BMO Private Banking
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BMO Private Banking Employees
Employee
Years
Job
Industry
Josh Pirahmadi Josh Pirahmadi's BMO Private Banking Experience March 2015 - Present
Job Investment Associate at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking March 2015 - Present
Catamaran September 2014 - March 2015
Illinois Wesleyan University January 2012 - April 2014
Price Waterhouse Management Consultants May 2013 - August 2013
Eaglewood Resort and Spa April 2011 - August 2012
Skills
Teamwork, Team Leadership, Analysis, Management Consulting, Financial Analysis, Strategic Planning, Social Networking, Editing, Critical Thinking, Investments, Budgets, Finance, Business, Sales, Market Analysis, Group Presentations, Microsoft Excel, Leadership, Microsoft Office
Education
Illinois Wesleyan University 2010 — 2014
Bachelor's Degree, Business Administration and Management; Finance
BMO Private Banking March 2015 - Present
Catamaran September 2014 - March 2015
Illinois Wesleyan University January 2012 - April 2014
Price Waterhouse Management Consultants May 2013 - August 2013
Eaglewood Resort and Spa April 2011 - August 2012
Skills
Teamwork, Team Leadership, Analysis, Management Consulting, Financial Analysis, Strategic Planning, Social Networking, Editing, Critical Thinking, Investments, Budgets, Finance, Business, Sales, Market Analysis, Group Presentations, Microsoft Excel, Leadership, Microsoft Office
Education
Illinois Wesleyan University 2010 — 2014
Bachelor's Degree, Business Administration and Management; Finance
Deepali Bhavsar Deepali Bhavsar's BMO Private Banking Experience March 2015 - Present
Job Underwriter at BMO Private Bank
Industry Banking
Experience
BMO Private Banking March 2015 - Present
BMO Harris Bank July 2014 - February 2015
BMO Harris Bank January 2013 - July 2014
Bank of America February 2012 - January 2013
Bank of America June 2009 - February 2012
Skills
Finance, Data Entry, Customer Satisfaction, Risk Management, Human Resources, Microsoft Excel, Financial Analysis, Spreadsheets, Auditing, Banking, Customer Service, Office Management, Office Administration, Outlook, Project Planning, PowerPoint, Microsoft Word
Education
University of Michigan 2003 — 2007
Master of Science, Finance
University of Michigan 2003 — 2007
Bachelor of Arts, Psychology
BMO Private Banking March 2015 - Present
BMO Harris Bank July 2014 - February 2015
BMO Harris Bank January 2013 - July 2014
Bank of America February 2012 - January 2013
Bank of America June 2009 - February 2012
Skills
Finance, Data Entry, Customer Satisfaction, Risk Management, Human Resources, Microsoft Excel, Financial Analysis, Spreadsheets, Auditing, Banking, Customer Service, Office Management, Office Administration, Outlook, Project Planning, PowerPoint, Microsoft Word
Education
University of Michigan 2003 — 2007
Master of Science, Finance
University of Michigan 2003 — 2007
Bachelor of Arts, Psychology
Alexander LaFrance Alexander LaFrance's BMO Private Banking Experience March 2015 - Present
Job Associate Portfolio Manager
Industry Investment Management
Experience
My Home Group Real Estate June 2015 - Present
BMO Private Banking March 2015 - Present
BMO Harris Private Banking January 2013 - February 2015
The Biltmore Bank of Arizona July 2007 - January 2013
BLX Inc December 2009 - May 2012
Skills
Credit, Credit Analysis, Management, Small Business Lending, Commercial Banking, Commercial Lending, Cash Management, Private Banking, Financial Analysis, Credit Risk, Finance, Portfolio Management, Risk Management, Underwriting, Financial Risk, Banking, Mortgage Lending, Asset Management, Wealth Management, Investments
Education
Arizona State University, W. P. Carey School of Business 2014 — 2016
Master of Business Administration (MBA), Emphasis in Finance and International Business
University of Phoenix 2008 — 2010
Bachelor of Science (B.S.), Business Management, 3.8
Arizona School of Real Estate & Business
Real Estate License, - 24 hours of continuing education within two year durations
My Home Group Real Estate June 2015 - Present
BMO Private Banking March 2015 - Present
BMO Harris Private Banking January 2013 - February 2015
The Biltmore Bank of Arizona July 2007 - January 2013
BLX Inc December 2009 - May 2012
Skills
Credit, Credit Analysis, Management, Small Business Lending, Commercial Banking, Commercial Lending, Cash Management, Private Banking, Financial Analysis, Credit Risk, Finance, Portfolio Management, Risk Management, Underwriting, Financial Risk, Banking, Mortgage Lending, Asset Management, Wealth Management, Investments
Education
Arizona State University, W. P. Carey School of Business 2014 — 2016
Master of Business Administration (MBA), Emphasis in Finance and International Business
University of Phoenix 2008 — 2010
Bachelor of Science (B.S.), Business Management, 3.8
Arizona School of Real Estate & Business
Real Estate License, - 24 hours of continuing education within two year durations
Sandra Wiles Sandra Wiles's BMO Private Banking Experience January 2015 - Present
Job Vice President/Sr. Product Manager Credit Products BMO Private Bank
Industry Financial Services
Experience
BMO Private Banking January 2015 - Present
The Northern Trust Company June 2007 - November 2014
Fannie Mae June 2004 - June 2007
CTX Mortgage March 2003 - June 2004
HSBC February 2000 - August 2002
BMO Harris Bank January 1998 - February 2000
Skills
Product Management, Financial Services, Banking, Marketing Strategy, Credit Cards, Mortgage Banking, Mortgage Lending, Secondary Marketing, Portfolio Management, Home Equity Marketing, Managed Bill Payment..., FHA Lending, Business Development, Direct Marketing, Loans, Payments, Risk Management, Management, Credit, Financial Risk, Loan Origination
Education
Weatherhead School of Management at Case Western Reserve University
Master of Business Administration (M.B.A.), Marketing Management
University of Cincinnati
Bachelor's Degree, Communications and Journalism
BMO Private Banking January 2015 - Present
The Northern Trust Company June 2007 - November 2014
Fannie Mae June 2004 - June 2007
CTX Mortgage March 2003 - June 2004
HSBC February 2000 - August 2002
BMO Harris Bank January 1998 - February 2000
Skills
Product Management, Financial Services, Banking, Marketing Strategy, Credit Cards, Mortgage Banking, Mortgage Lending, Secondary Marketing, Portfolio Management, Home Equity Marketing, Managed Bill Payment..., FHA Lending, Business Development, Direct Marketing, Loans, Payments, Risk Management, Management, Credit, Financial Risk, Loan Origination
Education
Weatherhead School of Management at Case Western Reserve University
Master of Business Administration (M.B.A.), Marketing Management
University of Cincinnati
Bachelor's Degree, Communications and Journalism
Sunny Gill, CFP Sunny Gill, CFP's BMO Private Banking Experience December 2013 - Present
Job Investment Portfolio Assistant at BMO Private Banking
Industry Banking
Experience
BMO Private Banking December 2013 - Present
BMO Bank of Montreal December 2011 - December 2013
BMO Bank of Montreal January 2011 - November 2011
Skills
Retail Banking, Investment Strategies, Personal Tax Planning, Mutual Funds, Wealth Management, Commercial Banking, Strategic Financial..., Investment Advisory, Banking, Investments, Retirement Planning, Risk Management, Mortgage Lending, Loans, Relationship Management, Financial Services, Credit, Credit Analysis, Financial Planning
Education
Thompson Rivers University 2011 — 2016
Bachelor of Commerce (BCom), Finance
Financial Planning Standards Council 2012 — 2014
Certified Financial Planner
Canadian Securities Institute 2012 — 2013
Chartered Investment Manager
British Columbia Institute of Technology 2009 — 2011
Certification in Financial Management
BMO Private Banking December 2013 - Present
BMO Bank of Montreal December 2011 - December 2013
BMO Bank of Montreal January 2011 - November 2011
Skills
Retail Banking, Investment Strategies, Personal Tax Planning, Mutual Funds, Wealth Management, Commercial Banking, Strategic Financial..., Investment Advisory, Banking, Investments, Retirement Planning, Risk Management, Mortgage Lending, Loans, Relationship Management, Financial Services, Credit, Credit Analysis, Financial Planning
Education
Thompson Rivers University 2011 — 2016
Bachelor of Commerce (BCom), Finance
Financial Planning Standards Council 2012 — 2014
Certified Financial Planner
Canadian Securities Institute 2012 — 2013
Chartered Investment Manager
British Columbia Institute of Technology 2009 — 2011
Certification in Financial Management
Jenna Moeller Carvalho Jenna Moeller Carvalho's BMO Private Banking Experience October 2012 - Present
Job Trust Officer at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking October 2012 - Present
BMO Harris Private Banking May 2010 - October 2012
BMO Financial Group January 2010 - May 2010
Skills
Trust Services, Estate Administration, Estate Planning, Private Banking, Sales, Business Relationship..., Wealth Management, Wealth, Trusts, High Net Worth..., Estate Law, Wealth Management..., Financial Services
Education
STEP Canada 2013 — 2015
Trust and Estate Practitioner (TEP)
Canadian Securities Institute 2010 — 2013
Member, Trust Institute (MTI), Estate and Trust Services
The University of Calgary 2005 — 2009
Bachelor of Commerce (BComm), Risk Management Insurance and Finance
BMO Private Banking October 2012 - Present
BMO Harris Private Banking May 2010 - October 2012
BMO Financial Group January 2010 - May 2010
Skills
Trust Services, Estate Administration, Estate Planning, Private Banking, Sales, Business Relationship..., Wealth Management, Wealth, Trusts, High Net Worth..., Estate Law, Wealth Management..., Financial Services
Education
STEP Canada 2013 — 2015
Trust and Estate Practitioner (TEP)
Canadian Securities Institute 2010 — 2013
Member, Trust Institute (MTI), Estate and Trust Services
The University of Calgary 2005 — 2009
Bachelor of Commerce (BComm), Risk Management Insurance and Finance
Elizabeth Buckton Elizabeth Buckton's BMO Private Banking Experience March 2015 - Present
Job Senior Client Advisor Associate at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking March 2015 - Present
Aon Hewitt Investment Consulting June 2013 - March 2015
UBS Global Asset Management June 2012 - August 2012
Bianco Research, LLC July 2011 - January 2012
Skills
Investments, Bloomberg Terminal, Financial Analysis, Bloomberg, Asset Managment, Market Research, Sales, Credit Analysis, Microsoft Excel, Mutual Funds, Equities, Financial Modeling, Research, Finance, Portfolio Management, Data Analysis
Education
Marquette University 2009 — 2013
Bachelor of Science in Business Administration, Finance and Economics
BMO Private Banking March 2015 - Present
Aon Hewitt Investment Consulting June 2013 - March 2015
UBS Global Asset Management June 2012 - August 2012
Bianco Research, LLC July 2011 - January 2012
Skills
Investments, Bloomberg Terminal, Financial Analysis, Bloomberg, Asset Managment, Market Research, Sales, Credit Analysis, Microsoft Excel, Mutual Funds, Equities, Financial Modeling, Research, Finance, Portfolio Management, Data Analysis
Education
Marquette University 2009 — 2013
Bachelor of Science in Business Administration, Finance and Economics
Frank Danesh Frank Danesh's BMO Private Banking Experience February 2014 - Present
Job Director, FCSI, MTI, PFP, TEP.
