Banking
Industry Financial Services
Experience
BMO Harris Private Banking   December 2012 - Present
Canadian Association of Family Enterprise, Calgary Chapter   June 2013 - Present
BMO Harris Private Banking   March 2010 - December 2012
PricewaterhouseCoopers Corporate Finance   2007 - 2010
Austria Import West   2002 - 2007

Education
CGA Alberta   2008 — 2011
Certified General Accountant, Accounting

University of Alberta   1998 — 2000
MBA, Finance

Simon Fraser University   1994 — 1998
BA, Communication

Karin Brummell Karin Brummell Greater Los Angeles Area Details
Karin Brummell's BMO Harris Private Banking Experience June 2005 - August 2005
Job Senior Financial Analyst at Mattel
Industry Financial Services
Experience
Mattel, Inc.   July 2015 - Present
Toyota Motor Sales  April 2014 - June 2015
Toyota Motor Sales  August 2012 - April 2014
Toyota Motor Sales  June 2011 - September 2011
The Beanstalk Group  May 2007 - August 2010
The Beanstalk Group  May 2006 - April 2007
BMO Harris Private Banking   June 2005 - August 2005

Skills
Competitive Analysis, Marketing Strategy, Financial Modeling, Brand Management, Financial Analysis, Business Development, Marketing, Corporate Finance, Strategy, Cross-functional Team..., Business Strategy, Finance, Analytics, Strategic Planning, Analysis

Education
UCLA Anderson School of Management   2010 — 2012
MBA, Finance

New York University - Leonard N. Stern School of Business   2003 — 2007
B.S., Marketing

Sandy Hollingsworth Sandy Hollingsworth Lenexa, Kansas Details
Sandy Hollingsworth's BMO Harris Private Banking Experience November 2003 - November 2013
Job Job Seeking
Industry Financial Services
Experience
BMO Harris Private Banking   November 2003 - November 2013

Skills
Event Planning, Customer Service, Time Management, Banking

Education
Johnson County Community College

Greg Kennedy, TEP Greg Kennedy, TEP Toronto, Canada Area Details
Greg Kennedy, TEP's BMO Harris Private Banking Experience November 1996 - May 2003
Job Enterprise Succession Planning Group, Meridian Credit Union
Industry Financial Services
Experience
Meridian Credit Union - Credential Asset Management   July 2007 - Present
Gordon B. Lang & Associates Actuaries and Financial Consultants   January 2005 - July 2007
HSBC Trust Company Canada   May 2003 - January 2005
BMO Harris Private Banking   November 1996 - May 2003
Royal Trust  1990 - 1996
Yorkshire Trust   1984 - 1990
CIBC  1978 - 1984

Skills
Private Wealth..., Executor and Trustee..., Estate Planning, Retirement Planning, corporate trustee and..., Individual Pension..., Wealth Management..., Retirement Compensation..., Health and Welfare..., Succession Planning, Wealth Management, Retirement, Small Business, Trusts, Wealth, Estate Tax Planning, Strategic Financial..., Financial Advisory, Investment Management, Asset Allocation, Investments, Portfolio Management, Personal Financial..., High Net Worth..., Personal Finance, Mutual Funds, Investment Strategies, Investment Advisory, Financial Planners, Banking, Employee Benefits, Pensions, Critical Illness, Certified Financial..., Tax, Wealth Accumulation, Fixed Annuities, Securities, Financial Services, Asset Management, Private Banking, Income Protection, Life Insurance, Disability Insurance, Alternative Investments, Insurance, Long-term Care, ETFs, Strategy, Bonds

Education
STEP Advanced Certificate in Family Enterprise Advising   2012 — 2012
Business Succession Planning

The University of British Columbia

Richard Thorvilson Richard Thorvilson Seattle, Washington Details
Richard Thorvilson's BMO Harris Private Banking Experience 2002 - 2007
Job Director, Planned Giving at University of Washington
Industry Fund-Raising
Experience
University of Washington  May 2012 - Present
PONCHO  2011 - 2012
Lifelong AIDS Alliance  2009 - 2010
ACLU of Washington  2007 - 2009
BMO Harris Private Banking   2002 - 2007
Northwestern Trust & Investors Advisory Co.   1994 - 2002
Pacific First Bank  1992 - 1993
First Interstate Bank of Washington   1981 - 1991

Skills
Planned Giving, Fundraising, Non-profits, Event Planning, Board Development, Philanthropy, Volunteer Management, Stewardship, Community Outreach, Public Speaking, Non-profit..., Event Management, Personal Financial..., Trust Management, Charitable Trusts, Wealth Management, Investments

Education
Northwestern University   1972 — 1976
Bachelor of Arts, Economics

Great Falls High School   1969 — 1972

Sean Sinclair Sean Sinclair Calgary, Canada Area Details
Sean Sinclair's BMO Harris Private Banking Experience March 2002 - July 2013
Job Lending Specialist at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking  July 2013 - Present
BMO Harris Private Banking   March 2002 - July 2013

Skills
Wealth Management, Commercial Banking, Private Banking, Credit, Commercial Lending, Retirement Planning, Loans, Strategic Financial..., Wealth Management..., Credit Analysis, Banking, Mortgage Lending, Investments, Mutual Funds, Finance, Retail Banking, Wealth, Financial Planning

Education
Mount Royal College   2007 — 2010
CFP

The University of Calgary   1994 — 2000

Grant Burville Grant Burville Madison, Wisconsin Details
Grant Burville's BMO Harris Private Banking Experience July 2010 - October 2012
Job Vice President U.S. Business Banking Credit Risk Manager at BMO Harris Bank
Industry Financial Services
Experience
BMO Harris Bank  March 2015 - Present
BMO Harris Bank  October 2012 - Present
BMO Harris Private Banking   July 2010 - October 2012
BMO Financial Group  June 2008 - June 2010
BMO Financial Group  October 2005 - June 2008

Skills
Banking, Commercial Lending, Commercial Banking, Loans, Mortgage Lending, Retail Banking, Portfolio Management, Credit Risk, Credit, Cash Management, Strategic Financial..., Private Banking, Financial Analysis, Risk Management, Financial Modeling, Treasury Management, Capital Markets, Credit Analysis, Financial Risk, Wealth Management, Mutual Funds, Fixed Income, Financial Services, Investments

Education
McMaster University   1998 — 2000
Master of Business Administration (MBA)

The University of British Columbia   1988 — 1992
Bachelor's degree

Steveston

Julia Calabrese Julia Calabrese Greater Boston Area Details
Julia Calabrese's BMO Harris Private Banking Experience June 2011 - August 2011
Job Winter Tax Intern at Deloitte
Industry Financial Services
Experience
Deloitte  January 2013 - April 2014
The Boston Consulting Group  January 2012 - June 2012
BMO Harris Private Banking   June 2011 - August 2011
Harris Bank  June 2010 - July 2010
Stonegate Private Counsel   June 2009 - July 2009

Skills
Microsoft Excel, Investments, Financial Analysis, Wealth Management, Portfolio Management, Bloomberg, Accounting, Tax, Outlook

Education
Northeastern University   2015 — 2015
Master's Degree, Accounting

Northeastern University   2010 — 2015
Bachelor's Degree, Accounting and Finance

The London School of Economics and Political Science (LSE)   2013 — 2013
Summer Program, Finance, General

Eric Robison Eric Robison Greater Chicago Area Details
Eric Robison's BMO Harris Private Banking Experience September 2008 - Present
Job
Industry Financial Services
Experience
BMO Harris Private Banking   September 2008 - Present
HSBC Finance Corp  April 2006 - July 2008
Calyon Corporate and Investment Bank - merger of Credit Agricole and Credit Lyonnais   May 2004 - February 2006
Credit Agricole Indosuez  January 2000 - April 2004
Credit Agricole Indosuez  June 1997 - December 1999
Bank One Chicago, NA   February 1994 - June 1997
Lake Shore National Bank  April 1987 - February 1994

Skills
Capital Markets, Credit, Credit Analysis, Commercial Banking, Structured Finance, Portfolio Management, Banking, Loans, Securitization, Commercial Lending, Financial Analysis, Financial Modeling, Credit Risk, Treasury Management, Derivatives, Risk Management, Investment Banking, Investments, Fixed Income, Strategic Financial...

Education
Loyola University Chicago   1993 — 1995
MBA

Michigan State University   1982 — 1986
BA

Joe Arnold Joe Arnold Greater Chicago Area Details
Joe Arnold's BMO Harris Private Banking Experience September 2012 - August 2014
Job Associate at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank  August 2014 - Present
BMO Harris Private Banking   September 2012 - August 2014
Harris Bank  December 2011 - September 2012
Harris Bank  January 2011 - January 2012
Harris Bank  December 2009 - January 2011
Wintrust Financial Corporation  2009 - 2009
Lou Beres & Associates  June 2008 - August 2008
Delaware Place Bank  March 2007 - March 2008
Selden Fox, Ltd.   July 2006 - March 2007
Valley Bank  2004 - 2006

Skills
Underwriting, Process Improvement, Analysis, Auditing, Negotiation, Management, Leadership, Coaching, Strategy, Integrity, Acting, Thinking Outside The Box, Improvisation, Positive Energy, Accounting, Commercial Banking, Financial Analysis, Risk Management, Banking, Presentations, Credit Analysis, Commercial Lending, Loans, Finance, Credit Risk, Treasury Management, Financial Modeling, Relationship Management, Cash Flow

Education
Loyola University of Chicago - Graduate School of Business   2006 — 2009
MBA, Finance and Sport Management

St. Ambrose University   2002 — 2006
Bachelors, Accounting

Improv Olympic

El Mehdi El Kadiri El Mehdi El Kadiri Montreal, Canada Area Details
El Mehdi El Kadiri's BMO Harris Private Banking Experience 2010 - 2013
Job Advisor Risk Management at Desjardins
Industry Banking
Experience
Desjardins  2014 - Present
BMO Harris Private Banking   2010 - 2013
HSBC  2008 - 2009
RBC Royal Bank  2006 - 2007
RBC Royal Bank  2005 - 2007

Skills
Private Banking, Wealth Management, Commercial Banking, Commercial Lending, Loans, Investments, Credit Analysis, Credit, Portfolio Management, Banking, Financial Risk, Financial Services, Sales, Strategic Financial..., Equities, Investment Management

Education
New York Institute of Technology   2004 — 2005
MBA, Finance

HEC Montréal   1998 — 2002
BBA, Marketing

Isabelle Côté Isabelle Côté Montreal, Canada Area Details
Isabelle Côté's BMO Harris Private Banking Experience December 2008 - August 2009
Job Managing Director, Corporate Banking at Citi
Industry Financial Services
Experience
Citi  August 2009 - Present
Association of Quebec Women in Finance   2002 - 2012
BMO Harris Private Banking   December 2008 - August 2009
Citi  June 2002 - August 2008
Scotia Capital  November 2000 - June 2002
Scotiabank  January 1997 - November 2000

Skills
Banking, Corporate Finance, Capital Markets, Debt, Fixed Income, Credit, Treasury Management, Loans, Derivatives, FX Hedging, Equities, Finance, Financial Analysis, Risk Management, Financial Modeling, Investment Banking, Portfolio Management, Relationship Management, Investments, Commercial Banking, Valuation

Education
Canadian Securities Institute   2014 — 2014
Partners, Directors and Senior Officers Examination, Corporate Governance

