BMO Private Bank
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BMO Private Bank Employees
Employee
Years
Job
Industry
Rachael O'Callahan Rachael O'Callahan's BMO Private Bank Experience June 2014 - Present
Job Project Manager at BMO Private Bank
Industry Banking
Experience
BMO Private Bank June 2014 - Present
BMO Harris Bank October 2011 - June 2014
VANOC -Vancouver Organizing Committee for the 2010 Winter Olympic and Paralympic Games December 2009 - March 2010
North Avenue Beach Sports (NAB Sports) 2010 - 2010
Chicago 2016 January 2009 - October 2009
Pilsen Public Health Fair January 2008 - June 2008
International Service Immersion September 2007 - April 2008
Skills
Sports, Integrated Marketing, Event Management, Event Planning, Sponsorship, Marketing, Marketing Communications, Marketing Strategy, Social Media Marketing, Direct Marketing, Relationship Marketing, Digital Marketing, Email Marketing, Brand Development, Online Marketing, Public Relations, Internal Communications, Project Management, Management
Education
Loyola University Chicago Stritch School of Medicine 2007 — 2008
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelor of Science, Molecular and Cellular Biology and Spanish Language
BMO Private Bank June 2014 - Present
BMO Harris Bank October 2011 - June 2014
VANOC -Vancouver Organizing Committee for the 2010 Winter Olympic and Paralympic Games December 2009 - March 2010
North Avenue Beach Sports (NAB Sports) 2010 - 2010
Chicago 2016 January 2009 - October 2009
Pilsen Public Health Fair January 2008 - June 2008
International Service Immersion September 2007 - April 2008
Skills
Sports, Integrated Marketing, Event Management, Event Planning, Sponsorship, Marketing, Marketing Communications, Marketing Strategy, Social Media Marketing, Direct Marketing, Relationship Marketing, Digital Marketing, Email Marketing, Brand Development, Online Marketing, Public Relations, Internal Communications, Project Management, Management
Education
Loyola University Chicago Stritch School of Medicine 2007 — 2008
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelor of Science, Molecular and Cellular Biology and Spanish Language
Pete Hoeft Pete Hoeft's BMO Private Bank Experience July 2007 - April 2014
Job Trust Officer at Nicolet National Bank
Industry Financial Services
Experience
Nicolet National Bank May 2014 - Present
BMO Private Bank July 2007 - April 2014
Associated Trust Company 1990 - 2007
Skills
Risk Management, Insurance, Succession Planning, Accounting, Wealth Management, Real Estate, Estate Planning, Mutual Funds, Trusts, Strategic Financial..., Financial Analysis, Investments, High Net Worth..., New Business Development, Estate Tax Planning, Banking, Loans, Retirement Planning, Asset Allocation, Portfolio Management, Strategy, Retail Banking, Investment Advisory, Wealth Management..., Retirement, Financial Advisory, Financial Planning, Financial Services, Investment Management
Education
Marquette University Law School 1981 — 1984
Juris Doctorate
Marquette University 1977 — 1981
Bachelor of Science (B.S.), Business Administration- Finance
Nicolet National Bank May 2014 - Present
BMO Private Bank July 2007 - April 2014
Associated Trust Company 1990 - 2007
Skills
Risk Management, Insurance, Succession Planning, Accounting, Wealth Management, Real Estate, Estate Planning, Mutual Funds, Trusts, Strategic Financial..., Financial Analysis, Investments, High Net Worth..., New Business Development, Estate Tax Planning, Banking, Loans, Retirement Planning, Asset Allocation, Portfolio Management, Strategy, Retail Banking, Investment Advisory, Wealth Management..., Retirement, Financial Advisory, Financial Planning, Financial Services, Investment Management
Education
Marquette University Law School 1981 — 1984
Juris Doctorate
Marquette University 1977 — 1981
Bachelor of Science (B.S.), Business Administration- Finance
Leesa Gilliam Leesa Gilliam's BMO Private Bank Experience January 2014 - Present
Job Vice President and Wealth Advisor at BMO Private Bank
Industry Banking
Experience
BMO Private Bank January 2014 - Present
Ameriprise Bank, FSB October 2006 - July 2013
Associated Bank August 2003 - October 2006
RBC Dain Rauscher May 2000 - August 2003
US Bank August 1985 - May 2000
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Financial Advisory, Mutual Funds, Series 7, Financial Analysis, Strategy, Management, Estate Planning, Leadership, Asset Allocation, Investment Advisory, Series 63, Financial Services, Financial Planning
Education
Metropolitan State University
BA, Business Communication
BMO Private Bank January 2014 - Present
Ameriprise Bank, FSB October 2006 - July 2013
Associated Bank August 2003 - October 2006
RBC Dain Rauscher May 2000 - August 2003
US Bank August 1985 - May 2000
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Financial Advisory, Mutual Funds, Series 7, Financial Analysis, Strategy, Management, Estate Planning, Leadership, Asset Allocation, Investment Advisory, Series 63, Financial Services, Financial Planning
Education
Metropolitan State University
BA, Business Communication
Keith Dubauskas Keith Dubauskas's BMO Private Bank Experience 2008 - 2013
Job First Vice President Investments at Raymond James
Industry Investment Management
Experience
Raymond James 2013 - Present
BMO Private Bank 2008 - 2013
Citi Private Bank 2006 - 2008
Wachovia Wealth Management 2001 - 2006
Merrill Lynch Investment Managers 1994 - 2001
MacKay Shields 1989 - 1994
Goldman Sachs 1987 - 1989
Skills
Portfolio Management, Wealth Management, Asset Allocation, Equities, Investments, Securities, Trading, Investment Strategies, Fixed Income, Alternative Investments, Investment Management, Wealth Management..., Investment Advisory, Financial Advisory, Asset Management, High Net Worth..., Financial Markets, Technical Analysis, Mutual Funds, Bonds, Bloomberg, Equity Research, Private Banking, Personal Financial..., Series 7, Series 63, Series 65, Tactical Asset..., Risk Management, Finance, Hedge Funds, ETFs, Hedging, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1992 — 1997
MBA, Finance
Fairfield University 1983 — 1987
BS, Finance
Raymond James 2013 - Present
BMO Private Bank 2008 - 2013
Citi Private Bank 2006 - 2008
Wachovia Wealth Management 2001 - 2006
Merrill Lynch Investment Managers 1994 - 2001
MacKay Shields 1989 - 1994
Goldman Sachs 1987 - 1989
Skills
Portfolio Management, Wealth Management, Asset Allocation, Equities, Investments, Securities, Trading, Investment Strategies, Fixed Income, Alternative Investments, Investment Management, Wealth Management..., Investment Advisory, Financial Advisory, Asset Management, High Net Worth..., Financial Markets, Technical Analysis, Mutual Funds, Bonds, Bloomberg, Equity Research, Private Banking, Personal Financial..., Series 7, Series 63, Series 65, Tactical Asset..., Risk Management, Finance, Hedge Funds, ETFs, Hedging, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1992 — 1997
MBA, Finance
Fairfield University 1983 — 1987
BS, Finance
Christopher J. Sitek (Chris) CIMA®, AIF®, AIFA® Christopher J. Sitek (Chris) CIMA®, AIF®, AIFA®'s BMO Private Bank Experience April 2008 - November 2012
Job Award winning investment and finance professional
Industry Investment Management
Experience
BMO Private Bank April 2008 - November 2012
Integritas360, LLC October 2006 - April 2008
Tactical Allocation Group, LLC March 2004 - September 2006
UBS / Corporate Service Group January 2001 - March 2004
UBS Financial Services, Inc. (UBS) October 1989 - January 2001
KIMBRO, LTD. January 1987 - June 1989
Guarantee Mutual Life (GML) January 1986 - December 1986
Skills
Leadership, Cross-functional Team..., Practice Management, Registered Investment..., Fiduciary Management, Trust and Private..., Family Office, Investment Advisory, Portfolio Management, Asset Allocation, Alternative Investments, Consulting, Client Development, New Business Development, Sales, Asset Management, Risk Management
Education
Wayne State University 1991 — 2004
MBA, Finance
University of Michigan-Dearborn 1983 — 1986
BA in Liberal Studies, Business Administration, Communications and Psychology
BMO Private Bank April 2008 - November 2012
Integritas360, LLC October 2006 - April 2008
Tactical Allocation Group, LLC March 2004 - September 2006
UBS / Corporate Service Group January 2001 - March 2004
UBS Financial Services, Inc. (UBS) October 1989 - January 2001
KIMBRO, LTD. January 1987 - June 1989
Guarantee Mutual Life (GML) January 1986 - December 1986
Skills
Leadership, Cross-functional Team..., Practice Management, Registered Investment..., Fiduciary Management, Trust and Private..., Family Office, Investment Advisory, Portfolio Management, Asset Allocation, Alternative Investments, Consulting, Client Development, New Business Development, Sales, Asset Management, Risk Management
Education
Wayne State University 1991 — 2004
MBA, Finance
University of Michigan-Dearborn 1983 — 1986
BA in Liberal Studies, Business Administration, Communications and Psychology
Jon Engebretson, CFP®, CTFA Jon Engebretson, CFP®, CTFA's BMO Private Bank Experience 1972 - Present
Job Director, Trust and Estate Services at BMO Private Bank
Industry Banking
Experience
BMO Private Bank 1972 - Present
Education
North Park University 1967 — 1972
BA, Business Administration - Economics
BMO Private Bank 1972 - Present
Education
North Park University 1967 — 1972
BA, Business Administration - Economics
David Boe David Boe's BMO Private Bank Experience February 2009 - Present
Job Director, Trust & Estate ServicesVice President (specializing in Estate & Financial Planning, Tax, Trust & Probate)
Industry Financial Services
Experience
BMO Private Bank February 2009 - Present
ING June 2008 - February 2009
US Bank August 1998 - June 2008
Prescott & Pearson January 1995 - July 1998
Skills
Estate Planning, Wealth Management, Trusts, Retirement Planning, Tax, Trust Services, New Business Development, Fiduciary Services, Mortgage Lending, Personal Trust..., Asset Allocation, Financial Advisory, Investments, Finance, Asset Management, Risk Management, Relationship Management, High Net Worth..., Portfolio Management, Wealth Management..., Private Banking, Mutual Funds, Commercial Lending, Small Business Lending, Investment Management, Securities, Loans, Consumer Lending, Commercial Banking, Series 7, Banking, Credit, Investment Advisory, Credit Analysis, Strategic Financial..., Estate Tax Planning, Wealth, Financial Planning, Management, Financial Services, Financial Analysis, Accounting
Education
William Mitchell College of Law 1989 — 1992
Juris Doctorate JD, Law
University of St. Thomas - Opus College of Business 1989 — 1992
M.B.A., Management
University of Wisconsin-Eau Claire 1979 — 1984
B.B.A., Accounting
Bloomington Lincoln 1976 — 1979
BMO Private Bank February 2009 - Present
ING June 2008 - February 2009
US Bank August 1998 - June 2008
Prescott & Pearson January 1995 - July 1998
Skills
Estate Planning, Wealth Management, Trusts, Retirement Planning, Tax, Trust Services, New Business Development, Fiduciary Services, Mortgage Lending, Personal Trust..., Asset Allocation, Financial Advisory, Investments, Finance, Asset Management, Risk Management, Relationship Management, High Net Worth..., Portfolio Management, Wealth Management..., Private Banking, Mutual Funds, Commercial Lending, Small Business Lending, Investment Management, Securities, Loans, Consumer Lending, Commercial Banking, Series 7, Banking, Credit, Investment Advisory, Credit Analysis, Strategic Financial..., Estate Tax Planning, Wealth, Financial Planning, Management, Financial Services, Financial Analysis, Accounting
Education
William Mitchell College of Law 1989 — 1992
Juris Doctorate JD, Law
University of St. Thomas - Opus College of Business 1989 — 1992
M.B.A., Management
University of Wisconsin-Eau Claire 1979 — 1984
B.B.A., Accounting
Bloomington Lincoln 1976 — 1979
Grant O'Brien's BMO Private Bank Experience August 2015 - Present
Job Senior Client Advisor Associate at BMO Private Bank
Industry Financial Services
Experience
BMO Private Bank August 2015 - Present
Geometry Global, LLC (OgilvyAction) March 2014 - August 2015
The White House May 2014 - August 2014
Ogilvy & Mather July 2013 - March 2014
Apple, Inc. June 2012 - July 2013
United States Secret Service May 2010 - August 2010
Office of United States Senator Richard J. Durbin May 2009 - July 2009
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General
Loyola University New Orleans 2007 — 2011
Bachelor of Arts (B.A.), Political Science and Government
BMO Private Bank August 2015 - Present
Geometry Global, LLC (OgilvyAction) March 2014 - August 2015
The White House May 2014 - August 2014
Ogilvy & Mather July 2013 - March 2014
Apple, Inc. June 2012 - July 2013
United States Secret Service May 2010 - August 2010
Office of United States Senator Richard J. Durbin May 2009 - July 2009
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General
Loyola University New Orleans 2007 — 2011
Bachelor of Arts (B.A.), Political Science and Government
Leslie Meisner Leslie Meisner's BMO Private Bank Experience 2015 - Present
Job Managing Director at BMO Private Bank
Industry Investment Management
Experience
BMO Private Bank 2015 - Present
J.P. Morgan 2007 - 2014
J.P. Morgan 1998 - 2007
Citibank, N.A. 1995 - 1998
Skills
Wealth Management, Business Development, Coaching, Management, Asset Management, Leadership, Investments, Relationship Management, Financial Analysis, Banking, Business Strategy, Marketing, Recruiting, Non-profit Volunteering
Education
University of Illinois at Chicago
Bachelor, Business Administration/Marketing
BMO Private Bank 2015 - Present
J.P. Morgan 2007 - 2014
J.P. Morgan 1998 - 2007
Citibank, N.A. 1995 - 1998
Skills
Wealth Management, Business Development, Coaching, Management, Asset Management, Leadership, Investments, Relationship Management, Financial Analysis, Banking, Business Strategy, Marketing, Recruiting, Non-profit Volunteering
Education
University of Illinois at Chicago
Bachelor, Business Administration/Marketing
Bret Farris, CFP®, CIMA®, ADPA Bret Farris, CFP®, CIMA®, ADPA's BMO Private Bank Experience July 2014 - Present
Job Vice President, Senior Client Advisor at BMO Harris Private Banking
Industry Investment Management
Experience
BMO Private Bank July 2014 - Present
RMB Capital Management June 2011 - July 2014
JMB Insurance January 2006 - June 2011
Milliman January 2004 - January 2006
Zurich Insurance March 2000 - October 2003
Skills
Wealth Management, Estate Planning, Insurance, Investments, Risk Management, Retirement Planning, Employee Benefits, Financial Analysis, Strategic Financial..., Asset Allocation, Asset Managment, Portfolio Management, Financial Modeling, Banking, Life Insurance, Investment Management, Valuation, Budgets, Underwriting, Strategic Planning
Education
DePaul University
BS
BMO Private Bank July 2014 - Present
RMB Capital Management June 2011 - July 2014
JMB Insurance January 2006 - June 2011
Milliman January 2004 - January 2006
Zurich Insurance March 2000 - October 2003
Skills
Wealth Management, Estate Planning, Insurance, Investments, Risk Management, Retirement Planning, Employee Benefits, Financial Analysis, Strategic Financial..., Asset Allocation, Asset Managment, Portfolio Management, Financial Modeling, Banking, Life Insurance, Investment Management, Valuation, Budgets, Underwriting, Strategic Planning
Education
DePaul University
BS
Tom Meilinger Tom Meilinger's BMO Private Bank 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
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
Lindsey A. Jackson Lindsey A. Jackson's BMO Private Bank Experience September 2014 - Present
Job Vice President & Director, Trust & Estate Services at BMO Private Bank
Industry Financial Services
Experience
BMO Private Bank September 2014 - Present
Gammage & Burnham January 2012 - September 2014
Becker & House, PLLC May 2010 - December 2011
Gorman & Jones, PLC August 2009 - November 2009
Professor James Weinstein, Sandra Day O’Connor College of Law at Arizona State University March 2009 - August 2009
US Airways July 2006 - July 2008
Skills
Asset Protection, Estate Planning, Business Formation, Trusts, LLC, Tax, Powers of Attorney, Gift Tax, Inheritance Tax Planning, Succession Planning, Tax Preparation, Wealth Transfer, Estate Tax Planning, Wills, Probate, Wealth, Legal Writing, Business Transactions, Courts, Pleadings, Tax Law, Elder Law, Corporate Law, High Net Worth..., Estate Administration, Legal Research
Education
Arizona State University College of Law 2009 — 2010
Juris Doctorate, Concentrating on Tax Law and Estate Planning
Phoenix School of Law 2007 — 2009
Juris Doctorate
University of Nebraska-Lincoln 2002 — 2006
Bachelor of Science, Accounting
Lincoln Southeast High school 1999 — 2002
BMO Private Bank September 2014 - Present
Gammage & Burnham January 2012 - September 2014
Becker & House, PLLC May 2010 - December 2011
Gorman & Jones, PLC August 2009 - November 2009
Professor James Weinstein, Sandra Day O’Connor College of Law at Arizona State University March 2009 - August 2009
US Airways July 2006 - July 2008
Skills
Asset Protection, Estate Planning, Business Formation, Trusts, LLC, Tax, Powers of Attorney, Gift Tax, Inheritance Tax Planning, Succession Planning, Tax Preparation, Wealth Transfer, Estate Tax Planning, Wills, Probate, Wealth, Legal Writing, Business Transactions, Courts, Pleadings, Tax Law, Elder Law, Corporate Law, High Net Worth..., Estate Administration, Legal Research
Education
Arizona State University College of Law 2009 — 2010
Juris Doctorate, Concentrating on Tax Law and Estate Planning
Phoenix School of Law 2007 — 2009
Juris Doctorate
University of Nebraska-Lincoln 2002 — 2006
Bachelor of Science, Accounting
Lincoln Southeast High school 1999 — 2002
Jack Nicholson, CFP® Jack Nicholson, CFP®'s BMO Private Bank Experience November 2009 - March 2014
Job
Industry Investment Management
Experience
Kovitz Investment Group March 2014 - Present
BMO Private Bank November 2009 - March 2014
BMO Private Bank December 2006 - November 2009
LaSalle Bank/ABN AMRO 1997 - 2006
Donors Forum of Chicago 1999 - 2005
American Bankers Association 1995 - 1998
Fidelity Investments Premium Assets Group 1996 - 1997
American National Bank and Trust Company of Chicago/First Chicago Corp. April 1994 - July 1996
First National Bank of Chicago September 1985 - July 1996
Merrill Lynch May 1982 - October 1984
Education
Northwestern University - Kellogg School of Management 1988 — 1991
Masters in Management (MM), Marketing/Mgmt Policy/Org Behavior
Dartmouth College 1972 — 1976
Bachelor of Arts (B.A.), Economics
Kovitz Investment Group March 2014 - Present
BMO Private Bank November 2009 - March 2014
BMO Private Bank December 2006 - November 2009
LaSalle Bank/ABN AMRO 1997 - 2006
Donors Forum of Chicago 1999 - 2005
American Bankers Association 1995 - 1998
Fidelity Investments Premium Assets Group 1996 - 1997
American National Bank and Trust Company of Chicago/First Chicago Corp. April 1994 - July 1996
First National Bank of Chicago September 1985 - July 1996
Merrill Lynch May 1982 - October 1984
Education
Northwestern University - Kellogg School of Management 1988 — 1991
Masters in Management (MM), Marketing/Mgmt Policy/Org Behavior
Dartmouth College 1972 — 1976
Bachelor of Arts (B.A.), Economics
Anthony Tanner, CFA Anthony Tanner, CFA's BMO Private Bank Experience July 2014 - July 2015
Job Investment, Wealth Management Executive, Fixed Income Manager,Strategist
Industry Investment Management
Experience
BMO Private Bank July 2014 - July 2015
Wells Fargo Private Bank December 2010 - July 2014
Ironwood Investment Counsel, LLC September 2009 - November 2010
Tanner Capital Management, LLC December 2006 - September 2009
OppenheimerFunds 1991 - 2003
Skills
Wealth Management, Fixed Income Strategies, Fixed Income Portfolio..., Mutual Fund Portfolio..., Financial Advisory, Client Communications, Credit Research, Asset Allocation, High Yield Bonds, Interest Rate Risk..., Wealth Strategies, High Net Worth...
