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
Jim Young, CFA,CFP Jim Young, CFA,CFP's BMO Harris Private Banking Experience 1997 - 2002
Job Senior Portfolio Manager and Investment Analyst
Industry Financial Services
Experience
USA Hockey 2005 - Present
The Sanibel Captiva Trust Company 2008 - 2013
Benedum Interests 2004 - 2008
PNC Wealth Management 2002 - 2004
BMO Harris Private Banking 1997 - 2002
Barnett Capital Advisors 1995 - 1997
USBANCORP Trust Company (now Ameriserv Financial) 1993 - 1995
SunTrust, Trust and Investment Management Group 1988 - 1993
Skills
Investment Management, Technical Analysis, Global Macro Strategy, Industry Specialties;..., Behavioral Finance, Comprehensive Wealth..., Speaking, Writing and..., Fundamental Research, Macro-Economic Analysis, Investments, Analysis, High Net Worth..., Wealth Management..., Asset Allocation, Mutual Funds, Series 7, Portfolio Management, Wealth Management, Equity Research, Investment Strategies, Equities, Leadership, Asset Management, Investment Advisory, Management, Research, Economics, ETFs, Fixed Income, Alternative Investments, Strategic Financial..., Hedge Funds, Bloomberg, Retirement Planning, Estate Planning, Financial Markets, Series 63, Retirement, Commodity, Trading, Financial Modeling, Valuation, Equity Trading, Equity Valuation, Risk Management, Financial Analysis, Bonds, Financial Planning
Education
University of Pittsburgh
BA, Economics and Psychology
CFA Institute, Charlottesville,VA
CFA Charterholder, Investment Management & Analysis
College for Financial Planning, Denver, CO
CFP® Certificant, Financial Planning
Campbell University, Buies Creek,NC
Southeastern Trust School
Holy Name/ Berks Catholic, Reading,PA
College Preparatory
USA Hockey 2005 - Present
The Sanibel Captiva Trust Company 2008 - 2013
Benedum Interests 2004 - 2008
PNC Wealth Management 2002 - 2004
BMO Harris Private Banking 1997 - 2002
Barnett Capital Advisors 1995 - 1997
USBANCORP Trust Company (now Ameriserv Financial) 1993 - 1995
SunTrust, Trust and Investment Management Group 1988 - 1993
Skills
Investment Management, Technical Analysis, Global Macro Strategy, Industry Specialties;..., Behavioral Finance, Comprehensive Wealth..., Speaking, Writing and..., Fundamental Research, Macro-Economic Analysis, Investments, Analysis, High Net Worth..., Wealth Management..., Asset Allocation, Mutual Funds, Series 7, Portfolio Management, Wealth Management, Equity Research, Investment Strategies, Equities, Leadership, Asset Management, Investment Advisory, Management, Research, Economics, ETFs, Fixed Income, Alternative Investments, Strategic Financial..., Hedge Funds, Bloomberg, Retirement Planning, Estate Planning, Financial Markets, Series 63, Retirement, Commodity, Trading, Financial Modeling, Valuation, Equity Trading, Equity Valuation, Risk Management, Financial Analysis, Bonds, Financial Planning
Education
University of Pittsburgh
BA, Economics and Psychology
CFA Institute, Charlottesville,VA
CFA Charterholder, Investment Management & Analysis
College for Financial Planning, Denver, CO
CFP® Certificant, Financial Planning
Campbell University, Buies Creek,NC
Southeastern Trust School
Holy Name/ Berks Catholic, Reading,PA
College Preparatory
Jennifer Guest Jennifer Guest's BMO Harris Private Banking Experience October 2009 - December 2012
Job AVP Investment and Regulatory Communications at Ext. Marketing Inc.
Industry Financial Services
Experience
Ext. Marketing Inc. January 2013 - Present
BMO Harris Private Banking October 2009 - December 2012
Deloitte April 2006 - September 2009
Investment Dealers Association of Canada March 2001 - March 2006
Skills
Strategic Communications, Editing, Strategic Planning, Internal Communications, Marketing Communications, Communications Planning, Corporate Communications, Research, Analysis, Problem Solving, Continuous Improvement, Project Management, Strategy, Financial Services
Education
CFA Institute 2010 — 2010
Level 1, CFA Program
Canadian Securities Institute 2002 — 2002
CSC
University of King's College 1991 — 1995
B.A. (Hons), Philosophy, Contemporary Studies
Ext. Marketing Inc. January 2013 - Present
BMO Harris Private Banking October 2009 - December 2012
Deloitte April 2006 - September 2009
Investment Dealers Association of Canada March 2001 - March 2006
Skills
Strategic Communications, Editing, Strategic Planning, Internal Communications, Marketing Communications, Communications Planning, Corporate Communications, Research, Analysis, Problem Solving, Continuous Improvement, Project Management, Strategy, Financial Services
Education
CFA Institute 2010 — 2010
Level 1, CFA Program
Canadian Securities Institute 2002 — 2002
CSC
University of King's College 1991 — 1995
B.A. (Hons), Philosophy, Contemporary Studies
Jenna Moeller Carvalho Jenna Moeller Carvalho's BMO Harris Private Banking Experience May 2010 - October 2012
Job Trust Officer at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking October 2012 - Present
BMO Harris Private Banking May 2010 - October 2012
BMO Financial Group January 2010 - May 2010
Skills
Trust Services, Estate Administration, Estate Planning, Private Banking, Sales, Business Relationship..., Wealth Management, Wealth, Trusts, High Net Worth..., Estate Law, Wealth Management..., Financial Services
Education
STEP Canada 2013 — 2015
Trust and Estate Practitioner (TEP)
Canadian Securities Institute 2010 — 2013
Member, Trust Institute (MTI), Estate and Trust Services
The University of Calgary 2005 — 2009
Bachelor of Commerce (BComm), Risk Management Insurance and Finance
BMO Private Banking October 2012 - Present
BMO Harris Private Banking May 2010 - October 2012
BMO Financial Group January 2010 - May 2010
Skills
Trust Services, Estate Administration, Estate Planning, Private Banking, Sales, Business Relationship..., Wealth Management, Wealth, Trusts, High Net Worth..., Estate Law, Wealth Management..., Financial Services
Education
STEP Canada 2013 — 2015
Trust and Estate Practitioner (TEP)
Canadian Securities Institute 2010 — 2013
Member, Trust Institute (MTI), Estate and Trust Services
The University of Calgary 2005 — 2009
Bachelor of Commerce (BComm), Risk Management Insurance and Finance
Seema D'Souza's BMO Harris Private Banking Experience March 2007 - March 2008
Job Regional Manager, Investment & Retirement Planners at RBC Financial Planning
Industry Banking
Experience
RBC September 2013 - Present
TD October 2012 - September 2013
TD Waterhouse March 2008 - October 2012
BMO Harris Private Banking March 2007 - March 2008
Shell Canada 1993 - 1993
Skills
Investments, Wealth Management, Private Banking, Mutual Funds, Portfolio Management, High Net Worth..., Investment Management, Financial Advisory, Equities, Wealth Management..., Investment Advisory, Investment Strategies, Estate Planning, Leadership, Team Leadership, Team Building, Sales Management, group banking, Pensions, Recruiting, Coaching
Education
University of Victoria 2002 — 2004
MBA, Service Management
University of Calgary 1989 — 1995
BA, Political Science
Bishop Grandin
Bishop Grandin
RBC September 2013 - Present
TD October 2012 - September 2013
TD Waterhouse March 2008 - October 2012
BMO Harris Private Banking March 2007 - March 2008
Shell Canada 1993 - 1993
Skills
Investments, Wealth Management, Private Banking, Mutual Funds, Portfolio Management, High Net Worth..., Investment Management, Financial Advisory, Equities, Wealth Management..., Investment Advisory, Investment Strategies, Estate Planning, Leadership, Team Leadership, Team Building, Sales Management, group banking, Pensions, Recruiting, Coaching
Education
University of Victoria 2002 — 2004
MBA, Service Management
University of Calgary 1989 — 1995
BA, Political Science
Bishop Grandin
Bishop Grandin
Angie Ackerman's BMO Harris Private Banking Experience May 2014 - Present