CFA Institute
CFA Charterholder

HEC Montréal   1993 — 1997
Master, Management

HEC Montréal   1990 — 1993
B.B.A., Finance

Geoffrey Ritchie Geoffrey Ritchie Toronto, Canada Area Details
Geoffrey Ritchie's BMO Harris Private Banking Experience March 2010 - September 2014
Job VP & General Counsel @ Zenbanx Executive Director @ Private Capital Markets Association
Industry Financial Services
Experience
Zenbanx  September 2014 - Present
Private Capital Markets Association of Canada   May 2009 - Present
BMO Harris Private Banking   March 2010 - September 2014
BMO Global Asset Management Inc.   July 2012 - February 2013
WeirFoulds LLP  November 2008 - March 2010
Queen's University  2008 - 2010
Clifford Chance LLP  2007 - 2008
Ontario Securities Commission  2004 - 2008
Gowling Lafleur Henderson LLP  May 2001 - May 2004
Legislative Assembly of Ontario  April 1998 - September 1999

Skills
Securities, Compliance, Capital Markets, Risk Management, Securities Regulation, Exempt Market, EMD, Corporate Governance, Structured Finance, Private Equity, Corporate Law, Due Diligence, AML, Private Placements, Investment Management, Securitization, Equities, Investments, Mutual Funds, Venture Capital, Hedge Funds, Financial Regulation, Financial Services, Alternative Investments, Mergers, Asset Management, Corporate Finance, Mergers & Acquisitions, Investment Advisory, Fixed Income, Banking, Portfolio Management, Wealth Management

Education
York University - Osgoode Hall Law School
LLM, Securities Law

Queen's University   1999 — 2003
J.D., Law

Universität Bern, Switzerland   2000 — 2000
World Trade Institute, International Trade

McMaster University   1991 — 1995
BA, Political Science

Debra Kavalos-Delaney, MBA Debra Kavalos-Delaney, MBA Greater Chicago Area Details
Debra Kavalos-Delaney, MBA's BMO Harris Private Banking Experience May 2005 - February 2007
Job Sales, Sales Management, Business Development, Relationship Management Executive
Industry Consumer Services
Experience
Memorable Entertaining.com   February 2007 - Present
Greater Chicagoland Area  February 2007 - Present
BMO Harris Private Banking   May 2005 - February 2007
BMO Harris Bank  July 1998 - May 2005
BMO Harris Bank  November 1997 - June 1998
BMO Harris Bank  May 1994 - October 1997
Tiffany & Co.   1987 - 1994
Cook Associates  1985 - 1987
Pitney Bowes  1984 - 1985
Hartmarx  1979 - 1983

Skills
Innovative Thinking, Creative Problem Solving, Strategic Planning, Sales Management, sales incentive..., Training & Development, Customer Satisfaction, Direct Sales, Creative Direction, Coaching, New Business Development, Employee Hiring, Sales Process, Account Management, Recruiting, Strategy, Management, Employee Training, Lead Generation, Product Marketing, Marketing Communications, Marketing, Business Development, Entrepreneurship, B2B, Selling, Leadership, Retail, Sales, Customer Service, Team Building, Cross-functional Team..., Consulting, Strategic Partnerships, CRM, Marketing Strategy, Financial Services

Education
Roosevelt University   1979 — 1981
MBA, Management & Marketing

Lesley University   1973 — 1979
BS, Education

Peter Killenbeck Peter Killenbeck Richmond, Virginia Area Details
Peter Killenbeck's BMO Harris Private Banking Experience December 2010 - Present
Job Training Consultant Trust Client Services at BMO Harris Global Asset Management
Industry Financial Services
Experience
BMO Harris Private Banking   December 2010 - Present
Oakbrook Solutions  May 2009 - October 2010
LandAmerica Financial Group  July 2007 - May 2009
McKesson Medical-Surgical  January 2002 - July 2007
Riggs Bank  May 2000 - January 2002
Metavante  October 1998 - April 2000
Central Fidelity Bank  December 1992 - September 1998
Central Fidelity Bank  November 1985 - December 1992

Skills
Accounting, Account Reconciliation, Documentations, Process Improvement, Internal Controls, Access, Internal Audit, Data Analysis, Banking, Risk Management, Investments, Financial Analysis, Financial Services, Wealth Management, Credit, Management, Auditing, Finance, Insurance, Training

Education
Virginia Commonwealth University - School of Business   1986 — 1990
MS, Business

Nazareth College   1984 — 1985
Education

Washington and Lee University   1980 — 1984
BS, Accounting, French

Mirza Abbas Mirza Abbas Toronto, Canada Area Details
Mirza Abbas's BMO Harris Private Banking Experience November 2012 - Present
Job Strategic Initiatives Advisor at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group  March 2015 - Present
Bank of Montreal  August 2014 - Present
BMO Harris Private Banking   November 2012 - Present
BMO Harris Private Banking   March 2010 - October 2012
BMO Harris Private Banking   July 2007 - March 2010
RBC  February 2004 - July 2007
Computershare  November 2003 - February 2004

Skills
Investments, Change Management, Risk Management, Business Strategy, Portfolio Management, Banking, Wealth Management, Strategic Financial..., Financial Analysis, Asset Managment, Relationship Management, Credit, Business Analysis, Private Banking, Mutual Funds, Wealth Management..., Equities, Analysis, Management, Asset Management, Financial Services, Strategy, Strategic Planning, Financial Planning

Education
Haadi   2012 — 2012
PMP Preparation

Karachi University   2001 — 2005
BBA, Business Administration

NCPE   2001 — 2002
DIT, Diploma in Information Technology

Daniel J. Thompson Daniel J. Thompson Greater Chicago Area Details
Daniel J. Thompson's BMO Harris Private Banking Experience February 2006 - Present
Job Portfolio Manager at BMO Harris Private Banking
Industry Investment Management
Experience
BMO Harris Private Banking   February 2006 - Present
Chicago Stock Exchange  May 2003 - February 2006
Chicago Stock Exchange  May 2000 - May 2003

Skills
Investment Management, Wealth Management, Financial Markets, Mutual Funds, ETFs, Fixed Income, Series 65, CFA Program, High Net Worth..., Asset Allocation, Investment Strategies

Education
Illinois State University   1996 — 2000
Bachelor of Science (BS), Finance

Brett Henderson Brett Henderson Toronto, Canada Area Details
Brett Henderson's BMO Harris Private Banking Experience May 2011 - September 2011
Job Associate, Origination at Timbercreek Asset Management
Industry Capital Markets
Experience
Timbercreek Asset Management  November 2014 - Present
NewPoint Capital Partners Inc.   June 2012 - November 2014
BMO Harris Private Banking   May 2011 - September 2011
BMO Harris Private Banking   May 2009 - August 2010

Skills
Wealth Management, Public Speaking, Investments, Investment Banking, Mergers & Acquisitions, Valuation, Financial Analysis, Capital IQ, Debt Restructuring, Corporate Finance, Capital Markets, Restructuring, Financial Services, Financial Modeling, Finance, Asset Management, Analysis, Teamwork

Education
Queen's University   2008 — 2012
BComm (Honours), Finance

Singapore Management University   2010 — 2010
Exchange Program, Finance

University of Toronto Schools   2002 — 2008

Janna Cosby Janna Cosby Greater Chicago Area Details
Janna Cosby's BMO Harris Private Banking Experience 2008 - 2010
Job Marketing and Communications Executive
Industry Public Relations and Communications
Experience
Cosby Creative Associates, Inc.   July 1984 - Present
CNA Insurance  March 2012 - May 2014
BMO Harris Private Banking   2008 - 2010
Cosby Creative Associates Inc   1984 - 2010
Opportunity International  December 2006 - June 2008
McDonald's Corporation  November 1988 - March 2002

Skills
Storytelling, Event Planning, Marketing Communications, Public Relations, Scripting, Newsletters, Event Management, Television, Advertising, Media Relations, Marketing, Non-profits, Public Speaking, Nonprofits, Management, Social Media Marketing, Strategic Communications, Fundraising

Education
Southern Illinois University, Carbondale   1974 — 1978
B.S., English, Television, Instructional Design

Hanover College   1974 — 1976
Associate of Arts and Sciences (A.A.S.), English Language and Literature/Letters

Geoffrey Crawley Geoffrey Crawley Greater New York City Area Details
Geoffrey Crawley's BMO Harris Private Banking Experience March 2003 - June 2005
Job Vice President Marketing at Staffing Synergies, LLC
Industry Staffing and Recruiting
Experience
FILLFOX   August 2013 - Present
Staffing Synergies, Inc   June 2010 - Present
Rand  June 2010 - May 2012
The Auxiliary Board of Northwestern Memorial Hospital   September 2004 - August 2011
Harris Bank  July 2007 - November 2008
Harris Investor Services  July 2005 - June 2007
BMO Harris Private Banking   March 2003 - June 2005
Merrill Lynch Investment Managers  October 1999 - December 2002
Merrill Lynch  February 1997 - August 1999
Merrill Lynch  July 1995 - February 1997

Skills
Customer Relations, Investments, New Business Development, Customer Service, Public Speaking, Sales Management, Leadership, Business Planning, Event Management, CRM, Strategy, Business Development, Training, Management, Marketing, Sales, Program Management, Human Resources, Coaching, Insurance

Education
Princeton University   1991 — 1995
B.A.

The Peddie School   1988 — 1991

Ben Hill Junior High School

Claywell Elementary School

Kathy Wakil Kathy Wakil Toronto, Canada Area Details
Kathy Wakil's BMO Harris Private Banking Experience December 2010 - Present
Job Private Wealth Consultant at BMO Harris Private Banking
Industry Financial Services
Experience
BMO Harris Private Banking   December 2010 - Present
TD Waterhouse - Private Client Services  January 2007 - December 2010
TD Waterhouse Private Client Services  September 1995 - January 2010
TD Waterhouse - Private Client Services  September 1995 - December 2006
Investors Group Financial Services  October 1992 - August 1995
Woodward's Department Stores   January 1988 - July 1991

Skills
Wealth Management, Retirement Planning, High Net Worth..., Private Banking, Estate Planning, Strategic Financial..., Investment Advisory, Investment Strategies, Sales Management, Strategic Planning, Investments, Investment Management, Portfolio Management, Banking, Business Development, Mutual Funds, Loans, Team Leadership, Relationship Management, New Business Development

Education
Simon Fraser University   1991 — 1993
MBA, Business Strategy

Simon Fraser University   1991 — 1993
Masters, Business Administration

Investments Funds Institute of Canada

University of Guelph   1974 — 1978
BA, Literature

Danny Nikitopoulos Danny Nikitopoulos Toronto, Canada Area Details
Danny Nikitopoulos's BMO Harris Private Banking Experience May 2002 - June 2004
Job Senior Manager, TD Wealth Finance
Industry Accounting
Experience
TD  December 2012 - Present
TD Asset Management  May 2010 - December 2012
KPMG LLP  September 2005 - November 2010
BMO Harris Private Banking   May 2002 - June 2004

Skills
Auditing, Investments, Financial Modeling, Corporate Finance, Financial Reporting, Finance, Analysis, Valuation, Accounting, Business Analysis, Banking, Managerial Finance, Mutual Funds

Education
McMaster University
H.Bcomm, Business - Finance

York University - Schulich School of Business
Masters of Business Administration, Finance