Education
University of Rochester - William E. Simon Graduate School of Business Administration (CH)
Master of Business Administration (MBA), Finance and Marketing
Saint Louis University
Bachelor of Science (BS), Finance
BMO Private Bank July 2014 - July 2015
Wells Fargo Private Bank December 2010 - July 2014
Ironwood Investment Counsel, LLC September 2009 - November 2010
Tanner Capital Management, LLC December 2006 - September 2009
OppenheimerFunds 1991 - 2003
Skills
Wealth Management, Fixed Income Strategies, Fixed Income Portfolio..., Mutual Fund Portfolio..., Financial Advisory, Client Communications, Credit Research, Asset Allocation, High Yield Bonds, Interest Rate Risk..., Wealth Strategies, High Net Worth...
Education
University of Rochester - William E. Simon Graduate School of Business Administration (CH)
Master of Business Administration (MBA), Finance and Marketing
Saint Louis University
Bachelor of Science (BS), Finance
Steve Marsich Steve Marsich's BMO Private Bank Experience July 2004 - Present
Job National Director, Sales Strategy & Execution | BMO Private Bank
Industry Financial Services
Experience
BMO Private Bank July 2004 - Present
Wells Fargo Advisors December 2001 - July 2004
Merrill Lynch December 1998 - November 2001
Skills
Wealth Management, Private Banking, Loans, Investments, Portfolio Management, Commercial Banking, Commercial Lending, Banking, Management, Credit, Asset Allocation
Education
University of Wisconsin-Eau Claire 1987 — 1992
College for Financial Planning
Accredited Asset Management Specialist (AAMS) and Accredited Wealth Management Advisor (AWMA)
University of Toronto - Rotman School of Management
Executive Programs - Advanced Leadership Program
BMO Private Bank July 2004 - Present
Wells Fargo Advisors December 2001 - July 2004
Merrill Lynch December 1998 - November 2001
Skills
Wealth Management, Private Banking, Loans, Investments, Portfolio Management, Commercial Banking, Commercial Lending, Banking, Management, Credit, Asset Allocation
Education
University of Wisconsin-Eau Claire 1987 — 1992
College for Financial Planning
Accredited Asset Management Specialist (AAMS) and Accredited Wealth Management Advisor (AWMA)
University of Toronto - Rotman School of Management
Executive Programs - Advanced Leadership Program
Bryan Farwell Bryan Farwell's BMO Private Bank Experience June 2012 - November 2014
Job Chief Executive Officer at The Foundation: A Wealth Mgmt. Company
Industry Financial Services
Experience
The Foundation: A Wealth Mgmt. Company December 2014 - Present
BMO Private Bank June 2012 - November 2014
Bank of the West July 2010 - June 2012
First Community Bank March 2008 - July 2010
Bank Midwest December 2001 - March 2008
Education
Missouri Western State University
Bachelor of Science Degree: Finance
Cannon Financial Institute
The Foundation: A Wealth Mgmt. Company December 2014 - Present
BMO Private Bank June 2012 - November 2014
Bank of the West July 2010 - June 2012
First Community Bank March 2008 - July 2010
Bank Midwest December 2001 - March 2008
Education
Missouri Western State University
Bachelor of Science Degree: Finance
Cannon Financial Institute
Walter Schacht,CFP®, ChFC®, MBA Walter Schacht,CFP®, ChFC®, MBA's BMO Private Bank Experience May 2014 - Present
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
Paul Tromp, CFP®, CPA Paul Tromp, CFP®, CPA's BMO Private Bank Experience July 2002 - Present
Job Vice President & Senior Financial Planner at BMO Private Bank
Industry Financial Services
Experience
BMO Private Bank July 2002 - Present
Arthur Andersen July 2000 - June 2002
Skills
Finance, Wealth, Retirement, High Net Worth..., Estate Planning, Strategic Financial..., Investments, Wealth Management, Retirement Planning, Wealth Management..., Cash Flow, Risk Management, Financial Services, Financial Planning, Portfolio Management, Financial Analysis
Education
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelor's degree, Accounting
BMO Private Bank July 2002 - Present
Arthur Andersen July 2000 - June 2002
Skills
Finance, Wealth, Retirement, High Net Worth..., Estate Planning, Strategic Financial..., Investments, Wealth Management, Retirement Planning, Wealth Management..., Cash Flow, Risk Management, Financial Services, Financial Planning, Portfolio Management, Financial Analysis
Education
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelor's degree, Accounting
Patrick Dominick, CTFA's BMO Private Bank Experience August 1999 - September 2004
Job Senior Vice President, Wealth Advisor at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank August 2015 - Present
The Northern Trust Corporation January 2014 - August 2015
The Northern Trust Company May 2006 - December 2013
LaSalle Bank, Wealth Management Group September 2004 - May 2006
BMO Private Bank August 1999 - September 2004
Skills
Wealth Management, Investment Management, Strategic Financial..., Private Banking, Philanthropy, Multi-generational..., Trust and Estate..., Family Office Services, Foundations, Endowments, Defined Benefit, Family Office, Asset Allocation, Asset Management, Wealth, Financial Planning, Investments, Financial Advisory, Financial Services, Mutual Funds, Options, High Net Worth..., Trust Services, Trusts, Investment Advisory, Portfolio Management, Credit, Financial Planners, Risk Management
Education
Northern Illinois University - College of Business 1989 — 1993
Bachelor of Science (B.S.), Marketing
Benet Academy 1985 — 1989
Wells Fargo Private Bank August 2015 - Present
The Northern Trust Corporation January 2014 - August 2015
The Northern Trust Company May 2006 - December 2013
LaSalle Bank, Wealth Management Group September 2004 - May 2006
BMO Private Bank August 1999 - September 2004
Skills
Wealth Management, Investment Management, Strategic Financial..., Private Banking, Philanthropy, Multi-generational..., Trust and Estate..., Family Office Services, Foundations, Endowments, Defined Benefit, Family Office, Asset Allocation, Asset Management, Wealth, Financial Planning, Investments, Financial Advisory, Financial Services, Mutual Funds, Options, High Net Worth..., Trust Services, Trusts, Investment Advisory, Portfolio Management, Credit, Financial Planners, Risk Management
Education
Northern Illinois University - College of Business 1989 — 1993
Bachelor of Science (B.S.), Marketing
Benet Academy 1985 — 1989
Nancy Gray-Giffin Nancy Gray-Giffin's BMO Private Bank Experience November 2004 - Present
Job Administrative Specialist I BMO Harris Bank
Industry Banking
Experience
BMO Private Bank November 2004 - Present
BMO Harris Private Banking 2004 - 2012
BMO Private Bank 2004 - 2012
Huntington National Bank 2001 - 2004
SunTrust Bank 1998 - 2001
Skills
Loans, Real Estate, Investments, Credit, Retail Banking, Training & Development, Executive Assistant, Commercial Lending
Education
Edison Community College 1994 — 1997
Associates Degree, Management/Banking&Finance
Edison Community College 1992 — 1997
Banking and Finance, Financial
BMO Private Bank November 2004 - Present
BMO Harris Private Banking 2004 - 2012
BMO Private Bank 2004 - 2012
Huntington National Bank 2001 - 2004
SunTrust Bank 1998 - 2001
Skills
Loans, Real Estate, Investments, Credit, Retail Banking, Training & Development, Executive Assistant, Commercial Lending
Education
Edison Community College 1994 — 1997
Associates Degree, Management/Banking&Finance
Edison Community College 1992 — 1997
Banking and Finance, Financial
Jack Wheeler, CFA Jack Wheeler, CFA's BMO Private Bank Experience December 2011 - July 2014
Job President at Kansas City Private Wealth Management
Industry Investment Management
Experience
Kansas City Private Wealth Management September 2014 - Present
BMO Private Bank December 2011 - July 2014
The Private Client Reserve of US Bank December 2010 - December 2011
US Bank Charitable Services Group September 2006 - December 2010
US Bank 2001 - 2005
Skills
Wealth Management, Asset Managment, Investments, Portfolio Management, Private Banking, Equities, Investment Strategies, Alternative Investments, Investment Management, Fixed Income, Strategic Financial..., Banking, Wealth Management..., Financial Analysis, Securities, Risk Management, Mutual Funds, Asset Allocation, Investment Advisory, Finance, Asset Management, Financial Planning
Education
The Robert Gordon University 2005 — 2006
Master of Science Financial Mangement, Finance
Oregon State University 1997 — 2000
Bachelors of Science, Exercise and Sports Science
Kansas City Private Wealth Management September 2014 - Present
BMO Private Bank December 2011 - July 2014
The Private Client Reserve of US Bank December 2010 - December 2011
US Bank Charitable Services Group September 2006 - December 2010
US Bank 2001 - 2005
Skills
Wealth Management, Asset Managment, Investments, Portfolio Management, Private Banking, Equities, Investment Strategies, Alternative Investments, Investment Management, Fixed Income, Strategic Financial..., Banking, Wealth Management..., Financial Analysis, Securities, Risk Management, Mutual Funds, Asset Allocation, Investment Advisory, Finance, Asset Management, Financial Planning
Education
The Robert Gordon University 2005 — 2006
Master of Science Financial Mangement, Finance
Oregon State University 1997 — 2000
Bachelors of Science, Exercise and Sports Science
Roxanne Fickett, CTFA, AAMS Roxanne Fickett, CTFA, AAMS's BMO Private Bank Experience August 2010 - Present
Job Director, Trust and Estate Services at BMO Private Bank
Industry Banking
Experience
BMO Private Bank August 2010 - Present
U.S. Trust, Bank of America May 1999 - July 2010
Skills
Administration of..., Interpreting estate..., Compliance with laws..., Deciding discretionary..., Exercising sound..., Advising in estate and..., Contributing to the..., Developing and..., Estate Planning, Estate Law, Risk Management, Management, Portfolio Management, Fiduciary, Financial Analysis, Trusts, Strategic Financial..., Wealth Management, Asset Protection, Retirement Planning, High Net Worth..., Asset Allocation, Wealth Management..., Financial Planning, Banking, Financial Services, Investments
Education
ABA Trust Graduate School 2008 — 2009
University of Phoenix 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Cannon Financial Institute 2003 — 2005
Certificate ~ Cannon Trust School, Trust
BMO Private Bank August 2010 - Present
U.S. Trust, Bank of America May 1999 - July 2010
Skills
Administration of..., Interpreting estate..., Compliance with laws..., Deciding discretionary..., Exercising sound..., Advising in estate and..., Contributing to the..., Developing and..., Estate Planning, Estate Law, Risk Management, Management, Portfolio Management, Fiduciary, Financial Analysis, Trusts, Strategic Financial..., Wealth Management, Asset Protection, Retirement Planning, High Net Worth..., Asset Allocation, Wealth Management..., Financial Planning, Banking, Financial Services, Investments
Education
ABA Trust Graduate School 2008 — 2009
University of Phoenix 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Cannon Financial Institute 2003 — 2005
Certificate ~ Cannon Trust School, Trust
Jeremy Rosignal's BMO Private Bank Experience October 2014 - Present
Job Underwriter at BMO Harris Private Bank
Industry Banking
Experience
BMO Private Bank October 2014 - Present
BMO Harris Bank December 2012 - October 2014
US Bank November 2011 - December 2012
Resource Bank, N.A. September 2008 - November 2011
Skills
Banking, Consumer Lending, Financial Analysis, Cash Management, Loans, Investments, Treasury Management, Credit, Portfolio Management, Small Business Lending, Finance, Commercial Lending, Financial Markets, Financial Risk, Derivatives, Credit Analysis
Education
Northern Illinois University - College of Business
Bachelor of Science, Finance; Investments, Economics
BMO Private Bank October 2014 - Present
BMO Harris Bank December 2012 - October 2014
US Bank November 2011 - December 2012
Resource Bank, N.A. September 2008 - November 2011
Skills
Banking, Consumer Lending, Financial Analysis, Cash Management, Loans, Investments, Treasury Management, Credit, Portfolio Management, Small Business Lending, Finance, Commercial Lending, Financial Markets, Financial Risk, Derivatives, Credit Analysis
Education
Northern Illinois University - College of Business
Bachelor of Science, Finance; Investments, Economics
Rian (Halperin) Spencer's BMO Private Bank Experience January 2012 - Present
Job Private Banker at BMO Private Bank
Industry Banking
Experience
BMO Private Bank January 2012 - Present
Harris Bank N.A. November 2010 - January 2012
Harris Bank June 2009 - November 2010
Harris Bank June 2008 - June 2009
Harris Bank August 2007 - June 2008
Harris Bank October 2005 - August 2007
Harris Bank July 2004 - September 2005
Harris Bank June 2003 - June 2004
Mark Twain Elementary School August 2002 - June 2003
Mountain View Elementary School July 2001 - June 2002
Skills
Client Relationship..., Client Retention, Client Development, Client Interfacing, Client Engagement, Manufacturing, Corporate Finance, Insurance, New Business Development, Small Business, Portfolio Management, Account Management, Key Account Management, High Net Worth..., Business Networking, Community Relations, Community Engagement, CRM, Customer Engagement, Management, Financial Analysis, Loans, Customer Retention, Customer Service, Commercial Lending, Banking, Sales, Underwriting, Small Business Lending
Education
Roosevelt University 2005 — 2007
M.B.A., Concentration: Real Estate
Ohio University 1993 — 1998
Bachelor of Arts, Major: Spanish Minor: HIstory & Philosophy
Maine East
BMO Private Bank January 2012 - Present
Harris Bank N.A. November 2010 - January 2012
Harris Bank June 2009 - November 2010
Harris Bank June 2008 - June 2009
Harris Bank August 2007 - June 2008
Harris Bank October 2005 - August 2007
Harris Bank July 2004 - September 2005
Harris Bank June 2003 - June 2004
Mark Twain Elementary School August 2002 - June 2003
Mountain View Elementary School July 2001 - June 2002
Skills
Client Relationship..., Client Retention, Client Development, Client Interfacing, Client Engagement, Manufacturing, Corporate Finance, Insurance, New Business Development, Small Business, Portfolio Management, Account Management, Key Account Management, High Net Worth..., Business Networking, Community Relations, Community Engagement, CRM, Customer Engagement, Management, Financial Analysis, Loans, Customer Retention, Customer Service, Commercial Lending, Banking, Sales, Underwriting, Small Business Lending
Education
Roosevelt University 2005 — 2007
M.B.A., Concentration: Real Estate
Ohio University 1993 — 1998
Bachelor of Arts, Major: Spanish Minor: HIstory & Philosophy
Maine East
Meeta Yadava CFP® Meeta Yadava CFP®'s BMO Private Bank Experience July 2010 - Present
Job Director, Wealth Advisor at BMO Private Bank
Industry Banking
Experience
BMO Private Bank July 2010 - Present
Fifth Third Bank January 2009 - July 2010
Fifth Third Bank June 2005 - June 2010
Citi January 2002 - June 2005
Citi January 1997 - January 2002
Skills
Wealth Management, Alternative Investments, Asset Allocation, Asset Management, Banking, Branch Banking, Cash Management, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Equities, Estate Planning, Finance, Financial Advisory, Financial Analysis, Financial Services, Fixed Income, High Net Worth..., Investment Advisory, Investment Management, Investment Strategies, Investments, Loans, Mergers, Mortgage Lending, Mutual Funds, Portfolio Management, Private Banking, Relationship Management, Retail Banking, Retirement, Retirement Planning, Risk Management, Securities, Series 63, Series 7, Small Business, Small Business Lending, Strategic Financial..., Strategy, Wealth, Wealth Management...