Industry Financial Services
Experience
BMO Private Banking February 2014 - Present
BMO Harris Private Banking October 1999 - February 2014
Skills
Microsoft Word, Microsoft Office, Leadership, Management, Business Strategy, Business Analysis, Risk Management, Research, Financial Analysis, Banking, Teaching, Coaching, Investments, Portfolio Management, Business Planning, Asset Management, Strategic Financial..., Investment Advisory, Wealth Management, Retirement Planning, Investment Strategies, Financial Advisory, Investment Management, Asset Allocation, Mutual Funds, Financial Planning, Financial Services, Relationship Management
Education
Universidad Politécnica de Madrid 1987 — 1989
Architectural Engineering
Universidad de Alcalá 1986 — 1987
BMO Private Banking February 2014 - Present
BMO Harris Private Banking October 1999 - February 2014
Skills
Microsoft Word, Microsoft Office, Leadership, Management, Business Strategy, Business Analysis, Risk Management, Research, Financial Analysis, Banking, Teaching, Coaching, Investments, Portfolio Management, Business Planning, Asset Management, Strategic Financial..., Investment Advisory, Wealth Management, Retirement Planning, Investment Strategies, Financial Advisory, Investment Management, Asset Allocation, Mutual Funds, Financial Planning, Financial Services, Relationship Management
Education
Universidad Politécnica de Madrid 1987 — 1989
Architectural Engineering
Universidad de Alcalá 1986 — 1987
Eric Truong Eric Truong's BMO Private Banking Experience March 2014 - Present
Job Senior Compliance Officer at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking March 2014 - Present
HollisWealth, Global Wealth Management, Scotiabank February 2013 - February 2014
Scotiabank January 2012 - May 2012
CIBC August 2010 - April 2011
Skills
Capital Markets, Investments, Securities, Trading, Analysis, Visio, Derivatives, Mutual Funds, Fixed Income, Equities, Bloomberg, Financial Analysis, Financial Modeling, Risk Management, Corporate Finance, Options, Wealth Management, Portfolio Management, Due Diligence
Education
Goodman School of Business at Brock University
Bachelor of Business Administration (BBA), Finance
BMO Private Banking March 2014 - Present
HollisWealth, Global Wealth Management, Scotiabank February 2013 - February 2014
Scotiabank January 2012 - May 2012
CIBC August 2010 - April 2011
Skills
Capital Markets, Investments, Securities, Trading, Analysis, Visio, Derivatives, Mutual Funds, Fixed Income, Equities, Bloomberg, Financial Analysis, Financial Modeling, Risk Management, Corporate Finance, Options, Wealth Management, Portfolio Management, Due Diligence
Education
Goodman School of Business at Brock University
Bachelor of Business Administration (BBA), Finance
Ken Segboer Ken Segboer's BMO Private Banking Experience July 2010 - March 2013
Job Experienced Executive and Visionary Entrepreneur
Industry Banking
Experience
BMO Private Banking July 2010 - March 2013
BMO Bank of Montreal October 2004 - July 2010
BMO Bank of Montreal February 2000 - September 2004
Skills
Banking, Credit, Loans, Commercial Banking, Credit Analysis, Risk Management, Portfolio Management, Commercial Lending, Financial Analysis, Credit Risk, Capital Markets
Education
University of Toronto - Rotman School of Management 2009 — 2010
Executive Leadership
Dalhousie University 1999 — 2003
MBA Financial Services
The University of Lethbridge
Bachelor of Management, Finance and Financial Management Services
BMO Private Banking July 2010 - March 2013
BMO Bank of Montreal October 2004 - July 2010
BMO Bank of Montreal February 2000 - September 2004
Skills
Banking, Credit, Loans, Commercial Banking, Credit Analysis, Risk Management, Portfolio Management, Commercial Lending, Financial Analysis, Credit Risk, Capital Markets
Education
University of Toronto - Rotman School of Management 2009 — 2010
Executive Leadership
Dalhousie University 1999 — 2003
MBA Financial Services
The University of Lethbridge
Bachelor of Management, Finance and Financial Management Services
Paul Jehn, CFA, CFP Paul Jehn, CFA, CFP's BMO Private Banking Experience January 2008 - Present
Job Director & Senior Investment Counsellor at BMO Private Investment Counsel Inc.
Industry Investment Management
Experience
BMO Private Banking January 2008 - Present
CIBC June 2006 - January 2008
BluMont Capital 2004 - 2006
AGF Management Limited 2000 - 2004
ScotiaMcLeod 1995 - 2000
Skills
Portfolio Management, Strategic Financial..., Wealth, Investment Management, Financial Services, Mutual Funds, Wealth Management, Investment Advisory, Alternative Investments, Hedge Funds, Bonds, Investments, Equities, Wealth Management..., Asset Allocation, High Net Worth..., Investment Strategies, Retirement Planning, Securities, Asset Management, Private Banking, Estate Planning, Financial Advisory, Credit, Fixed Income, Retirement, Separately Managed..., ETFs, Pensions, Private Equity, Derivatives, Financial Planners, Trust Services, Capital Markets, Relationship Management, Personal Financial..., Loans, Financial Planning, Financial Structuring, Banking
Education
Financial Planning Standards Council 2009 — 2009
CFP, Financial Planning
CFA Institute 1998 — 2003
CFA
University of Alberta 1990 — 1994
B.A., Sociology
BMO Private Banking January 2008 - Present
CIBC June 2006 - January 2008
BluMont Capital 2004 - 2006
AGF Management Limited 2000 - 2004
ScotiaMcLeod 1995 - 2000
Skills
Portfolio Management, Strategic Financial..., Wealth, Investment Management, Financial Services, Mutual Funds, Wealth Management, Investment Advisory, Alternative Investments, Hedge Funds, Bonds, Investments, Equities, Wealth Management..., Asset Allocation, High Net Worth..., Investment Strategies, Retirement Planning, Securities, Asset Management, Private Banking, Estate Planning, Financial Advisory, Credit, Fixed Income, Retirement, Separately Managed..., ETFs, Pensions, Private Equity, Derivatives, Financial Planners, Trust Services, Capital Markets, Relationship Management, Personal Financial..., Loans, Financial Planning, Financial Structuring, Banking
Education
Financial Planning Standards Council 2009 — 2009
CFP, Financial Planning
CFA Institute 1998 — 2003
CFA
University of Alberta 1990 — 1994
B.A., Sociology
Pat Shantz Pat Shantz's BMO Private Banking Experience November 2014 - Present
Job at
Industry Banking
Experience
BMO Private Banking November 2014 - Present
Scotiabank November 2011 - October 2014
BC Hockey September 1999 - April 2012
Skills
Customer Service, Investments, Credit, Portfolio Management, Banking, Critical Thinking, Academic Writing, Investment Strategies, Outstanding time..., Collaborative Problem..., Close Attention to..., Investment Management, Finance
Education
CFA INSTITUTE 2012 — 2014
Chartered Financial Analyst, Finance
Simon Fraser University 2006 — 2011
Political Science, World Politics
Canadian Securities Institute
Certified Financial Planner
Canadian Securities Institute
Chartered Investment Manager, (Awaiting approval)
centennial
BMO Private Banking November 2014 - Present
Scotiabank November 2011 - October 2014
BC Hockey September 1999 - April 2012
Skills
Customer Service, Investments, Credit, Portfolio Management, Banking, Critical Thinking, Academic Writing, Investment Strategies, Outstanding time..., Collaborative Problem..., Close Attention to..., Investment Management, Finance
Education
CFA INSTITUTE 2012 — 2014
Chartered Financial Analyst, Finance
Simon Fraser University 2006 — 2011
Political Science, World Politics
Canadian Securities Institute
Certified Financial Planner
Canadian Securities Institute
Chartered Investment Manager, (Awaiting approval)
centennial
Denis Lessard, F.Pl., CIM Denis Lessard, F.Pl., CIM's BMO Private Banking Experience February 2014 - June 2015
Job Senior Financial Consultant at MD Management Limited
Industry Financial Services
Experience
MD Management Limited July 2015 - Present
BMO Private Banking February 2014 - June 2015
TD Wealth May 2012 - January 2014
HSBC Global Asset Management October 2006 - May 2012
Scotia Private Client Group March 2006 - October 2006
BMO Financial Group March 2005 - March 2006
National Bank of Canada March 2000 - March 2005
T.E. Wealth May 1998 - March 2000
National Trust September 1996 - May 1998
Star Data Systems, Inc. May 1988 - September 1996
Skills
HNW, Financial Planners, Wealth Management, Portfolio Management, Investment Management, Estate Planning, Wills, Bonds, Wealth Management..., Finance, Financial Advisory, Private Banking, ETFs, High Net Worth..., Securities, Wealth
Education
Université Laval 1984 — 1988
Bachelor of Business Administration (BBA), Finance, General
CEGEP François-Xavier Garneau 1982 — 1984
DEC
MD Management Limited July 2015 - Present
BMO Private Banking February 2014 - June 2015
TD Wealth May 2012 - January 2014
HSBC Global Asset Management October 2006 - May 2012
Scotia Private Client Group March 2006 - October 2006
BMO Financial Group March 2005 - March 2006
National Bank of Canada March 2000 - March 2005
T.E. Wealth May 1998 - March 2000
National Trust September 1996 - May 1998
Star Data Systems, Inc. May 1988 - September 1996
Skills
HNW, Financial Planners, Wealth Management, Portfolio Management, Investment Management, Estate Planning, Wills, Bonds, Wealth Management..., Finance, Financial Advisory, Private Banking, ETFs, High Net Worth..., Securities, Wealth
Education
Université Laval 1984 — 1988
Bachelor of Business Administration (BBA), Finance, General
CEGEP François-Xavier Garneau 1982 — 1984
DEC
Rick Kenney, CFA, CIM, FCSI Rick Kenney, CFA, CIM, FCSI's BMO Private Banking Experience March 2015 - Present
Job V.P. Compliance | BMO Private Banking | Legal, Corporate & Compliance Group | BMO Financial Group
Industry Investment Management
Experience
BMO Private Banking March 2015 - Present
Counsel Portfolio Services Inc. September 2010 - February 2015
Worldsource Financial Management January 2010 - August 2010
ScotiaMcLeod July 2006 - December 2008
RBC Action Direct 2004 - 2006
CIBC 1990 - 1995
Skills
Investments, Management, Fixed Income, Equities, Financial Risk, Alternative Investments, Wealth Management, Securities, Risk Management, Investment Advisory, AML, Investment Management, Retirement Planning, Portfolio Management, Mutual Funds, Asset Management, Business Strategy, Financial Analysis, Derivatives, Capital Markets, Auditing, Investment Strategies, Hedge Funds, Asset Allocation, Asset Managment, Anti Money Laundering
Education
CFA Institute 1996 — 2003
CFA Charter, Investment Analysis, CFA
Canadian Securities Institute 1995 — 1995
Chartered Investment Management
McMaster University 1990 — 1993
B.A., Economics
Sheridan College
St. Thomas
St. Veronica
BMO Private Banking March 2015 - Present
Counsel Portfolio Services Inc. September 2010 - February 2015
Worldsource Financial Management January 2010 - August 2010
ScotiaMcLeod July 2006 - December 2008
RBC Action Direct 2004 - 2006
CIBC 1990 - 1995
Skills
Investments, Management, Fixed Income, Equities, Financial Risk, Alternative Investments, Wealth Management, Securities, Risk Management, Investment Advisory, AML, Investment Management, Retirement Planning, Portfolio Management, Mutual Funds, Asset Management, Business Strategy, Financial Analysis, Derivatives, Capital Markets, Auditing, Investment Strategies, Hedge Funds, Asset Allocation, Asset Managment, Anti Money Laundering
Education
CFA Institute 1996 — 2003
CFA Charter, Investment Analysis, CFA
Canadian Securities Institute 1995 — 1995
Chartered Investment Management
McMaster University 1990 — 1993
B.A., Economics
Sheridan College
St. Thomas
St. Veronica
Luana Harris Luana Harris's BMO Private Banking Experience 2013 - Present
Job Marketing Manager, Acquisition & Growth at BMO Private Banking
Industry Banking
Experience
BMO Private Banking 2013 - Present
President's Choice Financial 2011 - 2013
Holt Renfrew 2006 - 2011
Four Seasons Hotels and Resorts 2001 - 2005
Skills
Strategy, Management, Direct Marketing, CRM, Retail, Marketing, Social Media Marketing, Customer Service, Fashion, Visual Merchandising, Merchandising, Forecasting, Analysis, Analytics, Loyalty Programs, Marketing Strategy, Sales, Strategic Planning
Education
Canadian Securities Institue 2015 — 2015
Canadian Securities Course (CSC) - In Progress
University of Toronto - Ontario Institute for Studies in Education 2010 — 2012
Master of Education
University of Toronto 2007 — 2008
Marketing Certificate
Queen's University 2002 — 2006
BA (Honours)
De La Salle College 1997 — 2002
High School
Canadian Marketing Association
Marketing Math Certificate
BMO Private Banking 2013 - Present
President's Choice Financial 2011 - 2013
Holt Renfrew 2006 - 2011
Four Seasons Hotels and Resorts 2001 - 2005
Skills
Strategy, Management, Direct Marketing, CRM, Retail, Marketing, Social Media Marketing, Customer Service, Fashion, Visual Merchandising, Merchandising, Forecasting, Analysis, Analytics, Loyalty Programs, Marketing Strategy, Sales, Strategic Planning
Education
Canadian Securities Institue 2015 — 2015
Canadian Securities Course (CSC) - In Progress
University of Toronto - Ontario Institute for Studies in Education 2010 — 2012
Master of Education
University of Toronto 2007 — 2008
Marketing Certificate
Queen's University 2002 — 2006
BA (Honours)
De La Salle College 1997 — 2002
High School
Canadian Marketing Association
Marketing Math Certificate
Kristy Pennock Kristy Pennock's BMO Private Banking Experience January 2015 - Present
Job Administrative Specialist
Industry Banking
Experience
BMO Private Banking January 2015 - Present
Fellowes May 2013 - January 2015
Riveredge Hospital October 2012 - June 2013
Skills
Psychology, Advertising, Social Media, Social Services, Social Skills, Equality & Diversity, Social Anthropology, Sociology