Shelly Carley Cramer Shelly Carley Cramer Phoenix, Arizona Area Details
Shelly Carley Cramer's BMO Harris Private Banking Experience May 2013 - August 2014
Job Account Executive at Vision Design
Industry Staffing and Recruiting
Experience
BMO Harris Private Banking   May 2013 - August 2014
Vision Design Inc.   January 2009 - April 2013
NewBridge Technology Solutions   January 2004 - January 2009
Verizon International / Celulares Telefonic   January 1999 - January 2004
WMF Washington Mortgage   January 1998 - January 1999
CB Richard Ellis / L.J. Melody & Co   January 1997 - January 1998
Julien J. Studley  January 1995 - January 1997

Skills
Leadership Development, Contract Negotiation, Business Development

Education
Rice University   1998 — 1999

Sam Houston State University   1989 — 1995

Paul Cheetham Paul Cheetham Vancouver, Canada Area Details
Paul Cheetham's BMO Harris Private Banking Experience May 2012 - Present
Job
Industry Financial Services
Experience
BMO Harris Private Banking   May 2012 - Present

Skills
Wealth Management, Investments, Investment Strategies, Wealth Management..., Financial Services, Mutual Funds, Strategic Financial..., Investment Advisory, Financial Advisory, Retail Banking, Retirement Planning, Portfolio Management, Investment Management, Estate Planning, Asset Management, Equities, High Net Worth..., Asset Allocation, Private Banking, Securities, Mortgage Lending, Alternative Investments, Retirement, Financial Planners, Leadership, Financial Planning, Banking

Education
Harvard Business School   2013 — 2014
Program for Leadership Development (PLD)

Stefanie Côté Stefanie Côté Montreal, Canada Area Details
Stefanie Côté's BMO Harris Private Banking Experience July 2005 - September 2006
Job Propriétaire & Gestionnaire chez Stefanie Côté
Industry Retail
Experience
Stefanie Côté   January 2014 - Present
MusiquePlus  October 2013 - Present
FM103.3 - La Radio Allumée   April 2012 - April 2013
RONA  March 2008 - May 2011
BMO Harris Private Banking   July 2005 - September 2006
National Car Rental  December 2004 - December 2005
Saputo  June 2002 - December 2004
Gaz Métro  March 2004 - August 2004

Skills
Photoshop, Marketing Communications, Marketing Strategy, Coaching, Project Management, Corporate Communications, Strategic Planning, Marketing, French, Social Media, Customer Service, Business Strategy, Product Development, Public Relations, Advertising, Publicité, Communication marketing, Réseaux sociaux

Education
Promédia - Formation intensive en animation radio & télé   2011 — 2012
Attestation d'études professionnelles, Animation radio & télé, Diplômée

   2005 — 2010
Certificat, Administration

Champlain College - St-Lambert   2000 — 2004
DEC Technique, Gestion administrative, microédition & hypermédia

Marlene Wagner Marlene Wagner Sussex, Wisconsin Details
Marlene Wagner's BMO Harris Private Banking Experience August 2012 - August 2013
Job Team Communications Specialist at Realty Executives Integrity
Industry Real Estate
Experience
Realty Executives Integrity  August 2013 - Present
BMO Harris Private Banking   August 2012 - August 2013
Wagner Woodwork, Inc.   January 1988 - August 2012

Skills
Marketing Communications, Business Analysis, Internet Strategy, Business Writing, Residential Homes, Real Estate Transactions, Credit, Budgets, Real Estate, Marketing, Investments, Market Analysis, Sellers, Refinance, First Time Home Buyers, Residential Mortgages, Negotiation, Customer Service, Loans, Entrepreneurship, Finance, Contract Negotiation, Commercial Real Estate, Property, Sales, Real Estate Economics, Real Estate Financing, Selling, Buyers

Education
Summit University   1977 — 1981
Bachelor of Science (B.S.), Secondary Education and Teaching

Olivier Dupiton Olivier Dupiton Montreal, Canada Area Details
Olivier Dupiton's BMO Harris Private Banking Experience May 2012 - Present
Job Employment Counselor at CDI College
Industry Financial Services
Experience
CDI College  June 2015 - Present
BMO Harris Private Banking   May 2012 - Present
Jeunesse au Soleil Inc.   July 2012 - Present
iReach International   March 2012 - March 2015
Volunteer  March 2012 - March 2014
Stetson University  September 2007 - July 2010

Skills
Leadership, Coaching, Training, Leadership Development, Public Speaking, Nonprofits, People Skills, Teamwork, Entrepreneurship, Public Relations, Organizational..., Non-profits, Analysis, Community Outreach, Data Analysis, Social Media, Business Planning, Project Management, Team Leadership, Strategic Planning, Banking, Recruiting, Social Networking, Research, Event Planning, Human Resources, Budgets, Organizational..., Business Strategy

Education
Mercyhurst University   2010 — 2012
MA, Organizational Leadership

Stetson University   2006 — 2010
BBA, International Business

Guarionex Victoria Guarionex Victoria Tampa, Florida Details
Guarionex Victoria's BMO Harris Private Banking Experience November 2007 - July 2008
Job Leadership, creativity, innovation and drive.
Industry Writing and Editing
Experience
T-Mobile  December 2012 - Present
TD  July 2010 - June 2012
RSS Laboratories   July 2008 - July 2010
BMO Harris Private Banking   November 2007 - July 2008
Wachovia Bank NA  October 2005 - November 2007

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, HTML, English, Social Media Marketing, Facebook, Data Analysis, Leadership, Sales, Outlook, Team Building, Critical Thinking, Retail, Customer Experience, Customer Satisfaction, Customer Retention, Data Entry, Management, Time Management, Marketing Strategy, Event Planning, Banking, Sales Operations, Creative Writing, Team Leadership, Editing, Inventory Management, Email Marketing, Social Networking, Teaching, Strategic Planning, New Business Development, Employee Training, Proofreading, Communication, Credit, Account Management, Cross-functional Team..., Event Management, Fundraising

Education
University of South Florida   2010 — 2013
English Language and Literature/Letters

Palm Beach State College   2008 — 2010
Associate of Arts (AA), Business

Judith Chambers Judith Chambers Winnipeg, Canada Area Details
Judith Chambers's BMO Harris Private Banking Experience April 2007 - January 2013
Job V.P & Market Manager TD Wealth Private Client Group
Industry Financial Services
Experience
TD  January 2013 - Present
BMO Harris Private Banking   April 2007 - January 2013
RBC Wealth Management  June 2004 - April 2007

Education
Nipissing University

University of Manitoba

Alexandra Lazar Alexandra Lazar Lake Forest, Illinois Details
Alexandra Lazar's BMO Harris Private Banking Experience July 2012 - August 2012
Job Account Executive Intern at McGuffin Creative Group, Inc.
Industry Marketing and Advertising
Experience
McGuffin Creative Group, Inc.   June 2014 - August 2015
BMO Harris Bank  June 2013 - August 2013
BMO Harris Private Banking   July 2012 - August 2012
BMO Harris Private Banking   July 2012 - August 2012
The Joffrey Ballet  July 2011 - July 2011

Skills
Account Management, Advertising, Campaign Management, Marketing Communications, Digital Strategy, Direct Mail, Relationship Management, Internal Communications, Corporate Communications, Digital Marketing..., SharePoint, Workamajig, PowerPoint, Market Research, Marketing Strategy, Social Media, Email Marketing, Facebook, Nonprofits

Education
Loyola University Chicago   2014 — 2016
Bachelor's Degree, Advertising, Public Relations

Xavier University   2012 — 2014
Bachelor of Arts (BA), Majors: Advertising, Public Relations Minor: Business

Woodlands Academy of the Sacred Heart   2008 — 2012

Brandy Wilkins Brandy Wilkins Parrish, Florida Details
Brandy Wilkins's BMO Harris Private Banking Experience May 2008 - August 2011
Job AMLOperations Analyst at Citi
Industry Financial Services
Experience
Citi  January 2012 - Present
BMO Harris Private Banking   May 2008 - August 2011
Whitney National Bank  2007 - 2008
Morrison Homes  2004 - 2007
RBC  2003 - 2004
Provident Bank  1999 - 2004

Skills
Banking, Credit, Loans, Financial Analysis, Retail Banking, Risk Management, Mortgage Lending, Commercial Banking, Analysis, Teamwork

Education
Manatee Technical Institute   2004 — 2005
Business, Management, Marketing, and Related Support Services

Manatee Community College   1993 — 1995
Business, Management, Marketing, and Related Support Services

Jim Coyle, CFP Jim Coyle, CFP Calgary, Canada Area Details
Jim Coyle, CFP's BMO Harris Private Banking Experience June 2004 - September 2008
Job Director, Investment Services at First Calgary Financial, a division of Connect First Credit Union
Industry Financial Services
Experience
Connect First Credit Union  January 2012 - Present
Canadian Western Bank  May 2009 - January 2012
BMO Harris Private Banking   June 2004 - September 2008
BMO Financial Group  May 2002 - June 2004
BMO Financial Group  April 2000 - May 2002
Holden International  1997 - 2000
Scotiabank  1996 - 1997
National Trust  1984 - 1996

Skills
Sales Management, Coaching, Financial Planning, Wealth Management, Strategic Planning, Team Leadership, Banking, Business Strategy, Strategic Financial..., Financial Services, Investments, Sales, Finance, Training, Business Development, Insurance, Strategy, Leadership, Retail Banking, Management, Mortgage Lending, Leadership Development, Mutual Funds, Recruiting, Sales Process, Investment Strategies, Loans, Cross-functional Team..., Commercial Banking, Portfolio Management, Analysis, Risk Management, Retirement Planning, Relationship Management, Credit, Financial Advisory, Investment Advisory, Wealth Management..., Credit Analysis, Residential Mortgages, Financial Analysis, Asset Management, Financial Risk, Asset Allocation, Consumer Lending, Securities, Retirement, Commercial Lending, Credit Risk, High Net Worth...