Job Wealth Specialist at BMO Harris Private Banking
Industry Financial Services
Experience
BMO Harris Private Banking May 2014 - Present
BMO Harris Bank April 2013 - Present
Chase June 2011 - March 2013
Chase April 1998 - March 2013
Norwest December 1993 - April 1998
Skills
Mortgage Banking, Mortgage Lending, Loans, FHA, Cross Selling, Refinance, Commercial Banking, Credit, Leadership, Sales, Banking, Residential Mortgages, Credit Analysis, Consumer Lending, Loan Origination, Customer Service, Management, Small Business Lending, Commercial Lending, FHA financing, Investment Properties, Portfolio Management, Real Estate, USDA
Education
University of Missouri-Columbia 1989 — 1993
Bachelor of Science, Communication, General
BMO Harris Private Banking May 2014 - Present
BMO Harris Bank April 2013 - Present
Chase June 2011 - March 2013
Chase April 1998 - March 2013
Norwest December 1993 - April 1998
Skills
Mortgage Banking, Mortgage Lending, Loans, FHA, Cross Selling, Refinance, Commercial Banking, Credit, Leadership, Sales, Banking, Residential Mortgages, Credit Analysis, Consumer Lending, Loan Origination, Customer Service, Management, Small Business Lending, Commercial Lending, FHA financing, Investment Properties, Portfolio Management, Real Estate, USDA
Education
University of Missouri-Columbia 1989 — 1993
Bachelor of Science, Communication, General
Rachael Hall Jaeggin Rachael Hall Jaeggin's BMO Harris Private Banking Experience November 2014 - Present
Job Associate Portfolio Manager at BMO Harris Private Bank
Industry Financial Services
Experience
BMO Harris Private Banking November 2014 - Present
CEO- 600 Haute Boutique May 2011 - May 2014
Freelance Stylist and Fashion Accessories Expert September 2009 - October 2011
Northern Trust Corporation September 1989 - November 1999
Skills
Fashion, Marketing, Customer Service, Sales, Merchandising, Social Media Marketing, New Business Development, Budgets, Sales Management, Creative Direction, Entrepreneurship, Selling, Social Media, Product Marketing, Fashion Buying, Retail Sales, Retail, Visual Merchandising, Retail Sales Experience, Retail Sales Analysis, Microsoft Word, Finance/Banking, Creative Development, Fashion Retail, Customer Relations, Strategic Leadership, Marketing Strategy, Event Planning
Education
University of Illinois at Chicago
Bachelors, Liberal Arts and Sciences/Liberal Studies
BMO Harris Private Banking November 2014 - Present
CEO- 600 Haute Boutique May 2011 - May 2014
Freelance Stylist and Fashion Accessories Expert September 2009 - October 2011
Northern Trust Corporation September 1989 - November 1999
Skills
Fashion, Marketing, Customer Service, Sales, Merchandising, Social Media Marketing, New Business Development, Budgets, Sales Management, Creative Direction, Entrepreneurship, Selling, Social Media, Product Marketing, Fashion Buying, Retail Sales, Retail, Visual Merchandising, Retail Sales Experience, Retail Sales Analysis, Microsoft Word, Finance/Banking, Creative Development, Fashion Retail, Customer Relations, Strategic Leadership, Marketing Strategy, Event Planning
Education
University of Illinois at Chicago
Bachelors, Liberal Arts and Sciences/Liberal Studies
Chris Osmond, CFP® Chris Osmond, CFP®'s BMO Harris Private Banking Experience January 2015 - Present
Job Director of Investments at BMO Harris Private Bank
Industry Financial Services
Experience
BMO Harris Private Banking January 2015 - Present
US Bank 2012 - 2014
Northern Trust 2006 - 2011
OppenheimerFunds August 2004 - January 2006
Skills
Portfolio Management, Asset Allocation, Wealth Management, Series 7, Investment Strategies, Asset Management, Investment Advisory, Strategic Financial..., Mutual Funds, Alternative Investments, Equities, Retirement Planning, Certified Financial..., Banking, Investments, Finance, Financial Planning
Education
University of Arizona 2000 — 2004
Bachelor of Science (BS), Finance, General
University of Arizona
Bachelor of Applied Science (B.A.Sc.), Finance, General
BMO Harris Private Banking January 2015 - Present
US Bank 2012 - 2014
Northern Trust 2006 - 2011
OppenheimerFunds August 2004 - January 2006
Skills
Portfolio Management, Asset Allocation, Wealth Management, Series 7, Investment Strategies, Asset Management, Investment Advisory, Strategic Financial..., Mutual Funds, Alternative Investments, Equities, Retirement Planning, Certified Financial..., Banking, Investments, Finance, Financial Planning
Education
University of Arizona 2000 — 2004
Bachelor of Science (BS), Finance, General
University of Arizona
Bachelor of Applied Science (B.A.Sc.), Finance, General
Walter Schacht,CFP®, ChFC®, MBA Walter Schacht,CFP®, ChFC®, MBA's BMO Harris Private Banking Experience September 2006 - February 2011
Job VP/Wealth Advisor at BMO Private Bank
Industry Banking
Experience
BMO Private Bank May 2014 - Present
Gibraltar Private Bank & Trust February 2011 - January 2014
Friends of Fosterchildren SW FLorida 2011 - 2014
BMO Harris Private Banking September 2006 - February 2011
Wells Fargo 2001 - 2006
Skills
Wealth Management, Portfolio Management, Private Banking, Banking, Commercial Lending, Treasury Management, Loans, Credit, Commercial Banking, Small Business Lending, Credit Analysis, Investments, Consumer Lending, Financial Services, Wealth, Estate Planning, Commercial Mortgages, Mortgage Lending, Finance, Strategic Financial..., Financial Planning
Education
Hodges University 2009 — 2011
MBA, Business
University of North Texas 1992 — 1996
Bachelors in Business Administration, Entrepreneurship
CIC 1987 — 1991
High School Degree
BMO Private Bank May 2014 - Present
Gibraltar Private Bank & Trust February 2011 - January 2014
Friends of Fosterchildren SW FLorida 2011 - 2014
BMO Harris Private Banking September 2006 - February 2011
Wells Fargo 2001 - 2006
Skills
Wealth Management, Portfolio Management, Private Banking, Banking, Commercial Lending, Treasury Management, Loans, Credit, Commercial Banking, Small Business Lending, Credit Analysis, Investments, Consumer Lending, Financial Services, Wealth, Estate Planning, Commercial Mortgages, Mortgage Lending, Finance, Strategic Financial..., Financial Planning
Education
Hodges University 2009 — 2011
MBA, Business
University of North Texas 1992 — 1996
Bachelors in Business Administration, Entrepreneurship
CIC 1987 — 1991
High School Degree
Nicole Scollick, CFP, STI's BMO Harris Private Banking Experience January 2010 - December 2012
Job Financial Planner, Investment & Retirement Planning
Industry Financial Services
Experience
BMO Financial Group November 2013 - Present
BMO Financial Group December 2012 - October 2013
BMO Harris Private Banking January 2010 - December 2012
BMO Harris Private Banking January 2008 - December 2009
Legacy Private Trust 2006 - 2008
Skills
Salesforce.com, Cash Management, Investment Banking, Team-oriented, CRM, Morningstar, Naviplan, Trust & Estate, Building Relationships, Certified Financial..., Training, Strategic Financial..., Investment Management, Analytical Skills, Financial Planning, Relationship Management, Financial Analysis, Financial Services, Investments, Mutual Funds, Retirement Planning, Portfolio Management
Education
University of Guelph 2000 — 2004
Bachelor of Commerce Honors
BMO Financial Group November 2013 - Present
BMO Financial Group December 2012 - October 2013
BMO Harris Private Banking January 2010 - December 2012
BMO Harris Private Banking January 2008 - December 2009
Legacy Private Trust 2006 - 2008
Skills
Salesforce.com, Cash Management, Investment Banking, Team-oriented, CRM, Morningstar, Naviplan, Trust & Estate, Building Relationships, Certified Financial..., Training, Strategic Financial..., Investment Management, Analytical Skills, Financial Planning, Relationship Management, Financial Analysis, Financial Services, Investments, Mutual Funds, Retirement Planning, Portfolio Management