Education
Knox College 2008 — 2012
Bachelor of Arts (B.A.), Knox College
Knox College 2008 — 2012
Bachelor of Arts (B.A.), Psychology
BMO Private Banking January 2015 - Present
Fellowes May 2013 - January 2015
Riveredge Hospital October 2012 - June 2013
Skills
Psychology, Advertising, Social Media, Social Services, Social Skills, Equality & Diversity, Social Anthropology, Sociology
Education
Knox College 2008 — 2012
Bachelor of Arts (B.A.), Knox College
Knox College 2008 — 2012
Bachelor of Arts (B.A.), Psychology
James Keene, CFP's BMO Private Banking Experience April 2014 - Present
Job Private Wealth Advisor
Industry Financial Services
Experience
BMO Private Banking April 2014 - Present
BMO Investments Inc. October 2011 - April 2014
BMO Financial Group 2011 - 2012
BMO Financial Group 2007 - 2011
Skills
Retirement Planning, Investments, Portfolio Management, Wealth Management, Estate Planning, Retirement, Investment Advisory, Investment Strategies, Finance, Mutual Funds, Strategic Financial..., Financial Advisory, Asset Allocation, Sales, Financial Planners, Financial Planning, Financial Services, Wealth
Education
George Brown College 2005 — 2006
Financial Planning Certificate, Finance
Wilfrid Laurier University 2002 — 2005
BA, Economics
BMO Private Banking April 2014 - Present
BMO Investments Inc. October 2011 - April 2014
BMO Financial Group 2011 - 2012
BMO Financial Group 2007 - 2011
Skills
Retirement Planning, Investments, Portfolio Management, Wealth Management, Estate Planning, Retirement, Investment Advisory, Investment Strategies, Finance, Mutual Funds, Strategic Financial..., Financial Advisory, Asset Allocation, Sales, Financial Planners, Financial Planning, Financial Services, Wealth
Education
George Brown College 2005 — 2006
Financial Planning Certificate, Finance
Wilfrid Laurier University 2002 — 2005
BA, Economics
Ryan Galpin's BMO Private Banking Experience January 2015 - Present
Job Associate Director, Sales Strategy at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking January 2015 - Present
BMO Harris Private Banking May 2014 - December 2014
Bank of Montreal, Private Client Group June 2012 - May 2014
Bank of Montreal May 2011 - August 2011
BMO Financial Group, Private Client Group May 2010 - August 2010
BMO Financial Group, Investorline June 2009 - August 2009
BMO Financial Group, Operations Department June 2008 - August 2008
BMO Financial Group, Operations Department June 2007 - August 2007
Skills
Leadership, Presentations, Simplying complex..., Execution, Relationship Management, Analysis, Research, Access, Strategy, Finance, Wealth Management, Banking, Financial Services
Education
St. Francis Xavier University 2008 — 2012
Bachelor of Business Administration (BBA), Honors Finance, Minor Economics
BMO Private Banking January 2015 - Present
BMO Harris Private Banking May 2014 - December 2014
Bank of Montreal, Private Client Group June 2012 - May 2014
Bank of Montreal May 2011 - August 2011
BMO Financial Group, Private Client Group May 2010 - August 2010
BMO Financial Group, Investorline June 2009 - August 2009
BMO Financial Group, Operations Department June 2008 - August 2008
BMO Financial Group, Operations Department June 2007 - August 2007
Skills
Leadership, Presentations, Simplying complex..., Execution, Relationship Management, Analysis, Research, Access, Strategy, Finance, Wealth Management, Banking, Financial Services
Education
St. Francis Xavier University 2008 — 2012
Bachelor of Business Administration (BBA), Honors Finance, Minor Economics
Peggy Gates-Hammond's BMO Private Banking Experience April 2011 - Present
Job Guidance for Financially Successful Canadian Families
Industry Financial Services
Experience
BMO Private Banking April 2011 - Present
Skills
Estate Planning, Tax, Wealth Management, Strategic Financial..., High Net Worth..., Trusts, Succession Planning, Philanthropy
Education
Saint Mary's University 1988 — 1991
Bachelor’s Degree, Commerce
BMO Private Banking April 2011 - Present
Skills
Estate Planning, Tax, Wealth Management, Strategic Financial..., High Net Worth..., Trusts, Succession Planning, Philanthropy
Education
Saint Mary's University 1988 — 1991
Bachelor’s Degree, Commerce
Ronee Greazel, CFA Ronee Greazel, CFA's BMO Private Banking Experience March 2015 - Present
Job Director, Investments at BMO Private Banking
Industry Investment Management
Experience
BMO Private Banking March 2015 - Present
Northern Trust May 2013 - March 2015
PNC Institutional Investments July 2012 - May 2013
BMO Harris Bank July 2004 - March 2012
BMO Harris Bank October 2002 - July 2004
BMO Harris Bank April 2001 - October 2002
Northern Trust March 1998 - April 2001
Skills
Written & Oral..., Portfolio Management, Asset Allocation, Wealth Management, Investments, Asset Managment, Investment Management, Equities, Mutual Funds, Investment Strategies, Investment Advisory, Alternative Investments, Relationship Management, Risk Management, Asset Management, Due Diligence, Financial Services, Securities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2002
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 1993 — 1996
BBA, Finance
BMO Private Banking March 2015 - Present
Northern Trust May 2013 - March 2015
PNC Institutional Investments July 2012 - May 2013
BMO Harris Bank July 2004 - March 2012
BMO Harris Bank October 2002 - July 2004
BMO Harris Bank April 2001 - October 2002
Northern Trust March 1998 - April 2001
Skills
Written & Oral..., Portfolio Management, Asset Allocation, Wealth Management, Investments, Asset Managment, Investment Management, Equities, Mutual Funds, Investment Strategies, Investment Advisory, Alternative Investments, Relationship Management, Risk Management, Asset Management, Due Diligence, Financial Services, Securities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2002
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 1993 — 1996
BBA, Finance
Tom Lenkiewicz Tom Lenkiewicz's BMO Private Banking Experience July 2015 - Present
Job Financial Planner at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking July 2015 - Present
Northern Trust August 2012 - July 2015
ComPsych 2008 - August 2012
Washington Mutual, Inc. October 2007 - November 2008
Vanguard October 2004 - August 2006
Skills
Estate Planning, 1031 Exchanges, Profit Sharing, Retirement Planning, 401k, Financial Planners, IRAs, Wealth Management, Investments, Retirement, Insurance, Strategic Financial..., Investment Strategies, Fixed Annuities
Education
Jagiellonian University 2006 — 2007
M.A., European Studies
Arizona State University 2000 — 2004
B.A., History
BMO Private Banking July 2015 - Present
Northern Trust August 2012 - July 2015
ComPsych 2008 - August 2012
Washington Mutual, Inc. October 2007 - November 2008
Vanguard October 2004 - August 2006
Skills
Estate Planning, 1031 Exchanges, Profit Sharing, Retirement Planning, 401k, Financial Planners, IRAs, Wealth Management, Investments, Retirement, Insurance, Strategic Financial..., Investment Strategies, Fixed Annuities
Education
Jagiellonian University 2006 — 2007
M.A., European Studies
Arizona State University 2000 — 2004
B.A., History
Jason Lattin, CFA Jason Lattin, CFA's BMO Private Banking Experience April 2015 - Present
Job Regional Director of Investments at BMO Private Banking
Industry Investment Management
Experience
BMO Private Banking April 2015 - Present
Abbot Downing January 1999 - April 2015
Skills
Asset Allocation, Alternative Investments, Portfolio Management, Equities, Asset Management, Investment Management, Fixed Income, Investment Strategies, Wealth Management, Investments, Hedge Funds, Investment Advisory, Wealth Management..., Equity Research
Education
Thunderbird School of Global Management 1991 — 1992
Master of International Management, International Finance
Arizona State University 1987 — 1991
Bachelor of Science (B.S.), Finance, General
BMO Private Banking April 2015 - Present
Abbot Downing January 1999 - April 2015
Skills
Asset Allocation, Alternative Investments, Portfolio Management, Equities, Asset Management, Investment Management, Fixed Income, Investment Strategies, Wealth Management, Investments, Hedge Funds, Investment Advisory, Wealth Management..., Equity Research
Education
Thunderbird School of Global Management 1991 — 1992
Master of International Management, International Finance
Arizona State University 1987 — 1991
Bachelor of Science (B.S.), Finance, General
Gordon Graves's BMO Private Banking Experience November 2013 - Present
Job VP and National Director at BMO Private Banking I CEO, BMO Trust Company
Industry Financial Services
Experience
BMO Private Banking November 2013 - Present
BMO Harris Private Banking August 2010 - October 2013
BMO Harris Private Banking August 2008 - August 2010
MD Private Investment Management I MD Private Trust 2006 - 2008
BMO Harris Private Banking 2001 - 2006
Canada Trust 1998 - 2000
Skills
Client Experience, Sales Management, Sales, Strategic Planning, Practice Management, Private Banking, Investments, Estate and Trust, Personal Financial..., Customer Experience, Financial Services, Strategy, Portfolio Management, High Net Worth..., Investment Advisory, Wealth Management..., Relationship Management, Wealth Management, Investment Strategies, Investment Management
Education
Carleton University 1979 — 1982
BA Economics
BMO Private Banking November 2013 - Present
BMO Harris Private Banking August 2010 - October 2013
BMO Harris Private Banking August 2008 - August 2010
MD Private Investment Management I MD Private Trust 2006 - 2008
BMO Harris Private Banking 2001 - 2006
Canada Trust 1998 - 2000
Skills
Client Experience, Sales Management, Sales, Strategic Planning, Practice Management, Private Banking, Investments, Estate and Trust, Personal Financial..., Customer Experience, Financial Services, Strategy, Portfolio Management, High Net Worth..., Investment Advisory, Wealth Management..., Relationship Management, Wealth Management, Investment Strategies, Investment Management
Education
Carleton University 1979 — 1982
BA Economics
Matthew Tang's BMO Private Banking Experience June 2015 - Present
Job Portfolio Assistant at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking June 2015 - Present
BMO Financial Group June 2013 - May 2015
Investors Group Financial Services Inc. May 2012 - August 2012
TD September 2010 - May 2012
Costco Wholesale May 2010 - August 2010
Skills
Canadian Securities..., Banking, Management, Financial Analysis, Recruiting, Merchandising, Microsoft Office, Sales Presentations, Personal Financial..., Sales Prospecting, Customer Service, Marketing, Business Development, Sales, Leadership
Education
Ryerson University 2009 — 2013
Bachelor of Commerce (B.Com.), Marketing/Finance
Ryerson University 2009 — 2013
Bachelor of Commerce (B.Com.), Business, Management, Marketing, and Related Support Services
BMO Private Banking June 2015 - Present
BMO Financial Group June 2013 - May 2015
Investors Group Financial Services Inc. May 2012 - August 2012
TD September 2010 - May 2012
Costco Wholesale May 2010 - August 2010
Skills
Canadian Securities..., Banking, Management, Financial Analysis, Recruiting, Merchandising, Microsoft Office, Sales Presentations, Personal Financial..., Sales Prospecting, Customer Service, Marketing, Business Development, Sales, Leadership
Education
Ryerson University 2009 — 2013
Bachelor of Commerce (B.Com.), Marketing/Finance
Ryerson University 2009 — 2013
Bachelor of Commerce (B.Com.), Business, Management, Marketing, and Related Support Services
Sean Sinclair Sean Sinclair's BMO Private Banking Experience July 2013 - Present
Job Lending Specialist at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking July 2013 - Present
BMO Harris Private Banking March 2002 - July 2013
Skills
Wealth Management, Commercial Banking, Private Banking, Credit, Commercial Lending, Retirement Planning, Loans, Strategic Financial..., Wealth Management..., Credit Analysis, Banking, Mortgage Lending, Investments, Mutual Funds, Finance, Retail Banking, Wealth, Financial Planning
Education
Mount Royal College 2007 — 2010
CFP
The University of Calgary 1994 — 2000
BMO Private Banking July 2013 - Present
BMO Harris Private Banking March 2002 - July 2013
Skills
Wealth Management, Commercial Banking, Private Banking, Credit, Commercial Lending, Retirement Planning, Loans, Strategic Financial..., Wealth Management..., Credit Analysis, Banking, Mortgage Lending, Investments, Mutual Funds, Finance, Retail Banking, Wealth, Financial Planning
Education
Mount Royal College 2007 — 2010
CFP
The University of Calgary 1994 — 2000
Luciano Blandi Luciano Blandi's BMO Private Banking Experience November 2010 - Present
Job Vice President & Market Manager at BMO Harris Private Banking
Industry Financial Services
Experience
BMO Private Banking November 2010 - Present
Skills
Wealth Management, Private Banking, Commercial Banking, Credit, Commercial Lending, Investments, Asset Management, Credit Risk, Retail Banking, Mutual Funds, Banking, Commercial Mortgages, Estate Planning, Mortgage Lending, Investment Strategies, Residential Mortgages, Portfolio Management, Cross Selling, High Net Worth..., Underwriting, Financial Advisory, Financial Services, Fixed Income, Financial Risk, Lines Of Credit, Strategic Financial..., Risk Management, Small Business Lending, Financial Analysis, Wealth Management..., Equities, Consumer Lending, Securities, Branch Management, Credit Analysis, Financial Modeling, Capital Markets, Investment Banking, Refinance, Investment Management, Retirement Planning, Insurance, Wealth, Relationship Management, Asset Allocation, Finance, Cash Management, Investment Advisory, Loans, Financial Planning
Education
Dalhousie University
MBA
York University
Bachelor of Commerce (B.Com.)