Education
Northwestern University - Kellogg School of Management   2005 — 2005
Executive Education - Accelerating Sales Force Performance

Financial Planners Standards Council   1992 — 1994
CFP, Financial Planning

Shoreline Community College   1976 — 1978
Associate Degree, Arts and Sciences

Dale Carnegie
Effective Communications and Human Relations

Seattle Pacific University
Marketing

The Coaches Training Institute
CPCC, Coaching

Artem Skripka Artem Skripka San Francisco Bay Area Details
Artem Skripka's BMO Harris Private Banking Experience 2010 - 2012
Job Product Manager at MarketX
Industry Financial Services
Experience
MarketX   2015 - Present
Markit  August 2013 - August 2015
RiskVal Financial Solutions, LLC  2012 - 2013
BMO Harris Private Banking   2010 - 2012
Centris  2007 - 2010
TNS North America  2005 - 2007

Skills
Product Management, Business Analysis, Financial Modeling, Financial Analysis, Derivatives, Quantitative Analytics, Microsoft Excel, Banking, Problem Solving, Fixed Income, Analytics, Portfolio Management, Relationship Management

Education
Université de Montréal - HEC Montréal
B.Comm, Double major: Finance, Information Technology

Jaye Peart Jaye Peart Toronto, Canada Area Details
Jaye Peart's BMO Harris Private Banking Experience July 2010 - January 2014
Job Executive Assistant to Senior Vice President and Chief Operating Officer, Human Resources at TD Bank Group
Industry Banking
Experience
TD  January 2014 - Present
BMO Harris Private Banking   July 2010 - January 2014
First Canadian Title  May 2007 - June 2010
First Canadian Title  January 2007 - May 2007
Katz Group Canada Limited   March 2004 - December 2005
Katz Group Canada Limited   January 2003 - March 2004
Katz Group Canada Limited   April 2002 - January 2003
Cornerstone Systems Incorporated   December 2001 - April 2002

Skills
Time Management, Human Resources, Leadership, Customer Service, Training, Budgets, Sales, Relationship Management, Program Management, Banking, Visio, Meeting Scheduling, Events Coordination, Expense Reports, Office Management, Office 2010, Travel Management, Microsoft Office, Email Management, Executive Calendar..., Handle Confidential..., Mobile Technology, Award Winner, Board of Directors..., Facilities Management, Minute Taking, Non-profit Volunteering, Executive Support, Internal Audit, Organization Skills, Social Media, Change Management

Education
Sheridan College   1997 — 1999
Diploma, Advertising

M.M. Robinson

Mohawk College

Joseph Quinn Joseph Quinn Greater Chicago Area Details
Joseph Quinn's BMO Harris Private Banking Experience August 2013 - November 2014
Job Experienced Manager, Banking Professional at BMO Harris Bank and Advocate for Nonprofits
Industry Banking
Experience
BMO Harris Bank  November 2014 - Present
BMO Harris Private Banking   August 2013 - November 2014
BMO Harris Bank  June 2006 - August 2013
Fifth Third Bank  October 2003 - May 2006

Skills
Management, Coaching, Commercial Lending, Personal Finance, Small Business Lending, Consumer Lending, Commercial Banking, Real Estate, Banking, Loans, Retail Banking, Loan Origination, Credit, Lines Of Credit, Customer Service, Sales, Cross Selling, Team Building

Education
Northern Illinois University   2014 — 2015
M.B.A - expected completion 2015

Harper College
Associate's degree, Business

Northeastern Illinois University
B.S. Finance

Paul Snyder Paul Snyder Charlotte, North Carolina Area Details
Paul Snyder's BMO Harris Private Banking Experience 2005 - October 2010
Job Portfolio Manager at McGladrey Wealth Mgmt
Industry Investment Management
Experience
McGladrey  February 2015 - Present
MB Financial Bank  October 2010 - January 2015
BMO Harris Private Banking   2005 - October 2010
Harris Investment Services   May 1999 - December 2004
Morgan Stanley  March 1998 - May 1999

Skills
Access, Asset Allocation, Asset Management, Finance, Investment Advisory, Investments, Portfolio Management, Private Banking, Wealth Management, Investment Strategies, Mutual Funds, Alternative Investments, Equities, Investment Management, Wealth Management...

Education
University of North Carolina at Charlotte - Belk College of Business   2000 — 2002
MBA, Finance

North Carolina State University - College of Management   1995 — 1998
BS, Business Management

Michel Stafford Michel Stafford Montreal, Canada Area Details
Michel Stafford's BMO Harris Private Banking Experience VP & Market ManagerBMO Harris Private Manking2008 - Present
Job VP & Market Manager at BMO Harris Private Banking
Industry Financial Services
Experience
BMO Harris Private Banking   VP & Market ManagerBMO Harris Private Manking2008 - Present

Skills
Commercial Lending, Commercial Banking, Banking

Education
Université du Québec à Montréal   1998 — 2000
MBA, Adnministration - Planification

Richard Kraker Richard Kraker Chicago, Illinois Details
Richard Kraker's BMO Harris Private Banking Experience July 2013 - Present
Job Private Banking Associate, Credit at BMO Private Bank
Industry Banking
Experience
BMO Harris Private Banking   July 2013 - Present
BMO Harris Bank  May 2008 - July 2013

Skills
Consumer Lending, Banking, Small Business Lending, Wealth Management, Loans, Financial Analysis, Finance, Commercial Lending, Credit, Credit Analysis, Commercial Banking, Retail Banking

Education
Northwestern University
Certified Financial Planner program

University of Phoenix   2010 — 2012
Master of Business Administration (MBA)

Northern Illinois University - College of Business   2004 — 2008
Finance

Lisa Lundgren Lisa Lundgren Hinsdale, Illinois Details
Lisa Lundgren's BMO Harris Private Banking Experience July 2007 - August 2008
Job StayAtHome Mother
Industry Marketing and Advertising
Experience
Lundgren Household   April 2011 - Present
The Northern Trust Company  January 1998 - April 2011
BMO Harris Private Banking   July 2007 - August 2008
American National Bank and Trust Company  June 1991 - January 1998

Skills
Wealth Management, Wealth, High Net Worth..., Series 7, Wealth Transfer, Trust Services, Client Service, Customer Relations

Education
Miami University   1986 — 1990
Bachelors of Science, Business

Hinsdale Central High School   1982 — 1986
Graduate, 1986

Joel Kinjerski Joel Kinjerski Greater Milwaukee Area Details
Joel Kinjerski's BMO Harris Private Banking Experience May 2014 - Present
Job IT Solutions Specialist at James Imaging Systems
Industry Information Technology and Services
Experience
James Imaging Systems  May 2015 - Present
BMO Harris Private Banking   May 2014 - Present
Sussex IM  October 2012 - May 2014
Batteries Plus Bulbs  May 2011 - September 2012
Arizona Office Technologies  2009 - 2011
Ariziona Office Technologies   August 2005 - June 2009
Gordon Flesch Company  July 1997 - September 2004

Skills
Lean Manufacturing, Product Development, New Business Development, Manufacturing, Technical Support, Microsoft Office, Customer Service, Help Desk Support, Solution Selling, Team Building, Troubleshooting, Sales, Account Management

Education
University of Phoenix   2001 — 2005
Bachelor of Information Technology, Computer and Information Sciences and Support Services

ITT Technical Institute-Greenfield   1994 — 1996
Associate's degree, Electrical and Electronics Engineering

Mukwonago High School

Lucas Ferster Lucas Ferster Madison, Wisconsin Details
Lucas Ferster's BMO Harris Private Banking Experience August 2014 - Present
Job Wealth Advisor Associate at BMO Harris Private Bank
Industry Financial Services
Experience
BMO Harris Private Banking   August 2014 - Present
Northwestern Mutual  October 2013 - June 2014
Cantella & Co.   March 2012 - August 2013
Investors Capital  2008 - 2012

Skills
FINRA, Mutual Funds, Securities, Investments, Wealth Management, Asset Management, Portfolio Management, Financial Analysis, Financial Services, Retirement Planning, Strategic Financial..., Retirement, Alternative Investments, Microsoft Office, Investment Advisory, Equities, Asset Allocation

Education
Juniata College   2004 — 2008
Bachelor's degree, Business Management

Stefania Palitti Stefania Palitti Toronto, Canada Area Details
Stefania Palitti's BMO Harris Private Banking Experience October 1999 - Present
Job Financial Consultant at BMO Harris Private Banking
Industry Banking
Experience
BMO Harris Private Banking   October 1999 - Present
CIBC  May 1995 - October 1999

Skills
Private Banking, Wealth Management..., Wealth Management, Investment Advisory, High Net Worth..., Credit, Mutual Funds, Retirement Planning, Asset Allocation, Investment Strategies, Investments, Finance, Investment Management, Wealth, Strategic Financial..., Consumer Lending, Financial Services, Portfolio Management, Estate Planning, Personal Financial..., Commercial Lending, Loans, Securities, Relationship Management, Mortgage Lending, Financial Advisory, Financial Planning

Education
The University of British Columbia   1985 — 1990
BA, International Relations/Political Science

Donna Shelton Donna Shelton Greater Chicago Area Details
Donna Shelton's BMO Harris Private Banking Experience January 2015 - Present
Job Vice President, Sr. Manager Compliance at BMO Harris Private Banking
Industry Financial Services
Experience
BMO Harris Private Banking   January 2015 - Present
BMO Harris Bank  2012 - Present
BMO Harris Bank N.A.   July 2011 - Present
I Plus   2013 - 2014
Marshall & Ilsley  June 2008 - July 2011
Career Renewal   2008 - 2010
Harris Bank  February 1988 - April 2007
Continental Bank  January 1978 - February 1988

Skills
Start-ups, Leadership, Program Management, Banking, Private Banking, Management, Mergers & Acquisitions, Investments, Mergers, Risk Management, Coaching, Credit, Financial Services, Loans, Commercial Lending, Portfolio Management

Education
Northwestern University   1972 — 1977

DHS

Michael P. Stanton, CFP® Michael P. Stanton, CFP® Greater Chicago Area Details
Michael P. Stanton, CFP®'s BMO Harris Private Banking Experience October 1993 - December 2014
Job Principal at Stanton Financial Planning, LLC
Industry Financial Services
Experience
Stanton Financial Planning, LLC   January 2015 - Present
BMO Harris Private Banking   October 1993 - December 2014
BMO Harris Private Banking   2002 - 2005
BMO Harris Private Banking   1997 - 2002
BMO Harris Private Banking   1993 - 1997
Lake Shore Bank   November 1989 - October 1993
Continental Illinois National Bank  1979 - 1989

Skills
Private Banking, Loans, Wealth Management, Commercial Lending, Portfolio Management, Credit, Commercial Banking, Mutual Funds, Investment Management, Financial Planning, Asset Allocation, Consumer Lending, Credit Analysis, Personal Financial..., Financial Modeling, Cash Management, Investment Strategies, Small Business Lending, Asset Management, Investment Advisory, Wealth Management..., Asset Managment, Client Counseling

Education
University of Illinois at Urbana-Champaign
Bachelor of Arts

Roosevelt University
MBA, Management

Matt Callaghan Matt Callaghan Naperville, Illinois Details
Matt Callaghan's BMO Harris Private Banking Experience May 2012 - June 2014
Job Naperville Community Unit School District 203
Industry Primary/Secondary Education
Experience
Naperville Community Unit School District 203  August 2014 - Present
BMO Harris Private Banking   May 2012 - June 2014
Northwestern Mutual  August 2010 - May 2012
Edison Park Celtic FC   August 2010 - November 2010
Hononegah Lions Soccer Club   January 2009 - June 2010
Northwestern Mutual Financial Network  June 2008 - May 2010
Northwestern Mutual  December 2007 - May 2008
YMCA  May 2005 - August 2007

Skills
Series 7, Series 63, Financial Planning, Investments, Securities, Retirement Planning, Wealth Management, Investment Advisory, Financial Analysis, ChFC, Asset Management, Portfolio Management, Mutual Funds, Excel, Asset Allocation, PowerPoint, Customer Relations, Word, Customer Service, Access, Insurance, Long Term Care, Annuities, Risk Management, Strategic Planning, Outlook, Microsoft Office, Research, Analysis, Financial Management, Data Analysis, Account Management, Compliance, Coaching, Series 66, Strategic Financial..., Uniform Combined State..., Asset Managment, Banking, Fixed Annuities, Fixed Income, Financial Advisory, Microsoft Excel, Long-term Care, Credit, Time Management, Financial Modeling, Finance, Training, Estate Planning

Education
National Louis University   2014 — 2015
Master's Degree, Secondary Education and Teaching, High School Science

Western Illinois University   2006 — 2008
BBA, Marketing, Finance

Marquette University   2003 — 2006

Hononegah High School   2000 — 2003

Yvonne Razo Yvonne Razo Silverdale, Washington Details
Yvonne Razo's BMO Harris Private Banking Experience January 2000 - April 2005
Job Client Associate at Laird Norton Wealth Management
Industry Financial Services
Experience
Laird Norton Wealth Management  February 2014 - Present
Laird Norton Wealth Management  July 2009 - Present
Laird Norton Wealth Management  November 2005 - Present
BMO Harris Private Banking   January 2000 - April 2005