Education
University of Guelph 2000 — 2004
Bachelor of Commerce Honors
Katharine Evans Katharine Evans's BMO Harris Private Banking Experience May 2008 - September 2009
Job Manager, Compliance Processes at The Alcohol and Gaming Commission of Ontario
Industry Law Practice
Experience
Office of the Minister of Revenue and Minister Responsible for Seniors (the Hon. Sophia Aggelonitis) August 2010 - October 2011
Office of the Minister of Consumer Services (Hon. Sophia Aggelonitis, MPP) July 2010 - August 2010
BMO Harris Private Banking May 2008 - September 2009
the Ontario Securities Commission February 2002 - April 2008
the Ontario Securities Commission June 2001 - February 2002
Fasken Martineau February 1997 - June 2001
Federal Court of Appeal September 1995 - August 1996
Skills
Policy, Compliance, Corporate Governance, Government Relations, Administrative Law, Securities Regulation, Litigation, Governance, Risk Management, Banking, Securities Law, Capital Markets, Corporate Law, Legal Advice, Public Policy, Financial Services, Legal Writing
Education
Canadian Securities Institute 2012 — 2012
Chief Compliance Officer Qualifying Examination
Canadian Securities Institute
Partners, Directors and Senior Officers' Course
York University - Osgoode Hall Law School
LL.M, Securities Law
University of Toronto 1991 — 1994
LL.B., Law
University of Ottawa 1988 — 1991
B. Soc.Sci. (magna cum laude), Political Science
Admitted to the Law Society of Upper Canada
Admitted to the Ontario Bar in February 1997
Blythwood
Blythwood
Blythwood
Office of the Minister of Revenue and Minister Responsible for Seniors (the Hon. Sophia Aggelonitis) August 2010 - October 2011
Office of the Minister of Consumer Services (Hon. Sophia Aggelonitis, MPP) July 2010 - August 2010
BMO Harris Private Banking May 2008 - September 2009
the Ontario Securities Commission February 2002 - April 2008
the Ontario Securities Commission June 2001 - February 2002
Fasken Martineau February 1997 - June 2001
Federal Court of Appeal September 1995 - August 1996
Skills
Policy, Compliance, Corporate Governance, Government Relations, Administrative Law, Securities Regulation, Litigation, Governance, Risk Management, Banking, Securities Law, Capital Markets, Corporate Law, Legal Advice, Public Policy, Financial Services, Legal Writing
Education
Canadian Securities Institute 2012 — 2012
Chief Compliance Officer Qualifying Examination
Canadian Securities Institute
Partners, Directors and Senior Officers' Course
York University - Osgoode Hall Law School
LL.M, Securities Law
University of Toronto 1991 — 1994
LL.B., Law
University of Ottawa 1988 — 1991
B. Soc.Sci. (magna cum laude), Political Science
Admitted to the Law Society of Upper Canada
Admitted to the Ontario Bar in February 1997
Blythwood
Blythwood
Blythwood
John Abbenda CFP, TEP, CPCA's BMO Harris Private Banking Experience August 1987 - November 2007
Job Investment & Retirement Planner at RBC Royal Bank
Industry Financial Services
Experience
RBC Royal Bank October 2010 - Present
RBC Dominion Securities February 2008 - September 2010
BMO Harris Private Banking August 1987 - November 2007
Skills
Wealth Management, Estate Planning, Inheritance Tax Planning, High Net Worth..., Financial Planning, Pensions, Retirement, Wealth Transfer, Strategic Financial..., Wealth, Investments, Financial Advisory, Trusts, Wealth Management..., Finance, Investment Strategies, Retirement Planning, Investment Advisory, Mutual Funds, Financial Planners, Personal Financial..., Portfolio Management, Asset Allocation, Critical Illness, Personal Finance, Wealth Accumulation, Wills, Collaboration, Securities, ETFs, Investment Management, Teamwork, Asset Management, Banking, Financial Services
Education
University of Ottawa / Université d'Ottawa
RBC Royal Bank October 2010 - Present
RBC Dominion Securities February 2008 - September 2010
BMO Harris Private Banking August 1987 - November 2007
Skills
Wealth Management, Estate Planning, Inheritance Tax Planning, High Net Worth..., Financial Planning, Pensions, Retirement, Wealth Transfer, Strategic Financial..., Wealth, Investments, Financial Advisory, Trusts, Wealth Management..., Finance, Investment Strategies, Retirement Planning, Investment Advisory, Mutual Funds, Financial Planners, Personal Financial..., Portfolio Management, Asset Allocation, Critical Illness, Personal Finance, Wealth Accumulation, Wills, Collaboration, Securities, ETFs, Investment Management, Teamwork, Asset Management, Banking, Financial Services
Education
University of Ottawa / Université d'Ottawa
Katelyn Decraene's BMO Harris Private Banking Experience June 2011 - August 2011
Job Audit Associate at Deloitte
Industry Accounting
Experience
Deloitte September 2014 - Present
Deloitte January 2013 - March 2013
Credit Suisse June 2012 - August 2012
Delta Delta Delta Sorority January 2011 - December 2011
BMO Harris Private Banking June 2011 - August 2011
Skills
Leadership, Fundraising, Teamwork, Financial Analysis, Accounting
Education
University of Illinois at Urbana-Champaign - College of Business 2013 — 2014
Master of Accounting Science (MAS)
University of Illinois at Urbana-Champaign - College of Business 2009 — 2012
Bachelor's degree, Accounting
Barrington High School 2005 — 2009
Deloitte September 2014 - Present
Deloitte January 2013 - March 2013
Credit Suisse June 2012 - August 2012
Delta Delta Delta Sorority January 2011 - December 2011
BMO Harris Private Banking June 2011 - August 2011
Skills
Leadership, Fundraising, Teamwork, Financial Analysis, Accounting
Education
University of Illinois at Urbana-Champaign - College of Business 2013 — 2014
Master of Accounting Science (MAS)
University of Illinois at Urbana-Champaign - College of Business 2009 — 2012
Bachelor's degree, Accounting
Barrington High School 2005 — 2009
Matt Downey, CTP's BMO Harris Private Banking Experience June 2005 - August 2005
Job Senior Consultant, Banking & Capital Markets
Industry Financial Services
Experience
West Monroe Partners July 2010 - Present
Harris Bank January 2010 - June 2010
American Chartered Bank July 2006 - January 2009
BMO Harris Private Banking June 2005 - August 2005
Skills
Commercial Banking, Business Process, Banking, Business Analysis, Management Consulting, Change Management, Program Management, ITIL Foundation..., ITSM, Enterprise Systems..., M&A Modeling, Operational Due..., Bank Mergers, Mergers & Acquisitions..., Vendor Selection, Vendor Management, Business Relationship..., Strategy, Portfolio Management, IT Service Management, Financial Analysis, Finance, Mergers & Acquisitions
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
B.S., Finance
West Monroe Partners July 2010 - Present
Harris Bank January 2010 - June 2010
American Chartered Bank July 2006 - January 2009
BMO Harris Private Banking June 2005 - August 2005
Skills
Commercial Banking, Business Process, Banking, Business Analysis, Management Consulting, Change Management, Program Management, ITIL Foundation..., ITSM, Enterprise Systems..., M&A Modeling, Operational Due..., Bank Mergers, Mergers & Acquisitions..., Vendor Selection, Vendor Management, Business Relationship..., Strategy, Portfolio Management, IT Service Management, Financial Analysis, Finance, Mergers & Acquisitions
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
B.S., Finance
Tanya McLean's BMO Harris Private Banking Experience April 2014 - Present
Job Private Wealth Advisor at BMO Private Banking
Industry Financial Services
Experience
BMO Harris Private Banking April 2014 - Present
Bank of Montreal September 2000 - April 2014
RBC Dominion Securities December 1999 - August 2000
RBC August 1998 - December 1999
Skills
Wealth, Financial Advisory, Portfolio Management, Estate Planning, Wealth Accumulation, Asset Allocation, Retirement Savings, Personal Financial..., Banking, Wealth Management..., Financial Planners, Canadian Securities..., Investment Management, Credit