BMO Private Banking November 2010 - Present
Skills
Wealth Management, Private Banking, Commercial Banking, Credit, Commercial Lending, Investments, Asset Management, Credit Risk, Retail Banking, Mutual Funds, Banking, Commercial Mortgages, Estate Planning, Mortgage Lending, Investment Strategies, Residential Mortgages, Portfolio Management, Cross Selling, High Net Worth..., Underwriting, Financial Advisory, Financial Services, Fixed Income, Financial Risk, Lines Of Credit, Strategic Financial..., Risk Management, Small Business Lending, Financial Analysis, Wealth Management..., Equities, Consumer Lending, Securities, Branch Management, Credit Analysis, Financial Modeling, Capital Markets, Investment Banking, Refinance, Investment Management, Retirement Planning, Insurance, Wealth, Relationship Management, Asset Allocation, Finance, Cash Management, Investment Advisory, Loans, Financial Planning
Education
Dalhousie University
MBA
York University
Bachelor of Commerce (B.Com.)
Alan Desnoyers's BMO Private Banking Experience May 2013 - Present
Job VicePresident & Managing Director, Quebec at BMO Private Banking – Guidance for Successful Canadians
Industry Financial Services
Experience
BMO Private Banking May 2013 - Present
BMO Financial Group May 2010 - April 2013
Independent January 2009 - April 2010
TD Bank September 2003 - September 2008
TD Bank January 2002 - September 2003
TD Bank January 2000 - January 2002
TD Bank November 1997 - January 2000
TD Bank January 1997 - November 1997
TD Bank May 1985 - December 1996
Skills
Retail Banking, Banking, Commercial Banking, Credit, Investments, Mutual Funds, Portfolio Management, Wealth Management, Financial Analysis, Credit Analysis, Risk Management, Financial Services, Loans, Strategic Financial..., Credit Risk, Mortgage Lending, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2002 — 2002
Strategic Management and Thinking
McGill University 1982 — 1985
Bachelor of Commerce, Finance and International Business
Marianopolis College 1979 — 1982
D.E.C., Commerce
BMO Private Banking May 2013 - Present
BMO Financial Group May 2010 - April 2013
Independent January 2009 - April 2010
TD Bank September 2003 - September 2008
TD Bank January 2002 - September 2003
TD Bank January 2000 - January 2002
TD Bank November 1997 - January 2000
TD Bank January 1997 - November 1997
TD Bank May 1985 - December 1996
Skills
Retail Banking, Banking, Commercial Banking, Credit, Investments, Mutual Funds, Portfolio Management, Wealth Management, Financial Analysis, Credit Analysis, Risk Management, Financial Services, Loans, Strategic Financial..., Credit Risk, Mortgage Lending, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2002 — 2002
Strategic Management and Thinking
McGill University 1982 — 1985
Bachelor of Commerce, Finance and International Business
Marianopolis College 1979 — 1982
D.E.C., Commerce
Jamie Loughery's BMO Private Banking Experience February 2014 - Present
Job Vice President, Market Manager at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking February 2014 - Present
Skills
Financial Services, Strategy, Segmentation, Fixed Income, Financial Advisory, Business Strategy, Marketing, Management, Capital Markets, Wealth Management, Derivatives, Pricing, Portfolio Management, Product Development
Education
Richard Ivey School of Business 2012 — 2013
Master of Business Administration (MBA), Ivey Scholar
Canadian Securities Institute 2006 — 2007
Canadian Investment Manager CIM, Securities Analysis, Investment Management, Portfolio Management Theory
College for Financial Planning 2004 — 2005
Accredited Asset Management Specialist (AAMS), Asset Management, Investment Strategy, Estate Planning
Western University 1998 — 2002
BA, Economics
Markville SS 1994 — 1998
BMO Private Banking February 2014 - Present
Skills
Financial Services, Strategy, Segmentation, Fixed Income, Financial Advisory, Business Strategy, Marketing, Management, Capital Markets, Wealth Management, Derivatives, Pricing, Portfolio Management, Product Development
Education
Richard Ivey School of Business 2012 — 2013
Master of Business Administration (MBA), Ivey Scholar
Canadian Securities Institute 2006 — 2007
Canadian Investment Manager CIM, Securities Analysis, Investment Management, Portfolio Management Theory
College for Financial Planning 2004 — 2005
Accredited Asset Management Specialist (AAMS), Asset Management, Investment Strategy, Estate Planning
Western University 1998 — 2002
BA, Economics
Markville SS 1994 — 1998
Dominic Plante's BMO Private Banking Experience 2006 - Present
Job Vice President, Senior Investment Counsellor at BMO Private Banking
Industry Banking
Experience
BMO Private Banking 2006 - Present
Skills
Wealth Management, Private Banking, Investments, Portfolio Management, Mutual Funds, Asset Allocation, Financial Analysis
Education
Université Laval
Finance
BMO Private Banking 2006 - Present
Skills
Wealth Management, Private Banking, Investments, Portfolio Management, Mutual Funds, Asset Allocation, Financial Analysis
Education
Université Laval
Finance
Susan Oleari's BMO Private Banking Experience September 2014 - Present
Job Senior Managing Director at BMO Harris Private Banking
Industry Banking
Experience
BMO Private Banking September 2014 - Present
BMO Harris Bank January 2013 - August 2014
BMO Harris Bank 2007 - 2012
BMO Harris Bank 2004 - 2007
BMO Harris Bank July 1992 - June 1993
Skills
Credit Analysis, Commercial Lending, Retail Banking, Cross Selling, Commercial Banking, Small Business Lending, Banking, Underwriting, Loans, Lines Of Credit, Commercial Mortgages, Mortgage Lending, Credit, Consumer Lending, Loan Origination, Cash Management, Credit Risk, Home Equity Lines of..., Portfolio Management, Wealth Management, Treasury Management, Relationship Management, Financial Services, Deposits, Asset Based Lending, Financial Risk, Finance, Financial Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 1988 — 1992
Bachelor of Science (B.S.), Finance, General
BMO Private Banking September 2014 - Present
BMO Harris Bank January 2013 - August 2014
BMO Harris Bank 2007 - 2012
BMO Harris Bank 2004 - 2007
BMO Harris Bank July 1992 - June 1993
Skills
Credit Analysis, Commercial Lending, Retail Banking, Cross Selling, Commercial Banking, Small Business Lending, Banking, Underwriting, Loans, Lines Of Credit, Commercial Mortgages, Mortgage Lending, Credit, Consumer Lending, Loan Origination, Cash Management, Credit Risk, Home Equity Lines of..., Portfolio Management, Wealth Management, Treasury Management, Relationship Management, Financial Services, Deposits, Asset Based Lending, Financial Risk, Finance, Financial Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 1988 — 1992
Bachelor of Science (B.S.), Finance, General
Kevin Malone Kevin Malone's BMO Private Banking Experience January 2010 - Present
Job MD, Private Wealth Group, BMO Harris Private Banking
Industry Banking
Experience
BMO Private Banking January 2010 - Present
BMO Capital Markets July 1985 - December 2010
Skills
Strategic Planning
Education
The University of Western Ontario - Richard Ivey School of Business 1983 — 1985
MBA, Business
Queen's University 1977 — 1981
Honours BA Economics, Economics
BMO Private Banking January 2010 - Present
BMO Capital Markets July 1985 - December 2010
Skills
Strategic Planning
Education
The University of Western Ontario - Richard Ivey School of Business 1983 — 1985
MBA, Business
Queen's University 1977 — 1981
Honours BA Economics, Economics
Jennie Hernandez Jennie Hernandez's BMO Private Banking Experience August 2015 - Present
Job Assistant Private Banker at BMO Private Bank
Industry Financial Services
Experience
BMO Private Banking August 2015 - Present
Johnson Bank November 2013 - August 2015
BMO Harris Bank June 2011 - October 2013
Rogers & Hollands Jewelers May 2005 - June 2011
Education
Madison Area Technical College 1999 — 2002
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Madison East High School 1994 — 1998
BMO Private Banking August 2015 - Present
Johnson Bank November 2013 - August 2015
BMO Harris Bank June 2011 - October 2013
Rogers & Hollands Jewelers May 2005 - June 2011
Education
Madison Area Technical College 1999 — 2002
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Madison East High School 1994 — 1998
Joshua Katz Joshua Katz's BMO Private Banking Experience July 2012 - Present
Job Assistant Private Banker at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking July 2012 - Present
US Bancorp Investment Inc November 2007 - July 2011
UPS September 1998 - September 2008
Skills
Management, Coaching, Finance, Strategic Financial..., Team Building, Public Speaking, Financial Analysis, Sales, Small Business, Security, Customer Service, Social Networking, Entrepreneurship, Marketing, Leadership, Fitness, Budgets, New Business Development, Microsoft Office, Strategic Planning, Social Media Marketing, Leadership Development, Nutrition, Team Leadership, Training, Sales Management, Business Development, Cash Flow, Business Analysis, Salesforce.com, Account Management, Team Management, Consulting, Strategic Consulting, Tax Law, General Insurance
Education
National Louis University 2002 — 2006
Criminal Psychology, Criminal Psychology
College of DuPage 2000 — 2002
Associates, Criminal Justice
BMO Private Banking July 2012 - Present
US Bancorp Investment Inc November 2007 - July 2011
UPS September 1998 - September 2008
Skills
Management, Coaching, Finance, Strategic Financial..., Team Building, Public Speaking, Financial Analysis, Sales, Small Business, Security, Customer Service, Social Networking, Entrepreneurship, Marketing, Leadership, Fitness, Budgets, New Business Development, Microsoft Office, Strategic Planning, Social Media Marketing, Leadership Development, Nutrition, Team Leadership, Training, Sales Management, Business Development, Cash Flow, Business Analysis, Salesforce.com, Account Management, Team Management, Consulting, Strategic Consulting, Tax Law, General Insurance
Education
National Louis University 2002 — 2006
Criminal Psychology, Criminal Psychology
College of DuPage 2000 — 2002
Associates, Criminal Justice
Marina Krupnik Marina Krupnik's BMO Private Banking Experience May 2011 - March 2015
Job Investment Advisor at PWL Capital Inc.