Skills
Portfolio Management, Investments, Financial Modeling, Fixed Income, Bloomberg, Asset Allocation, Human Resources and..., Executive Certificate..., Wealth Management, Mutual Funds, Securities, Asset Management, Financial Services, Financial Planning, Retirement Planning, Banking, Alternative Investments, Equities

Education
Olympic College
Associate of Arts (AA), 3.4

Western Washington
Bachelor of Arts (BA), Business Administration and Management, General

Chris Lynch Chris Lynch Toronto, Canada Area Details
Chris Lynch's BMO Harris Private Banking Experience 2001 - 2001
Job CFO at AlarmForce Industries Inc.
Industry Real Estate
Experience
AlarmForce Industries Inc.  July 2015 - Present
Brookfield Global Relocation Services  2013 - July 2015
Brookfield Residential Property Services  2010 - 2013
CIBC World Markets  2004 - 2010
CIBC  2002 - 2004
BMO Harris Private Banking   2001 - 2001

Skills
Investment Banking, Corporate Finance, Securitization, Strategic Planning, Financial Modeling, Capital Markets, Financial Analysis, Credit, Relationship Management, Valuation, Private Equity, Mergers & Acquisitions, Due Diligence, Structured Finance, Treasury, Capital Structure, Corporate Development, Negotiation, Banking, Finance, Restructuring, Mergers and Acquisitions, Contract Negotiation, Change Management, Leadership, Global Mobility, Investor Relations, Capital Raising, Business Strategy &..., Liquidity Management, Financial Reporting, Decision Support, Competitive Analysis, Credit Analysis, Forecasting, Operational Improvement, Treasury Management

Education
McMaster University
MBA, Finance

Wilfrid Laurier University
HBBA, Business Administration

Vadim Birman Vadim Birman Greater Chicago Area Details
Vadim Birman's BMO Harris Private Banking Experience February 2008 - July 2012
Job Sr. PeopleSoft / Workday consultant at Aon Hewitt
Industry Computer Software
Experience
Aon Hewitt  January 2014 - Present
Schawk  March 2013 - October 2013
Williams Lea  November 2011 - March 2013
Navigant  October 2012 - December 2012
US Foods  September 2012 - October 2012
BMO Harris Private Banking   February 2008 - July 2012
Schawk  2006 - 2007
Hewitt Associates  2001 - 2005

Skills
PeopleSoft, Internal Audit, Requirements Gathering, Financials, Business Intelligence, SQL, Requirements Analysis, PeopleTools, SDLC, Business Analysis, Software Project...

Education
Loyola University of Chicago   1991 — 1994
Bachelor of Science (BS), Computer Science

Thomas Wright Thomas Wright Toronto, Canada Area Details
Thomas Wright's BMO Harris Private Banking Experience December 2009 - December 2010
Job BMC Remedy ITSM Consultant at BMO Financial Group
Industry Computer Software
Experience
BMO Financial Group  August 2015 - Present
Wright Consulting Group INC   August 2014 - Present
TELUS  August 2014 - August 2015
BlackBerry  December 2010 - August 2014
BMO Harris Private Banking   December 2009 - December 2010
PureShare   July 2008 - July 2009
CGI  April 2002 - June 2008
Eftia   2000 - 2001

Skills
Integration, Requirements Analysis, BMC Remedy, Security, Testing, Unix, Architectures, SDLC, ITIL, SQL, SnapLogic, Enterprise Architecture, IT Service Management, Requirements Gathering, Solaris, Solution Architecture, Linux, Configuration Management, System Deployment, Disaster Recovery, Troubleshooting, SharePoint, SOA, Visio, Tomcat, Oracle, Architecture, WebSphere Application..., WebSphere MQ, JBoss Application Server, System Architecture

Education
Saint Lawrence College   1997 — 2000
Diploma, Computer Engineering Technology

Lorraine Steel Lorraine Steel Toronto, Canada Area Details
Lorraine Steel's BMO Harris Private Banking Experience 2005 - 2006
Job Talent Scout at Organic
Industry Marketing and Advertising
Experience
Organic  April 2007 - Present
Procom Consultants Group   2006 - 2007
BMO Harris Private Banking   2005 - 2006
Leo Burnett Advertising  1995 - 1997

Education
Ryerson University   2004 — 2006
Human Resources Management, HR

University of Toronto
B.Sc., Psychology

Jason Daly Jason Daly Ottawa, Canada Area Details
Jason Daly's BMO Harris Private Banking Experience January 2012 - January 2013
Job Associate Private Banker at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking  September 2015 - Present
BMO Private Banking  January 2013 - Present
BMO Harris Private Banking   January 2012 - January 2013
Bank of Montreal  May 2011 - December 2011
Bank of Montreal  March 2010 - April 2011

Skills
Canadian Securities..., Banking, Customer Satisfaction, Investment Management, Investments, Mortgage Lending, Mutual Funds, Strategic Financial...

Education
Mount Allison University   2005 — 2009
Bachelor of Commerce

Alvin Salgado Alvin Salgado Hoffman Estates, Illinois Details
Alvin Salgado's BMO Harris Private Banking Experience October 2012 - June 2015
Job CRA Loan Officer
Industry Banking
Experience
Hoffman Estates Community Bank   June 2015 - Present
BMO Harris Private Banking   October 2012 - June 2015
Harris Bank  October 2002 - October 2007
Harris Bank  March 2001 - October 2002

Skills
Banking, Credit, Loans, Credit Analysis, Portfolio Management, Retail Banking, Underwriting, Mortgage Lending, Consumer Lending, Finance

Education
Oakton Community College

Margaret Hart Margaret Hart Toronto, Canada Area Details
Margaret Hart's BMO Harris Private Banking Experience June 2010 - January 2015
Job Head, Performance Management at BMO Financial Group
Industry Banking
Experience
BMO Financial Group  January 2015 - Present
BMO Harris Private Banking   June 2010 - January 2015
BMO Harris Private Banking   2008 - 2009
BMO Financial Group  2006 - 2008
BMO Financial Group  2005 - 2006
BMO Financial Group  2002 - 2004
BMO Financial Group  2000 - 2002
BMO Financial Group  1999 - 2000
BMO Financial Group  1997 - 1999

Skills
Private Banking, Team Leadership, Credit, Wealth Management, Retail Banking, Relationship Management, Customer Experience, Finance, Risk Management, Corporate Finance, Sales Management, Commercial Banking, Portfolio Management, Diversity & Inclusion, Collaboration, Coaching, Performance Management, Process Improvement, Career Development..., Financial Services, Human Resources, Strategy, Mutual Funds

Education
McMaster University   1994 — 1996
Master of Business Administration (MBA), Health Services Administration

McMaster University   1990 — 1994
Honours Bachelor of Science (BS), Psychology

Donald Duvall Donald Duvall Huntley, Illinois Details
Donald Duvall's BMO Harris Private Banking Experience March 2003 - September 2013
Job Senior Vice President
Industry Financial Services
Experience
Wayne Hummer Investments, a Wintrust Wealth Management Company  September 2013 - Present
BMO Harris Private Banking   March 2003 - September 2013
Edward Jones  2000 - 2002

Education
Purdue University   1995 — 1999

Lauren Love Lauren Love Greater Chicago Area Details
Lauren Love's BMO Harris Private Banking Experience November 2014 - Present
Job Vice President, Senior Recruitment Partner at BMO Harris Private Banking
Industry Financial Services
Experience
BMO Harris Private Banking   November 2014 - Present
Northern Trust  April 2013 - November 2014
JPMorgan Chase  February 2002 - April 2013

Skills
Wealth Management, Credit, Asset Managment, Private Banking, Banking, Loans, Credit Analysis, Financial Analysis, Financial Services, Wealth Management...

Education
University of Kansas   1994 — 1998
Bachelor's degree, Business Administration, Management and Operations

School Year Abroad - Spain   1992 — 1993

Latin School of Chicago

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Nadine Ho Nadine Ho Vancouver, Canada Area Details
Nadine Ho's BMO Harris Private Banking Experience October 2010 - April 2013
Job at BMO Harris Private Banking
Industry Banking
Experience
BMO Harris Private Banking   October 2010 - April 2013
BDC  2009 - 2010
BMO Financial Group  2007 - 2009

Skills
Investments

Education
Canadian Securities Institute
Canadian Securities Course

Simon Fraser University

The University of British Columbia

Nancy Celeski Nancy Celeski Greater Chicago Area Details
Nancy Celeski's BMO Harris Private Banking Experience August 2010 - Present
Job Agency Management Officer at Bank of America
Industry Banking
Experience
Bank of America  2011 - Present
BMO Harris Private Banking   August 2010 - Present
Deloitte Services, LLC   December 2007 - September 2010
LaSalle Bank Corporation  March 2005 - December 2007
Oak Lawn Community High School  February 1995 - February 2005

Skills
Administrative..., Microsoft Excel, PowerPoint, Banking, Lotus Notes, Spreadsheets, Asset Managment, Software Documentation, Management, Visio, SyndTrak, ClearPar, Access, Outlook, Time Management, Microsoft Word

Education
Northeastern Illinois University
Liberal Arts & Sciences

St. Benedict

Craig Ratz Craig Ratz Greater Minneapolis-St. Paul Area Details
Craig Ratz's BMO Harris Private Banking Experience July 2013 - Present
Job Senior Financial Planner at BMO Harris Private Banking
Industry Financial Services
Experience
BMO Harris Private Banking   July 2013 - Present
Wells Fargo - Family Wealth Group   2007 - July 2013
GMAC-RFC  2005 - 2007
Wells Fargo Private Bank  2000 - 2005
Wells Fargo Home Mortgage  November 1996 - August 2000
Wells Fargo Home Mortgage  1995 - 2000
Univ. of MN  June 1991 - November 1996
University of Minnesota  1991 - 1995

Skills
Financial Planning, Financial Engineering, Data Mining

Education
The American College   2006 — 2007
CFP, Financial Planning

University of Minnesota   1987 — 1991
Bachelor of Science, Biochemistry

University of Minnesota-Twin Cities   1987 — 1991
Bachelors of Science, Biochemistry

Betsy Kadus Betsy Kadus Greater Chicago Area Details
Betsy Kadus's BMO Harris Private Banking Experience July 2014 - Present
Job Attorney
Industry Law Practice
Experience
BMO Harris Private Banking   July 2014 - Present
Strohschein Law Group   October 2012 - July 2014
Matlin & Associates   July 2007 - September 2012

Skills
Litigation, Legal Research, Legal Writing, Family Law, Courts, Corporate Law, Wills, Criminal Law, Westlaw

Education
The John Marshall Law School   2003 — 2006
Juris Doctorate, Law

University of Illinois at Urbana-Champaign   1996 — 2000
Bachelor of Arts (B.A.), Political Science and Government

Fred Azar Fred Azar Greater Chicago Area Details
Fred Azar's BMO Harris Private Banking Experience 2000 - 2004
Job Director Fixed Income Business Management at Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Global Investments  2004 - Present
Northern Trust Global Investments  2004 - Present
Northern Trust Asset Management  2004 - Present
BMO Harris Private Banking   2000 - 2004
Stern Joint Venture   1997 - 2000