Education
University of Saskatchewan 1991 — 1995
Bachelor of Arts (B.A.), Business and Languages (French and Spanish)
Shaunavon High School
BMO Harris Private Banking April 2014 - Present
Bank of Montreal September 2000 - April 2014
RBC Dominion Securities December 1999 - August 2000
RBC August 1998 - December 1999
Skills
Wealth, Financial Advisory, Portfolio Management, Estate Planning, Wealth Accumulation, Asset Allocation, Retirement Savings, Personal Financial..., Banking, Wealth Management..., Financial Planners, Canadian Securities..., Investment Management, Credit
Education
University of Saskatchewan 1991 — 1995
Bachelor of Arts (B.A.), Business and Languages (French and Spanish)
Shaunavon High School
Mike Lafitte Mike Lafitte's BMO Harris Private Banking Experience January 2011 - Present
Job Senior Private Banker
Industry Banking
Experience
BMO Harris Private Banking January 2011 - Present
BMO June 2005 - January 2011
Skills
Wealth Management, Private Banking, Wealth Management..., Portfolio Management, Banking, Credit, Mortgage Lending, Strategic Financial..., Commercial Banking, Commercial Lending, Investments, Mutual Funds, Loans, High Net Worth..., Retail Banking, Wealth, Retirement Planning
Education
University of Alberta 2015 — 2016
Family Enterprise Advisor (Enrolled)
CFP 2009 — 2010
CFP, CFP
Canadian Securities Insititute 2000 — 2001
CSC
Saint Francis Xavier University 1996 — 1999
BBA
BMO Harris Private Banking January 2011 - Present
BMO June 2005 - January 2011
Skills
Wealth Management, Private Banking, Wealth Management..., Portfolio Management, Banking, Credit, Mortgage Lending, Strategic Financial..., Commercial Banking, Commercial Lending, Investments, Mutual Funds, Loans, High Net Worth..., Retail Banking, Wealth, Retirement Planning
Education
University of Alberta 2015 — 2016
Family Enterprise Advisor (Enrolled)
CFP 2009 — 2010
CFP, CFP
Canadian Securities Insititute 2000 — 2001
CSC
Saint Francis Xavier University 1996 — 1999
BBA
John Sylla John Sylla's BMO Harris Private Banking Experience July 2010 - February 2015
Job Wealth Management Advisor at The Private Client Reserve of U.S. Bank
Industry Financial Services
Experience
U.S. Bank March 2015 - Present
BMO Harris Private Banking July 2010 - February 2015
M&I Bank July 2008 - June 2010
M&I Bank January 2005 - July 2008
Skills
Wealth Management, Banking, Financial Advisory, Management, Investments, Investment Management, Finance, Private Banking, Mutual Funds, Financial Analysis, Financial Planning, Wealth Management..., Recruiting, Portfolio Management, Training, Strategic Financial..., Risk Management, Trust Services, Credit
Education
University of Missouri-Columbia 1989 — 1993
B.S., Finance
U.S. Bank March 2015 - Present
BMO Harris Private Banking July 2010 - February 2015
M&I Bank July 2008 - June 2010
M&I Bank January 2005 - July 2008
Skills
Wealth Management, Banking, Financial Advisory, Management, Investments, Investment Management, Finance, Private Banking, Mutual Funds, Financial Analysis, Financial Planning, Wealth Management..., Recruiting, Portfolio Management, Training, Strategic Financial..., Risk Management, Trust Services, Credit
Education
University of Missouri-Columbia 1989 — 1993
B.S., Finance
Sean P. Harding Sean P. Harding's BMO Harris Private Banking Experience January 2008 - November 2008
Job Senior Financial Planning Consultant at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod April 2013 - Present
RBC Wealth Management December 2009 - April 2013
BMO Harris Private Banking January 2008 - November 2008
RBC Wealth Managment November 2004 - December 2007
RBC Wealth Management - Financial Planning October 2003 - October 2004
RBC Dominion Securities February 2003 - August 2003
RBC Wealth Management - Financial Planning January 2002 - January 2003
RBC Royal Bank September 1998 - December 2001
Skills
Financial Planning, Asset Management, Succession Planning, Wealth Transfer, Wealth Management, Estate Planning, Retirement Planning, Investments, Private Banking, Insurance Planning, Charitable Giving, Strategic Financial..., Financial Planners, Wealth, Mutual Funds, High Net Worth..., Portfolio Management, Investment Management, Investment Advisory, Finance
Education
Society of Trust and Estate Practitioners 2009 — 2012
TEP, Student Member
Canadian Securities Institute 2009 — 2009
LLQP (Full), Insurance
Canadian Securities Institute 2002 — 2002
Branch Mgrs Course, Investment Compliance and Ethics
Canadian Securities Institute 2000 — 2001
Canadian Investment Management (CIM) Program, Advanced Investment and Portfolio Management
Canadian Securities Institute 2000 — 2001
Financial Management Advisor Program (FMA), Advanced Financial Planning
Canadian Securities Institute 1998 — 1999
PFPC, Financial Planning
Canadian Securities Institute 1998 — 1998
CPH, Investments Compliance & Ethics
Canadian Secuities Institute 1996 — 1997
CSC, Investment
University of Ottawa 1990 — 1996
Sociology
ScotiaMcLeod April 2013 - Present
RBC Wealth Management December 2009 - April 2013
BMO Harris Private Banking January 2008 - November 2008
RBC Wealth Managment November 2004 - December 2007
RBC Wealth Management - Financial Planning October 2003 - October 2004
RBC Dominion Securities February 2003 - August 2003
RBC Wealth Management - Financial Planning January 2002 - January 2003
RBC Royal Bank September 1998 - December 2001
Skills
Financial Planning, Asset Management, Succession Planning, Wealth Transfer, Wealth Management, Estate Planning, Retirement Planning, Investments, Private Banking, Insurance Planning, Charitable Giving, Strategic Financial..., Financial Planners, Wealth, Mutual Funds, High Net Worth..., Portfolio Management, Investment Management, Investment Advisory, Finance
Education
Society of Trust and Estate Practitioners 2009 — 2012
TEP, Student Member
Canadian Securities Institute 2009 — 2009
LLQP (Full), Insurance
Canadian Securities Institute 2002 — 2002
Branch Mgrs Course, Investment Compliance and Ethics
Canadian Securities Institute 2000 — 2001
Canadian Investment Management (CIM) Program, Advanced Investment and Portfolio Management
Canadian Securities Institute 2000 — 2001
Financial Management Advisor Program (FMA), Advanced Financial Planning
Canadian Securities Institute 1998 — 1999
PFPC, Financial Planning
Canadian Securities Institute 1998 — 1998
CPH, Investments Compliance & Ethics
Canadian Secuities Institute 1996 — 1997
CSC, Investment
University of Ottawa 1990 — 1996
Sociology
Toni Beaubien, CPA's BMO Harris Private Banking Experience October 1993 - January 1996
Job CFO at Halo Group
Industry Information Technology and Services
Experience
Halo Group April 2005 - Present
Etkin Equities July 2004 - March 2005
Logica CMG November 2002 - June 2004
Great Lakes Technologies Group March 1999 - November 2002
LaSalle Bank Corporation January 1996 - March 1999
BMO Harris Private Banking October 1993 - January 1996
Deloitte September 1992 - October 1993
BDO January 1990 - May 1992
Skills
Auditing, Management, Temporary Placement, Financial Reporting, Process Improvement, Business Process..., IT Service Management, Vendor Management, Technical Recruiting, Networking, SDLC, Accounting, Business Analysis, Budgets
Education
University of Detroit Mercy 1986 — 1990
Bachelors of Science, Accounting
Halo Group April 2005 - Present
Etkin Equities July 2004 - March 2005
Logica CMG November 2002 - June 2004
Great Lakes Technologies Group March 1999 - November 2002
LaSalle Bank Corporation January 1996 - March 1999
BMO Harris Private Banking October 1993 - January 1996
Deloitte September 1992 - October 1993
BDO January 1990 - May 1992
Skills