Education
Northwestern University 2009 — 2011
CFP
Delhi University 1991 — 1993
MBA
BMO Private Bank July 2010 - Present
Fifth Third Bank January 2009 - July 2010
Fifth Third Bank June 2005 - June 2010
Citi January 2002 - June 2005
Citi January 1997 - January 2002
Skills
Wealth Management, Alternative Investments, Asset Allocation, Asset Management, Banking, Branch Banking, Cash Management, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Equities, Estate Planning, Finance, Financial Advisory, Financial Analysis, Financial Services, Fixed Income, High Net Worth..., Investment Advisory, Investment Management, Investment Strategies, Investments, Loans, Mergers, Mortgage Lending, Mutual Funds, Portfolio Management, Private Banking, Relationship Management, Retail Banking, Retirement, Retirement Planning, Risk Management, Securities, Series 63, Series 7, Small Business, Small Business Lending, Strategic Financial..., Strategy, Wealth, Wealth Management...
Education
Northwestern University 2009 — 2011
CFP
Delhi University 1991 — 1993
MBA
Erica Hill Erica Hill's BMO Private Bank Experience 1978 - Present
Job Vice President, BMO Private Bank
Industry Financial Services
Experience
BMO Private Bank 1978 - Present
Skills
Financial Services, Banking, Wealth Management, Series 7, Portfolio Management, Business Development, 401k, Investments, Commercial Lending, Commercial Banking, Loans, Credit, Credit Analysis, Small Business Lending, Finance
Education
Ripon College 1974 — 1978
BS, Economics
BMO Private Bank 1978 - Present
Skills
Financial Services, Banking, Wealth Management, Series 7, Portfolio Management, Business Development, 401k, Investments, Commercial Lending, Commercial Banking, Loans, Credit, Credit Analysis, Small Business Lending, Finance
Education
Ripon College 1974 — 1978
BS, Economics
Sandra M Fuentes Sandra M Fuentes's BMO Private Bank Experience March 2011 - Present
Job Senior Portfolio Manager at BMO Private Bank
Industry Investment Management
Experience
BMO Private Bank March 2011 - Present
Wells Fargo Private Bank 1996 - 2011
Skills
Asset Allocation, Asset Management, Portfolio Management, Wealth Management, Investments, Investment Strategies, Investment Management, Investment Advisory, Alternative Investments, High Net Worth..., Wealth Management..., Mutual Funds, Series 7, Series 63, Fixed Income, Banking, Hedge Funds, Retirement Planning, Equities, Private Banking, Securities
Education
Pace University - Lubin School of Business 1987 — 1991
Finance
BMO Private Bank March 2011 - Present
Wells Fargo Private Bank 1996 - 2011
Skills
Asset Allocation, Asset Management, Portfolio Management, Wealth Management, Investments, Investment Strategies, Investment Management, Investment Advisory, Alternative Investments, High Net Worth..., Wealth Management..., Mutual Funds, Series 7, Series 63, Fixed Income, Banking, Hedge Funds, Retirement Planning, Equities, Private Banking, Securities
Education
Pace University - Lubin School of Business 1987 — 1991
Finance
Thomas Ballent Thomas Ballent's BMO Private Bank Experience 1999 - Present
Job V.P. & Senior Portfolio Manager at BMO Private Bank
Industry Financial Services
Experience
BMO Private Bank 1999 - Present
Bank of America 1987 - 1999
First National Corp. in Wisconsin 1980 - 1987
Skills
Investments, Portfolio Management, Wealth Management, Asset Management, Asset Allocation, Management, Financial Planning, High Net Worth..., Investment Management, Investment Strategies, Mutual Funds, Private Banking, Mergers & Acquisitions, Credit Analysis, Strategic Financial..., Financial Analysis
Education
Northern Illinois University 1978 — 1979
Master of Science, Finance
Northern Illinois University 1975 — 1978
Bachelor of Science, Finance
BMO Private Bank 1999 - Present
Bank of America 1987 - 1999
First National Corp. in Wisconsin 1980 - 1987
Skills
Investments, Portfolio Management, Wealth Management, Asset Management, Asset Allocation, Management, Financial Planning, High Net Worth..., Investment Management, Investment Strategies, Mutual Funds, Private Banking, Mergers & Acquisitions, Credit Analysis, Strategic Financial..., Financial Analysis
Education
Northern Illinois University 1978 — 1979
Master of Science, Finance
Northern Illinois University 1975 — 1978
Bachelor of Science, Finance
Tim Aik Tim Aik's BMO Private Bank Experience October 2012 - Present
Job Vice President at BMO Private Bank
Industry Financial Services
Experience
BMO Private Bank October 2012 - Present
M&I Wealth Management, a Part of BMO Financial Group 2006 - October 2012
Willms Anderson, S.C. 2004 - 2006
Whyte Hirschboeck Dudek S.C. 1998 - 2003
Bank One Trust Company 1989 - 1998
Education
Marquette University Law School 1986 — 1989
JD
Miami University 1982 — 1986
BS, Business Economics
BMO Private Bank October 2012 - Present
M&I Wealth Management, a Part of BMO Financial Group 2006 - October 2012
Willms Anderson, S.C. 2004 - 2006
Whyte Hirschboeck Dudek S.C. 1998 - 2003
Bank One Trust Company 1989 - 1998
Education
Marquette University Law School 1986 — 1989
JD
Miami University 1982 — 1986
BS, Business Economics
Brooke Snyder, CFA's BMO Private Bank Experience 2009 - 2013
Job Executive Director at Column Capital Advisors, LLC
Industry Financial Services
Experience
Column Capital Advisors, LLC April 2013 - Present
BMO Private Bank 2009 - 2013
Indiana Public Employees' Retirement Fund 2006 - 2009
First Merchants Trust Company 2005 - 2006
Old National Trust Company 2001 - 2005
Charles Schwab 1995 - 2001
Skills
Investments, Portfolio Management, Financial Modeling, Financial Analysis, Strategic Financial..., Retirement Planning, Equities
Education
Indiana University Bloomington 1988 — 1993
B.S., Kelley School of Business
Column Capital Advisors, LLC April 2013 - Present
BMO Private Bank 2009 - 2013
Indiana Public Employees' Retirement Fund 2006 - 2009
First Merchants Trust Company 2005 - 2006
Old National Trust Company 2001 - 2005
Charles Schwab 1995 - 2001
Skills
Investments, Portfolio Management, Financial Modeling, Financial Analysis, Strategic Financial..., Retirement Planning, Equities
Education
Indiana University Bloomington 1988 — 1993
B.S., Kelley School of Business
Tina Leazier Tina Leazier's BMO Private Bank Experience 1993 - Present
Job Vice President, Senior Private Banker at BMO Private Bank
Industry Banking
Experience
BMO Private Bank 1993 - Present
Dun & Bradstreet 1989 - 1993
Skills
Credit, Private Banking, Lender, Wealth Management, Relationship Management, Treasury Management, Commercial Lending, Banking, Loans, Commercial Banking, Small Business Lending, Portfolio Management, Loan Origination, Consumer Lending, Lines Of Credit, Credit Analysis
Education
University of Southern California 1984 — 1988
BS, Business Administration
University of Phoenix
MBA, Finance
BMO Private Bank 1993 - Present
Dun & Bradstreet 1989 - 1993
Skills
Credit, Private Banking, Lender, Wealth Management, Relationship Management, Treasury Management, Commercial Lending, Banking, Loans, Commercial Banking, Small Business Lending, Portfolio Management, Loan Origination, Consumer Lending, Lines Of Credit, Credit Analysis
Education
University of Southern California 1984 — 1988
BS, Business Administration
University of Phoenix
MBA, Finance
Robert Errigo Robert Errigo's BMO Private Bank Experience November 2012 - Present
Job Vice President, Senior Portfolio Manager at BMO Private Banking
Industry Investment Management
Experience
BMO Private Bank November 2012 - Present
Key Private Bank March 2006 - November 2012
Citigroup Financial Services June 2004 - December 2005
Sandler, O'Neill & Partners LLP January 2001 - January 2004
Freddie Mac January 1998 - November 2001
Stratagem Consultants, Inc January 1995 - January 1998
Mabon Securities Corp January 1989 - January 1995
Manufacturers Hanover Trust January 1987 - January 1989
Skills
Tactical Asset..., Fixed Income, Alternative Investments, Asset Allocation, Portfolio Management, Investment Strategies, Investments, Wealth Management, Asset Managment, Equities, Bonds, Series 7, Investment Management, Mutual Funds, Hedge Funds, Investment Banking, Securities, Credit, Investment Advisory, Wealth Management..., Asset Management, Finance, Financial Services, Loans
Education
Iona College 1983 — 1987
BBA, Finance
BMO Private Bank November 2012 - Present
Key Private Bank March 2006 - November 2012
Citigroup Financial Services June 2004 - December 2005
Sandler, O'Neill & Partners LLP January 2001 - January 2004
Freddie Mac January 1998 - November 2001
Stratagem Consultants, Inc January 1995 - January 1998
Mabon Securities Corp January 1989 - January 1995
Manufacturers Hanover Trust January 1987 - January 1989
Skills
Tactical Asset..., Fixed Income, Alternative Investments, Asset Allocation, Portfolio Management, Investment Strategies, Investments, Wealth Management, Asset Managment, Equities, Bonds, Series 7, Investment Management, Mutual Funds, Hedge Funds, Investment Banking, Securities, Credit, Investment Advisory, Wealth Management..., Asset Management, Finance, Financial Services, Loans
Education
Iona College 1983 — 1987
BBA, Finance
Andrew Meelberg's BMO Private Bank Experience March 2011 - June 2014
Job Vice President Commercial Real Estate at Great Southern Bank
Industry Banking
Experience
Great Southern Bank June 2014 - Present
BMO Private Bank March 2011 - June 2014
M&I Bank June 2006 - March 2011
TCF Bank July 1998 - June 2006
Skills
Underwriting, Relationship Management, Loan Origination, Loans, Commercial Banking, Commercial Real Estate, Credit Analysis, Small Business Lending, Commercial Lending, Mortgage Lending, Real Estate Economics
Education
Augsburg College 1993 — 1996
BA, Management - Finance Emphasis, Finance
Great Southern Bank June 2014 - Present
BMO Private Bank March 2011 - June 2014
M&I Bank June 2006 - March 2011
TCF Bank July 1998 - June 2006
Skills
Underwriting, Relationship Management, Loan Origination, Loans, Commercial Banking, Commercial Real Estate, Credit Analysis, Small Business Lending, Commercial Lending, Mortgage Lending, Real Estate Economics
Education
Augsburg College 1993 — 1996
BA, Management - Finance Emphasis, Finance
Kelly Schofield Kelly Schofield's BMO Private Bank Experience June 2014 - Present
Job Wealth Specialist at BMO Private Bank
Industry Banking
Experience
BMO Private Bank June 2014 - Present
BMO Harris Bank August 1996 - June 2014
Skills
Consumer Lending, Small Business Lending, Loans, Retail Banking, Credit, Banking, Deposits, Lines Of Credit
Education
Benedictine University
Bachelor’s Degree, Bachelor of Art in Management, Summa Cum Laude
BMO Private Bank June 2014 - Present
BMO Harris Bank August 1996 - June 2014
Skills
Consumer Lending, Small Business Lending, Loans, Retail Banking, Credit, Banking, Deposits, Lines Of Credit
Education
Benedictine University
Bachelor’s Degree, Bachelor of Art in Management, Summa Cum Laude
Andrew Jankowiak's BMO Private Bank Experience October 2014 - Present
Job Senior Client Advisor at BMO Private Bank
Industry Financial Services
Experience
BMO Private Bank October 2014 - Present
BMO Private Bank September 2012 - October 2014
M&I, A part of BMO Financial Group February 2010 - September 2012
Wells Fargo June 2004 - February 2010
Franklin National Bank 1997 - 2001
Skills
Banking, Financial Services, Series 7, Finance, Loans, Credit, Wealth Management, Credit Analysis, Investments, Retirement Planning, Financial Analysis, Strategic Financial..., Private Banking, Portfolio Management, Relationship Management, Financial Planning
Education
Purdue University 1999 — 2004
BS, Selling and Sales Mgmt
BMO Private Bank October 2014 - Present
BMO Private Bank September 2012 - October 2014
M&I, A part of BMO Financial Group February 2010 - September 2012
Wells Fargo June 2004 - February 2010
Franklin National Bank 1997 - 2001
Skills
Banking, Financial Services, Series 7, Finance, Loans, Credit, Wealth Management, Credit Analysis, Investments, Retirement Planning, Financial Analysis, Strategic Financial..., Private Banking, Portfolio Management, Relationship Management, Financial Planning
Education
Purdue University 1999 — 2004
BS, Selling and Sales Mgmt
Beth (Beth Schneweis) Masters's BMO Private Bank Experience November 2011 - July 2013
Job Supervisor at RTS Financial
Industry Financial Services
Experience
RTS Financial May 2015 - Present
RTS Financial September 2014 - May 2015
RTS Financial July 2013 - September 2014
BMO Private Bank November 2011 - July 2013
BMO Harris Bank October 2011 - July 2013
BMO Harris Bank August 2010 - November 2011
M&I Bank August 2009 - August 2010
Skills
Commercial Banking, Banking, Finance, Accounting, Wealth Management, Retail Banking, Lines Of Credit, Sales, Deposits, Credit, Loans, Accounts Receivable, Customer Service, Invoicing, Private Banking, Leadership, Cross Selling, Credit Analysis, Mortgage Banking, Loan Origination
Education
Park University 2009 — 2011
Bachelor of Science (BS), Business Management
Benedictine College 2008 — 2009
Business Administration and Management, General
Johnson County Community College 2006 — 2008
RTS Financial May 2015 - Present
RTS Financial September 2014 - May 2015
RTS Financial July 2013 - September 2014
BMO Private Bank November 2011 - July 2013
BMO Harris Bank October 2011 - July 2013
BMO Harris Bank August 2010 - November 2011
M&I Bank August 2009 - August 2010
Skills
Commercial Banking, Banking, Finance, Accounting, Wealth Management, Retail Banking, Lines Of Credit, Sales, Deposits, Credit, Loans, Accounts Receivable, Customer Service, Invoicing, Private Banking, Leadership, Cross Selling, Credit Analysis, Mortgage Banking, Loan Origination
Education
Park University 2009 — 2011
Bachelor of Science (BS), Business Management
Benedictine College 2008 — 2009
Business Administration and Management, General
Johnson County Community College 2006 — 2008
Serge Ecityan Serge Ecityan's BMO Private Bank Experience January 2014 - Present
Job VicePresident, Senior Client Advisor at BMO Private Bank
Industry Financial Services
Experience
BMO Private Bank January 2014 - Present
BMO Harris Private Banking January 2005 - January 2014
Bank of Montreal July 2003 - December 2004
Computershare 2002 - 2003
NBCN 2001 - 2002
The Canadian Depository for Securities Limited (CDS) 1997 - 2001
Skills
Accounting, Equities, Investments, Portfolio Management, Capital Markets, Settlement, Commercial Banking, Financial Analysis, Investment Strategies, Banking, Securities, Trust Services, Credit Analysis, Credit, Canadian Securities..., Key Client Relationships, Wealth Management..., AML, Retirement Planning, High Net Worth..., Relationship Management
Education
CSI Institute 2009 — 2013
Financial Planning Program, Quebec
CFA Institute 2004 — 2006
CFA
Concordia University 1993 — 1996
Bachelor of Commerce, Major in Finance
Vanier College 1991 — 1993
D.E.C., Pure and Applied Sciences
College Beaubois 1986 — 1991
D.E.S.
BMO Private Bank January 2014 - Present
BMO Harris Private Banking January 2005 - January 2014
Bank of Montreal July 2003 - December 2004
Computershare 2002 - 2003
NBCN 2001 - 2002
The Canadian Depository for Securities Limited (CDS) 1997 - 2001
Skills
Accounting, Equities, Investments, Portfolio Management, Capital Markets, Settlement, Commercial Banking, Financial Analysis, Investment Strategies, Banking, Securities, Trust Services, Credit Analysis, Credit, Canadian Securities..., Key Client Relationships, Wealth Management..., AML, Retirement Planning, High Net Worth..., Relationship Management
Education
CSI Institute 2009 — 2013
Financial Planning Program, Quebec
CFA Institute 2004 — 2006
CFA
Concordia University 1993 — 1996
Bachelor of Commerce, Major in Finance
Vanier College 1991 — 1993
D.E.C., Pure and Applied Sciences
College Beaubois 1986 — 1991
D.E.S.