Industry Financial Services
Experience
PWL Capital Inc August 2015 - Present
PWL Capital Inc April 2015 - July 2015
BMO Private Banking May 2011 - March 2015
Bank of Montreal August 2010 - May 2011
RBC August 2009 - August 2010
Federation CJA October 2008 - January 2009
Skills
Mutual Funds, Investment Management, Relationship Management, Investments, Wealth Management, Investment Strategies, Portfolio Management
Education
Concordia University 2007 — 2010
B.Comm, Finance, International Business
Université Paris Dauphine 2009 — 2009
B.Comm, Finance
Dawson College 2007 — 2009
DEC, health science
Dawson College 2007 — 2009
DEC, health science
PWL Capital Inc August 2015 - Present
PWL Capital Inc April 2015 - July 2015
BMO Private Banking May 2011 - March 2015
Bank of Montreal August 2010 - May 2011
RBC August 2009 - August 2010
Federation CJA October 2008 - January 2009
Skills
Mutual Funds, Investment Management, Relationship Management, Investments, Wealth Management, Investment Strategies, Portfolio Management
Education
Concordia University 2007 — 2010
B.Comm, Finance, International Business
Université Paris Dauphine 2009 — 2009
B.Comm, Finance
Dawson College 2007 — 2009
DEC, health science
Dawson College 2007 — 2009
DEC, health science
Lucy Himo's BMO Private Banking Experience 1998 - 2002
Job Vice PresidentSales at Lifestyle Group
Industry Internet
Experience
Lifestyle Group June 2010 - Present
Lifestyle Group 2012 - 2015
Maison Lipari 2005 - 2007
BMO Private Banking 1998 - 2002
Skills
Marketing, Marketing Strategy, Sales, Customer Service, E-commerce, Marketing Communications, Product Development, Event Management, Teamwork, Talent Acquisition, Time Management, Project Management, Public Speaking, Public Relations, Strategic Planning, Prioritize Workload, Priority Management, Performance Management, Troubleshooting, Trade Shows, Business Transformation, Vendor Management, Vendor Relationship..., Valuation, Communication, Luxury Goods, Inventory Management, Key Account Development, Logistics, Outsourcing, Management
Education
Concordia University 1990 — 1994
Bachelor's Degree, Finance and International Business
Vanier College 1987 — 1989
DEC in Commerce, Business/Commerce, General
Lifestyle Group June 2010 - Present
Lifestyle Group 2012 - 2015
Maison Lipari 2005 - 2007
BMO Private Banking 1998 - 2002
Skills
Marketing, Marketing Strategy, Sales, Customer Service, E-commerce, Marketing Communications, Product Development, Event Management, Teamwork, Talent Acquisition, Time Management, Project Management, Public Speaking, Public Relations, Strategic Planning, Prioritize Workload, Priority Management, Performance Management, Troubleshooting, Trade Shows, Business Transformation, Vendor Management, Vendor Relationship..., Valuation, Communication, Luxury Goods, Inventory Management, Key Account Development, Logistics, Outsourcing, Management
Education
Concordia University 1990 — 1994
Bachelor's Degree, Finance and International Business
Vanier College 1987 — 1989
DEC in Commerce, Business/Commerce, General
Lindsay Evorik's BMO Private Banking Experience February 2015 - Present
Job Wealth Specialist with BMO Private Bank
Industry Banking
Experience
BMO Private Banking February 2015 - Present
BMO Harris Bank June 2011 - January 2015
Education
Indiana University Bloomington 2001 — 2004
Bachelor of Arts (B.A.), Mathematics
BMO Private Banking February 2015 - Present
BMO Harris Bank June 2011 - January 2015
Education
Indiana University Bloomington 2001 — 2004
Bachelor of Arts (B.A.), Mathematics
Tuan Luong Tuan Luong's BMO Private Banking Experience March 2015 - Present
Job Private Banker at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking March 2015 - Present
BlueShore Financial February 2014 - March 2015
Paragon Financial November 2010 - February 2014
HSBC August 2009 - November 2010
Skills
Retirement Planning, investment planning, Insurance Planning, Tax Planning, Estate Planning, Asset Managment, Risk Management, Portfolio Management, Strategic Financial..., Financial Analysis, Credit Analysis, Commercial Lending, real estate appraisal, insurance underwriting, cash flow analysis, mutual funds, segregated funds, stocks, bonds, annuities, exchange traded funds, GIC, Investments, ETFs, Mutual Funds, Bonds, Fixed Annuities, Financial Planners, Underwriting, Segregated Funds, Asset Management, Stocks, Appraisals, Financial Advisory, Finance, Financial Services
Education
FPSC - Financial Planning Standards Council 2010 — 2016
CFP
The University of British Columbia 2003 — 2008
BCom, Finance
BMO Private Banking March 2015 - Present
BlueShore Financial February 2014 - March 2015
Paragon Financial November 2010 - February 2014
HSBC August 2009 - November 2010
Skills
Retirement Planning, investment planning, Insurance Planning, Tax Planning, Estate Planning, Asset Managment, Risk Management, Portfolio Management, Strategic Financial..., Financial Analysis, Credit Analysis, Commercial Lending, real estate appraisal, insurance underwriting, cash flow analysis, mutual funds, segregated funds, stocks, bonds, annuities, exchange traded funds, GIC, Investments, ETFs, Mutual Funds, Bonds, Fixed Annuities, Financial Planners, Underwriting, Segregated Funds, Asset Management, Stocks, Appraisals, Financial Advisory, Finance, Financial Services
Education
FPSC - Financial Planning Standards Council 2010 — 2016
CFP
The University of British Columbia 2003 — 2008
BCom, Finance
Steffan Morris, CFA Steffan Morris, CFA's BMO Private Banking Experience March 2014 - May 2015
Job Investment Counsellor at HSBC Retail Banking and Wealth Management
Industry Investment Management
Experience
HSBC Retail Banking and Wealth Management June 2015 - Present
BMO Private Banking March 2014 - May 2015
HSBC Securities 2003 - 2013
Insinger de Beaufort - BNP Paribas Wealth Management 2001 - 2002
BNP Paribas Fortis 1997 - 2001
Skills
Fixed Income, Bloomberg, Securities, Wealth Management, Asset Allocation, Equities, Capital Markets, Investments, Asset Managment, Portfolio Management, Financial Markets, Bloomberg Terminal, Credit, Bonds, Investment Advisory, Investment Strategies, Structured Products, Mutual Funds, Derivatives, Hedge Funds, Trading, Options, Equity Research, Money Market, Foreign Exchange, ETFs, Finance, Settlement, Asset Management
Education
The University of Reading
MSc, International Securities, Investment & Banking
Kingston University
BA (Hons), Accounting & Finance
HSBC Retail Banking and Wealth Management June 2015 - Present
BMO Private Banking March 2014 - May 2015
HSBC Securities 2003 - 2013
Insinger de Beaufort - BNP Paribas Wealth Management 2001 - 2002
BNP Paribas Fortis 1997 - 2001
Skills
Fixed Income, Bloomberg, Securities, Wealth Management, Asset Allocation, Equities, Capital Markets, Investments, Asset Managment, Portfolio Management, Financial Markets, Bloomberg Terminal, Credit, Bonds, Investment Advisory, Investment Strategies, Structured Products, Mutual Funds, Derivatives, Hedge Funds, Trading, Options, Equity Research, Money Market, Foreign Exchange, ETFs, Finance, Settlement, Asset Management
Education
The University of Reading
MSc, International Securities, Investment & Banking
Kingston University
BA (Hons), Accounting & Finance
Benjamin Crowder Benjamin Crowder's BMO Private Banking Experience June 2015 - Present
Job Wealth Advisor at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking June 2015 - Present
Northern Trust Corporation February 2004 - May 2015
Heritage Financial Services December 2002 - February 2004
DWS Investments January 2001 - December 2002
Skills
Wealth Management, Investments, Securities, Financial Services, Wealth Management..., FINRA, Analysis, Asset Allocation, Mutual Funds, Asset Management, Investment Strategies, Investment Management, Alternative Investments, Equities, Series 7, Investment Advisory, Portfolio Management, High Net Worth...
Education
University of Nebraska-Lincoln 1996 — 2000
Bachelor of Business Administration (B.B.A.)
DePaul University
Financial Planning Certificate
Centennial High School - Utica, NE 1992 — 1995
High School
BMO Private Banking June 2015 - Present
Northern Trust Corporation February 2004 - May 2015
Heritage Financial Services December 2002 - February 2004
DWS Investments January 2001 - December 2002
Skills
Wealth Management, Investments, Securities, Financial Services, Wealth Management..., FINRA, Analysis, Asset Allocation, Mutual Funds, Asset Management, Investment Strategies, Investment Management, Alternative Investments, Equities, Series 7, Investment Advisory, Portfolio Management, High Net Worth...
Education
University of Nebraska-Lincoln 1996 — 2000
Bachelor of Business Administration (B.B.A.)