Skills
Asset Allocation, Portfolio Management, Asset Managment, Fixed Income, Investment Strategies, Investments, Equities, Wealth Management, Bloomberg, Alternative Investments, Mutual Funds, Bonds, Hedge Funds, Investment Management, Securities, Capital Markets, High Net Worth..., Investment Advisory, Financial Analysis, Derivatives, Financial Services, Series 7, Financial Modeling, Trading, Management, Financial Planning, Valuation, Financial Markets, Investment Banking, Series 63, Private Equity, Risk Management

Education
University of Kansas - Graduate School of Business   1989 — 1990
Master of Business Administration, Finance

University of Kansas   1983 — 1987
Bachelor of Science, Accounting and Business Administration

Alaina Stojic Alaina Stojic Greater Chicago Area Details
Alaina Stojic's BMO Harris Private Banking Experience October 2008 - September 2012
Job
Industry Banking
Experience
BMO Harris Bank N.A.   October 2012 - Present
BMO Harris Private Banking   October 2008 - September 2012
Harris Bank  2005 - 2008
Harris Bank  2004 - 2005
Harris Bank  2003 - 2004

Skills
Trusts, Estate Planning, Mortgage Lending, Finance, Wealth Management, Loans, Retirement Planning, Real Estate, Financial Advisory, Mutual Funds, Investments, Asset Management, Banking

Education
Loyola University Chicago School of Law   2009 — 2013
Juris Doctor, August 2013

North Park University   2001 — 2003
Bachelor of Arts

Hope College   1998 — 2000

Mark Perlaky Mark Perlaky Canton, Ohio Area Details
Mark Perlaky's BMO Harris Private Banking Experience May 2006 - August 2006
Job Assistant Public Defender
Industry Law Practice
Experience
Styer Law Office   January 2010 - Present
Tuscarawas County Public Defender   December 2008 - Present
Thomson Legal & Regulatory  February 2007 - May 2008
DuPage County  May 2007 - April 2008
BMO Harris Private Banking   May 2006 - August 2006
Huntington National Bank  September 2004 - July 2005

Skills
Legal Research, Litigation, Family Law, Westlaw, Legal Writing, Mediation, Contract Negotiation, Appeals, Criminal Law, Research, Due Diligence, Courts, Criminal Defense, Trials, Motions, Hearings, Trial Practice

Education
Northern Illinois University College of Law   2005 — 2008
J.D., Law

University of Toledo   2000 — 2004
B.A., History, French

Vidhu Khosla, CFA Vidhu Khosla, CFA Calgary, Canada Area Details
Vidhu Khosla, CFA's BMO Harris Private Banking Experience August 2011 - Present
Job Portfolio AssociateBMO Harris Pvt. Banking
Industry Investment Management
Experience
BMO Harris Private Banking   August 2011 - Present
BMO Harris Private Banking   June 2010 - July 2011
BMO Financial Group  January 2008 - June 2010

Skills
Credit, Loans, Banking, Investments, Financial Analysis, Mutual Funds, Credit Analysis, Retail Banking, Private Banking, Wealth Management, Accounting, Strategic Financial..., Mortgage Lending, Commercial Banking, Wealth Management..., Portfolio Management, Cash Management, Fixed Income

Education
Jai Narain Vyas University   1991 — 1993
Master of Business Administration (M.B.A.), Finance and Financial Management Services

HMV COLLEGE, JALANDHAR   1988 — 1991
Bachelor of Commerce (B.Com.), Accounting and Finance

Michelle P. Long Michelle P. Long Greater Chicago Area Details
Michelle P. Long's BMO Harris Private Banking Experience August 2013 - Present
Job Senior Financial Planner at BMO Harris Private Banking
Industry Financial Services
Experience
BMO Harris Private Banking   August 2013 - Present
Northern Trust  October 2005 - August 2013
Fifth Third Bank  March 2004 - October 2005
William Blair & Company  June 2002 - February 2004
Arthur Andersen  January 1999 - May 2002

Skills
Asset Managment, Investments, Asset Allocation, Asset Management, Equities, Estate Planning, Finance, Financial Advisory, High Net Worth..., Investment Advisory, Investment Management, Investment Strategies, Retirement Planning, Risk Management, Securities, Alternative Investments, Wealth, Fixed Income, Small Business, Strategic Financial..., Series 7, Wealth Management..., Mutual Funds, Insurance, Wealth Management, Portfolio Management, Financial Services

Education
Northwestern University   1992 — 1996
B.S.

Ellaine Sambo-Reyther Ellaine Sambo-Reyther Greater Chicago Area Details
Ellaine Sambo-Reyther's BMO Harris Private Banking Experience 1994 - Present
Job VP Director, Trust & Estate Services at BMO Harris Private Banking
Industry Financial Services
Experience
Harris N.A.   1994 - Present
BMO Harris Private Banking   1994 - Present

Skills
Commercial Banking, Banking, Loans, Estate Planning, Wealth Management, Portfolio Management, Credit Analysis, Strategic Financial..., High Net Worth..., Wealth Management..., Credit, Commercial Lending, Trust Services, Leadership

Education
Northwestern University School of Law

University of Illinois at Chicago

Julie Mokdessi Julie Mokdessi Greater Chicago Area Details
Julie Mokdessi's BMO Harris Private Banking Experience 2003 - 2007
Job Vice President at US Trust
Industry Banking
Experience
US Trust  2007 - Present
BMO Harris Private Banking   2003 - 2007
First Chicago  1987 - 1996

Education
Northwestern University - Kellogg School of Management   1985 — 1987
MBA, finance, marketing

Maureen Shewchuk Maureen Shewchuk Toronto, Canada Area Details
Maureen Shewchuk's BMO Harris Private Banking Experience January 2015 - Present
Job National Director Compliance & AML, Canada & Asia at BMO Harris Private Banking
Industry Banking
Experience
BMO Harris Private Banking   January 2015 - Present
Bank of Montreal  August 2004 - January 2015
TD Bank  1998 - 2004
BDO Canada  1989 - 1993

Skills
Risk Management, Operational Risk..., Banking, Internal Audit, Enterprise Risk..., Internal Controls, Credit Risk, Financial Risk, Auditing, Operational Risk, Financial Services, Financial Analysis, Sarbanes-Oxley Act

Education
CPA, CA

Lakehead University
BA & MSc

Mark Ralfs Mark Ralfs Greater St. Louis Area Details
Mark Ralfs's BMO Harris Private Banking Experience September 2012 - Present
Job Vice President & Senior Client Adviser at BMO Harris Private Banking
Industry Financial Services
Experience
BMO Harris Private Banking   September 2012 - Present
Enterprise Trust Company   February 2012 - September 2012
US Trust  August 2004 - February 2012
A.G. Edwards & Sons, Inc.   August 2002 - August 2004
Development Dimensions International  November 1988 - August 2002
Burger King Corporation  January 1987 - November 1988
Union Electric Company  January 1982 - January 1987
Union Electric Company  August 1979 - January 1982
Marietta College  August 1978 - August 1979

Skills
Wealth Management, Retirement Planning, Succession Planning, Asset Allocation, Investment Advisory, Series 7, Investments, Strategic Financial..., Banking, Estate Planning, Insurance, Investment Strategies, Alternative Investments, Retirement, Investment Management, Private Banking, Tax, Series 65, Credit, Financial Planners, Mutual Funds, Asset Managment, High Net Worth..., Portfolio Management, Fixed Annuities, Financial Services, Wealth Management..., Life Insurance, Fixed Income, Equities, Relationship Management, Securities, Trust Services, Series 63, Loans, Long-term Care, Financial Advisory, Trusts, 401k, Mortgage Lending, Small Business Lending, Wealth, Commercial Banking, Commercial Lending, Consumer Lending, Credit Analysis, Hedge Funds, Finance, Series 6, Lines Of Credit

Education
Miami University   1976 — 1978
M.S., Mass Communications, 3.92

University of Florida   1972 — 1976
B.S, Broadcasting, 3.5

Maggie Eu Maggie Eu Vancouver, Canada Area Details
Maggie Eu's BMO Harris Private Banking Experience 2009 - 2009
Job Financial service professional
Industry Financial Services
Experience
National Bank of Canada  2013 - Present
Oriental Resources Management Limited   2010 - 2012
BMO Harris Private Banking   2009 - 2009
LeoFibo Holdings Inc.   2006 - 2008
LeoFibo Holdings Inc.   2004 - 2006

Skills
Valuation, Financial Modeling, Investments, Bloomberg, Financial Analysis

Education
Simon Fraser University   2008 — 2010
MBA, Global Asset & Wealth Management

The University of British Columbia   2002 — 2006
Bachelor of Arts (B.A.), Economics & Mathematics

Paul St. Louis Paul St. Louis Ottawa, Canada Area Details
Paul St. Louis's BMO Harris Private Banking Experience May 2000 - September 2006
Job VicePresident at Doherty & Associates Investment Counsel
Industry Investment Management
Experience
Doherty & Associates Investment Counsel   October 2006 - Present
University of Ottawa Heart Institute Research Corporation   2006 - 2014
BMO Harris Private Banking   May 2000 - September 2006
The Ottawa Hospital Foundation  2000 - 2006
Royal Trust  December 1992 - April 2000
The Ottawa Civic Hospital Foundation   1997 - 2000
The Ottawa Hospital  1998 - 1999

Skills
Wealth Management, Estate Planning, Investments, Trusts, Wealth, Wealth Management..., Equities, Risk Management, Fixed Income, Investment Strategies, Relationship Management, High Net Worth..., Investment Advisory, Investment Management, Retirement Planning

Education
Queen's University   1981 — 1989
BA (Hons), MA, LLB, Political Studies, Law

Law Society of Upper Canada

JS Woodsworth SS

SHIRLEY TURUC SHIRLEY TURUC New Berlin, Wisconsin Details
SHIRLEY TURUC's BMO Harris Private Banking Experience May 2014 - Present
Job BMO
Industry Banking
Experience
BMO Harris Private Banking   May 2014 - Present
Educated Solutions Corp  July 2013 - Present
confidence driving school   September 2012 - March 2013
Convergint Technologies  2005 - October 2012
Plainfield Stamping   1996 - 2005
ELEK-TEK  1989 - 1996

Skills
CCTV, Access Control, Accounting, Surveillance, Physical Security, Biometrics, Security, Security Management, Intrusion Detection, Account Management, Sales Management, Solution Selling, Alarm Systems, New Business Development, Direct Sales, Team Building

Education
Joliet Junior College   1999 — 2004

foreman hs   1980 — 1984
GRADUATED 1984

Terry Jenkins Terry Jenkins Cleveland, Ohio Details
Terry Jenkins's BMO Harris Private Banking Experience 2012 - October 2014
Job President, Key Private Bank
Industry Financial Services
Experience
KeyCorp  February 2015 - Present
BMO Harris Private Banking   2012 - October 2014
BMO Financial Group  2006 - 2014
BMO Harris Private Banking   October 2006 - 2012
BMO Harris Private Banking   2002 - 2006
BMO Harris Private Banking   2000 - 2002
RBC  1997 - 2000
RBC  1994 - 1997
RBC  1988 - 1994
London Life  1983 - 1988