Bruce Vandegrift Bruce Vandegrift's BMO Private Bank Experience April 2010 - May 2013
Job Wealth Advisor at Rockford Bank and Trust Company
Industry Banking
Experience
Rockford Bank and Trust Company June 2013 - Present
BMO Private Bank April 2010 - May 2013
AMCORE Bank July 2007 - April 2010
SHUM Board 2003 - 2007
JP Morgan July 2003 - December 2006
National City Bank October 1981 - June 2003
First of America Bank 1981 - 1995
Comptroller of the Currency 1975 - 1977
2nd Battalion, 5th Artillery 1969 - 1971
Skills
Portfolio Management, Securities, Risk Management, Financial Analysis, Succession Planning, Loans, Small Business, Strategic Planning, Mutual Funds, Real Estate, Team Building, Leadership, Mortgage Lending, Series 7, 401k, Certified Financial..., Credit, Wealth, Investment Advisory, Financial Advisory, Asset Allocation
Education
Wayne State University Law School 1973 — 1976
JD, law
University of Michigan 1966 — 1973
BA, Economics/Political Science
Goethe Institut 1965 — 1966
Zeugnis, German
Indiana University-Purdue University at Indianapolis
Masters in Philanthropic Studies, uncompleted
Midland High School
Upper Iowa University
Master of Business Administration (MBA), concentration in organizational development, uncompleted
Rockford Bank and Trust Company June 2013 - Present
BMO Private Bank April 2010 - May 2013
AMCORE Bank July 2007 - April 2010
SHUM Board 2003 - 2007
JP Morgan July 2003 - December 2006
National City Bank October 1981 - June 2003
First of America Bank 1981 - 1995
Comptroller of the Currency 1975 - 1977
2nd Battalion, 5th Artillery 1969 - 1971
Skills
Portfolio Management, Securities, Risk Management, Financial Analysis, Succession Planning, Loans, Small Business, Strategic Planning, Mutual Funds, Real Estate, Team Building, Leadership, Mortgage Lending, Series 7, 401k, Certified Financial..., Credit, Wealth, Investment Advisory, Financial Advisory, Asset Allocation
Education
Wayne State University Law School 1973 — 1976
JD, law
University of Michigan 1966 — 1973
BA, Economics/Political Science
Goethe Institut 1965 — 1966
Zeugnis, German
Indiana University-Purdue University at Indianapolis
Masters in Philanthropic Studies, uncompleted
Midland High School
Upper Iowa University
Master of Business Administration (MBA), concentration in organizational development, uncompleted
Amy Schubert Amy Schubert's BMO Private Bank Experience 2011 - August 2013
Job Vice President, Senior Manager of Sales Strategy
Industry Financial Services
Experience
BMO Financial Group July 2015 - Present
BMO Financial Group September 2013 - Present
BMO Private Bank 2011 - August 2013
BMO Private Bank April 2012 - December 2012
M&I Wealth Management 2009 - 2011
M&I Wealth Management 2007 - 2009
Alliance Wealth Management 2006 - 2007
Johnson Controls 2004 - 2006
Johnson Controls 2001 - 2004
Skills
Marketing Strategy, Marketing Communications, Marketing Management, Public Speaking, Public Relations, Event Management, Event Planning, Technical Writing, Resume Writing, Creative Writing, Database Administration, Data Analysis, Client Development, Volunteer Recruiting, Volunteer Management, Department Budgeting, Media Relations, Media Buying, Project Management, Management, Food & Beverage, Hospitality Management, Strategic Planning, Strategic Communications, Bank Mergers, Acquisitions, Acquisition Integration, Strategic Partnerships, Web Content, Email Marketing Software, HTML, Web Development, Technical Documentation, Training Delivery, Instructor-led Training, Online Communications, Online Journalism, Marketing, CRM, Integrated Marketing, Sponsorship, Brand Development, Editing, Marketing Research, Market Planning, Analytics, Brand Management, Customer Experience, Relationship Marketing, Internal Communications
Education
FINRA 2006 — 2006
Series 7 and 66 Securities Licenses
University of Wisconsin-Milwaukee 1999 — 2001
MA, Rhetoric, Composition and Professional Writing
Marquette University 1993 — 1997
BA, Writing Intensive English
BMO Financial Group July 2015 - Present
BMO Financial Group September 2013 - Present
BMO Private Bank 2011 - August 2013
BMO Private Bank April 2012 - December 2012
M&I Wealth Management 2009 - 2011
M&I Wealth Management 2007 - 2009
Alliance Wealth Management 2006 - 2007
Johnson Controls 2004 - 2006
Johnson Controls 2001 - 2004
Skills
Marketing Strategy, Marketing Communications, Marketing Management, Public Speaking, Public Relations, Event Management, Event Planning, Technical Writing, Resume Writing, Creative Writing, Database Administration, Data Analysis, Client Development, Volunteer Recruiting, Volunteer Management, Department Budgeting, Media Relations, Media Buying, Project Management, Management, Food & Beverage, Hospitality Management, Strategic Planning, Strategic Communications, Bank Mergers, Acquisitions, Acquisition Integration, Strategic Partnerships, Web Content, Email Marketing Software, HTML, Web Development, Technical Documentation, Training Delivery, Instructor-led Training, Online Communications, Online Journalism, Marketing, CRM, Integrated Marketing, Sponsorship, Brand Development, Editing, Marketing Research, Market Planning, Analytics, Brand Management, Customer Experience, Relationship Marketing, Internal Communications
Education
FINRA 2006 — 2006
Series 7 and 66 Securities Licenses
University of Wisconsin-Milwaukee 1999 — 2001
MA, Rhetoric, Composition and Professional Writing
Marquette University 1993 — 1997
BA, Writing Intensive English
Michael Mihm, ChFC, CLU Michael Mihm, ChFC, CLU's BMO Private Bank Experience 2013 - Present
Job VP Senior Financial Planner BMO Private Bank
Industry Financial Services
Experience
BMO Private Bank 2013 - Present
Northwestern Mutual December 2011 - December 2012
Northwestern Mutual May 2010 - December 2011
Northwestern Mutual March 2006 - May 2010
Northwestern Mutual April 2004 - March 2006
Northwestern Mutual January 2003 - April 2004
Robert W. Baird & Co. October 2000 - December 2002
Northwestern Mutual April 1993 - September 2000
Skills
Retirement, Fixed Annuities, Portfolio Management, Sales Management, Account Management, Sales, Securities, Asset Allocation, Relationship Management, Risk Management, Financial Services, Marketing Strategy, Business Strategy, Investment Advisory, Management, Consulting, Leadership, Strategy, Management Consulting, Small Business
Education
University of Wisconsin - Madison 1985 — 1989
Bachelor of Arts (B.A.), Journalism
The American College
Chartered Financial Consultant (ChFC) 2010; Chartered Life Underwriter (CLU) 1998
BMO Private Bank 2013 - Present
Northwestern Mutual December 2011 - December 2012
Northwestern Mutual May 2010 - December 2011
Northwestern Mutual March 2006 - May 2010
Northwestern Mutual April 2004 - March 2006
Northwestern Mutual January 2003 - April 2004
Robert W. Baird & Co. October 2000 - December 2002
Northwestern Mutual April 1993 - September 2000
Skills
Retirement, Fixed Annuities, Portfolio Management, Sales Management, Account Management, Sales, Securities, Asset Allocation, Relationship Management, Risk Management, Financial Services, Marketing Strategy, Business Strategy, Investment Advisory, Management, Consulting, Leadership, Strategy, Management Consulting, Small Business
Education
University of Wisconsin - Madison 1985 — 1989
Bachelor of Arts (B.A.), Journalism
The American College
Chartered Financial Consultant (ChFC) 2010; Chartered Life Underwriter (CLU) 1998
Jason Richards, CFA Jason Richards, CFA's BMO Private Bank Experience September 2011 - June 2013
Job Senior Portfolio Manager at TrustBank
Industry Investment Management
Experience
TrustBank June 2013 - Present
BMO Private Bank September 2011 - June 2013
The Private Client Reserve at US Bank August 2009 - August 2011
Northern Trust March 1999 - August 2009
Skills
Asset Management, Asset Allocation, Portfolio Management, Investment Strategies, Equities, Wealth Management, Investments, Investment Advisory, Fixed Income, Asset Managment, Investment Management, Wealth Management..., Mutual Funds
Education
Arizona State University 1993 — 1999
Bachelor of Science, Business Management
TrustBank June 2013 - Present
BMO Private Bank September 2011 - June 2013
The Private Client Reserve at US Bank August 2009 - August 2011
Northern Trust March 1999 - August 2009
Skills
Asset Management, Asset Allocation, Portfolio Management, Investment Strategies, Equities, Wealth Management, Investments, Investment Advisory, Fixed Income, Asset Managment, Investment Management, Wealth Management..., Mutual Funds
Education
Arizona State University 1993 — 1999
Bachelor of Science, Business Management
Barbara Knapp Sassen, CFA Barbara Knapp Sassen, CFA's BMO Private Bank Experience February 2011 - January 2013
Job Investment Advisor at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management January 2013 - Present
BMO Private Bank February 2011 - January 2013
Front Barnett Associates LLC July 1995 - July 2007
LaSalle Bank July 1985 - February 1995
Skills
Portfolio Management, Equities, Investments, Financial Analysis, Asset Allocation, Mutual Funds, Investment Management, Investment Advisory, Securities, Asset Management, Finance, Wealth Management, Investment Strategies, Banking, Fixed Income, Equity Research, Alternative Investments
Education
DePaul University 1986 — 1988
Master of Business Administration, Finance
Eastern Illinois University 1981 — 1985
Bachelor of Science, Finance
Benet Academy 1978 — 1981
PNC Wealth Management January 2013 - Present
BMO Private Bank February 2011 - January 2013
Front Barnett Associates LLC July 1995 - July 2007
LaSalle Bank July 1985 - February 1995
Skills
Portfolio Management, Equities, Investments, Financial Analysis, Asset Allocation, Mutual Funds, Investment Management, Investment Advisory, Securities, Asset Management, Finance, Wealth Management, Investment Strategies, Banking, Fixed Income, Equity Research, Alternative Investments
Education
DePaul University 1986 — 1988
Master of Business Administration, Finance
Eastern Illinois University 1981 — 1985
Bachelor of Science, Finance
Benet Academy 1978 — 1981
Todd Riggin's BMO Private Bank Experience March 1996 - Present
Job Director, Wealth Advisor at BMO Private Bank
Industry Investment Management
Experience
BMO Private Bank March 1996 - Present
Select Financial Services August 1988 - March 1996
IDS American Express May 1986 - August 1988
Whirlpool Corporation June 1984 - May 1986
Skills
Wealth Management, Asset Allocation, Strategic Financial..., Estate Planning, Investment Management, Portfolio Management, Trust Services, Private Banking, Retirement Planning, Fixed Income, Succession Planning, Hedge Funds, Alternative Investments, Wealth Preservation..., Wealth Transfer, Risk Management, ETFs, Series 65, Uniform Combined State..., Financial Planning, Credit Analysis, Wealth, Consumer Lending, Treasury Management, Retail Banking, Fixed Annuities, Financial Analysis
Education
College of Financial Planning 1988 — 1990
CFP® designation
Northern Illinois University - College of Business 1980 — 1984
BS
BMO Private Bank March 1996 - Present
Select Financial Services August 1988 - March 1996
IDS American Express May 1986 - August 1988
Whirlpool Corporation June 1984 - May 1986
Skills
Wealth Management, Asset Allocation, Strategic Financial..., Estate Planning, Investment Management, Portfolio Management, Trust Services, Private Banking, Retirement Planning, Fixed Income, Succession Planning, Hedge Funds, Alternative Investments, Wealth Preservation..., Wealth Transfer, Risk Management, ETFs, Series 65, Uniform Combined State..., Financial Planning, Credit Analysis, Wealth, Consumer Lending, Treasury Management, Retail Banking, Fixed Annuities, Financial Analysis
Education
College of Financial Planning 1988 — 1990
CFP® designation
Northern Illinois University - College of Business 1980 — 1984
BS
Joanne Braun Joanne Braun's BMO Private Bank Experience August 2010 - Present
Job VP, Senior Trust administrator at BMO Private Banking
Industry Banking
Experience
BMO Private Bank August 2010 - Present
US Trust, Bank of America Private Wealth Management October 2007 - August 2010
US Trust, Bank of America 1981 - August 2010
LaSalle Bank 1981 - 2008
American Cancer Society June 1977 - June 1981
Skills
Investments, Financial Planners, Estate Administration, Fundraising, Finance, Wealth Management..., Wealth Management, High Net Worth..., Series 7, Portfolio Management, Asset Managment, Retirement Planning, Asset Allocation, Strategic Financial..., Banking, Loans, Mutual Funds, Financial Analysis, Investment Management, Asset Management, Investment Advisory, Securities, Private Banking, Financial Planning
Education
American Bankers Association Trust School 1994 — 1996
3 year ABA Trust School, Trust and Estate Planning, Investments, Tax planning and other related topics
DePaul University - Charles H. Kellstadt Graduate School of Business 1983 — 1988
MBA, Finance
University of Illinois at Urbana-Champaign 1973 — 1977
B.S., Health and Safety Education
BMO Private Bank August 2010 - Present
US Trust, Bank of America Private Wealth Management October 2007 - August 2010
US Trust, Bank of America 1981 - August 2010
LaSalle Bank 1981 - 2008
American Cancer Society June 1977 - June 1981
Skills
Investments, Financial Planners, Estate Administration, Fundraising, Finance, Wealth Management..., Wealth Management, High Net Worth..., Series 7, Portfolio Management, Asset Managment, Retirement Planning, Asset Allocation, Strategic Financial..., Banking, Loans, Mutual Funds, Financial Analysis, Investment Management, Asset Management, Investment Advisory, Securities, Private Banking, Financial Planning
Education
American Bankers Association Trust School 1994 — 1996
3 year ABA Trust School, Trust and Estate Planning, Investments, Tax planning and other related topics
DePaul University - Charles H. Kellstadt Graduate School of Business 1983 — 1988
MBA, Finance
University of Illinois at Urbana-Champaign 1973 — 1977
B.S., Health and Safety Education
Brecken Haak's BMO Private Bank Experience April 2010 - Present
Job Private Banker at Harris Bank
Industry Banking
Experience
BMO Private Bank April 2010 - Present
AMCORE Bank March 2010 - April 2010
AMCORE Bank April 2009 - March 2010
AMCORE Bank September 2006 - April 2009
AMCORE Bank June 2003 - September 2006
Skills
Banking, Branch Banking, Budgets, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Financial Services, High Net Worth..., Investments, Loans, Private Banking, Small Business Lending, Strategy, Wealth Management
Education
Rockford University 2010 — 2012
Bachelor of Science in Management Studies
McHenry County College 2001 — 2003
Associates degree, Business
BMO Private Bank April 2010 - Present
AMCORE Bank March 2010 - April 2010
AMCORE Bank April 2009 - March 2010
AMCORE Bank September 2006 - April 2009
AMCORE Bank June 2003 - September 2006
Skills
Banking, Branch Banking, Budgets, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Financial Services, High Net Worth..., Investments, Loans, Private Banking, Small Business Lending, Strategy, Wealth Management
Education
Rockford University 2010 — 2012
Bachelor of Science in Management Studies
McHenry County College 2001 — 2003
Associates degree, Business
Nancy Graham,CFP® Nancy Graham,CFP®'s BMO Private Bank Experience April 2010 - Present
Job V.P. Private Banking BMO Private Bank
Industry Banking
Experience
BMO Private Bank April 2010 - Present
AMCORE Bank April 2004 - April 2010
National City Bank August 2001 - April 2004
Old Kent Bank October 1999 - April 2001
Citibank June 1985 - October 1999
Skills
Loans, Wealth Management, Banking, Investments, Private Banking, Small Business Lending, Management, Commercial Lending, Finance, Commercial Banking, Credit Analysis, Credit, Wealth, Consumer Lending, Portfolio Management
Education
Boston University 2013 — 2013
Certificate of Financial Planning
Roosevelt University
Finance, Finance
BMO Private Bank April 2010 - Present
AMCORE Bank April 2004 - April 2010
National City Bank August 2001 - April 2004
Old Kent Bank October 1999 - April 2001
Citibank June 1985 - October 1999
Skills
Loans, Wealth Management, Banking, Investments, Private Banking, Small Business Lending, Management, Commercial Lending, Finance, Commercial Banking, Credit Analysis, Credit, Wealth, Consumer Lending, Portfolio Management
Education
Boston University 2013 — 2013
Certificate of Financial Planning
Roosevelt University
Finance, Finance
Heide Rose Heide Rose's BMO Private Bank Experience 2003 - Present
Job Vice President, Senior Regional Marketing Manager at BMO Private Bank
Industry Financial Services
Experience
BMO Private Bank 2003 - Present
Fennemore Craig 1999 - 2002
Schmidt Marketing 1988 - 1999
Skills
Public Relations, Strategic Planning, Marketing Communications, Integrated Marketing, Direct Marketing, Marketing, Digital Marketing, Email Marketing, Strategy, Marketing Strategy, Leadership, Marketing Management, Advertising, Competitive Analysis, Lead Generation, Market Planning, Market Research, Analytics, Online Marketing, CRM, Segmentation
Education
University of Minnesota - Carlson School of Management 1992 — 1994
MBA, Marketing
The University of North Dakota 1984 — 1988
BBA, Advertising
BMO Private Bank 2003 - Present
Fennemore Craig 1999 - 2002
Schmidt Marketing 1988 - 1999
Skills
Public Relations, Strategic Planning, Marketing Communications, Integrated Marketing, Direct Marketing, Marketing, Digital Marketing, Email Marketing, Strategy, Marketing Strategy, Leadership, Marketing Management, Advertising, Competitive Analysis, Lead Generation, Market Planning, Market Research, Analytics, Online Marketing, CRM, Segmentation
Education
University of Minnesota - Carlson School of Management 1992 — 1994
MBA, Marketing
The University of North Dakota 1984 — 1988
BBA, Advertising
Paul H Murray's BMO Private Bank Experience January 2009 - May 2014
Job Vice President at J.P. Morgan
Industry Banking
Experience
J.P. Morgan June 2014 - Present
BMO Private Bank January 2009 - May 2014
Harris Private Bank September 2007 - January 2009
Harris Bank July 2006 - September 2007
Education
Northwestern University - Kellogg School of Management 2014 — 2017
Master of Business Administration (M.B.A.)
Miami University 2002 — 2006
B.S.
Marquette University High School 1998 — 2002
J.P. Morgan June 2014 - Present
BMO Private Bank January 2009 - May 2014
Harris Private Bank September 2007 - January 2009
Harris Bank July 2006 - September 2007
Education
Northwestern University - Kellogg School of Management 2014 — 2017
Master of Business Administration (M.B.A.)