DePaul University
Financial Planning Certificate
Centennial High School - Utica, NE 1992 — 1995
High School
Brian Bate's BMO Private Banking Experience January 2015 - Present
Job Private Wealth Consultant at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking January 2015 - Present
BMO Financial Group March 2009 - January 2015
Desjardins Financial Security Independent Network June 2007 - March 2009
Skills
Wealth
Education
Mount Royal University 2004 — 2008
Bachelor of Financial Services (Applied), Finance and Financial Management Services
BMO Private Banking January 2015 - Present
BMO Financial Group March 2009 - January 2015
Desjardins Financial Security Independent Network June 2007 - March 2009
Skills
Wealth
Education
Mount Royal University 2004 — 2008
Bachelor of Financial Services (Applied), Finance and Financial Management Services
Amy Hlavacek's BMO Private Banking Experience May 2015 - Present
Job Senior Financial Planner at BMO Private Banking
Industry Accounting
Experience
BMO Private Banking May 2015 - Present
PNC Wealth Management August 2013 - April 2015
BGBC Partners, LLP August 2009 - August 2013
BKD CPAs & Advisors September 2002 - April 2009
Skills
Tax, Tax Compliance, Income Tax, Accounting, Partnership Taxation, S Corporations, Tax Research, Tax Accounting, Tax Returns, Federal Tax, Tax Preparation, Estate Planning, Tax Services, High Net Worth..., Tax Credits, Gift Tax, Depreciation, Fixed Assets, LLC, Succession Planning, General Ledger, Estate Tax Planning, Wealth Management, Wealth Preservation..., Trusts, CPA
Education
Ball State University - College of Business 1997 — 2002
BA, MS, Accounting
Woodlan Jr./Sr. High School 1991 — 1997
BMO Private Banking May 2015 - Present
PNC Wealth Management August 2013 - April 2015
BGBC Partners, LLP August 2009 - August 2013
BKD CPAs & Advisors September 2002 - April 2009
Skills
Tax, Tax Compliance, Income Tax, Accounting, Partnership Taxation, S Corporations, Tax Research, Tax Accounting, Tax Returns, Federal Tax, Tax Preparation, Estate Planning, Tax Services, High Net Worth..., Tax Credits, Gift Tax, Depreciation, Fixed Assets, LLC, Succession Planning, General Ledger, Estate Tax Planning, Wealth Management, Wealth Preservation..., Trusts, CPA
Education
Ball State University - College of Business 1997 — 2002
BA, MS, Accounting
Woodlan Jr./Sr. High School 1991 — 1997
Amrita Cheema's BMO Private Banking Experience August 2015 - Present
Job Private Banking Officer
Industry Financial Services
Experience
BMO Private Banking August 2015 - Present
BMO Financial Group March 2014 - August 2015
BMO Financial Group February 2010 - March 2014
Skills
Microsoft Word, Microsoft Office, Bloomberg, PowerPoint, Customer Service, Banking, Finance, Sales, Leadership, Credit, Investments, Retail Banking, Teamwork, Time Management, Mortgage Lending, Loans, Mutual Funds, Portfolio Management, Credit Risk, Business Analysis, Credit Analysis, Commercial Banking, Analysis, Financial Analysis, Team Leadership
Education
John Molson School of Business - Concordia University 2008 — 2013
Bachelor of Business Administration (B.B.A.) minor in finance, Business Administration - Finance
CEGEP - John Abbott College 2005 — 2008
DEC, Commerce
BMO Private Banking August 2015 - Present
BMO Financial Group March 2014 - August 2015
BMO Financial Group February 2010 - March 2014
Skills
Microsoft Word, Microsoft Office, Bloomberg, PowerPoint, Customer Service, Banking, Finance, Sales, Leadership, Credit, Investments, Retail Banking, Teamwork, Time Management, Mortgage Lending, Loans, Mutual Funds, Portfolio Management, Credit Risk, Business Analysis, Credit Analysis, Commercial Banking, Analysis, Financial Analysis, Team Leadership
Education
John Molson School of Business - Concordia University 2008 — 2013
Bachelor of Business Administration (B.B.A.) minor in finance, Business Administration - Finance
CEGEP - John Abbott College 2005 — 2008
DEC, Commerce
Jed Freeman's BMO Private Banking Experience October 2014 - Present
Job Manager Regulatory Programs, BMO Private Banking
Industry Banking
Experience
BMO Private Banking October 2014 - Present
BMO Financial Group June 2014 - September 2014
BMO Financial Group March 2012 - May 2014
BMO Financial Group December 2010 - May 2012
BMO Financial Group October 2009 - December 2010
Skills
AML, Banking, MIS, Business Analysis, Process Improvement, Risk Management, Analysis, Business Intelligence, SDLC, Management, Credit, Business Process..., Data Analysis, Financial Analysis, Anti Money Laundering
Education
University of Guelph 2003 — 2007
BMO Private Banking October 2014 - Present
BMO Financial Group June 2014 - September 2014
BMO Financial Group March 2012 - May 2014
BMO Financial Group December 2010 - May 2012
BMO Financial Group October 2009 - December 2010
Skills
AML, Banking, MIS, Business Analysis, Process Improvement, Risk Management, Analysis, Business Intelligence, SDLC, Management, Credit, Business Process..., Data Analysis, Financial Analysis, Anti Money Laundering
Education
University of Guelph 2003 — 2007
Karen Neal Karen Neal's BMO Private Banking Experience September 2011 - Present
Job Senior Private Banker at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking September 2011 - Present
BMO Bank of Montreal 2007 - September 2011
BMO Bank of Montreal 2005 - 2007
BMO Bank of Montreal 2001 - 2005
BMO Bank of Montreal 1997 - 2001
Skills
Personal and Commercial..., Wealth Planning, Customer Experience, Cash Management, Succession Planning, Investment Strategies, Attention To Detail, Commercial Banking, Mutual Funds, Mortgage, Banking, Retail Banking, Commercial Lending, Investments, Financial Planning, Private Banking, Wealth Management..., Strategic Financial..., Mortgage Lending, ETFs, Certified Financial..., FX Options, Treasury Management, Residential Mortgages, Lines Of Credit, Consumer Lending, Relationship Management, Retirement Planning, High Net Worth..., Loans, Wealth, Investment Management, Financial Advisory, Wealth Management, Investment Advisory, Portfolio Management, Corporate Finance, Financial Services, Credit, Asset Allocation, Commercial Mortgages, Credit Analysis, Securities, Fixed Income, Estate Planning, Asset Management, Equities, Capital Markets, Financial Planners, Personal Financial...
Education
Financial Planning Standards Council
CFP, Financial Planning and Services
The University of British Columbia / UBC
Bachelor of Commerce, Urban Land Economics
BMO Private Banking September 2011 - Present
BMO Bank of Montreal 2007 - September 2011
BMO Bank of Montreal 2005 - 2007
BMO Bank of Montreal 2001 - 2005
BMO Bank of Montreal 1997 - 2001
Skills
Personal and Commercial..., Wealth Planning, Customer Experience, Cash Management, Succession Planning, Investment Strategies, Attention To Detail, Commercial Banking, Mutual Funds, Mortgage, Banking, Retail Banking, Commercial Lending, Investments, Financial Planning, Private Banking, Wealth Management..., Strategic Financial..., Mortgage Lending, ETFs, Certified Financial..., FX Options, Treasury Management, Residential Mortgages, Lines Of Credit, Consumer Lending, Relationship Management, Retirement Planning, High Net Worth..., Loans, Wealth, Investment Management, Financial Advisory, Wealth Management, Investment Advisory, Portfolio Management, Corporate Finance, Financial Services, Credit, Asset Allocation, Commercial Mortgages, Credit Analysis, Securities, Fixed Income, Estate Planning, Asset Management, Equities, Capital Markets, Financial Planners, Personal Financial...
Education
Financial Planning Standards Council
CFP, Financial Planning and Services
The University of British Columbia / UBC
Bachelor of Commerce, Urban Land Economics
Jessica Luedke Jessica Luedke's BMO Private Banking Experience January 2015 - Present
Job Wealth Specialist at BMO Private Bank
Industry Investment Banking
Experience
BMO Private Banking January 2015 - Present
BMO Harris Bank June 2013 - January 2015
BMO Harris Bank June 2010 - July 2013
BMO Harris Bank February 2008 - June 2010
Skills
Loans, Small Business Lending, Commercial Banking, Commercial Lending, Consumer Lending, Banking, Credit, Retail Banking, Lines Of Credit, Credit Analysis, Loan Origination, Mortgage Lending, Cross Selling, Portfolio Management, Financial Analysis, Cash Management, Treasury Management
Education
Drury University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Business
BMO Private Banking January 2015 - Present
BMO Harris Bank June 2013 - January 2015
BMO Harris Bank June 2010 - July 2013
BMO Harris Bank February 2008 - June 2010
Skills
Loans, Small Business Lending, Commercial Banking, Commercial Lending, Consumer Lending, Banking, Credit, Retail Banking, Lines Of Credit, Credit Analysis, Loan Origination, Mortgage Lending, Cross Selling, Portfolio Management, Financial Analysis, Cash Management, Treasury Management
Education
Drury University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Business
Dawn Krings Dawn Krings's BMO Private Banking Experience September 2014 - March 2015
Job Experienced Executive Assistant/Medical Secretary
Industry Health, Wellness and Fitness
Experience
BMO Private Banking September 2014 - March 2015
BMO Harris Bank November 2012 - September 2014
Royal Credit Union November 2010 - August 2012
Winona National Bank 1995 - 2010
Winona Health October 1992 - August 1995
TRW Automation LLC June 1990 - September 1992
Winona Health June 1985 - June 1990
Mayo Clinic May 1983 - June 1985
Skills
Analysis, Customer Service, Strategic Planning, Sales, Credit Cards, Policy, Banking, Sales Management, Leadership
Education
Minnesota State College-Southeast Technical 1982 — 1983
Medical Secretary, Anatomy and Biology - Medical Terminology, 4.0
Winona State University 1981 — 1982
Anatomy & Physiology, 3.5
Minnesota State University, Mankato 1980 — 1981
Biology, General, 3.5
BMO Private Banking September 2014 - March 2015
BMO Harris Bank November 2012 - September 2014
Royal Credit Union November 2010 - August 2012
Winona National Bank 1995 - 2010
Winona Health October 1992 - August 1995
TRW Automation LLC June 1990 - September 1992
Winona Health June 1985 - June 1990
Mayo Clinic May 1983 - June 1985
Skills
Analysis, Customer Service, Strategic Planning, Sales, Credit Cards, Policy, Banking, Sales Management, Leadership
Education
Minnesota State College-Southeast Technical 1982 — 1983
Medical Secretary, Anatomy and Biology - Medical Terminology, 4.0
Winona State University 1981 — 1982
Anatomy & Physiology, 3.5
Minnesota State University, Mankato 1980 — 1981
Biology, General, 3.5
Bernard Letendre Bernard Letendre's BMO Private Banking Experience 2004 - 2009
Job Senior Vice President and Head of Investments, Retail Markets
Industry Financial Services
Experience
Manulife March 2015 - Present
Manulife Private Wealth August 2011 - February 2015
Manulife December 2009 - August 2011
Réseau Sélection August 2009 - November 2009
BMO Private Banking 2004 - 2009
Standard Life 2000 - 2004
Investors Group 1998 - 2000
Maisonneuve Regiment Régiment de Maisonneuve 1988 - 1991
Skills
Strategic Planning, Start-ups, Business Turn-arounds, Change Management, Business Development, Sales Management, Private Banking, Mutual Funds, Talent Management, Wealth Management, Coaching, Investments, Retirement, Business Strategy, Leadership, Asset Management, Portfolio Management, Banking, Insurance, Management, Risk Management, Financial Services, Securities, Investissements, Fonds mutuel
Education
Université de Montréal 1991 — 1992
LL.M., Law
Université de Montréal 1988 — 1991
LL.B., Law
Collège Jean-de-Brébeuf 1986 — 1988
DCS, Humanities
Manulife March 2015 - Present
Manulife Private Wealth August 2011 - February 2015
Manulife December 2009 - August 2011
Réseau Sélection August 2009 - November 2009
BMO Private Banking 2004 - 2009
Standard Life 2000 - 2004
Investors Group 1998 - 2000
Maisonneuve Regiment Régiment de Maisonneuve 1988 - 1991
Skills
Strategic Planning, Start-ups, Business Turn-arounds, Change Management, Business Development, Sales Management, Private Banking, Mutual Funds, Talent Management, Wealth Management, Coaching, Investments, Retirement, Business Strategy, Leadership, Asset Management, Portfolio Management, Banking, Insurance, Management, Risk Management, Financial Services, Securities, Investissements, Fonds mutuel
Education
Université de Montréal 1991 — 1992
LL.M., Law
Université de Montréal 1988 — 1991
LL.B., Law
Collège Jean-de-Brébeuf 1986 — 1988
DCS, Humanities
Kevin Kurtis, CTPA Kevin Kurtis, CTPA's BMO Private Banking Experience February 2015 - Present
Job Associate Portfolio Manager at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking February 2015 - Present
BMO Harris Private Banking August 2013 - February 2015
Merrill Lynch June 2012 - 2013
Fifth Third Bank February 2011 - April 2012
Thrivent Financial for Lutherans August 2010 - February 2011
UPS October 2003 - July 2010
Experiential Learning Center January 2010 - May 2010
Skills
Series 7, Financial Analysis, Banking, Investments, Excel, PowerPoint, Word, Corporate Finance, Insurance, Microsoft Office, Access, Customer Service, Problem Solving, Data Analysis, Outlook, Teamwork, Retail, Microsoft Excel, Microsoft Word
Education
Northern Illinois University - College of Business 2008 — 2010
Bachelor of Science, Finance, Minor: Philosophy
College of DuPage 2005 — 2008
Associate of Arts, Honors
BMO Private Banking February 2015 - Present
BMO Harris Private Banking August 2013 - February 2015
Merrill Lynch June 2012 - 2013
Fifth Third Bank February 2011 - April 2012
Thrivent Financial for Lutherans August 2010 - February 2011
UPS October 2003 - July 2010
Experiential Learning Center January 2010 - May 2010
Skills
Series 7, Financial Analysis, Banking, Investments, Excel, PowerPoint, Word, Corporate Finance, Insurance, Microsoft Office, Access, Customer Service, Problem Solving, Data Analysis, Outlook, Teamwork, Retail, Microsoft Excel, Microsoft Word
Education
Northern Illinois University - College of Business 2008 — 2010
Bachelor of Science, Finance, Minor: Philosophy
College of DuPage 2005 — 2008
Associate of Arts, Honors
Peter Draper, MBA, CIM, CFP Peter Draper, MBA, CIM, CFP's BMO Private Banking Experience 2014 - Present
Job Private Wealth Advisor at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking 2014 - Present
Skills
Transition Planning, Financial Planning, Retirement Planning, Business Planning, Sales Process, Human Capital Management, Strategic Financial..., Mergers & Acquisitions, Investments, Financial Advisory, Corporate Finance, Finance, Strategy, Financial Services, Personnel Management, Wealth Management, Risk Management, Investment Management, Investment Banking, Equities
Education
Ivey Business School at Western University 1994 — 1996
MBA
Bishop's University 1989 — 1992
BBA
BMO Private Banking 2014 - Present
Skills
Transition Planning, Financial Planning, Retirement Planning, Business Planning, Sales Process, Human Capital Management, Strategic Financial..., Mergers & Acquisitions, Investments, Financial Advisory, Corporate Finance, Finance, Strategy, Financial Services, Personnel Management, Wealth Management, Risk Management, Investment Management, Investment Banking, Equities
Education
Ivey Business School at Western University 1994 — 1996
MBA
Bishop's University 1989 — 1992
BBA
Raymond Mau, CFA, CFP®'s BMO Private Banking Experience December 2010 - Present
Job Senior Portfolio Manager at BMO Private Bank
Industry Investment Management
Experience
BMO Private Banking December 2010 - Present
J.P. Morgan April 2010 - December 2010
J.P. Morgan March 2000 - April 2010
Stein, Roe & Farnham February 1992 - December 1999
Skills
Wealth Management, Investments, Portfolio Management, Equities, Mutual Funds, Asset Managment, Alternative Investments, Asset Allocation, Fixed Income, Estate Planning, Financial Markets, Asset Management, Hedge Funds, Investment Management, Investment Strategies, Investment Advisory, Wealth Management..., Financial Advisory, Securities, ETFs, Capital Markets, Sustainability, Socially Responsible..., Environmental Issues
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
University of Illinois at Urbana-Champaign
B.A.