Skills
Board Governance, Wealth Management, Integration, Acquisitions, OSFI, Regulatory Agencies, Regulatory Oversight, Family Office, Talent Management, Regulatory Governance, Analyst Presentations, Innovation, Process Improvement, OCC oversight, SEC oversight, Team Leadership, Cross Pillar Teams, Team Building, Investments, Portfolio Management, Financial Analysis, Mergers & Acquisitions, Business Development, Strategy, Strategic Financial..., Change Management, Strategic Planning, Business Strategy, Banking, High Net Worth..., Financial Planning, Leadership, Relationship Building, Private Banking, Strategic Leadership, Asset Management, Finance

Education
McGill University   1996 — 1998
Masters in Mgmt, International Mgmt

University of Toronto
BA, Commerce

Molly (Taylor) Gullman Molly (Taylor) Gullman Greater Chicago Area Details
Molly (Taylor) Gullman's BMO Harris Private Banking Experience August 2013 - March 2015
Job Vice President, Senior Client Advisor at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking  March 2015 - Present
BMO Harris Private Banking   August 2013 - March 2015
J.P. Morgan Private Bank   October 2010 - August 2013
Chase Investment Services Corporation  November 2006 - October 2011

Skills
Investments, Series 7, Alternative Investments, Series 63, Hedge Funds, Investment Strategies, Equities, Fixed Income, Asset Allocation, Bloomberg, Securities, Private Equity, Mutual Funds, New Business Development, Financial Planning

Education
Purdue University   2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government

Richard Sartori Richard Sartori Greater St. Louis Area Details
Richard Sartori's BMO Harris Private Banking Experience June 2013 - Present
Job Vice President Sr. Private Banker at BMO Harris Private Banking
Industry Financial Services
Experience
BMO Harris Private Banking   June 2013 - Present
US Trust  August 2006 - June 2013
CDM  1996 - 2002

Skills
Wealth Management, Asset Allocation, Portfolio Management, Series 7, Investment Advisory, Retirement Planning, Investments, Investment Strategies, Wealth Management..., Alternative Investments, Equities, Strategic Financial..., Investment Management, Credit, Financial Advisory, High Net Worth..., Private Banking, Wealth, Financial Planning

Education
John Cook School of Business at Saint Louis University   1978 — 1982
Bachelor's degree, Banking, Corporate, Finance, and Securities Law

St. Louis University   1978 — 1982
Bachelor of Arts (B.A.), Finance, General

DeSmet Jesuit   1974 — 1978

Al Gallo Al Gallo Toronto, Canada Area Details
Al Gallo's BMO Harris Private Banking Experience April 2001 - December 2009
Job Associate Vice President
Industry Banking
Experience
CIBC Private Wealth Management  November 2011 - Present
BMO Nesbitt Burns  January 2010 - June 2011
BMO Harris Private Banking   April 2001 - December 2009

Education
McMaster University
B.Comm

Matthew Glick Matthew Glick Toronto, Canada Area Details
Matthew Glick's BMO Harris Private Banking Experience August 2010 - July 2012
Job Senior Analyst, Real Estate Investments at OPSEU Pension Trust
Industry Financial Services
Experience
OPSEU Pension Trust  August 2014 - Present
Dream Unlimited (formerly Dundee Real Estate Asset Management)   April 2013 - August 2014
BMO Harris Private Banking   August 2010 - July 2012
BMO Harris Private Banking   May 2009 - August 2009
BMO Harris Private Banking   May 2008 - August 2008

Skills
Wealth Management, Equities, Financial Analysis, Financial Modeling, Financial Planning

Education
Richard Ivey School of Business   2012 — 2013
Master of Business Administration (MBA), Finance, General

Ivey Business School at Western University   2008 — 2010
Honors Business Administration, Finance

Western University   2006 — 2008
Management and Organizational Studies, Finance

Ryan Robertson Ryan Robertson Toronto, Canada Area Details
Ryan Robertson's BMO Harris Private Banking Experience 2002 - 2003
Job Director of Finance & Stewardship at Harvest Bible Chapel Oakville
Industry Financial Services
Experience
Harvest Bible Chapel Oakville   July 2011 - Present
Lingo Media Corporation  May 2010 - July 2011
Luxell Technologies  2009 - 2011
John MacDonald & Associates   2006 - 2009
Luxell Technologies  July 2007 - January 2008
PricewaterhouseCoopers  May 2004 - August 2006
BMO Harris Private Banking   2002 - 2003

Skills
Corporate Finance, Budgets, Mergers & Acquisitions, Finance, Management Consulting, Strategy, Cash Flow, Tax, Cost Accounting, Accounting, Leadership, Financial Modeling, Financial Analysis

Education
CPA Massachusetts   2014 — 2014

Texas A&M Corpus Christi   2013 — 2014
Master of Business Administration (M.B.A.)

Liberty University   2001 — 2005
Bachelor of Science, Business (Finance)

Brandon Kideckel Brandon Kideckel Toronto, Canada Area Details
Brandon Kideckel's BMO Harris Private Banking Experience May 2007 - August 2007
Job Director, Development at Recurrent Energy
Industry Renewables & Environment
Experience
Recurrent Energy  June 2015 - Present
Recurrent Energy  June 2014 - May 2015
Recurrent Energy  June 2013 - May 2014
Recurrent Energy  June 2012 - May 2013
Recurrent Energy  November 2010 - May 2012
TD Securities  August 2008 - November 2010
BMO Harris Private Banking   May 2007 - August 2007

Skills
Financial Modeling, Financial Analysis, Project Management, Renewable Energy, Due Diligence, Strategy, Energy, Strategic Planning, Valuation, Project Finance, Analysis

Education
Ivey Business School at Western University   2006 — 2008
HBA, BUSINESS

Western University   2003 — 2006
Political Science

Bruce Glor, CFP® Bruce Glor, CFP® Indianapolis, Indiana Area Details
Bruce Glor, CFP®'s BMO Harris Private Banking Experience April 2005 - April 2009
Job Trust Advisor at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   December 2009 - Present
BMO Harris Private Banking   April 2005 - April 2009
Bank of Hawaii  January 2001 - September 2004
Banc One Investment Management Group  June 1994 - August 2000
HSBC  May 1982 - June 1994

Skills
Risk Management, Wealth Management, Financial Services, Management, Business Development, Insurance, Retirement Planning, Leadership, Strategic Planning, Finance, Asset Management

Education
University at Buffalo
BA, Sociology

Victoria Rommer Victoria Rommer Chicago, Illinois Details
Victoria Rommer's BMO Harris Private Banking Experience February 2007 - November 2009
Job Senior Accountant at Bond Companies
Industry Accounting
Experience
Bond Companies  April 2014 - Present
Crowe Horwath LLP  January 2013 - April 2014
NDH Group, Ltd.   February 2010 - May 2012
BMO Harris Private Banking   February 2007 - November 2009

Skills
Excel, Access, Word, Tax, Financial Planning, Financial Analysis, Financial Reporting, Business Analysis, QuickBooks, Tax Research, Income Tax, Corporate Tax, Lacerte, Account Reconciliation, Financial Statements, Partnership Taxation, Tax Accounting, Fixed Assets, S Corporations, Strategic Financial..., Microsoft Excel, Microsoft Word, US GAAP

Education
Purdue University   2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General

Purdue University   2003 — 2007
Bachelor of Science (B.S.), Accounting

Dee Maitland Dee Maitland Tucson, Arizona Area Details
Dee Maitland's BMO Harris Private Banking Experience 2006 - 2009
Job Executive with experience in banking, nonprofit organizations and national and local governments
Industry Banking
Experience
FDIC  April 2010 - April 2012
BMO Harris Private Banking   2006 - 2009
Community Bank of Central California  2002 - 2005
Community Bank of Central California  1994 - 2002

Education
New Mexico State University   1981 — 1984
BBA with High Honors, Economics

Institute for Participatory Management
Systematic Development of Informed Consent

Salinas Valley Chamber of Commerce
Graduate, Leadership Program

The Pincus Group
PowerTalk Media Training

Lisa Lundgren Lisa Lundgren Greater Chicago Area Details
Lisa Lundgren's BMO Harris Private Banking Experience June 2007 - August 2008
Job Director of Marketing, The Wealth Management Group at The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company  August 2008 - Present
BMO Harris Private Banking   June 2007 - August 2008
The Northern Trust Company  January 1998 - February 2006
American National Bank & Trust Co of Chicago  1991 - 1998

Education
Miami University   1986 — 1990
BS, Organizational Behavior with a focus in International Business and Union Negotiations

Nicole Feliksik Nicole Feliksik Greater Chicago Area Details
Nicole Feliksik's BMO Harris Private Banking Experience April 2010 - February 2014
Job Executive Assistant CEO Office at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group  February 2014 - Present
BMO Harris Private Banking   April 2010 - February 2014
BNP Paribas  November 2005 - April 2010
Chase  May 1988 - November 2005

Skills
Banking, Microsoft Office, Project Management, Financial Analysis, Portfolio Management, Administrative..., Management, Commercial Banking

Education
Robert Morris University - Illinois

Fabiolla Enache Fabiolla Enache Edmonton, Canada Area Details
Fabiolla Enache's BMO Harris Private Banking Experience 2007 - 2008
Job Taxpayer Services Agent, CRA
Industry Government Administration
Experience
Canada Revenue Agency  January 2014 - Present
Ceramiart Dental Laboratory   September 2011 - October 2013
Bank of Montreal  January 2010 - September 2011
BMO Harris Private Banking   2007 - 2008
Statistics Canada  2005 - 2007
Mercury Research   2002 - 2004
Miami Industries   May 2001 - September 2001
Miami Industries   2000 - 2001
Miami Industries   1998 - 2000

Skills
Portfolio Management, Retail Banking, Banking, Relationship Management, Mutual Funds, Credit, Loans, Cross Selling, Wealth Management, Commercial Banking, Strategic Financial..., Sales, Finance

Education
MacEwan University   2007 — 2010
Business Management Diploma, Management Studies

Jean Monnet High School   1994 — 1997

SHARON ROY SHARON ROY Toronto, Canada Area Details
SHARON ROY's BMO Harris Private Banking Experience June 2006 - June 2009
Job Student
Industry Real Estate
Experience
Ontario Real Estate Association  April 2015 - Present
RBC GTR Private Banking   April 2012 - March 2015
RBC Royal Bank  October 2010 - April 2012
RBC Dexia Investor Services  September 2009 - September 2010
BMO Harris Private Banking   June 2006 - June 2009

Skills
Office Management, Organizational..., Outstanding Customer..., Administrative..., Recruiting, Customer Service, Microsoft Excel, Sales, Sales Management

Education
Toronto School of Business   1997 — 1997
Certificate in Business Administration

Westview Centennial Secondary School   1982 — 1986
Secondary School Graduation Diploma, SSGD

Chris Mosbarger Chris Mosbarger Greater Chicago Area Details
Chris Mosbarger's BMO Harris Private Banking Experience 1997 - 2006
Job Managing Director at MB Financial Bank
Industry Banking
Experience
MB Financial Bank  January 2011 - Present
Lake Forest Bank & Trust  February 2006 - February 2011
BMO Harris Private Banking   1997 - 2006
Northern Trust Company  December 1986 - December 1997

Skills
Portfolio Management, Investments, Wealth Management, Banking, Credit, Asset Allocation, Asset Managment, Investment Advisory, Financial Analysis, Strategic Financial..., Investment Strategies, Wealth Management..., Asset Management, Financial Advisory, High Net Worth..., Private Banking, Relationship Management, Capital Markets, Financial Planning, Financial Services

Education
Northwestern University - Kellogg School of Management   1987 — 1990
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services