Miami University 2002 — 2006
B.S.
Marquette University High School 1998 — 2002
Kara Kaiser's BMO Private Bank Experience March 2015 - Present
Job Managing Director at BMO Private Bank
Industry Banking
Experience
BMO Private Bank March 2015 - Present
BMO Harris Bank July 2011 - May 2015
M&I Bank November 2009 - July 2011
M&I Bank July 2002 - October 2009
M&I Bank January 2000 - June 2002
M&I Bank June 1996 - December 1999
Skills
Banking, Management, Credit, Retail Banking, Loans, Leadership, Credit Analysis, Small Business Lending
Education
Marquette University 2000 — 2002
MBA
University of Wisconsin-Madison - School of Business 1992 — 1996
BA, Finance and Marketing
BMO Private Bank March 2015 - Present
BMO Harris Bank July 2011 - May 2015
M&I Bank November 2009 - July 2011
M&I Bank July 2002 - October 2009
M&I Bank January 2000 - June 2002
M&I Bank June 1996 - December 1999
Skills
Banking, Management, Credit, Retail Banking, Loans, Leadership, Credit Analysis, Small Business Lending
Education
Marquette University 2000 — 2002
MBA
University of Wisconsin-Madison - School of Business 1992 — 1996
BA, Finance and Marketing
Mary Jo Herseth Mary Jo Herseth's BMO Private Bank Experience September 2009 - Present
Job SVP and Head of Banking at BMO Private Bank
Industry Banking
Experience
BMO Private Bank September 2009 - Present
U.S. Trust, Bank of America Private Wealth Management October 2007 - February 2009
ABN AMRO/LaSalle Bank 2006 - 2008
LaSalle Bank 2003 - 2005
Skills
Banking, Credit, Investments, Commercial Banking, Strategic Financial..., Loans, Asset Managment, Wealth Management, Credit Risk, Wealth, Portfolio Management, Risk Management, Asset Allocation, Investment Banking, Asset Management, High Net Worth..., Management, Treasury Management, Cash Management, Financial Modeling, Commercial Lending, Credit Analysis, Financial Services, Mortgage Lending, Capital Markets, Finance, Securities, Equities, Private Banking, Relationship Management, Investment Advisory, Financial Planning
Education
Northwestern University - Kellogg School of Management 1986 — 1990
MBA, Finance, International, Economics
Northern Illinois University 1977 — 1981
B.S. Finance, Finance, Business
BMO Private Bank September 2009 - Present
U.S. Trust, Bank of America Private Wealth Management October 2007 - February 2009
ABN AMRO/LaSalle Bank 2006 - 2008
LaSalle Bank 2003 - 2005
Skills
Banking, Credit, Investments, Commercial Banking, Strategic Financial..., Loans, Asset Managment, Wealth Management, Credit Risk, Wealth, Portfolio Management, Risk Management, Asset Allocation, Investment Banking, Asset Management, High Net Worth..., Management, Treasury Management, Cash Management, Financial Modeling, Commercial Lending, Credit Analysis, Financial Services, Mortgage Lending, Capital Markets, Finance, Securities, Equities, Private Banking, Relationship Management, Investment Advisory, Financial Planning
Education
Northwestern University - Kellogg School of Management 1986 — 1990
MBA, Finance, International, Economics
Northern Illinois University 1977 — 1981
B.S. Finance, Finance, Business
Bryan Mundy's BMO Private Bank Experience August 2009 - June 2015
Job Mortgage Loan Officer at Lake Michigan Credit Union
Industry Banking
Experience
Lake Michigan Credit Union June 2015 - Present
BMO Private Bank August 2009 - June 2015
Harris Bank May 2007 - August 2009
Harris Bank May 1999 - May 2007
Skills
Loans
Education
Ball State University 1984 — 1988
Bachelor’s Degree, Broadcast Journalism & Marketing
Lake Michigan Credit Union June 2015 - Present
BMO Private Bank August 2009 - June 2015
Harris Bank May 2007 - August 2009
Harris Bank May 1999 - May 2007
Skills
Loans
Education
Ball State University 1984 — 1988
Bachelor’s Degree, Broadcast Journalism & Marketing
Laura Yunger Laura Yunger's BMO Private Bank Experience January 2014 - Present
Job Strategic Planner I Visionary Leader I Change Agent I Specializing in Banking I Asset Management I Trading
Industry Financial Services
Experience
BMO Private Bank January 2014 - Present
Cheevers & Company, Inc. July 2010 - December 2013
Cheevers & Company, Inc. August 2009 - July 2010
Wells Fargo (Wachovia, Evergreen Investments) 2007 - 2009
Wells Fargo (Evergreen Investments, Corporate Finance) April 2005 - April 2007
Bank of America (Banc of America Capital Mgmt, Columbia Management) March 2001 - March 2005
Rydex Investments September 1994 - October 2000
Gannett September 1993 - September 1994
Skills
Financial Services, E-commerce, Series 7, Equities, Asset Managment, Trading, Marketing Strategy, Banking, Portfolio Management, Mutual Funds, Capital Markets, Asset Management, Investments, Securities, Options, Financial Markets, Equity Trading, FINRA, Bloomberg, Series 24, Electronic Trading, Trading Systems, Alternative Investments, Hedge Funds, Asset Allocation, ETFs, Investment Strategies, Investment Management, Derivatives, Equity Research, Investment Advisory
Education
University of Maryland College Park 1989 — 1993
B.S., Journalism
BMO Private Bank January 2014 - Present
Cheevers & Company, Inc. July 2010 - December 2013
Cheevers & Company, Inc. August 2009 - July 2010
Wells Fargo (Wachovia, Evergreen Investments) 2007 - 2009
Wells Fargo (Evergreen Investments, Corporate Finance) April 2005 - April 2007
Bank of America (Banc of America Capital Mgmt, Columbia Management) March 2001 - March 2005
Rydex Investments September 1994 - October 2000
Gannett September 1993 - September 1994
Skills
Financial Services, E-commerce, Series 7, Equities, Asset Managment, Trading, Marketing Strategy, Banking, Portfolio Management, Mutual Funds, Capital Markets, Asset Management, Investments, Securities, Options, Financial Markets, Equity Trading, FINRA, Bloomberg, Series 24, Electronic Trading, Trading Systems, Alternative Investments, Hedge Funds, Asset Allocation, ETFs, Investment Strategies, Investment Management, Derivatives, Equity Research, Investment Advisory
Education
University of Maryland College Park 1989 — 1993
B.S., Journalism
Joe Grandis Joe Grandis's BMO Private Bank Experience August 2010 - Present
Job Senior Portfolio Strategist at BMO Private Bank
Industry Investment Management
Experience
BMO Private Bank August 2010 - Present
Capital Resource Management, Inc. (CRM) November 2009 - August 2010
JPMorgan August 2003 - June 2009
Scudder Investments August 2000 - August 2003
The CBE Group, Inc. November 1999 - June 2000
GMAC Mortgage May 1998 - October 1999
Skills
Portfolio Management, Asset Allocation, Investments, Alternative Investments, Equities, Hedge Funds, Mutual Funds, Investment Strategies, Investment Management, Valuation, Capital Markets, Securities
Education
The University of Chicago 2006 — 2009
MBA, Finance, Accounting, and Econometrics
University of Northern Iowa 1995 — 1999
BA, Finance and Economics
BMO Private Bank August 2010 - Present
Capital Resource Management, Inc. (CRM) November 2009 - August 2010
JPMorgan August 2003 - June 2009
Scudder Investments August 2000 - August 2003
The CBE Group, Inc. November 1999 - June 2000
GMAC Mortgage May 1998 - October 1999
Skills
Portfolio Management, Asset Allocation, Investments, Alternative Investments, Equities, Hedge Funds, Mutual Funds, Investment Strategies, Investment Management, Valuation, Capital Markets, Securities
Education
The University of Chicago 2006 — 2009
MBA, Finance, Accounting, and Econometrics
University of Northern Iowa 1995 — 1999
BA, Finance and Economics
Ben Jarman, CFP®, CTFA Ben Jarman, CFP®, CTFA's BMO Private Bank Experience July 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
BMO Private Bank July 2015 - Present
Wells Fargo 1996 - 2015
Skills
Trusts, Wealth Management, Financial Planning, Retirement Planning, Investments, Banking, Portfolio Management, Financial Services, Estate Planning, Asset Allocation, Retirement, Financial Advisory, Investment Advisory, Financial Analysis, Wealth Management...
Education
Golden Gate University 2006 — 2009
Master's degree, Taxation
Arizona State University 1995 — 1999
Bachelor of Science (B.S.), Finance, General
BMO Private Bank July 2015 - Present
Wells Fargo 1996 - 2015
Skills
Trusts, Wealth Management, Financial Planning, Retirement Planning, Investments, Banking, Portfolio Management, Financial Services, Estate Planning, Asset Allocation, Retirement, Financial Advisory, Investment Advisory, Financial Analysis, Wealth Management...
Education
Golden Gate University 2006 — 2009
Master's degree, Taxation
Arizona State University 1995 — 1999
Bachelor of Science (B.S.), Finance, General
Kimberly Bridges, PhD, CFP®, CPWA®, CDFA™ Kimberly Bridges, PhD, CFP®, CPWA®, CDFA™'s BMO Private Bank Experience 2012 - 2014
Job Senior Financial Planner at The Commerce Trust Company I Wealth Management I Retirement Planning I Financial Planning
Industry Financial Services
Experience
The Commerce Trust Company 2015 - Present
BMO Private Bank 2012 - 2014
Stoker Ostler Wealth Advisors June 2008 - June 2012
Texas Tech University 2005 - 2008
Lee Financial Corporation 2007 - 2007
UMKC 2004 - 2004
Skills
Expert in women's..., Estate Planning, Wealth Management, Strategic Financial..., Financial Planners, Wealth, Financial Goals, Retirement Planning, Financial Advisory, Retirement, Financial Issues, Tax, Personal Financial..., Personal Finance, Financial Services, Finance, Asset Allocation, Financial Planning, Investments
Education
Texas Tech University 2005 — 2008
PhD, Personal Financial Planning
Kansas State University 2003 — 2004
M.S., Family Studies with an Emphasis in Family Financial Planning
Kansas State University 2001 — 2003
B.S., Human Ecology
The Commerce Trust Company 2015 - Present
BMO Private Bank 2012 - 2014
Stoker Ostler Wealth Advisors June 2008 - June 2012
Texas Tech University 2005 - 2008
Lee Financial Corporation 2007 - 2007
UMKC 2004 - 2004
Skills
Expert in women's..., Estate Planning, Wealth Management, Strategic Financial..., Financial Planners, Wealth, Financial Goals, Retirement Planning, Financial Advisory, Retirement, Financial Issues, Tax, Personal Financial..., Personal Finance, Financial Services, Finance, Asset Allocation, Financial Planning, Investments
Education
Texas Tech University 2005 — 2008
PhD, Personal Financial Planning
Kansas State University 2003 — 2004
M.S., Family Studies with an Emphasis in Family Financial Planning
Kansas State University 2001 — 2003
B.S., Human Ecology
Julie Ann Garber's BMO Private Bank Experience January 2015 - Present
Job Senior Trust Administrator at BMO Harris Private Banking
Industry Financial Services
Experience
BMO Private Bank January 2015 - Present
Fifth Third Private Bank January 2014 - January 2015
The Andersen Firm, A Professional Corporation January 2013 - 2014
Becker & Poliakoff, P.A. 2010 - 2013
The Andersen Firm, A Professional Corporation 2004 - 2010
West & Feinberg, P.C. 1998 - 2004
Walsh & Joyce, P.A. 1995 - 1998
Education
Duquesne University School of Law 1990 — 1994
J.D., Law
Allegheny College 1984 — 1988
B.S., Biology, magna cum laude
BMO Private Bank January 2015 - Present
Fifth Third Private Bank January 2014 - January 2015
The Andersen Firm, A Professional Corporation January 2013 - 2014
Becker & Poliakoff, P.A. 2010 - 2013
The Andersen Firm, A Professional Corporation 2004 - 2010
West & Feinberg, P.C. 1998 - 2004
Walsh & Joyce, P.A. 1995 - 1998
Education
Duquesne University School of Law 1990 — 1994
J.D., Law
Allegheny College 1984 — 1988
B.S., Biology, magna cum laude
Tim K. Schultz Tim K. Schultz's BMO Private Bank Experience May 2012 - February 2014
Job Wealth Management Executive/Managing Director
Industry Financial Services
Experience
Johnson Bank March 2014 - August 2014
BMO Private Bank May 2012 - February 2014
BMO Private Bank April 2005 - May 2012
PNC Advisors 2003 - 2004
Wells Fargo Bank January 1999 - January 2001
Wells Fargo Bank January 1998 - January 1999
Wells Fargo Bank January 1989 - January 1997
Skills
Wealth Management, Sales Management, Investment Management, Management, Performance Management, Finance, Business Planning, Coaching, Strategic Planning, New Business Development, Marketing, Financial Analysis, Banking, Sales, Relationship Management, Portfolio Management, Investments, Credit, Financial Services, Strategy
Education
Augsburg College 1979 — 1983
Bachelor of Arts (B.A.), Music Performance, General
Community Involvement
Bachelor, Music
Johnson Bank March 2014 - August 2014
BMO Private Bank May 2012 - February 2014
BMO Private Bank April 2005 - May 2012
PNC Advisors 2003 - 2004
Wells Fargo Bank January 1999 - January 2001
Wells Fargo Bank January 1998 - January 1999
Wells Fargo Bank January 1989 - January 1997
Skills
Wealth Management, Sales Management, Investment Management, Management, Performance Management, Finance, Business Planning, Coaching, Strategic Planning, New Business Development, Marketing, Financial Analysis, Banking, Sales, Relationship Management, Portfolio Management, Investments, Credit, Financial Services, Strategy
Education
Augsburg College 1979 — 1983
Bachelor of Arts (B.A.), Music Performance, General
Community Involvement
Bachelor, Music
Holley Duffey Stacy Holley Duffey Stacy's BMO Private Bank Experience February 2004 - 2013
Job Private Banker at Johnson Bank NMLS:553388
Industry Banking
Experience
Johnson Bank July 2013 - Present
BMO Private Bank February 2004 - 2013
M&I Bank 2001 - 2004
Skills
Commercial Lending, Loans, Banking, Finance, Financial Services, Investment Advisory, Credit, Commercial Banking, Small Business Lending, Consumer Lending, Credit Analysis, Private Banking, Mortgage Lending, Wealth Management, Retail Banking
Education
Arizona State University 1991 — 1996
BS, Marketing
Johnson Bank July 2013 - Present
BMO Private Bank February 2004 - 2013
M&I Bank 2001 - 2004
Skills
Commercial Lending, Loans, Banking, Finance, Financial Services, Investment Advisory, Credit, Commercial Banking, Small Business Lending, Consumer Lending, Credit Analysis, Private Banking, Mortgage Lending, Wealth Management, Retail Banking
Education
Arizona State University 1991 — 1996
BS, Marketing
Francis J. Schoen, CFP® Francis J. Schoen, CFP®'s BMO Private Bank Experience January 2015 - Present
Job Financial Planner at BMO Harris Private Banking
Industry Financial Services
Experience
BMO Private Bank January 2015 - Present
BMO Private Bank August 2013 - January 2015
Colorado State University May 2012 - May 2013
J.P. Morgan Private Banking December 2007 - May 2012
PNC March 2007 - December 2007
Ameriprise Financial Services, Inc. April 2006 - March 2007
New Castle County January 2000 - January 2006
Skills
Management, Marketing, Team Building, Team Leadership, Investments, Equities, Asset Allocation, Wealth Management, Series 7, Private Banking, Fixed Income, Portfolio Management, Series 66, Series 24, Thompson One, Bloomberg, Banking, Financial Analysis
Education
Colorado State University 2010 — 2013
MBA, Business Administration, 3.7 GPA
Wilmington University 2002 — 2005
B.S., Criminal Justice, 3.5 GPA
St. James Catholic High School
Chester, PA
BMO Private Bank January 2015 - Present
BMO Private Bank August 2013 - January 2015
Colorado State University May 2012 - May 2013
J.P. Morgan Private Banking December 2007 - May 2012
PNC March 2007 - December 2007
Ameriprise Financial Services, Inc. April 2006 - March 2007
New Castle County January 2000 - January 2006
Skills
Management, Marketing, Team Building, Team Leadership, Investments, Equities, Asset Allocation, Wealth Management, Series 7, Private Banking, Fixed Income, Portfolio Management, Series 66, Series 24, Thompson One, Bloomberg, Banking, Financial Analysis
Education
Colorado State University 2010 — 2013
MBA, Business Administration, 3.7 GPA
Wilmington University 2002 — 2005
B.S., Criminal Justice, 3.5 GPA
St. James Catholic High School
Chester, PA
Kristin Warren Kristin Warren's BMO Private Bank Experience 2008 - 2015
Job Business Driver | Sales Leader | Team Builder | Customer Experience | Client Segmentation | Cross Channel Optimization
Industry Financial Services
Experience
BMO Private Bank 2008 - 2015
BMO Private Bank 2001 - 2008
The Forum Corporation 2000 - 2001
BMO Harris Bank 1997 - 2000
BMO Harris Bank 1994 - 1997
BMO Harris Bank 1985 - 1994
Skills
Banking, Private Banking, Finance, Sales Management, Sales, Customer Segmentation..., Customer Experience, Strategic Planning, Financial Analysis, Portfolio Management, Risk Management, Relationship Management, Financial Services, Wealth Management, Consumer Lending, Cross Channel Marketing, Sales Strategy
Education
University of Arizona
B.S., Finance
BMO Private Bank 2008 - 2015
BMO Private Bank 2001 - 2008
The Forum Corporation 2000 - 2001
BMO Harris Bank 1997 - 2000
BMO Harris Bank 1994 - 1997
BMO Harris Bank 1985 - 1994
Skills
Banking, Private Banking, Finance, Sales Management, Sales, Customer Segmentation..., Customer Experience, Strategic Planning, Financial Analysis, Portfolio Management, Risk Management, Relationship Management, Financial Services, Wealth Management, Consumer Lending, Cross Channel Marketing, Sales Strategy
Education
University of Arizona
B.S., Finance
Sheryl Kern Sheryl Kern's BMO Private Bank Experience September 2007 - January 2014
Job Fundraising Sales Representative at World's Finest Chocolate
Industry Fund-Raising
Experience
World's Finest Chocolate January 2014 - Present
BMO Private Bank September 2007 - January 2014
Harris Private Bank October 2005 - September 2007
Citibank April 1989 - September 2005
Skills
Leadership, Portfolio Management, Series 7, Loans, Wealth Management, Investments, Asset Managment, Asset Management, Equities, Risk Management, Hedge Funds, CRM, Management, Sales, Banking, Alternative Investments, Credit, Private Banking, New Business Development, Relationship Management, Wealth, Mutual Funds, Financial Advisory, Credit Analysis
Education
Loyola University Chicago 1986 — 1990
MBA, Financial Management
Lake Forest College 1982 — 1986
BA, Business, Economics
World's Finest Chocolate January 2014 - Present
BMO Private Bank September 2007 - January 2014
Harris Private Bank October 2005 - September 2007
Citibank April 1989 - September 2005
Skills
Leadership, Portfolio Management, Series 7, Loans, Wealth Management, Investments, Asset Managment, Asset Management, Equities, Risk Management, Hedge Funds, CRM, Management, Sales, Banking, Alternative Investments, Credit, Private Banking, New Business Development, Relationship Management, Wealth, Mutual Funds, Financial Advisory, Credit Analysis
Education
Loyola University Chicago 1986 — 1990
MBA, Financial Management
Lake Forest College 1982 — 1986
BA, Business, Economics
Jennifer Ridley-Hanson, CFP Jennifer Ridley-Hanson, CFP's BMO Private Bank Experience August 2005 - Present
Job Vice President, Wealth Advisor BMO Private Bank
Industry Financial Services
Experience
BMO Private Bank August 2005 - Present
Financial Finesse 2000 - 2005
Firstar Bank Trust Department 1997 - 2000
Education
Lawrence University
Bachelor of Arts (B.A.)