BMO Private Banking December 2010 - Present
J.P. Morgan April 2010 - December 2010
J.P. Morgan March 2000 - April 2010
Stein, Roe & Farnham February 1992 - December 1999
Skills
Wealth Management, Investments, Portfolio Management, Equities, Mutual Funds, Asset Managment, Alternative Investments, Asset Allocation, Fixed Income, Estate Planning, Financial Markets, Asset Management, Hedge Funds, Investment Management, Investment Strategies, Investment Advisory, Wealth Management..., Financial Advisory, Securities, ETFs, Capital Markets, Sustainability, Socially Responsible..., Environmental Issues
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
University of Illinois at Urbana-Champaign
B.A.
Jason Daly's BMO Private Banking Experience September 2015 - Present
Job Associate Private Banker at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking September 2015 - Present
BMO Private Banking January 2013 - Present
BMO Harris Private Banking January 2012 - January 2013
Bank of Montreal May 2011 - December 2011
Bank of Montreal March 2010 - April 2011
Skills
Canadian Securities..., Banking, Customer Satisfaction, Investment Management, Investments, Mortgage Lending, Mutual Funds, Strategic Financial...
Education
Mount Allison University 2005 — 2009
Bachelor of Commerce
BMO Private Banking September 2015 - Present
BMO Private Banking January 2013 - Present
BMO Harris Private Banking January 2012 - January 2013
Bank of Montreal May 2011 - December 2011
Bank of Montreal March 2010 - April 2011
Skills
Canadian Securities..., Banking, Customer Satisfaction, Investment Management, Investments, Mortgage Lending, Mutual Funds, Strategic Financial...
Education
Mount Allison University 2005 — 2009
Bachelor of Commerce
Jack Yan's BMO Private Banking Experience November 2014 - Present
Job Private Banker at BMO Private Banking
Industry Banking
Experience
BMO Private Banking November 2014 - Present
BMO Financial Group July 2014 - November 2014
BMO Financial Group December 2012 - July 2014
Scotiabank January 2010 - December 2012
BMO Financial Group July 2008 - January 2010
Lenovo September 2007 - July 2008
Kelly Services November 2006 - September 2007
Canway Immigration Inc May 2004 - September 2006
Seneca College of Applied Arts and Technology September 2002 - December 2003
Skills
Account Management, Retail Banking, Credit Analysis, Team Leadership, Credit, Analysis, Financial Services, Loans, Refinance, Investments, CRM, Residential Mortgages, Risk Management, Mortgage Lending, Banking, Commercial Banking, Mutual Funds, Consumer Lending, Relationship Management, Cash Management, Commercial Lending, Strategic Financial..., Financial Analysis, Investment Strategies, Business Analysis, Management, Portfolio Management, Leadership, Sales Management, Wealth Management, Credit Risk, Finance, Customer Service, Sales, Financial Risk, Project Management, Coaching, Sales Process, Strategy, Financial Planning, Private Banking, Investment Banking, Financial Advisory
Education
Seneca College of Applied Arts and Technology 2001 — 2004
Diploma -3 Yr, Information Technology
CSI Education Inc
IFIC. FP I. FP II. BCO.
Seneca College
College Diploma, Accounting and Finance
BMO Private Banking November 2014 - Present
BMO Financial Group July 2014 - November 2014
BMO Financial Group December 2012 - July 2014
Scotiabank January 2010 - December 2012
BMO Financial Group July 2008 - January 2010
Lenovo September 2007 - July 2008
Kelly Services November 2006 - September 2007
Canway Immigration Inc May 2004 - September 2006
Seneca College of Applied Arts and Technology September 2002 - December 2003
Skills
Account Management, Retail Banking, Credit Analysis, Team Leadership, Credit, Analysis, Financial Services, Loans, Refinance, Investments, CRM, Residential Mortgages, Risk Management, Mortgage Lending, Banking, Commercial Banking, Mutual Funds, Consumer Lending, Relationship Management, Cash Management, Commercial Lending, Strategic Financial..., Financial Analysis, Investment Strategies, Business Analysis, Management, Portfolio Management, Leadership, Sales Management, Wealth Management, Credit Risk, Finance, Customer Service, Sales, Financial Risk, Project Management, Coaching, Sales Process, Strategy, Financial Planning, Private Banking, Investment Banking, Financial Advisory
Education
Seneca College of Applied Arts and Technology 2001 — 2004
Diploma -3 Yr, Information Technology
CSI Education Inc
IFIC. FP I. FP II. BCO.
Seneca College
College Diploma, Accounting and Finance
Stan Kaniecki's BMO Private Banking Experience June 2003 - July 2015
Job Vice President Senior Asset Manager in the Family Business Group at Northern Trust
Industry Financial Services
Experience
Northern Trust Wealth Management July 2015 - Present
BMO Private Banking June 2003 - July 2015
Education
Drake University 1979 — 1984
MBA, Finance
Northern Trust Wealth Management July 2015 - Present
BMO Private Banking June 2003 - July 2015
Education
Drake University 1979 — 1984
MBA, Finance
Kimberly Mawk's BMO Private Banking Experience July 2015 - Present
Job Wealth Advisor Client Associate at BMO Private Bank
Industry Financial Services
Experience
BMO Private Banking July 2015 - Present
Wells Fargo Wealth Management Group February 2012 - July 2015
Wachovia May 2008 - February 2012
Bank of America January 1998 - September 2002
Skills
Loans, Consumer Lending, Credit, Banking, Series 6, Commercial Banking, Series 63, Life Insurance, Finance, Retail Banking, Relationship Management, Customer Service, Financial Services
Education
Glendale Community College
BMO Private Banking July 2015 - Present
Wells Fargo Wealth Management Group February 2012 - July 2015
Wachovia May 2008 - February 2012
Bank of America January 1998 - September 2002
Skills
Loans, Consumer Lending, Credit, Banking, Series 6, Commercial Banking, Series 63, Life Insurance, Finance, Retail Banking, Relationship Management, Customer Service, Financial Services
Education
Glendale Community College
Jonathan Morse's BMO Private Banking Experience August 2015 - Present
Job Director, Wealth Planning at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking August 2015 - Present
Scotia Private Client Group July 2010 - Present
Hull & Hull LLP May 2008 - October 2009
Crawley Meredith 2006 - 2006
Gowling Lafleur Henderson September 2004 - June 2005
Office of Minister of Foreign Affairs November 2000 - July 2001
Office of Minister of Industry October 1998 - October 2000
Skills
Estate Planning, Estate Law, Trusts, Estate Tax Planning, Wills, Wealth Management..., Wealth, Financial Planners, Politics, Public Speaking, Wealth Management, Estate Administration, Investments, Corporate Law, Trust Services, High Net Worth..., Retirement Planning, Legal Advice, Strategic Financial..., Securities, Mediation, Litigation, Mutual Funds
Education
York University - Osgoode Hall Law School 2011 — 2014
Master of Laws (LL.M.), Tax Law/Taxation
University of Ottawa 2001 — 2004
LL.B., Common Law
Ryerson University 1994 — 1996
Bachelor of Applied Arts, Journalism
Queen's University 1989 — 1993
Honours Bachelor, History
Thornhill Secondary School
BMO Private Banking August 2015 - Present
Scotia Private Client Group July 2010 - Present
Hull & Hull LLP May 2008 - October 2009
Crawley Meredith 2006 - 2006
Gowling Lafleur Henderson September 2004 - June 2005
Office of Minister of Foreign Affairs November 2000 - July 2001
Office of Minister of Industry October 1998 - October 2000
Skills
Estate Planning, Estate Law, Trusts, Estate Tax Planning, Wills, Wealth Management..., Wealth, Financial Planners, Politics, Public Speaking, Wealth Management, Estate Administration, Investments, Corporate Law, Trust Services, High Net Worth..., Retirement Planning, Legal Advice, Strategic Financial..., Securities, Mediation, Litigation, Mutual Funds
Education
York University - Osgoode Hall Law School 2011 — 2014
Master of Laws (LL.M.), Tax Law/Taxation
University of Ottawa 2001 — 2004
LL.B., Common Law
Ryerson University 1994 — 1996
Bachelor of Applied Arts, Journalism
Queen's University 1989 — 1993
Honours Bachelor, History
Thornhill Secondary School
Jasen Froese's BMO Private Banking Experience July 2012 - Present
Job Private Wealth Consultant
Industry Financial Services
Experience
BMO Private Banking July 2012 - Present
Skills
Wealth Management, Mutual Funds, Portfolio Management, Investments, Banking, Retirement Planning, Financial Planning, Financial Services, Relationship Management, Credit, Investment Advisory, Asset Management, Capital Markets, Equities, Sales Management, Retail Banking, Investment Strategies, Strategic Financial...