Auditing, Management, Temporary Placement, Financial Reporting, Process Improvement, Business Process..., IT Service Management, Vendor Management, Technical Recruiting, Networking, SDLC, Accounting, Business Analysis, Budgets
Education
University of Detroit Mercy 1986 — 1990
Bachelors of Science, Accounting
Buyi Zhu Buyi Zhu's BMO Harris Private Banking Experience September 2010 - April 2011
Job Analyst at Bank of Canada
Industry Financial Services
Experience
Bank of Canada July 2014 - Present
University of Oxford September 2012 - June 2013
Accenture February 2012 - June 2012
BMO Harris Private Banking September 2010 - April 2011
BMO Harris Private Banking May 2010 - August 2010
University of Toronto October 2009 - April 2010
The China Path Mandarin School February 2009 - April 2009
Spin Master Ltd. December 2007 - January 2008
Skills
Research, Bloomberg, Statistics, Portfolio Management, Financial Analysis, Project Finance, Corporate Finance, Derivatives, Risk Management, Financial Modeling, Economics, Capital Markets, Investments, Analysis, Private Equity, Equity Research, Due Diligence, Valuation, Mergers & Acquisitions, VBA, Venture Capital, Leadership, Financial Risk, Investment Banking, Equities, Quantitative Analytics, Data Analysis, Fixed Income, Mutual Funds, Project Management, Matlab, Finance, Econometrics, Mandarin, Stata, SAS, Time Series Analysis, Emerging Markets, Macroeconomics, Options, Quantitative Finance, DCF, Investment Management
Education
CFA Institute
Saïd Business School, University of Oxford 2012 — 2013
Master of Science (M.Sc.), Financial Economics
University of Toronto 2007 — 2011
B.Comm with high distinction, Finance and Economics, Statistics
University of International Business and Economics 2006 — 2007
Bachelor, International Business and Economics
Bank of Canada July 2014 - Present
University of Oxford September 2012 - June 2013
Accenture February 2012 - June 2012
BMO Harris Private Banking September 2010 - April 2011
BMO Harris Private Banking May 2010 - August 2010
University of Toronto October 2009 - April 2010
The China Path Mandarin School February 2009 - April 2009
Spin Master Ltd. December 2007 - January 2008
Skills
Research, Bloomberg, Statistics, Portfolio Management, Financial Analysis, Project Finance, Corporate Finance, Derivatives, Risk Management, Financial Modeling, Economics, Capital Markets, Investments, Analysis, Private Equity, Equity Research, Due Diligence, Valuation, Mergers & Acquisitions, VBA, Venture Capital, Leadership, Financial Risk, Investment Banking, Equities, Quantitative Analytics, Data Analysis, Fixed Income, Mutual Funds, Project Management, Matlab, Finance, Econometrics, Mandarin, Stata, SAS, Time Series Analysis, Emerging Markets, Macroeconomics, Options, Quantitative Finance, DCF, Investment Management
Education
CFA Institute
Saïd Business School, University of Oxford 2012 — 2013
Master of Science (M.Sc.), Financial Economics
University of Toronto 2007 — 2011
B.Comm with high distinction, Finance and Economics, Statistics
University of International Business and Economics 2006 — 2007
Bachelor, International Business and Economics
Jill Martin Jill Martin's BMO Harris Private Banking Experience March 2011 - Present
Job Vice President | Regional Director, Trust | BMO Private Bank
Industry Financial Services
Experience
BMO Harris Private Banking March 2011 - Present
UWEC Alumni Association April 2012 - Present
BMO Harris Private Banking March 2011 - January 2015
Waukesha County Estate Planning Council July 2012 - July 2013
Association of Women Lawyers September 2009 - April 2012
Marshall & Ilsley Trust Company N.A. August 2010 - March 2011
Marshall & Ilsley Trust Company N.A. April 2006 - March 2011
The Schroeder Group Attorneys at Law SC November 2004 - April 2006
Wisconsin Legislative Audit Bureau May 1999 - August 2001
Skills
Estate Tax Planning, Probate, Estate Planning, Trusts, Tax, Succession Planning, Estate Administration, Litigation, Corporate Law, Financial Services, Investments, Estate Law, High Net Worth..., Asset Management, Wealth Management..., Wealth Management, Real Estate Transactions
Education
University of Nebraska College of Law 2001 — 2004
JD, Law
University of Wisconsin-Eau Claire 1995 — 1999
BBA, Accounting
BMO Harris Private Banking March 2011 - Present
UWEC Alumni Association April 2012 - Present
BMO Harris Private Banking March 2011 - January 2015
Waukesha County Estate Planning Council July 2012 - July 2013
Association of Women Lawyers September 2009 - April 2012
Marshall & Ilsley Trust Company N.A. August 2010 - March 2011
Marshall & Ilsley Trust Company N.A. April 2006 - March 2011
The Schroeder Group Attorneys at Law SC November 2004 - April 2006
Wisconsin Legislative Audit Bureau May 1999 - August 2001
Skills
Estate Tax Planning, Probate, Estate Planning, Trusts, Tax, Succession Planning, Estate Administration, Litigation, Corporate Law, Financial Services, Investments, Estate Law, High Net Worth..., Asset Management, Wealth Management..., Wealth Management, Real Estate Transactions
Education
University of Nebraska College of Law 2001 — 2004
JD, Law
University of Wisconsin-Eau Claire 1995 — 1999
BBA, Accounting
Jean Paul LaBelle's BMO Harris Private Banking Experience May 2003 - August 2004
Job Enterprise Sales Director
Industry Computer Software
Experience
Mintigo, Inc. December 2014 - Present
Hearsay Social February 2014 - October 2014
Salesforce.com August 2011 - January 2014
Fisher Investments March 2006 - August 2011
BMO Harris Private Banking May 2003 - August 2004
Smith Barney Citigroup October 1998 - May 2003
Merrill Lynch August 1994 - October 1998
Skills
Complex Sales, Team Leadership, Training & Development, Customer Relations, Salesforce.com, Cloud Computing, Customer Service, Enterprise Software, SaaS, Strategic Partnerships, IT Strategy, Employee Training, Management, Sales Operations, CRM, PaaS, Sales, Cold Calling, Entrepreneurship, Sales Process, Social Networking, Lead Generation, Account Management, Enterprise Architecture, Direct Sales, Leadership, Solution Selling
Education
The University of Calgary 1987 — 1991
Haskayne School of Business - Bachelor of Commerce, Finance
Camille J. Lerouge Collegiate High School 1981 — 1984
Matriculation
Mintigo, Inc. December 2014 - Present
Hearsay Social February 2014 - October 2014
Salesforce.com August 2011 - January 2014
Fisher Investments March 2006 - August 2011
BMO Harris Private Banking May 2003 - August 2004
Smith Barney Citigroup October 1998 - May 2003
Merrill Lynch August 1994 - October 1998
Skills
Complex Sales, Team Leadership, Training & Development, Customer Relations, Salesforce.com, Cloud Computing, Customer Service, Enterprise Software, SaaS, Strategic Partnerships, IT Strategy, Employee Training, Management, Sales Operations, CRM, PaaS, Sales, Cold Calling, Entrepreneurship, Sales Process, Social Networking, Lead Generation, Account Management, Enterprise Architecture, Direct Sales, Leadership, Solution Selling
Education
The University of Calgary 1987 — 1991
Haskayne School of Business - Bachelor of Commerce, Finance
Camille J. Lerouge Collegiate High School 1981 — 1984
Matriculation
William Bignell William Bignell's BMO Harris Private Banking Experience 1997 - 2001
Job Retired
Industry Investment Management
Experience
Money Manager January 2015 - Present
IA Securities Inc. September 2007 - December 2014
Leon Frazer & Associates March 2001 - September 2008
BMO Harris Private Banking 1997 - 2001
CT Private Investment Counsel 1986 - 1997
Skills
Wealth Management, Investments, Investment Advisory, Portfolio Management, Investment Strategies, Equities, Capital Markets, Securities, Asset Managment, Fixed Income, Hedge Funds, Mutual Funds, Asset Allocation, Investment Management, Equity Research, ETFs, Asset Management, Equity Trading, Financial Analysis, Alternative Investments
Education
Wilfrid Laurier University 1973 — 1984
B.A., Econ. /also Dipl. in Bus.