BMO Private Bank August 2005 - Present
Financial Finesse 2000 - 2005
Firstar Bank Trust Department 1997 - 2000
Education
Lawrence University
Bachelor of Arts (B.A.)
Donna Gandre Donna Gandre's BMO Private Bank Experience March 1996 - Present
Job Senior Private Banker at BMO Private Bank
Industry Banking
Experience
BMO Private Bank March 1996 - Present
Skills
Commercial Lending, Private Bank Lending, Loans, Investments, Portfolio Management, Mortgage Lending, Private Banking, Wealth Management, Credit Analysis, Small Business Lending, Commercial Banking, Banking, Financial Analysis, Credit, Credit Risk, Retail Banking, Lines Of Credit
Education
Arizona State University
BS, Finance
Pacfic Coast Banking School
Masters Program
BMO Private Bank March 1996 - Present
Skills
Commercial Lending, Private Bank Lending, Loans, Investments, Portfolio Management, Mortgage Lending, Private Banking, Wealth Management, Credit Analysis, Small Business Lending, Commercial Banking, Banking, Financial Analysis, Credit, Credit Risk, Retail Banking, Lines Of Credit
Education
Arizona State University
BS, Finance
Pacfic Coast Banking School
Masters Program
Herman Lewkowitz's BMO Private Bank Experience July 2010 - July 2013
Job 1st Vice President, Senior Private Banker at CoBiz Private Bank
Industry Financial Services
Experience
CoBiz Private Bank January 2014 - Present
BMO Private Bank July 2010 - July 2013
Contango Capital Advisors 2006 - 2010
BG Associates, Inc. 2000 - 2006
Skills
Wealth Management, Investments, Estate Planning, Mutual Funds, Due Diligence, Asset Managment, Valuation, Equities, Mergers & Acquisitions, Portfolio Management, Loans, Retirement Planning, Real Estate, Strategic Financial..., Financial Analysis, High Net Worth..., Investment Advisory, Investment Strategies, Asset Management, Asset Allocation, Commercial Lending
Education
Arizona State University, W. P. Carey School of Business 1994 — 1996
MBA
University of Arizona 1980 — 1983
BSBA, Finance & Real Estate
CoBiz Private Bank January 2014 - Present
BMO Private Bank July 2010 - July 2013
Contango Capital Advisors 2006 - 2010
BG Associates, Inc. 2000 - 2006
Skills
Wealth Management, Investments, Estate Planning, Mutual Funds, Due Diligence, Asset Managment, Valuation, Equities, Mergers & Acquisitions, Portfolio Management, Loans, Retirement Planning, Real Estate, Strategic Financial..., Financial Analysis, High Net Worth..., Investment Advisory, Investment Strategies, Asset Management, Asset Allocation, Commercial Lending
Education
Arizona State University, W. P. Carey School of Business 1994 — 1996
MBA
University of Arizona 1980 — 1983
BSBA, Finance & Real Estate
Mark Sansoterra, CFA Mark Sansoterra, CFA's BMO Private Bank Experience January 2001 - Present
Job Portfolio Manager at BMO Private Bank
Industry Investment Management
Experience
BMO Private Bank January 2001 - Present
Goldman Sachs August 1999 - December 1999
Skills
Valuation, Portfolio Management, Financial Modeling, Investments, Financial Analysis, Equities, Asset Management, Asset Allocation, Asset Managment
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Finance
Michigan State University 1997 — 2000
BS, Mathematics
Hillsdale College 1994 — 1996
BMO Private Bank January 2001 - Present
Goldman Sachs August 1999 - December 1999
Skills
Valuation, Portfolio Management, Financial Modeling, Investments, Financial Analysis, Equities, Asset Management, Asset Allocation, Asset Managment
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Finance
Michigan State University 1997 — 2000
BS, Mathematics
Hillsdale College 1994 — 1996
Nancy Brickner Nancy Brickner's BMO Private Bank Experience September 2012 - Present
Job VP Product Delivery and Support at BMO Private Bank
Industry Banking
Experience
BMO Private Bank September 2012 - Present
M&I Wealth Management, a part of BMO Financial Group 2011 - September 2012
M&I Trust Company 1981 - 2011
Skills
Banking, Wealth Management, Financial Services, Loans, Securities, Portfolio Management, Investments, Relationship Management, Risk Management, Financial Reporting, Mutual Funds, Asset Management, Fixed Income, Private Banking, Cash Management, Commercial Banking, Strategic Financial..., Financial Risk, Equities, Asset Allocation, Investment Advisory, Financial Planning
Education
UW-Milwaukee 1985 — 1988
Masters, Business Administration
Carroll College 1977 — 1981
BA, Business, Economics, Flute Performance
BMO Private Bank September 2012 - Present
M&I Wealth Management, a part of BMO Financial Group 2011 - September 2012
M&I Trust Company 1981 - 2011
Skills
Banking, Wealth Management, Financial Services, Loans, Securities, Portfolio Management, Investments, Relationship Management, Risk Management, Financial Reporting, Mutual Funds, Asset Management, Fixed Income, Private Banking, Cash Management, Commercial Banking, Strategic Financial..., Financial Risk, Equities, Asset Allocation, Investment Advisory, Financial Planning
Education
UW-Milwaukee 1985 — 1988
Masters, Business Administration
Carroll College 1977 — 1981
BA, Business, Economics, Flute Performance
Duncan Corley's BMO Private Bank Experience July 2015 - Present
Job Director, Wealth Advisor at BMO Private Bank
Industry Financial Services
Experience
BMO Private Bank July 2015 - Present
Wells Fargo - The Private Bank August 2005 - June 2015
JPMorgan Chase & Co. May 1995 - August 2005
Skills
Wealth Management
Education
University of Arizona 1979 — 1984
Bachelor of Arts (BA), Political Science
BMO Private Bank July 2015 - Present
Wells Fargo - The Private Bank August 2005 - June 2015
JPMorgan Chase & Co. May 1995 - August 2005
Skills
Wealth Management
Education
University of Arizona 1979 — 1984
Bachelor of Arts (BA), Political Science
Jeffrey D. DePew's BMO Private Bank Experience April 2015 - Present
Job BMO PRIVATE BANK
Industry Financial Services
Experience
BMO PRIVATE BANK April 2015 - Present
First Midwest Bank January 2003 - April 2015
WOC Enterprises, Inc. May 2000 - January 2003
Latek Capital, LLC April 1999 - May 2000
First Star Bank May 1995 - April 1999
Boulevard Bank N. A. October 1989 - May 1995
Skills
Asset Based Lending, Asset Managment, Banking, Cash Flow Lending, Cash Management, Commercial Banking, Commercial Lending, Commercial Mortgages, Corporate Finance, Credit, Credit Analysis, Financial Analysis, Investment Banking, Loans, Middle Market, Private Banking, Real Estate Financing, Real Estate Economics, Portfolio Management, Mergers, Investments, Finance, Loan Origination, Real Estate, Wealth Management, Underwriting, Mortgage Lending
Education
Michigan State University - The Eli Broad College of Business 1980 — 1982
BA, Finance
BMO PRIVATE BANK April 2015 - Present
First Midwest Bank January 2003 - April 2015
WOC Enterprises, Inc. May 2000 - January 2003
Latek Capital, LLC April 1999 - May 2000
First Star Bank May 1995 - April 1999
Boulevard Bank N. A. October 1989 - May 1995
Skills
Asset Based Lending, Asset Managment, Banking, Cash Flow Lending, Cash Management, Commercial Banking, Commercial Lending, Commercial Mortgages, Corporate Finance, Credit, Credit Analysis, Financial Analysis, Investment Banking, Loans, Middle Market, Private Banking, Real Estate Financing, Real Estate Economics, Portfolio Management, Mergers, Investments, Finance, Loan Origination, Real Estate, Wealth Management, Underwriting, Mortgage Lending
Education
Michigan State University - The Eli Broad College of Business 1980 — 1982
BA, Finance
Steve Wrede's BMO Private Bank Experience July 2015 - Present
Job Director, Wealth Advisor, BMO Harris, Private Bank
Industry Financial Services
Experience
BMO Private Bank July 2015 - Present
Wells Fargo Private Bank 2005 - June 2015
JP Morgan Private Bank 1990 - 2005
Skills
Investments, Financial Planning, Private Banking, Series 7, Wealth Management, Estate Planning, Strategic Financial..., Portfolio Management, Wealth Management..., Investment Strategies, Series 63, Asset Allocation, Investment Advisory, Uniform Combined State..., Mutual Funds, Wealth
Education
University of Arizona 1980 — 1984
Bachelor of Science (BS), Management Information Systems, General
BMO Private Bank July 2015 - Present
Wells Fargo Private Bank 2005 - June 2015
JP Morgan Private Bank 1990 - 2005
Skills
Investments, Financial Planning, Private Banking, Series 7, Wealth Management, Estate Planning, Strategic Financial..., Portfolio Management, Wealth Management..., Investment Strategies, Series 63, Asset Allocation, Investment Advisory, Uniform Combined State..., Mutual Funds, Wealth
Education
University of Arizona 1980 — 1984
Bachelor of Science (BS), Management Information Systems, General
Louise Goudy Willmering, CFA's BMO Private Bank Experience September 1995 - Present
Job Vice President at BMO Private Bank
Industry Investment Management
Experience
BMO Private Bank September 1995 - Present
Education
University of Arizona 1983 — 1987
BMO Private Bank September 1995 - Present
Education
University of Arizona 1983 — 1987
Stacy Papaioannou's BMO Private Bank Experience September 1992 - Present
Job
Industry Banking
Experience
BMO Private Bank September 1992 - Present
Arizona State Health Department September 1990 - September 1992
Rugby Laboratories 1986 - August 1992
Skills
Banking, Portfolio Management, Credit, Wealth Management, Credit Analysis, Commercial Banking, Loans, Leadership, Retail Banking, Private Banking
Education
Northeastern Illinois University 1982 — 1986
Bachelor of Science, Marketing/Economics
BMO Private Bank September 1992 - Present
Arizona State Health Department September 1990 - September 1992
Rugby Laboratories 1986 - August 1992
Skills
Banking, Portfolio Management, Credit, Wealth Management, Credit Analysis, Commercial Banking, Loans, Leadership, Retail Banking, Private Banking
Education
Northeastern Illinois University 1982 — 1986
Bachelor of Science, Marketing/Economics
Suzanne Mueller's BMO Private Bank Experience December 2010 - Present
Job Vice President / Senior Operations Manager at BMO Private Bank
Industry Financial Services
Experience
BMO Private Bank December 2010 - Present
Harris N.A. July 2004 - December 2010
Harris N.A. January 2003 - July 2004
Harris N.A. January 1999 - January 2003
Harris N. A. November 1997 - January 1999
GeriAnn's Lampshade Boutique January 1996 - January 1999
With An Artistic Touch May 1983 - January 1996
Skills
Loans, Leadership, Banking, Retail Banking, Management, Project Management, Coaching, Training, Management Consulting, Credit, Budgets, Wealth Management, Consumer Lending, Credit Analysis, Risk Management, Operations Management, Business Process..., Business Analysis, Vendor Management, Portfolio Management, Financial Services, Mergers & Acquisitions, Relationship Management
Education
Governors State University 2004 — 2006
BA
Joliet Junior College 2003 — 2004
Moraine Valley Community College 1972 — 1975
Edgewood College 1973 — 1974
BMO Private Bank December 2010 - Present
Harris N.A. July 2004 - December 2010
Harris N.A. January 2003 - July 2004
Harris N.A. January 1999 - January 2003
Harris N. A. November 1997 - January 1999
GeriAnn's Lampshade Boutique January 1996 - January 1999
With An Artistic Touch May 1983 - January 1996
Skills
Loans, Leadership, Banking, Retail Banking, Management, Project Management, Coaching, Training, Management Consulting, Credit, Budgets, Wealth Management, Consumer Lending, Credit Analysis, Risk Management, Operations Management, Business Process..., Business Analysis, Vendor Management, Portfolio Management, Financial Services, Mergers & Acquisitions, Relationship Management
Education
Governors State University 2004 — 2006
BA
Joliet Junior College 2003 — 2004
Moraine Valley Community College 1972 — 1975
Edgewood College 1973 — 1974
Lisa Prosser's BMO Private Bank Experience November 2012 - Present
Job Private Banker, Vice President at BMO Harris Private Bank
Industry Banking
Experience
BMO Private Bank November 2012 - Present
M&I, A part of BMO Financial Group July 2010 - November 2012
Peoples Bank, "Banking Unusual" March 2004 - June 2010
Bank of America January 1999 - March 2004
Skills
Commercial Lending, Loans, Commercial Banking, Credit Analysis, Small Business Lending, Mortgage Lending, Real Estate, Banking, Underwriting, Portfolio Management, Financial Analysis, Consumer Lending, Commercial Mortgages, Loan Origination, Lines Of Credit, Relationship Management, Private Banking, Commercial Real Estate, Investment Properties, Financial Services, Real Estate Financing, High Net Worth..., Construction Loans
Education
Kansas State University 1994 — 1998
Bachelor's degree, Finance, General
BMO Private Bank November 2012 - Present
M&I, A part of BMO Financial Group July 2010 - November 2012
Peoples Bank, "Banking Unusual" March 2004 - June 2010
Bank of America January 1999 - March 2004
Skills
Commercial Lending, Loans, Commercial Banking, Credit Analysis, Small Business Lending, Mortgage Lending, Real Estate, Banking, Underwriting, Portfolio Management, Financial Analysis, Consumer Lending, Commercial Mortgages, Loan Origination, Lines Of Credit, Relationship Management, Private Banking, Commercial Real Estate, Investment Properties, Financial Services, Real Estate Financing, High Net Worth..., Construction Loans
Education
Kansas State University 1994 — 1998
Bachelor's degree, Finance, General
Kyle Kirkham's BMO Private Bank Experience January 2012 - Present
Job Vice President Manager Wealth Fiduciary Services at BMO Harris Private Bank
Industry Banking
Experience
BMO Private Bank January 2012 - Present
US Bank December 1996 - January 2012
Skills
Credit, Wealth Management, Banking, Portfolio Management, Loans, Commercial Lending, Investments, Small Business Lending, Asset Management, Credit Analysis, Risk Management, Financial Planning
Education
Chicago-Kent College of Law, Illinois Institute of Technology
Southern Illinois University, Carbondale
Hillcrest High School
BMO Private Bank January 2012 - Present
US Bank December 1996 - January 2012
Skills
Credit, Wealth Management, Banking, Portfolio Management, Loans, Commercial Lending, Investments, Small Business Lending, Asset Management, Credit Analysis, Risk Management, Financial Planning
Education
Chicago-Kent College of Law, Illinois Institute of Technology
Southern Illinois University, Carbondale
Hillcrest High School
Holly Bailey's BMO Private Bank Experience January 2015 - Present
Job Chief Trust Officer at BMO Private Bank
Industry Law Practice
Experience
BMO Private Bank January 2015 - Present
BMO Harris Bank October 2012 - January 2015
Madden, Jiganti, Moore & Sinars LLP August 2003 - October 2012
Rohlfing & Oberholtzer November 2002 - July 2003
Skills
Licensing, Securities, Due Diligence, Private Equity, Contract Negotiation, Commercial Lending, Insurance, Privacy Law, Banking, Trials, Estate Administration, Estate Planning, Legislative Relations
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1999 — 2002
J.D., Law
Alma College 1994 — 1998
B.A., Business Administration/Communications
BMO Private Bank January 2015 - Present
BMO Harris Bank October 2012 - January 2015
Madden, Jiganti, Moore & Sinars LLP August 2003 - October 2012
Rohlfing & Oberholtzer November 2002 - July 2003
Skills
Licensing, Securities, Due Diligence, Private Equity, Contract Negotiation, Commercial Lending, Insurance, Privacy Law, Banking, Trials, Estate Administration, Estate Planning, Legislative Relations
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1999 — 2002
J.D., Law
Alma College 1994 — 1998
B.A., Business Administration/Communications
Tom Kettler's BMO Private Bank Experience July 2013 - Present
Job Retired, Vice President at BMO Private Bank
Industry Banking
Experience
BMO Private Bank July 2013 - Present
M&I Wealth Management March 1996 - July 2013
Ketco Corp. dba Rite Realty February 1980 - March 1996
Skills
Financial Analysis, Management, Strategic Planning, Wealth Management, Budgets, Customer Service, Team Building, Analysis, Microsoft Excel, Microsoft Office, Negotiation, Business Strategy, Real Estate, Portfolio Management, Philanthropy, Nonprofits, Mergers & Acquisitions, Banking, Corporate Finance, Leadership, Business Development, Market Research
Education
Marquette University 1962 — 1966
BA, Philosophy/Biology/Chemistry
BMO Private Bank July 2013 - Present
M&I Wealth Management March 1996 - July 2013
Ketco Corp. dba Rite Realty February 1980 - March 1996
Skills
Financial Analysis, Management, Strategic Planning, Wealth Management, Budgets, Customer Service, Team Building, Analysis, Microsoft Excel, Microsoft Office, Negotiation, Business Strategy, Real Estate, Portfolio Management, Philanthropy, Nonprofits, Mergers & Acquisitions, Banking, Corporate Finance, Leadership, Business Development, Market Research
Education
Marquette University 1962 — 1966
BA, Philosophy/Biology/Chemistry
Christopher R. McClear's BMO Private Bank Experience 1999 - Present
Job Vice President at BMO Harris Bank NA
Industry Banking
Experience
BMO Private Bank 1999 - Present