Education
University of Calgary 2013 — 2015
Master of Business Administration (MBA)
Universtiy of Lethbridge 1998 — 2000
B. MGT., Finance
University of Alberta 1993 — 1996
University of Lethbridge, Finance
BMO Private Banking July 2012 - Present
Skills
Wealth Management, Mutual Funds, Portfolio Management, Investments, Banking, Retirement Planning, Financial Planning, Financial Services, Relationship Management, Credit, Investment Advisory, Asset Management, Capital Markets, Equities, Sales Management, Retail Banking, Investment Strategies, Strategic Financial...
Education
University of Calgary 2013 — 2015
Master of Business Administration (MBA)
Universtiy of Lethbridge 1998 — 2000
B. MGT., Finance
University of Alberta 1993 — 1996
University of Lethbridge, Finance
Stephanie Mann's BMO Private Banking Experience 2008 - Present
Job Private Wealth Consultant at BMO Harris Private Banking
Industry Financial Services
Experience
BMO Private Banking 2008 - Present
Bank of Montreal September 2003 - February 2008
Skills
Wealth Management, Private Banking, Strategic Financial..., Banking, Team Leadership, Investments, Retirement Planning, Wealth Management..., Portfolio Management, Risk Management
Education
Mount Allison University
Bachelor of Arts (BA), Marketing and Finance
BMO Private Banking 2008 - Present
Bank of Montreal September 2003 - February 2008
Skills
Wealth Management, Private Banking, Strategic Financial..., Banking, Team Leadership, Investments, Retirement Planning, Wealth Management..., Portfolio Management, Risk Management
Education
Mount Allison University
Bachelor of Arts (BA), Marketing and Finance
Paul De Graaf's BMO Private Banking Experience 2014 - Present
Job Private Wealth Advisor at BMO Private Banking
Industry Banking
Experience
BMO Private Banking 2014 - Present
CIBC 2013 - 2014
CIBC 2008 - 2013
Alterna 2004 - 2008
MeesPierson Private Banking 1999 - 2004
Skills
Small Business Lending, Commercial Lending, Credit Analysis, Financial Analysis, Mortgage Lending, Business Analysis, Portfolio Management, Wealth Management, Credit Risk, Credit, Retail Banking, Commercial Banking, Investments, Financial Services, Banking, Risk Management, Financial Advisory, Strategic Financial..., Financial Risk, Loans, Mutual Funds, Relationship Management, Finance, Asset Management, Financial Markets, Refinance, Residential Mortgages, Financial Planning, Investment Advisory, Retirement Planning, Executive Management, Securities
Education
Financial Planning Standards Council
CFP, CFP
University of Ottawa / Université d'Ottawa 2006 — 2009
MBA, Business Administration
NEOMA Business School 2008 — 2008
International Business Program
Canadian Securities Institute 2007 — 2014
Financial Planning
University of Professional Studies - Amsterdam 1995 — 1999
BA, Information Management
BMO Private Banking 2014 - Present
CIBC 2013 - 2014
CIBC 2008 - 2013
Alterna 2004 - 2008
MeesPierson Private Banking 1999 - 2004
Skills
Small Business Lending, Commercial Lending, Credit Analysis, Financial Analysis, Mortgage Lending, Business Analysis, Portfolio Management, Wealth Management, Credit Risk, Credit, Retail Banking, Commercial Banking, Investments, Financial Services, Banking, Risk Management, Financial Advisory, Strategic Financial..., Financial Risk, Loans, Mutual Funds, Relationship Management, Finance, Asset Management, Financial Markets, Refinance, Residential Mortgages, Financial Planning, Investment Advisory, Retirement Planning, Executive Management, Securities
Education
Financial Planning Standards Council
CFP, CFP
University of Ottawa / Université d'Ottawa 2006 — 2009
MBA, Business Administration
NEOMA Business School 2008 — 2008
International Business Program
Canadian Securities Institute 2007 — 2014
Financial Planning
University of Professional Studies - Amsterdam 1995 — 1999
BA, Information Management
Molly (Taylor) Gullman's BMO Private Banking Experience March 2015 - Present
Job Vice President, Senior Client Advisor at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking March 2015 - Present
BMO Harris Private Banking August 2013 - March 2015
J.P. Morgan Private Bank October 2010 - August 2013
Chase Investment Services Corporation November 2006 - October 2011
Skills
Investments, Series 7, Alternative Investments, Series 63, Hedge Funds, Investment Strategies, Equities, Fixed Income, Asset Allocation, Bloomberg, Securities, Private Equity, Mutual Funds, New Business Development, Financial Planning
Education
Purdue University 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
BMO Private Banking March 2015 - Present
BMO Harris Private Banking August 2013 - March 2015
J.P. Morgan Private Bank October 2010 - August 2013
Chase Investment Services Corporation November 2006 - October 2011
Skills
Investments, Series 7, Alternative Investments, Series 63, Hedge Funds, Investment Strategies, Equities, Fixed Income, Asset Allocation, Bloomberg, Securities, Private Equity, Mutual Funds, New Business Development, Financial Planning
Education
Purdue University 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
Debra McClarnon's BMO Private Banking Experience June 2013 - Present
Job Associate Portfolio Manager at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking June 2013 - Present
Harris Bank May 2008 - June 2013
Mizuho Securities USA March 2003 - December 2007
Skills
Fixed Income, Investments, Finance, Risk Management, Derivatives, Securities, Equities, Asset Management, Financial Risk, Financial Reporting
Education
Purdue University 2000 — 2002
MBA, Business Administration
BMO Private Banking June 2013 - Present
Harris Bank May 2008 - June 2013
Mizuho Securities USA March 2003 - December 2007
Skills
Fixed Income, Investments, Finance, Risk Management, Derivatives, Securities, Equities, Asset Management, Financial Risk, Financial Reporting
Education
Purdue University 2000 — 2002
MBA, Business Administration
Noreen Hewko-Garon's BMO Private Banking Experience January 2010 - Present
Job Regional Director, Operations Prairies at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking January 2010 - Present
TD Waterhouse May 2007 - October 2009
BMO Bank of Montreal November 2005 - May 2007
BMO Bank of Montreal January 2002 - November 2005
Bank of Montreal January 1999 - January 2002
Bank of Montreal January 1997 - January 1999
Bank of Montreal January 1994 - January 1997
Bank of Montreal January 1993 - January 1994
Immigration Commission January 1991 - January 1993
CIBC January 1983 - January 1991
Skills
Performance Management, Team Leadership, Employee Engagement, Cross Functional Team..., Leading Change, Financial Analysis, Financial Reporting, Building Relationships, Operations Management, Private Banking, Office Administration, Investment Management, Compliance, Project Management, Risk Management, Communication Skills, Organizational..., Helping Clients Succeed, Customer Oriented, Service Management, Banking, Portfolio Management, Wealth Management, Investments, Financial Services, Credit, Change Management, Management, Financial Planning, Mortgage Lending, Mutual Funds
Education
CIM
Investment Management
CFP 1997 — 2000
Institute of Canadian Bankers (AICB) 1983 — 1989
Associate of ICB
Northern Alberta Institute of Technology 1981 — 1983
Business Administration diploma, Finance
Denzil High 1975 — 1981
High School diploma
BMO Private Banking January 2010 - Present
TD Waterhouse May 2007 - October 2009
BMO Bank of Montreal November 2005 - May 2007
BMO Bank of Montreal January 2002 - November 2005
Bank of Montreal January 1999 - January 2002
Bank of Montreal January 1997 - January 1999
Bank of Montreal January 1994 - January 1997
Bank of Montreal January 1993 - January 1994
Immigration Commission January 1991 - January 1993
CIBC January 1983 - January 1991
Skills
Performance Management, Team Leadership, Employee Engagement, Cross Functional Team..., Leading Change, Financial Analysis, Financial Reporting, Building Relationships, Operations Management, Private Banking, Office Administration, Investment Management, Compliance, Project Management, Risk Management, Communication Skills, Organizational..., Helping Clients Succeed, Customer Oriented, Service Management, Banking, Portfolio Management, Wealth Management, Investments, Financial Services, Credit, Change Management, Management, Financial Planning, Mortgage Lending, Mutual Funds
Education
CIM
Investment Management
CFP 1997 — 2000
Institute of Canadian Bankers (AICB) 1983 — 1989
Associate of ICB
Northern Alberta Institute of Technology 1981 — 1983
Business Administration diploma, Finance
Denzil High 1975 — 1981
High School diploma
MARYUM SASRY's BMO Private Banking Experience March 2015 - August 2015
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
Doug Patton's BMO Private Banking Experience September 2015 - Present
Job Vice President & Market Manager at BMO Private Banking
Industry Banking
Experience
BMO Private Banking September 2015 - Present
BMO Financial Group November 2013 - September 2015
BMO Bank of Montreal October 2011 - November 2013
BMO Bank of Montreal June 2010 - October 2011
BMO Bank of Montreal February 2005 - June 2010
BMO Financial Group January 2004 - February 2005
BMO Financial Group July 2000 - January 2004
Skills
Team Leadership, Sales, Management, Account Management, Performance Management, Change Management, Performance Improvement, Strategic Planning, Cross-functional Team..., Customer Service, Coaching, Negotiation, Budgets, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, Banking, Risk Management, Analysis, Training, Customer Satisfaction, Leadership, Portfolio Management
Education
Queen's University 2014 — 2016
Master of Business Administration (MBA), MBA
Simon Fraser University 1995 — 2000
Bachelor of Arts (B.A.), Economics
BMO Private Banking September 2015 - Present
BMO Financial Group November 2013 - September 2015
BMO Bank of Montreal October 2011 - November 2013
BMO Bank of Montreal June 2010 - October 2011
BMO Bank of Montreal February 2005 - June 2010
BMO Financial Group January 2004 - February 2005
BMO Financial Group July 2000 - January 2004
Skills
Team Leadership, Sales, Management, Account Management, Performance Management, Change Management, Performance Improvement, Strategic Planning, Cross-functional Team..., Customer Service, Coaching, Negotiation, Budgets, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, Banking, Risk Management, Analysis, Training, Customer Satisfaction, Leadership, Portfolio Management
Education
Queen's University 2014 — 2016
Master of Business Administration (MBA), MBA
Simon Fraser University 1995 — 2000
Bachelor of Arts (B.A.), Economics
PAUL DE BONIS's BMO Private Banking Experience September 2011 - Present
Job SENIOR PRIVATE BANKER
Industry Banking
Experience
BMO Private Banking September 2011 - Present
Bank of Montreal November 2002 - September 2011
CIBC September 1994 - September 2002
Les Entreprises L.S. Vetements Inc. October 1991 - August 1994
TD June 1987 - September 1991
Skills
Commercial Banking, Retail Banking, Consumer Lending, Wealth Management, Real Estate Financing, Credit, Financial Services, Loans, Credit Risk, Mutual Funds
Education
Concordia University 1985 — 1987
Bachelor's degree, Finance
BMO Private Banking September 2011 - Present
Bank of Montreal November 2002 - September 2011
CIBC September 1994 - September 2002
Les Entreprises L.S. Vetements Inc. October 1991 - August 1994
TD June 1987 - September 1991
Skills
Commercial Banking, Retail Banking, Consumer Lending, Wealth Management, Real Estate Financing, Credit, Financial Services, Loans, Credit Risk, Mutual Funds
Education
Concordia University 1985 — 1987
Bachelor's degree, Finance
Danielle Nardi's BMO Private Banking Experience 2015 - Present
Job V.P. Compliance at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking 2015 - Present
Aligned Capital Partners Inc. 2012 - 2015
Investment Planning Counsel 2011 - 2012
FundEX Investments Inc. & Investia Financial Services Inc. 2010 - 2011
Investia Financial Services Inc. 2008 - 2010
Assante Wealth Management 2004 - 2008
Skills
AML
Education
CSI
Concordia University
George Brown College
IFSE
BMO Private Banking 2015 - Present
Aligned Capital Partners Inc. 2012 - 2015
Investment Planning Counsel 2011 - 2012
FundEX Investments Inc. & Investia Financial Services Inc. 2010 - 2011
Investia Financial Services Inc. 2008 - 2010
Assante Wealth Management 2004 - 2008
Skills
AML
Education
CSI
Concordia University
George Brown College
IFSE