University of Leicester
M.Sc., Finance
Money Manager January 2015 - Present
IA Securities Inc. September 2007 - December 2014
Leon Frazer & Associates March 2001 - September 2008
BMO Harris Private Banking 1997 - 2001
CT Private Investment Counsel 1986 - 1997
Skills
Wealth Management, Investments, Investment Advisory, Portfolio Management, Investment Strategies, Equities, Capital Markets, Securities, Asset Managment, Fixed Income, Hedge Funds, Mutual Funds, Asset Allocation, Investment Management, Equity Research, ETFs, Asset Management, Equity Trading, Financial Analysis, Alternative Investments
Education
Wilfrid Laurier University 1973 — 1984
B.A., Econ. /also Dipl. in Bus.
University of Leicester
M.Sc., Finance
Steven Heimermann's BMO Harris Private Banking Experience March 1998 - February 2012
Job Senior Vice President, Market Leader & Senior Portfolio Manager Private Client Services at Associated Bank
Industry Investment Management
Experience
Associated Bank March 2015 - Present
Associated Bank February 2012 - March 2015
BMO Harris Private Banking March 1998 - February 2012
Securian Financial Group November 1994 - March 1998
Skills
Wealth Management, FINRA, Portfolio Management, Supervisory Experience, Personal Financial..., Finance, Relationship Management, Retirement, Banking, Investments, Estate Planning, Strategic Financial..., Management, Mortgage Lending, High Net Worth..., 401k, Asset Allocation, Asset Management, Financial Planning, Investment Advisory
Education
University of Minnesota - Carlson School of Management 1995 — 1997
MBA
University of Wisconsin-Oshkosh 1989 — 1993
Bachelors of Business, Finance / MIS
College of Financial Planning
Certified Financial Planner (CFP)
University of California, Berkeley
Certified Investment Management Analyst (CIMA)
Associated Bank March 2015 - Present
Associated Bank February 2012 - March 2015
BMO Harris Private Banking March 1998 - February 2012
Securian Financial Group November 1994 - March 1998
Skills
Wealth Management, FINRA, Portfolio Management, Supervisory Experience, Personal Financial..., Finance, Relationship Management, Retirement, Banking, Investments, Estate Planning, Strategic Financial..., Management, Mortgage Lending, High Net Worth..., 401k, Asset Allocation, Asset Management, Financial Planning, Investment Advisory
Education
University of Minnesota - Carlson School of Management 1995 — 1997
MBA
University of Wisconsin-Oshkosh 1989 — 1993
Bachelors of Business, Finance / MIS
College of Financial Planning
Certified Financial Planner (CFP)
University of California, Berkeley
Certified Investment Management Analyst (CIMA)
Andrew Low Andrew Low's BMO Harris Private Banking Experience August 2002 - December 2002
Job Vice President Senior Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management August 2008 - Present
Merrill Lynch November 2002 - June 2008
BMO Harris Private Banking August 2002 - December 2002
Morgan Stanley September 2000 - August 2002
Issachar July 1992 - August 2000
Skills
Investments, Start-ups, Risk Management, Management Consulting, Strategic Planning, Private Equity, Business Planning, Consulting, Insurance, Business Strategy, Process Improvement, Financial Modeling, Corporate Finance, Leadership, Team Building, Charitable Gift Planning, Trust Management, Estate Planning, Investment Advisory, Executive Management, Portfolio Management, Financial Analysis
Education
UCLA 1983 — 1985
Program in Business & Administration, Business Administration and Management, General
UCLA 1980 — 1985
Bachelor of Arts (BA), Communication Studies
BNY Mellon Wealth Management August 2008 - Present
Merrill Lynch November 2002 - June 2008
BMO Harris Private Banking August 2002 - December 2002
Morgan Stanley September 2000 - August 2002
Issachar July 1992 - August 2000
Skills
Investments, Start-ups, Risk Management, Management Consulting, Strategic Planning, Private Equity, Business Planning, Consulting, Insurance, Business Strategy, Process Improvement, Financial Modeling, Corporate Finance, Leadership, Team Building, Charitable Gift Planning, Trust Management, Estate Planning, Investment Advisory, Executive Management, Portfolio Management, Financial Analysis
Education
UCLA 1983 — 1985
Program in Business & Administration, Business Administration and Management, General
UCLA 1980 — 1985
Bachelor of Arts (BA), Communication Studies
Ben Benedetto Ben Benedetto's BMO Harris Private Banking Experience December 1997 - October 2000
Job Vice President & Portfolio Manager at RBC Dominion Securities Inc.
Industry Investment Management
Experience
RBC Dominion Securities Inc. January 2001 - Present
BMO Harris Private Banking December 1997 - October 2000
TELUS February 1992 - December 1997
Skills
Wealth Management, Investment Strategies, Portfolio Management, Retirement Planning, Retirement, Investment Advisory, Equity Derivatives, Mutual Funds, Investment Management, Securities, Economics, Wealth Management..., Financial Risk, Options, Alternative Investments, Financial Services, Asset Allocation, Equities, Bonds, Investments, Credit, Trading, Valuation, ETFs, Risk Management, Asset Management, Hedging, Fixed Income, Capital Markets, Financial Modeling, High Net Worth..., Strategic Financial..., Financial Advisory, Credit Analysis, Derivatives, Hedge Funds, Due Diligence, Financial Markets, Equity Research, Equity Valuation, Estate Planning, Financial Planners, Wealth, Asset Managment, Financial Analysis, Finance
Education
CFA Institute 1991 — 1994
CFA, Portfolio Management
University of Alberta 1984 — 1988
B.Comm., Finance
RBC Dominion Securities Inc. January 2001 - Present
BMO Harris Private Banking December 1997 - October 2000
TELUS February 1992 - December 1997
Skills
Wealth Management, Investment Strategies, Portfolio Management, Retirement Planning, Retirement, Investment Advisory, Equity Derivatives, Mutual Funds, Investment Management, Securities, Economics, Wealth Management..., Financial Risk, Options, Alternative Investments, Financial Services, Asset Allocation, Equities, Bonds, Investments, Credit, Trading, Valuation, ETFs, Risk Management, Asset Management, Hedging, Fixed Income, Capital Markets, Financial Modeling, High Net Worth..., Strategic Financial..., Financial Advisory, Credit Analysis, Derivatives, Hedge Funds, Due Diligence, Financial Markets, Equity Research, Equity Valuation, Estate Planning, Financial Planners, Wealth, Asset Managment, Financial Analysis, Finance
Education
CFA Institute 1991 — 1994
CFA, Portfolio Management
University of Alberta 1984 — 1988
B.Comm., Finance
Evie Czaczkowski Carlson's BMO Harris Private Banking Experience August 1999 - July 2003
Job Buyer and Merchandise Planner at Paper Source
Industry Retail
Experience
Paper Source February 2007 - May 2009
Restoration Hardware September 2004 - January 2007
Gap Inc. August 2003 - September 2004
BMO Harris Private Banking August 1999 - July 2003
Skills
Retail, Forecasting, Inventory Management, Merchandising, Trend Analysis, Distribution Strategies, Financial Analysis, Global Sourcing, Visual Merchandising, Merchandise Planning, Fashion, Inventory Control
Education
University of Illinois at Urbana-Champaign 1995 — 1999
Bachelors, Finance
University of Illinois at Urbana-Champaign - College of Business 1995 — 1999
Bachelor of Science (BS), Finance
Paper Source February 2007 - May 2009
Restoration Hardware September 2004 - January 2007
Gap Inc. August 2003 - September 2004
BMO Harris Private Banking August 1999 - July 2003
Skills
Retail, Forecasting, Inventory Management, Merchandising, Trend Analysis, Distribution Strategies, Financial Analysis, Global Sourcing, Visual Merchandising, Merchandise Planning, Fashion, Inventory Control