Children's Memorial Hospital Foundation July 1995 - February 1999
The Northern Trust Company July 1990 - July 1995
Skills
Portfolio Management, Wealth Management, Commercial Banking, Loans, Investments, Commercial Lending, Credit Analysis, Banking, Retail Banking, Treasury Management, Asset Management, Securities, Financial Analysis, Private Banking, Credit, Relationship Management, Financial Services, Consumer Lending
Education
University of Denver - Daniels College of Business 1986 — 1989
MBA
University of Denver - Sturm College of Law 1986 — 1989
JD
Denison University 1981 — 1985
B.A., Political Science
BMO Private Bank 1999 - Present
Children's Memorial Hospital Foundation July 1995 - February 1999
The Northern Trust Company July 1990 - July 1995
Skills
Portfolio Management, Wealth Management, Commercial Banking, Loans, Investments, Commercial Lending, Credit Analysis, Banking, Retail Banking, Treasury Management, Asset Management, Securities, Financial Analysis, Private Banking, Credit, Relationship Management, Financial Services, Consumer Lending
Education
University of Denver - Daniels College of Business 1986 — 1989
MBA
University of Denver - Sturm College of Law 1986 — 1989
JD
Denison University 1981 — 1985
B.A., Political Science
Carl Hibben's BMO Private Bank Experience October 2010 - Present
Job Financial Planner
Industry Financial Services
Experience
BMO Private Bank October 2010 - Present
JPMorgan Chase October 2004 - October 2010
Skills
Wealth Management, Series 7, Asset Allocation, Retirement Planning, Portfolio Management, Strategic Financial..., Investment Advisory, Mutual Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2015
Master's degree, Wealth Management
Purdue University 1999 — 2003
Bachelor of Science, Personal Financial Planning
BMO Private Bank October 2010 - Present
JPMorgan Chase October 2004 - October 2010
Skills
Wealth Management, Series 7, Asset Allocation, Retirement Planning, Portfolio Management, Strategic Financial..., Investment Advisory, Mutual Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2015
Master's degree, Wealth Management
Purdue University 1999 — 2003
Bachelor of Science, Personal Financial Planning
Lynn Arntzen's BMO Private Bank Experience March 2002 - Present
Job Senior Portfolio Manager at Harris Bank
Industry Investment Management
Experience
BMO Private Bank March 2002 - Present
Harris Private Bank July 1995 - March 2002
Stein Roe & Farnham 1983 - 1993
Skills
Certified Financial..., Investment Strategies, Wealth Management, High Net Worth..., Risk Management, Relationship Management, Wealth Preservation..., Investment Advisory, Equities, Mutual Funds, Financial Analysis
Education
DePaul University
Master of Business Administration (MBA), Finance and Financial Management Services
BMO Private Bank March 2002 - Present
Harris Private Bank July 1995 - March 2002
Stein Roe & Farnham 1983 - 1993
Skills
Certified Financial..., Investment Strategies, Wealth Management, High Net Worth..., Risk Management, Relationship Management, Wealth Preservation..., Investment Advisory, Equities, Mutual Funds, Financial Analysis
Education
DePaul University
Master of Business Administration (MBA), Finance and Financial Management Services
Dawn Ripkey's BMO Private Bank Experience September 2013 - August 2015
Job Wealth Management Advisor, The Private Client Reserve of U.S.Bank
Industry Banking
Experience
US Bank Private Client Reserve August 2015 - Present
BMO Private Bank September 2013 - August 2015
BMO Harris Private Bank June 2011 - August 2013
Marshall & Ilsley Trust Company May 2003 - May 2011
Northern Trust 1987 - 2000
Skills
Wealth Management, Portfolio Management, Loans, Estate Planning, Banking, Commercial Banking, Asset Management, Credit Analysis, Investments, Commercial Lending, Retirement Planning, Equities, Small Business Lending, Asset Allocation, Risk Management, Investment Strategies, Strategic Financial..., Financial Analysis, Mortgage Lending
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1994
MBA, Finance
Illinois Wesleyan University 1981 — 1985
Bachelor of Arts (B.A.), Business Administration and Management, General
US Bank Private Client Reserve August 2015 - Present
BMO Private Bank September 2013 - August 2015
BMO Harris Private Bank June 2011 - August 2013
Marshall & Ilsley Trust Company May 2003 - May 2011
Northern Trust 1987 - 2000
Skills
Wealth Management, Portfolio Management, Loans, Estate Planning, Banking, Commercial Banking, Asset Management, Credit Analysis, Investments, Commercial Lending, Retirement Planning, Equities, Small Business Lending, Asset Allocation, Risk Management, Investment Strategies, Strategic Financial..., Financial Analysis, Mortgage Lending
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1994
MBA, Finance
Illinois Wesleyan University 1981 — 1985
Bachelor of Arts (B.A.), Business Administration and Management, General
Mark Benskin's BMO Private Bank Experience March 2008 - March 2015
Job Managing Director US Bank Private Client Reserve
Industry Investment Management
Experience
US Bank Private Client Reserve March 2015 - Present
BMO Private Bank March 2008 - March 2015
Ozaukee Bank December 2002 - March 2008
Carroll College September 2004 - December 2004
Fifth Third Bank 2000 - 2001
Skills
Wealth Management, Banking, Estate Planning, Public Speaking, Asset Managment, Leadership, Team Building, Retirement Planning, Mutual Funds, Wealth Management..., Wealth, Strategic Financial..., Asset Management, Strategy, Retirement, Tax, Accounting, Investment Management, Small Business, Securities, Financial Planning
Education
Golden Gate University 2001 — 2004
Masters in Taxation, Estate Planning
University of Iowa College of Law 1990 — 1992
JD
Northern Illinois University 1987 — 1990
B.A Economics
US Bank Private Client Reserve March 2015 - Present
BMO Private Bank March 2008 - March 2015
Ozaukee Bank December 2002 - March 2008
Carroll College September 2004 - December 2004
Fifth Third Bank 2000 - 2001
Skills
Wealth Management, Banking, Estate Planning, Public Speaking, Asset Managment, Leadership, Team Building, Retirement Planning, Mutual Funds, Wealth Management..., Wealth, Strategic Financial..., Asset Management, Strategy, Retirement, Tax, Accounting, Investment Management, Small Business, Securities, Financial Planning
Education
Golden Gate University 2001 — 2004
Masters in Taxation, Estate Planning
University of Iowa College of Law 1990 — 1992
JD
Northern Illinois University 1987 — 1990
B.A Economics
Nick Paldrmic, CFA, CFP's BMO Private Bank Experience November 2010 - Present
Job Regional President at BMO Private Bank
Industry Financial Services
Experience
BMO Private Bank November 2010 - Present
Education
Northwestern University - Kellogg School of Management
MBA
BMO Private Bank November 2010 - Present
Education
Northwestern University - Kellogg School of Management
MBA
Martin O'Grady's BMO Private Bank Experience January 2000 - Present
Job VP Portfolio Manager at BMO Private Bank
Industry Investment Management
Experience
BMO Private Bank January 2000 - Present
M&I Data Services 1994 - 1999
Northern Trust 1988 - 1994
Skills
Asset Allocation, Portfolio Management, Wealth Management, Asset Management, Investment Management, Mutual Funds, Banking, Investments, Investment Strategies, Financial Services
Education
DePaul University 1987 — 1993
MBA, Finance
Marquette University 1982 — 1986
BS - Finance, Finance
BMO Private Bank January 2000 - Present
M&I Data Services 1994 - 1999
Northern Trust 1988 - 1994
Skills
Asset Allocation, Portfolio Management, Wealth Management, Asset Management, Investment Management, Mutual Funds, Banking, Investments, Investment Strategies, Financial Services
Education
DePaul University 1987 — 1993
MBA, Finance
Marquette University 1982 — 1986
BS - Finance, Finance
Andrew Marquart's BMO Private Bank Experience April 2010 - August 2013
Job Lead Financial Officer PB HQ, BMO Private Bank at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group - Wealth Management US May 2015 - Present
BMO Financial Group - Wealth Management US September 2013 - May 2015
BMO Private Bank April 2010 - August 2013
RogersCasey October 2007 - April 2010
Education
Loyola University Chicago 2005 — 2009
B.B.A., Finance, Marketing
BMO Financial Group - Wealth Management US May 2015 - Present
BMO Financial Group - Wealth Management US September 2013 - May 2015
BMO Private Bank April 2010 - August 2013
RogersCasey October 2007 - April 2010
Education
Loyola University Chicago 2005 — 2009
B.B.A., Finance, Marketing
Dino Cannella's BMO Private Bank Experience 2004 - Present
Job Senior Vice President Managing Director, BMO Private Bank
Industry Banking
Experience
BMO Private Bank 2004 - Present
Marshall & Ilsley Corporation January 2008 - July 2011
Southwest Bank of St. Louis June 2004 - January 2008
Skills
Banking, Loans, Private Banking, Commercial Lending, Commercial Banking, Credit Analysis, Wealth Management, Management, Start-ups, Credit, Portfolio Management, Investments, Retirement Planning, Relationship Management, Leadership, Mortgage Lending
Education
University of Missouri-Saint Louis
BA, Finance & Marketing
BMO Private Bank 2004 - Present
Marshall & Ilsley Corporation January 2008 - July 2011
Southwest Bank of St. Louis June 2004 - January 2008
Skills
Banking, Loans, Private Banking, Commercial Lending, Commercial Banking, Credit Analysis, Wealth Management, Management, Start-ups, Credit, Portfolio Management, Investments, Retirement Planning, Relationship Management, Leadership, Mortgage Lending
Education
University of Missouri-Saint Louis
BA, Finance & Marketing
Albin Littell's BMO Private Bank Experience February 2001 - July 2015
Job Senior Vice President Portfolio Manager at Presidio Group Wealth Management
Industry Investment Management
Experience
Presidio Group Wealth Management July 2015 - Present
BMO Private Bank February 2001 - July 2015
U.S. Trust Company, Los Angeles January 1995 - June 2000
Skills
Asset Allocation, Wealth Management, Investment Advisory, Portfolio Management, Fixed Income, Trading, Mutual Funds, Investment Strategies, Investments, Asset Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1993 — 1994
MBA, Finance
University of Southern California 1987 — 1992
B.S., Finance
Presidio Group Wealth Management July 2015 - Present
BMO Private Bank February 2001 - July 2015
U.S. Trust Company, Los Angeles January 1995 - June 2000
Skills
Asset Allocation, Wealth Management, Investment Advisory, Portfolio Management, Fixed Income, Trading, Mutual Funds, Investment Strategies, Investments, Asset Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1993 — 1994
MBA, Finance
University of Southern California 1987 — 1992
B.S., Finance
Sandy Moffett's BMO Private Bank Experience September 1993 - November 2012
Job Business Banker
Industry Banking
Experience
Horizon Bank April 2013 - Present
BMO Private Bank September 1993 - November 2012
Skills
Loans, Commercial Banking, Small Business Lending, Banking, Credit, Deposits, Consumer Lending, Commercial Lending, Mortgage Lending, Lines Of Credit, Credit Analysis, Retail Banking
Education
Indiana Wesleyan University 1999 — 2001
Bachelor of Science, Business Administration
Ball State University 1978 — 1979
Associates Degree, Business Administration
Horizon Bank April 2013 - Present
BMO Private Bank September 1993 - November 2012
Skills
Loans, Commercial Banking, Small Business Lending, Banking, Credit, Deposits, Consumer Lending, Commercial Lending, Mortgage Lending, Lines Of Credit, Credit Analysis, Retail Banking
Education
Indiana Wesleyan University 1999 — 2001
Bachelor of Science, Business Administration
Ball State University 1978 — 1979
Associates Degree, Business Administration
Donald Heatherly's BMO Private Bank Experience June 2008 - September 2015
Job Wealth Strategist and Vice President at The Northern Trust Company
Industry Banking
Experience
The Northern Trust Company September 2015 - Present
BMO Private Bank June 2008 - September 2015
Fifth Third Bank 2003 - 2008
Merrill Lynch June 1998 - February 2003
Polaroid Corporation 1990 - 1998
Skills
Wealth Management, Wealth, Financial Analysis, Retirement Planning, Wealth Management..., Equities, Trust Services, Small Business, Tax, Trusts, Certified Financial..., High Net Worth..., Alternative Investments, Private Banking, Treasury Management, Retirement, Investment Advisory, IRAs, Investment Strategies, Financial Planners, Credit Analysis, Disability Insurance, Fixed Annuities, Financial Services, Series 65, Mortgage Lending, Commercial Banking, Small Business Lending, Commercial Lending, Financial Advisory, Consumer Lending, 401k Rollovers, Uniform Combined State..., Life Insurance, Strategy, Securities, Personal Finance, Long-term Care, Relationship Management, Retail Banking, Financial Planning
Education
DePauw University 1983 — 1987
Bachelor of Arts, French Language, Communication Arts and Sciences
Plainfield High School 1979 — 1983
The Northern Trust Company September 2015 - Present
BMO Private Bank June 2008 - September 2015
Fifth Third Bank 2003 - 2008
Merrill Lynch June 1998 - February 2003
Polaroid Corporation 1990 - 1998
Skills
Wealth Management, Wealth, Financial Analysis, Retirement Planning, Wealth Management..., Equities, Trust Services, Small Business, Tax, Trusts, Certified Financial..., High Net Worth..., Alternative Investments, Private Banking, Treasury Management, Retirement, Investment Advisory, IRAs, Investment Strategies, Financial Planners, Credit Analysis, Disability Insurance, Fixed Annuities, Financial Services, Series 65, Mortgage Lending, Commercial Banking, Small Business Lending, Commercial Lending, Financial Advisory, Consumer Lending, 401k Rollovers, Uniform Combined State..., Life Insurance, Strategy, Securities, Personal Finance, Long-term Care, Relationship Management, Retail Banking, Financial Planning
Education
DePauw University 1983 — 1987
Bachelor of Arts, French Language, Communication Arts and Sciences
Plainfield High School 1979 — 1983
Allen Godin's BMO Private Bank Experience December 2013 - Present
Job Vice President Sr. Private Banker at BMO Private Bank
Industry Banking
Experience
BMO Private Bank December 2013 - Present
BMO Private Bank December 2013 - Present
Skills
Banking, Risk Management, Investments, Underwriting, Asset Managment, Wealth Management, Credit Risk, Financial Risk, Capital Markets, Mortgage Lending, Treasury Management, Strategic Financial..., Loans, Loan Origination, Lines Of Credit, Leadership, Finance, Customer Service, Credit Analysis, Credit, Consumer Lending, Commercial Mortgages, Commercial Lending, Commercial Banking, Cash Management, Asset Management, Asset Based Lending
Education
Rockford College 1994 — 1996
MBA, Finance
UW - Stevens Point 1985 — 1990
BS, Industrial and Organizational Psychology
BMO Private Bank December 2013 - Present
BMO Private Bank December 2013 - Present
Skills
Banking, Risk Management, Investments, Underwriting, Asset Managment, Wealth Management, Credit Risk, Financial Risk, Capital Markets, Mortgage Lending, Treasury Management, Strategic Financial..., Loans, Loan Origination, Lines Of Credit, Leadership, Finance, Customer Service, Credit Analysis, Credit, Consumer Lending, Commercial Mortgages, Commercial Lending, Commercial Banking, Cash Management, Asset Management, Asset Based Lending
Education
Rockford College 1994 — 1996
MBA, Finance
UW - Stevens Point 1985 — 1990
BS, Industrial and Organizational Psychology
Rebecca Hulce's BMO Private Bank Experience October 2012 - Present
Job Vice President Regional Director, Trust at BMO Private Bank
Industry Financial Services
Experience
BMO Private Bank October 2012 - Present
M&I Wealth Management August 1996 - October 2012
Marquette University 1995 - 1996
Skills
Wealth Management, Investments, Asset Allocation, Portfolio Management, Asset Managment, Fixed Income, Banking, Retirement Planning, Estate Planning, Mutual Funds, Equities, Strategic Financial..., Asset Management, Investment Advisory, Private Banking, Series 7, Trusts
Education
College for Financial Planning 2008 — 2009
Master's degree, Financial Planning
Marquette University 1985 — 1989
MBA, Finance
Marquette University 1980 — 1984
BA, Political Science and Communications
BMO Private Bank October 2012 - Present
M&I Wealth Management August 1996 - October 2012
Marquette University 1995 - 1996
Skills
Wealth Management, Investments, Asset Allocation, Portfolio Management, Asset Managment, Fixed Income, Banking, Retirement Planning, Estate Planning, Mutual Funds, Equities, Strategic Financial..., Asset Management, Investment Advisory, Private Banking, Series 7, Trusts
Education
College for Financial Planning 2008 — 2009
Master's degree, Financial Planning
Marquette University 1985 — 1989
MBA, Finance
Marquette University 1980 — 1984
BA, Political Science and Communications
Mike Sullivan,CFA's BMO Private Bank Experience March 1994 - March 2015
Job Wealth Advisor at TCI Wealth Advisors, Inc.