Lawrence University   1982 — 1986
Bachelor of Arts (B.A.), Political Science and Government

janette ouellet janette ouellet Montreal, Canada Area Details
janette ouellet's BMO Harris Private Banking Experience 2010 - Present
Job Directrice gestion du patrimoine chez BMO Banque Privée Harris
Industry Banking
Experience
banque de montreal   Directrice gestion du patrimoineBMO Banque Privée HarrisMay 2010 - Present
BMO Harris Private Banking (Montreal)   2010 - Present
BMO Harris Private Banking   2010 - Present

Education
   2001 — 2004
DES, fiscalité

Rebecca Ty Rebecca Ty Greater Chicago Area Details
Rebecca Ty's BMO Harris Private Banking Experience May 2012 - December 2012
Job Loan Document Specialist at BMO Harris Private Banking
Industry Accounting
Experience
BMO Harris Bank  December 2012 - January 2014
BMO Harris Private Banking   May 2012 - December 2012
Heart Financial Services  December 2010 - March 2011
Stericycle  2009 - 2010
Union Tank Car  1987 - 2008
Union Tank Car  January 1986 - January 1987
Union Tank Car Company  January 1985 - January 1986

Skills
Invoicing, Excel, Word, Data Entry, Lotus Notes, Microsoft Excel, Microsoft Word, Outlook, Access, Software Documentation

Education
Harper College   2009 — 2009
Accounting 101

Robert Morris University - Illinois
Associates Degree, Secretarial Science

Parnell Sebelius, CFP Parnell Sebelius, CFP Calgary, Canada Area Details
Parnell Sebelius, CFP's BMO Harris Private Banking Experience January 2005 - September 2006
Job VP, Financial Planning AB & NWT Division at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group  January 2012 - Present
BMO Financial Group  January 2001 - December 2011
RBC  February 2007 - February 2009
BMO Harris Private Banking   January 2005 - September 2006
BMO Financial Group  January 1999 - December 2001

Education
FPSC   1996 — 1998
CFP, Financial Planning and Services

Canadian Academy of Senior Advisors
CSA, Financial Planning for Seniors

Mount Royal University
Business Administration & Management

Lee Ann Hippensteel Lee Ann Hippensteel Chicago, Illinois Details
Lee Ann Hippensteel's BMO Harris Private Banking Experience November 2011 - Present
Job Vice President & Senior Trust Administrator II at BMO Harris Private Banking
Industry Banking
Experience
BMO Harris Private Banking   November 2011 - Present
National City Bank  March 1997 - March 2010
Fort Wayne National Bank  March 1997 - May 1999
Peoples Federal Savings Bank  January 1991 - March 1997

Skills
Estate Planning, Strategic Financial..., Business Development, Sales Management, Banking, Real Estate, Investments, Accounting, Time Management

Education
Indiana University School of Law—Bloomington   1986 — 1989
Juris Doctor, Law

Indiana University—Purdue University Fort Wayne   1977 — 1982
Bachelor of Arts, History, Political Science

Cathryn Hallahan Lopez Cathryn Hallahan Lopez Winnetka, Illinois Details
Cathryn Hallahan Lopez's BMO Harris Private Banking Experience 2000 - 2002
Job Broker at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage  August 2013 - Present
JP Morgan Chase  2002 - 2006
BMO Harris Private Banking   2000 - 2002
First Union Securities  1986 - 2000

Skills
Wealth Management, Residential Real Estate, Contract Negotiation, Luxury Real Estate, Lakefront Homes, Relocation, Investment Property, New Construction, Move-up Homes, Downsizing, First Time Home Buyers, First Time Home Sellers, Market Statistics, Corporate Finance, Private Banking, Real Estate, Investments, Alternative Investments, Residential Homes, Series 7, Insurance, Luxury

Education
Hollins University   1979 — 1983
B.A., Political Science

Drew Van Der Perren, CFA, CPA Drew Van Der Perren, CFA, CPA Greater Chicago Area Details
Drew Van Der Perren, CFA, CPA's BMO Harris Private Banking Experience March 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
BMO Harris Private Banking   March 2013 - Present
US Bancorp Fund Services, LLC  October 2007 - March 2013

Skills
CPA, Chartered Financial..., Accounting, Tax, Financial Analysis, Financial Reporting, Tax Analysis

Education
Marquette University   2001 — 2005
Bachelor of Science Degree, Business Administration; Accounting

Gary Wilkes Gary Wilkes Vancouver, Canada Area Details
Gary Wilkes's BMO Harris Private Banking Experience 2010 - 2013
Job Credit Officer at Canadian Western Bank Group
Industry Financial Services
Experience
Canadian Western Bank Group   April 2014 - Present
BMO Harris Private Banking   2010 - 2013
Bank of Montreal  February 2003 - September 2010

Skills
Credit, Wealth Management, Commercial Banking, Mortgage Lending, Mutual Funds, Banking, Customer Service, Personal Financial..., Personal Lines of Credit

Education
Simon Fraser University   1975 — 1978
BA, Commerce & Economics

Matt Scholz Matt Scholz Greater Chicago Area Details
Matt Scholz's BMO Harris Private Banking Experience July 2007 - March 2015
Job Portfolio Manager at Harris Private Bank
Industry Banking
Experience
Northern Trust Corporation  March 2015 - Present
BMO Harris Private Banking   July 2007 - March 2015
Maple Hill Capital Management   2004 - 2007
Morningstar  2002 - 2004

Skills
Portfolio Management, Asset Allocation, Investments, Equities, Wealth Management, Investment Strategies, Investment Management, Equity Research, Asset Managment, Investment Advisory

Education
Northwestern University - Kellogg School of Management   2000 — 2002
MBA

Haverford College   1990 — 1994
BA, English

Frontain Yuen Frontain Yuen Toronto, Canada Area Details
Frontain Yuen's BMO Harris Private Banking Experience 1999 - 2001
Job Investment Counselor at HSBC
Industry Financial Services
Experience
HSBC  February 2001 - Present
BMO Harris Private Banking   1999 - 2001

Skills
Wealth Management, Equities, Investment Advisory, Investments, Mutual Funds, Asset Allocation

Education
The Chinese University of Hong Kong   1978 — 1982
Bachelor of Social Science, Economics

Wendy Melchior Wendy Melchior Madison, Wisconsin Area Details
Wendy Melchior's BMO Harris Private Banking Experience April 1995 - Present
Job Office Manager/Department Administrator at BMO Private Banking
Industry Financial Services
Experience
None  August 2015 - Present
BMO Harris Private Banking   April 1995 - Present
Brandt, Inc.   September 1987 - April 1995

Skills
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft PowerPoint, SharePoint, Adobe Acrobat, Lotus Notes, OnBase, Disaster Recovery, Supply Management, Technology, Pipeline Reporting, Time & Attendance, Department Budgeting, Sales Presentations, Staff Supervision, Invoicing, Access

Education
Madison Area Technical College   1986 — 1987
Associate's degree, General Office Occupations and Clerical Services

Christi Thompson Christi Thompson West Palm Beach, Florida Area Details
Christi Thompson's BMO Harris Private Banking Experience February 2009 - Present
Job Wealth Advisor Associate at BMO Harris Private Banking
Industry Financial Services
Experience
BMO Harris Private Banking   February 2009 - Present
Harris Private Bank  2009 - Present
Wachovia Wealth Management  2002 - 2009

Education
SUNY at Buffalo   1982 — 1986
Bachelor of Arts (B.A.), Business/Corporate Communications

Williamsville East

Huang Kay Huang Kay Ottawa, Canada Area Details
Huang Kay's BMO Harris Private Banking Experience Lending SpecialistBMO Bank of Montreal2010 - Present
Job Lending Specialist, BMO Harris Private Banking
Industry Financial Services
Experience
BMO Harris Private Banking   Lending SpecialistBMO Bank of Montreal2010 - Present

Education
McGill University   1988 — 1992
Bachelor of Commerce (B.Com.), Entrepreneurship/Entrepreneurial Studies

Omar Medina, CFA, MBA, CFP Omar Medina, CFA, MBA, CFP Toronto, Canada Area Details
Omar Medina, CFA, MBA, CFP's BMO Harris Private Banking Experience October 2007 - August 2009
Job Institutional Sales & Service at BMO Global Asset Management
Industry Investment Management
Experience
BMO Global Asset Management  June 2014 - Present
BMO Financial Group  March 2011 - May 2014
BMO Financial Group  September 2009 - February 2011
BMO Harris Private Banking   October 2007 - August 2009

Skills
Risk Management, Investments, Strategic Financial..., Portfolio Management, Communication Skills, Credit, Finance, Banking, Loans, Financial Services, Financial Risk, Commercial Banking, Strategy, Credit Risk, Equities, Mutual Funds, Financial Planning

Education
Queen's University
Master of Business Administration (MBA), Strategy

Wilfrid Laurier University
Bachelor of Business Administration (BBA), Finance

Elizabeth Nani Elizabeth Nani Greater Chicago Area Details
Elizabeth Nani's BMO Harris Private Banking Experience June 2011 - Present
Job Senior Private Banker at BMO Harris Private Banking
Industry Financial Services
Experience
BMO Harris Private Banking   June 2011 - Present
Wells Fargo  June 2009 - June 2011
US Trust Bank of America  July 2007 - June 2009

Education
Loyola University of Chicago   1979 — 1981
Master's of Business Administration

St.Mary's College   1974 — 1978
B.A., Political Scince

Julia Chun Julia Chun Vancouver, Canada Area Details
Julia Chun's BMO Harris Private Banking Experience May 2013 - Present
Job Private Banking Officer at BMO Harris Private Banking
Industry Financial Services
Experience
BMO Harris Private Banking   May 2013 - Present
Bank of Montreal  June 2010 - April 2013
Bank of Montreal  December 2008 - May 2010

Skills
Mutual Funds, Banking, Credit, Investments

Education
Simon Fraser University   2005 — 2008
BBA, Finance

University of Toronto   2002 — 2003
Commerce

Joseph Khoubbieh Joseph Khoubbieh Montreal, Canada Area Details
Joseph Khoubbieh's BMO Harris Private Banking Experience March 2009 - June 2012
Job Institutional Sales at Dundee Capital Markets
Industry Investment Management
Experience
Dundee Capital Markets  June 2012 - Present
BMO Harris Private Banking   March 2009 - June 2012
BMO Harris Private Banking   June 2008 - March 2009
Bank of Montreal  May 2005 - June 2008

Education
HEC Montréal   2005 — 2008
Bachelor, Finance

College Jean-de-Brebeuf

Jacqueline Yoo Jacqueline Yoo Vancouver, Canada Area Details
Jacqueline Yoo's BMO Harris Private Banking Experience June 2010 - March 2013
Job Account Manager Public Companies at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group  April 2013 - Present
BMO Harris Private Banking   June 2010 - March 2013

Education
Simon Fraser University
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General

Chrysse Pirok Chrysse Pirok Naperville, Illinois Details
Chrysse Pirok's BMO Harris Private Banking Experience October 1990 - August 2014
Job Paralegal at Kuhn Heap Monson
Industry Law Practice
Experience
Kuhn Heap Monson   September 2014 - Present
BMO Harris Private Banking   October 1990 - August 2014

Skills
Bilingual, Financial Services, Private Banking, Wealth Management, High Net Worth..., Estate Planning, Outlook, Customer Service, Access, Risk Management, Microsoft Word

Education
North Central College   1990 — 1994
Bachelor of Arts (BA), Education

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