Education
University of Illinois at Urbana-Champaign 1995 — 1999
Bachelors, Finance
University of Illinois at Urbana-Champaign - College of Business 1995 — 1999
Bachelor of Science (BS), Finance
Patrick Schramm's BMO Harris Private Banking Experience February 2007 - October 2007
Job HR Consultant
Industry Human Resources
Experience
Human Resources Consulting August 2009 - Present
Morgan Stanley Wealth Management October 2007 - August 2009
BMO Harris Private Banking February 2007 - October 2007
Morgan Stanley Wealth Management July 2004 - February 2007
JPMorgan Chase May 1994 - January 2004
Skills
Talent Management, Training, Succession Planning, Performance Management, Human Resources, Employee Relations, Management, Leadership, Strategy, Leadership Development, Change Management, Personnel Management, Workforce Planning, Recruiting, Executive Coaching
Education
University of Illinois at Urbana-Champaign
Bachelor of Arts, Speech Communications
Human Resources Consulting August 2009 - Present
Morgan Stanley Wealth Management October 2007 - August 2009
BMO Harris Private Banking February 2007 - October 2007
Morgan Stanley Wealth Management July 2004 - February 2007
JPMorgan Chase May 1994 - January 2004
Skills
Talent Management, Training, Succession Planning, Performance Management, Human Resources, Employee Relations, Management, Leadership, Strategy, Leadership Development, Change Management, Personnel Management, Workforce Planning, Recruiting, Executive Coaching
Education
University of Illinois at Urbana-Champaign
Bachelor of Arts, Speech Communications
Jean K Choi's BMO Harris Private Banking Experience April 2012 - February 2014
Job Sr. Credit Underwriter at Northern Trust Wealth Management
Industry Banking
Experience
Northern Trust Corporation November 2014 - Present
BMO Harris Private Banking April 2012 - February 2014
Bank of America September 2004 - August 2011
Associated Bank April 2002 - August 2004
Skills
Commercial Lending, Credit, Commercial Banking, Loans, Banking, Portfolio Management, Credit Analysis, Financial Analysis, Lines Of Credit, Wealth Management, Financial Modeling, Risk Management, Finance, Private Banking, Due Diligence, Wealth Management..., High Net Worth...
Education
University of Illinois at Urbana-Champaign - College of Business 1996 — 2001
Bachelor of Science (BS), Accounting and Finance
Northern Trust Corporation November 2014 - Present
BMO Harris Private Banking April 2012 - February 2014
Bank of America September 2004 - August 2011
Associated Bank April 2002 - August 2004
Skills
Commercial Lending, Credit, Commercial Banking, Loans, Banking, Portfolio Management, Credit Analysis, Financial Analysis, Lines Of Credit, Wealth Management, Financial Modeling, Risk Management, Finance, Private Banking, Due Diligence, Wealth Management..., High Net Worth...
Education
University of Illinois at Urbana-Champaign - College of Business 1996 — 2001
Bachelor of Science (BS), Accounting and Finance
Adriana Sormani's BMO Harris Private Banking Experience 1996 - 2000
Job Vice President/Investments
Industry Investment Management
Experience
UBS Wealth Management June 2011 - Present
Merrill Lynch February 1999 - June 2011
BMO Harris Private Banking 1996 - 2000
Education
University of Denver 1982 — 1986
Bachelor of Arts (B.A.), International/Global Studies/Economics
UBS Wealth Management June 2011 - Present
Merrill Lynch February 1999 - June 2011
BMO Harris Private Banking 1996 - 2000
Education
University of Denver 1982 — 1986
Bachelor of Arts (B.A.), International/Global Studies/Economics
Sue Ann Paine's BMO Harris Private Banking Experience August 2000 - Present
Job VP at Harris Bank
Industry Banking
Experience
BMO Harris Private Banking August 2000 - Present
Skills
Mortgage Lending
Education
University of Florida 1979 — 1983
BS, Business
BMO Harris Private Banking August 2000 - Present
Skills
Mortgage Lending
Education
University of Florida 1979 — 1983
BS, Business
Shawn Mevel's BMO Harris Private Banking Experience July 2006 - February 2008
Job Director, Business Development, ATB Financial
Industry Banking
Experience
ATB Financial February 2011 - Present
Sequeira Partners Inc. August 2010 - December 2010
MNP Corporate Finance February 2008 - June 2010
BMO Harris Private Banking July 2006 - February 2008
CIBC June 1991 - July 2006
Skills
Banking, Credit, Customer Relations, Loans, Mortgage, New Business Development, Negotiation, Commercial Banking, Risk, Mortgage Lending, Valuation, Retail Banking, Financial Analysis, Investments, Risk Management, Financial Risk, Mergers & Acquisitions, Customer Service, Real Estate, Wealth Management, Relationship Management, Credit Analysis, Due Diligence, Leadership, Corporate Finance, Commercial Mortgages, Business Strategy, Business Planning, Portfolio Management, Business Analysis, Financial Services, Finance, Real Estate Financing, Financial Modeling, Asset Management, Commercial Lending, Credit Risk, Strategic Financial..., Financial Advisory, Business Development, Mutual Funds, Capital Markets, Financial Planning, Private Equity
Education
University of Alberta 1987 — 1991
BCom
ATB Financial February 2011 - Present
Sequeira Partners Inc. August 2010 - December 2010
MNP Corporate Finance February 2008 - June 2010
BMO Harris Private Banking July 2006 - February 2008
CIBC June 1991 - July 2006
Skills
Banking, Credit, Customer Relations, Loans, Mortgage, New Business Development, Negotiation, Commercial Banking, Risk, Mortgage Lending, Valuation, Retail Banking, Financial Analysis, Investments, Risk Management, Financial Risk, Mergers & Acquisitions, Customer Service, Real Estate, Wealth Management, Relationship Management, Credit Analysis, Due Diligence, Leadership, Corporate Finance, Commercial Mortgages, Business Strategy, Business Planning, Portfolio Management, Business Analysis, Financial Services, Finance, Real Estate Financing, Financial Modeling, Asset Management, Commercial Lending, Credit Risk, Strategic Financial..., Financial Advisory, Business Development, Mutual Funds, Capital Markets, Financial Planning, Private Equity
Education
University of Alberta 1987 — 1991
BCom
Trent Hamans's BMO Harris Private Banking Experience March 2013 - Present
Job Vice President and Regional Director, Estate and Trust Services Western Canada
Industry Financial Services
Experience
BMO Harris Private Banking March 2013 - Present
BMO Harris Private Banking January 2011 - Present
TD Bank Group April 1999 - January 2011
Skills
Wealth, Private Banking, Asset Management, Estate Planning, High Net Worth..., Wealth Management, Retirement Planning, Asset Managment, Retail Banking, Estate Law, Trust Services, Mutual Funds, Investment Advisory, Wealth Management..., Asset Allocation, Investment Strategies
Education
University of Alberta 1989 — 1993
BA
BMO Harris Private Banking March 2013 - Present
BMO Harris Private Banking January 2011 - Present
TD Bank Group April 1999 - January 2011
Skills
Wealth, Private Banking, Asset Management, Estate Planning, High Net Worth..., Wealth Management, Retirement Planning, Asset Managment, Retail Banking, Estate Law, Trust Services, Mutual Funds, Investment Advisory, Wealth Management..., Asset Allocation, Investment Strategies
Education
University of Alberta 1989 — 1993
BA
Adrienn Nagy's BMO Harris Private Banking Experience November 2003 - December 2004
Job Canaccord Genuity Corp Investments
Industry Investment Management
Experience
Canaccord Genuity Wealth Management (Canada) January 2006 - Present
RBC Dominion Securities December 2004 - January 2006
BMO Harris Private Banking November 2003 - December 2004