Industry Investment Management
Experience
TCI Wealth Advisors, Inc. March 2015 - Present
BMO Private Bank March 1994 - March 2015
Skills
Wealth Management, Investments, Asset Allocation, Portfolio Management, Investment Management, Equities, Asset Management, High Net Worth..., Alternative Investments, Investment Advisory, Mutual Funds, Private Banking, Wealth Management..., Banking, Investment Strategies, Series 7
Education
University of Arizona, Eller College of Management
BSBA, Finance, Real Estate
TCI Wealth Advisors, Inc. March 2015 - Present
BMO Private Bank March 1994 - March 2015
Skills
Wealth Management, Investments, Asset Allocation, Portfolio Management, Investment Management, Equities, Asset Management, High Net Worth..., Alternative Investments, Investment Advisory, Mutual Funds, Private Banking, Wealth Management..., Banking, Investment Strategies, Series 7
Education
University of Arizona, Eller College of Management
BSBA, Finance, Real Estate
Carole Rayes's BMO Private Bank Experience 1981 - Present
Job
Industry
Experience
BMO Private Bank 1981 - Present
BMO Harris Private Banking 1981 - 2011
Skills
Portfolio Management, Asset Management, Commercial Lending, Credit Analysis, Wealth Management, Investments, Loans, Private Banking, Investment Advisory, Bonds, Investment Strategies, Mutual Funds, Investment Management, Retirement Planning, Asset Allocation
Education
Arizona State University
Master of Business Administration (M.B.A.), Business Administration and Management, General
BMO Private Bank 1981 - Present
BMO Harris Private Banking 1981 - 2011
Skills
Portfolio Management, Asset Management, Commercial Lending, Credit Analysis, Wealth Management, Investments, Loans, Private Banking, Investment Advisory, Bonds, Investment Strategies, Mutual Funds, Investment Management, Retirement Planning, Asset Allocation
Education
Arizona State University
Master of Business Administration (M.B.A.), Business Administration and Management, General
Dave Bensema's BMO Private Bank Experience May 1991 - Present
Job Director, Senior Financial Planner at BMO Private Bank
Industry Financial Services
Experience
BMO Private Bank May 1991 - Present
Skills
Wealth Management, Retirement Planning, Portfolio Management, Small Business Lending, Strategic Financial..., Loans, Asset Management, Commercial Banking, Asset Allocation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1994 — 1997
MBA, Finance
Northern Illinois University 1987 — 1990
B.S., Accountancy
BMO Private Bank May 1991 - Present
Skills
Wealth Management, Retirement Planning, Portfolio Management, Small Business Lending, Strategic Financial..., Loans, Asset Management, Commercial Banking, Asset Allocation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1994 — 1997
MBA, Finance
Northern Illinois University 1987 — 1990
B.S., Accountancy
Lisa Bochmann's BMO Private Bank Experience June 2008 - Present
Job Mortgage Banker Associate at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank September 2015 - Present
BMO Private Bank June 2008 - Present
Harris Bank March 1999 - June 2008
Westmont Interior Supply House 1990 - 1991
Slovene National Benefit Society 1988 - 1990
Insurance Benefit Administrators 1987 - 1988
Skills
Microsoft Office, Salesforce.com, Oracle CRM
Education
Eastern Illinois University 1985 — 1987
Bachelor, Community Health Studies
Moraine Valley Community College 1983 — 1985
A.S., Biological Science
BMO Harris Bank September 2015 - Present
BMO Private Bank June 2008 - Present
Harris Bank March 1999 - June 2008
Westmont Interior Supply House 1990 - 1991
Slovene National Benefit Society 1988 - 1990
Insurance Benefit Administrators 1987 - 1988
Skills
Microsoft Office, Salesforce.com, Oracle CRM
Education
Eastern Illinois University 1985 — 1987
Bachelor, Community Health Studies
Moraine Valley Community College 1983 — 1985
A.S., Biological Science
MARYUM SASRY's BMO Private Bank Experience August 2015 - Present
Job Portfolio Manager at BMO Private Bank
Industry Investment Management
Experience
BMO Private Bank August 2015 - Present
BMO Private Banking March 2015 - August 2015
BMO Private Banking July 2011 - March 2015
BMO Harris Bank February 2010 - July 2011
BMO Harris Bank July 2006 - February 2010
United Home Loans September 2004 - July 2006
BMO Harris Bank August 2004 - December 2005
Skills
Banking, Loans
Education
DePaul University 2000 — 2004
Finance
BMO Private Bank August 2015 - Present
BMO Private Banking March 2015 - August 2015
BMO Private Banking July 2011 - March 2015
BMO Harris Bank February 2010 - July 2011
BMO Harris Bank July 2006 - February 2010
United Home Loans September 2004 - July 2006
BMO Harris Bank August 2004 - December 2005
Skills
Banking, Loans
Education
DePaul University 2000 — 2004
Finance
Julie Pones's BMO Private Bank Experience November 2011 - June 2013
Job at
Industry Banking
Experience
BMO Harris Bank June 2013 - Present
BMO Private Bank November 2011 - June 2013
Harris Bank October 2001 - October 2011
BMO Harris Bank October 1997 - October 2001
Skills
Banking, Credit, Commercial Lending, Loans, Small Business Lending, Consumer Lending, Portfolio Management, Credit Risk, Credit Analysis, Mortgage Lending, Financial Analysis, Treasury Management, Risk Management, Underwriting, Retail Banking, Wealth Management, Cash Management, Basel II
Education
University of Iowa - Henry B. Tippie College of Business 1986 — 1990
BBA, Marketing
BMO Harris Bank June 2013 - Present
BMO Private Bank November 2011 - June 2013
Harris Bank October 2001 - October 2011
BMO Harris Bank October 1997 - October 2001
Skills
Banking, Credit, Commercial Lending, Loans, Small Business Lending, Consumer Lending, Portfolio Management, Credit Risk, Credit Analysis, Mortgage Lending, Financial Analysis, Treasury Management, Risk Management, Underwriting, Retail Banking, Wealth Management, Cash Management, Basel II
Education
University of Iowa - Henry B. Tippie College of Business 1986 — 1990
BBA, Marketing
Beth Curley Prestine's BMO Private Bank Experience August 1989 - March 2015
Job Private Banking Relationship Manager at U.S. Bank
Industry Banking
Experience
U.S. Bank March 2015 - Present
BMO Private Bank August 1989 - March 2015
Skills
Banking, Credit, Loans, Credit Analysis, Commercial Lending, Commercial Banking, Management, Financial Analysis, Customer Service, Leadership, Strategic Planning, Sales, Portfolio Management, Small Business Lending, Public Speaking
Education
Edgewood College
Master of Business Administration (MBA), Business Administration and Management, General
University of Wisconsin-Madison
Bachelor of Business Administration (BBA), Finance, Investments & Banking
U.S. Bank March 2015 - Present
BMO Private Bank August 1989 - March 2015
Skills
Banking, Credit, Loans, Credit Analysis, Commercial Lending, Commercial Banking, Management, Financial Analysis, Customer Service, Leadership, Strategic Planning, Sales, Portfolio Management, Small Business Lending, Public Speaking
Education
Edgewood College
Master of Business Administration (MBA), Business Administration and Management, General
University of Wisconsin-Madison
Bachelor of Business Administration (BBA), Finance, Investments & Banking
Patricia Heitter's BMO Private Bank Experience January 2007 - June 2014
Job Vice President; Wealth Fiduciary Advisor at Johnson Bank
Industry Banking
Experience
Johnson Bank June 2014 - Present
BMO Private Bank January 2007 - June 2014
Arizona Bank & Trust February 2000 - August 2006
Wells Fargo February 1996 - October 1999
Northern Trust December 1985 - January 1996
Skills
Credit Analysis, Credit, Trusts, Small Business Lending, Banking, Loans, Strategic Financial..., Asset Allocation, Portfolio Management, Private Banking, Commercial Banking, Commercial Lending, Financial Planning, Investments, Wealth Management, Financial Services
Education
Roosevelt University 1985 — 1985
Paralegal, Trusts Estates Wills
Western Illinois University 1975 — 1979
BS, Law Enforcement Administration
Johnson Bank June 2014 - Present
BMO Private Bank January 2007 - June 2014
Arizona Bank & Trust February 2000 - August 2006
Wells Fargo February 1996 - October 1999
Northern Trust December 1985 - January 1996
Skills
Credit Analysis, Credit, Trusts, Small Business Lending, Banking, Loans, Strategic Financial..., Asset Allocation, Portfolio Management, Private Banking, Commercial Banking, Commercial Lending, Financial Planning, Investments, Wealth Management, Financial Services
Education
Roosevelt University 1985 — 1985
Paralegal, Trusts Estates Wills
Western Illinois University 1975 — 1979
BS, Law Enforcement Administration
Kathy L. Weber's BMO Private Bank Experience April 2010 - Present
Job Managing Director at Harris Bank
Industry Financial Services
Experience
BMO Private Bank April 2010 - Present
AMCORE Bank December 2002 - April 2010
Skills
Commercial Lending, Credit Analysis, Credit, Small Business Lending, Credit Risk, Consumer Lending, Private Banking, Sales Management, Change Management, Team Leadership, Strategic Planning, Trusted Advisor, Coaching, Mentoring, New Business Development, Networking, Community Outreach
Education
Rockford College 2011 — 2013
Bachelor's degree, Management
Rock Valley College
Associate's degree, Banking
BMO Private Bank April 2010 - Present
AMCORE Bank December 2002 - April 2010
Skills
Commercial Lending, Credit Analysis, Credit, Small Business Lending, Credit Risk, Consumer Lending, Private Banking, Sales Management, Change Management, Team Leadership, Strategic Planning, Trusted Advisor, Coaching, Mentoring, New Business Development, Networking, Community Outreach
Education
Rockford College 2011 — 2013
Bachelor's degree, Management
Rock Valley College
Associate's degree, Banking
Chad Cassinelli's BMO Private Bank Experience May 2007 - Present
Job Managing Director of BMO Private Bank Indianapolis
Industry Banking
Experience
BMO Private Bank May 2007 - Present
Fifth Third Bank May 2003 - May 2007
Skills
Retail Banking, Investments, Risk Management, Credit Risk, Relationship Management, Cross Selling, Underwriting, Strategic Planning, Private Banking, Asset Management, Cash Management, Finance, Mortgage Banking, Financial Modeling, Financial Services
Education
University of Indianapolis 1989 — 1993
Bachelor of Science (BS), Marketing
University of Indianapolis
Master of Business Administration (MBA)
BMO Private Bank May 2007 - Present
Fifth Third Bank May 2003 - May 2007
Skills
Retail Banking, Investments, Risk Management, Credit Risk, Relationship Management, Cross Selling, Underwriting, Strategic Planning, Private Banking, Asset Management, Cash Management, Finance, Mortgage Banking, Financial Modeling, Financial Services
Education
University of Indianapolis 1989 — 1993
Bachelor of Science (BS), Marketing
University of Indianapolis
Master of Business Administration (MBA)
Robert J. Ramsay, CFA's BMO Private Bank Experience March 2008 - August 2013
Job Senior Vice President at FineMark National Bank & Trust
Industry Investment Management
Experience
FineMark National Bank & Trust August 2013 - Present
BMO Private Bank March 2008 - August 2013
Fifth Third Bank December 2002 - March 2008
Merrill Lynch April 1999 - November 2002
SunTrust Bank May 1996 - April 1999
Skills
Portfolio Management, Fixed Income, Investments, Wealth Management, Equities, Mutual Funds, Credit, Derivatives, Capital Markets, Credit Analysis, Bloomberg, Banking, Financial Modeling, Asset Allocation, Investment Strategies, Credit Risk, Asset Management, Financial Analysis, Loans, Commercial Banking
Education
University of Miami - School of Business 1994 — 1996
Master of Business Administration, Finance
University of Miami 1990 — 1994
Bachelor of Business Administration, Finance
FineMark National Bank & Trust August 2013 - Present
BMO Private Bank March 2008 - August 2013
Fifth Third Bank December 2002 - March 2008
Merrill Lynch April 1999 - November 2002
SunTrust Bank May 1996 - April 1999
Skills
Portfolio Management, Fixed Income, Investments, Wealth Management, Equities, Mutual Funds, Credit, Derivatives, Capital Markets, Credit Analysis, Bloomberg, Banking, Financial Modeling, Asset Allocation, Investment Strategies, Credit Risk, Asset Management, Financial Analysis, Loans, Commercial Banking
Education
University of Miami - School of Business 1994 — 1996
Master of Business Administration, Finance
University of Miami 1990 — 1994
Bachelor of Business Administration, Finance
John Patten's BMO Private Bank Experience April 2010 - Present
Job VP at BMO Private Bank
Industry Banking
Experience
BMO Private Bank April 2010 - Present
Various Institutions 1970 - 2011
Grand Bank & Trust 2001 - 2009
Skills
Wealth Management, Customer Service, Marketing, Small Business, Insurance, Financial Planning, Investment Strategies, Leadership, Business Planning, Estate Planning, Commercial Banking, Loans, Asset Management, Asset Allocation, Commercial Lending, Banking, Small Business Lending, Credit, Financial Advisory, High Net Worth..., Investments, Portfolio Management, Management Consulting
Education
Nova Southeastern University
BS, Professional Management
BMO Private Bank April 2010 - Present
Various Institutions 1970 - 2011
Grand Bank & Trust 2001 - 2009
Skills
Wealth Management, Customer Service, Marketing, Small Business, Insurance, Financial Planning, Investment Strategies, Leadership, Business Planning, Estate Planning, Commercial Banking, Loans, Asset Management, Asset Allocation, Commercial Lending, Banking, Small Business Lending, Credit, Financial Advisory, High Net Worth..., Investments, Portfolio Management, Management Consulting
Education
Nova Southeastern University
BS, Professional Management
Paul Tees's BMO Private Bank Experience July 2014 - Present
Job Managing Director, BMO Private Bank
Industry Banking
Experience
BMO Private Bank July 2014 - Present
National Bank of Arizona September 2008 - July 2014
US Bank 2007 - 2008
BBVA Compass 2003 - 2007
Bank of America 2001 - 2003
FINOVA Capital Corporation 1992 - 2001
Skills
Commercial Lending, Real Estate Finance, Structured Finance, Syndications, Portfolio Management, Asset Based Lending
Education
Arizona State University 1993 — 1995
Master of Business Administration (M.B.A.)
Arizona State University 1987 — 1991
Bachelor of Science, Finance
BMO Private Bank July 2014 - Present
National Bank of Arizona September 2008 - July 2014
US Bank 2007 - 2008
BBVA Compass 2003 - 2007
Bank of America 2001 - 2003
FINOVA Capital Corporation 1992 - 2001
Skills
Commercial Lending, Real Estate Finance, Structured Finance, Syndications, Portfolio Management, Asset Based Lending
Education
Arizona State University 1993 — 1995
Master of Business Administration (M.B.A.)
Arizona State University 1987 — 1991
Bachelor of Science, Finance
Monica Kaminski, CFA's BMO Private Bank Experience August 2012 - Present
Job Portfolio Manager at BMO Private Bank
Industry Financial Services
Experience
BMO Private Bank August 2012 - Present
J.P. Morgan November 2008 - October 2012
Calamos Investments January 2007 - November 2008
Skills
Alternative Investments, Asset Allocation, Fixed Income, Equities, Investments, Private Banking, Series 7, Wealth Management..., Portfolio Management
Education
Benedictine University
Bachelor's degree, Economics
BMO Private Bank August 2012 - Present
J.P. Morgan November 2008 - October 2012
Calamos Investments January 2007 - November 2008
Skills
Alternative Investments, Asset Allocation, Fixed Income, Equities, Investments, Private Banking, Series 7, Wealth Management..., Portfolio Management
Education
Benedictine University
Bachelor's degree, Economics
Stan Evans's BMO Private Bank Experience December 2006 - Present
Job Senior Credit Manager at BMO Private Bank
Industry Banking
Experience
BMO Private Bank December 2006 - Present
Education
Arizona State University
Master of Business Administration (MBA)
University of Arizona
Bachelor's degree, Business, Management, Marketing, and Related Support Services
BMO Private Bank December 2006 - Present
Education
Arizona State University
Master of Business Administration (MBA)
University of Arizona
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Raquel Porter's BMO Private Bank Experience July 2011 - Present
Job Manager of Estate Settlement Services BMO Private Bank
Industry Banking
Experience
BMO Private Bank July 2011 - Present
BMO wealth management services - Canada April 2005 - Present
Education
Loyola University Chicago
Juris Doctor (J.D.)
BMO Private Bank July 2011 - Present
BMO wealth management services - Canada April 2005 - Present
Education
Loyola University Chicago
Juris Doctor (J.D.)