Scotiabank Western Service Centre May 2000 - November 2003
Skills
Investments, Wealth Management, Mutual Funds, Investment Management, Investment Strategies, Portfolio Management, Investment Advisory, Securities, Bonds, Asset Allocation, Retirement Planning, Wealth Management..., Banking, ETFs, Relationship Management, Risk Management, Strategic Financial..., Credit, Equities, Alternative Investments, Manage Client..., Fixed Income
Education
The University of Calgary 1995 — 2000
Bachelor of Arts, Majored in Economics, Minored in Management
Dr. E.P. Scarlett High School 1992 — 1995
Alexander Rutherford Scholarship
Canaccord Genuity Wealth Management (Canada) January 2006 - Present
RBC Dominion Securities December 2004 - January 2006
BMO Harris Private Banking November 2003 - December 2004
Scotiabank Western Service Centre May 2000 - November 2003
Skills
Investments, Wealth Management, Mutual Funds, Investment Management, Investment Strategies, Portfolio Management, Investment Advisory, Securities, Bonds, Asset Allocation, Retirement Planning, Wealth Management..., Banking, ETFs, Relationship Management, Risk Management, Strategic Financial..., Credit, Equities, Alternative Investments, Manage Client..., Fixed Income
Education
The University of Calgary 1995 — 2000
Bachelor of Arts, Majored in Economics, Minored in Management
Dr. E.P. Scarlett High School 1992 — 1995
Alexander Rutherford Scholarship
Suzannah Sarran, CPA's BMO Harris Private Banking Experience January 2001 - April 2003
Job President at SCTXi
Industry Information Technology and Services
Experience
SCTXi October 2010 - Present
Harland Clarke May 2008 - October 2010
Harte-Hanks June 2005 - April 2008
Ingersoll Rand April 2003 - June 2005
BMO Harris Private Banking January 2001 - April 2003
McGladrey & Pullen August 1997 - January 2001
County of San Bernardino August 1996 - July 1997
Skills
SAP, Process Improvement, Sarbanes-Oxley Act, PeopleSoft, Forecasting, Financial Analysis, Financial Reporting, Accounting, Budget, General Ledger, Access, Strategic Planning, JD Edwards, JDE Enterprise One, JDE One World, iPhone Application..., iPad, Mobile Applications, Android Development, Paperless, Green Technology, Oracle Applications, SAP ERP, ERP Oracle, VBA, Visual Basic, Visual C++, Visual C#, .NET, ASP.NET, PHP, Social Media, Social Media Marketing, Recruiting, Consulting, Strategic Consulting, Website Development, Template Creation, Winshuttle, Training, Process Automation, SQL, Budgets, Internal Controls, Financial Modeling, ERP, Finance, Management, Business Process..., Auditing
Education
University of California, Riverside 1993 — 1996
BS, Business Administration
SCTXi October 2010 - Present
Harland Clarke May 2008 - October 2010
Harte-Hanks June 2005 - April 2008
Ingersoll Rand April 2003 - June 2005
BMO Harris Private Banking January 2001 - April 2003
McGladrey & Pullen August 1997 - January 2001
County of San Bernardino August 1996 - July 1997
Skills
SAP, Process Improvement, Sarbanes-Oxley Act, PeopleSoft, Forecasting, Financial Analysis, Financial Reporting, Accounting, Budget, General Ledger, Access, Strategic Planning, JD Edwards, JDE Enterprise One, JDE One World, iPhone Application..., iPad, Mobile Applications, Android Development, Paperless, Green Technology, Oracle Applications, SAP ERP, ERP Oracle, VBA, Visual Basic, Visual C++, Visual C#, .NET, ASP.NET, PHP, Social Media, Social Media Marketing, Recruiting, Consulting, Strategic Consulting, Website Development, Template Creation, Winshuttle, Training, Process Automation, SQL, Budgets, Internal Controls, Financial Modeling, ERP, Finance, Management, Business Process..., Auditing
Education
University of California, Riverside 1993 — 1996
BS, Business Administration
Paul Keirstead's BMO Harris Private Banking Experience August 1992 - February 1997
Job Assistant VicePresident, Capital and Alternative Funding at HSBC Bank Canada
Industry Banking
Experience
HSBC Bank Canada June 2010 - Present
RBC Dominion Securities August 1997 - October 2001
BMO Harris Private Banking August 1992 - February 1997
Education
Canadian Securities Institute
CIM, Investment Portfolio Management
Institute of Chartered Accountants
CA
University of Manitoba 1973 — 1981
BComm(Hons), Labour Relations & Organizational Behaviour
HSBC Bank Canada June 2010 - Present
RBC Dominion Securities August 1997 - October 2001
BMO Harris Private Banking August 1992 - February 1997
Education
Canadian Securities Institute
CIM, Investment Portfolio Management
Institute of Chartered Accountants
CA
University of Manitoba 1973 — 1981
BComm(Hons), Labour Relations & Organizational Behaviour
Derek Beatty, FMA, FCSI, CFA's BMO Harris Private Banking Experience June 2010 - Present
Job Investment Counsellor at BMO Harris Private Banking
Industry Banking
Experience
BMO Harris Private Banking June 2010 - Present
MD Private Investment Counsel January 2007 - June 2010
Investors Group Securities Inc. February 2000 - January 2007
PCTS Inc June 1999 - February 2000
TD Green Line Investor Services (TD Waterhouse) April 1997 - June 1999
TD Bank January 1995 - April 1997
Education
University of Manitoba 1990 — 1994
Finance
BMO Harris Private Banking June 2010 - Present
MD Private Investment Counsel January 2007 - June 2010
Investors Group Securities Inc. February 2000 - January 2007
PCTS Inc June 1999 - February 2000
TD Green Line Investor Services (TD Waterhouse) April 1997 - June 1999
TD Bank January 1995 - April 1997
Education
University of Manitoba 1990 — 1994
Finance
Amy Plyler Nunez's BMO Harris Private Banking Experience November 2003 - September 2011
Job Fixed Income Trading at Nuveen Investments
Industry Banking
Experience
Nuveen Investments April 2013 - Present
BMO Harris Private Banking November 2003 - September 2011
Morgan Stanley 1998 - 2003
William Blair and Company 1993 - 1998
Skills
Fixed Income, Bonds, Bloomberg, Securities, Series 7, Capital Markets, Equities, Asset Allocation, Trading
Education
University of North Carolina at Chapel Hill 1986 — 1990
BA, Industrial Relations`
Independence High School
Independence High School
Independence High School
Nuveen Investments April 2013 - Present
BMO Harris Private Banking November 2003 - September 2011
Morgan Stanley 1998 - 2003
William Blair and Company 1993 - 1998
Skills
Fixed Income, Bonds, Bloomberg, Securities, Series 7, Capital Markets, Equities, Asset Allocation, Trading
Education
University of North Carolina at Chapel Hill 1986 — 1990
BA, Industrial Relations`
Independence High School
Independence High School
Independence High School
Linda Flores's BMO Harris Private Banking Experience June 2000 - June 2004
Job Strengthsbased Private Banker /Wealth Management
Industry Banking
Experience
Huntington National Bank June 2004 - December 2014
BMO Harris Private Banking June 2000 - June 2004
Skills
Financial Services, Leadership, Mortgage Lending, Spanish Translation, Consumer Lending, Leadership Development, Client Services, Client Liaison, Account Management, Securities Lending, Staff Management, Banking, Management, Sales, Customer Service, Wealth Management
Education
University of Illinois at Chicago 1981 — 1988
Liberal Arts and Sciences, Broadcast Journalism and Education
Huntington National Bank June 2004 - December 2014
BMO Harris Private Banking June 2000 - June 2004
Skills
Financial Services, Leadership, Mortgage Lending, Spanish Translation, Consumer Lending, Leadership Development, Client Services, Client Liaison, Account Management, Securities Lending, Staff Management, Banking, Management, Sales, Customer Service, Wealth Management
Education
University of Illinois at Chicago 1981 — 1988
Liberal Arts and Sciences, Broadcast Journalism and Education