M&I, a part of BMO Financial Group
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M&I, a part of BMO Financial Group Employees
Employee
Years
Job
Industry
Joseph Franklin Joseph Franklin's M&I, a part of BMO Financial Group Experience March 2010 - August 2012
Job BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank February 2015 - Present
BMO Harris Bank April 2014 - January 2015
BMO Harris Bank October 2013 - April 2014
BMO Harris Bank August 2012 - October 2013
M&I, A part of BMO Financial Group March 2010 - August 2012
Dillard's Inc September 1999 - May 2008
Skills
Consumer Lending, Banking, Small Business Lending, Credit, Commercial Banking, Retail Banking, Commercial Lending, Lines Of Credit, Cross Selling, Credit Analysis, Mortgage Lending, Cash Management, Credit Risk, Portfolio Management, Sales Management, Relationship Management, Deposits, Branch Management, Loan Origination, Finance, Sales, Mortgage Banking
Education
University of South Florida - College of Business Administration 2006 — 2008
B.S., Finance
Manatee Community College 2004 — 2006
Associates, Business Administration
BMO Harris Bank February 2015 - Present
BMO Harris Bank April 2014 - January 2015
BMO Harris Bank October 2013 - April 2014
BMO Harris Bank August 2012 - October 2013
M&I, A part of BMO Financial Group March 2010 - August 2012
Dillard's Inc September 1999 - May 2008
Skills
Consumer Lending, Banking, Small Business Lending, Credit, Commercial Banking, Retail Banking, Commercial Lending, Lines Of Credit, Cross Selling, Credit Analysis, Mortgage Lending, Cash Management, Credit Risk, Portfolio Management, Sales Management, Relationship Management, Deposits, Branch Management, Loan Origination, Finance, Sales, Mortgage Banking
Education
University of South Florida - College of Business Administration 2006 — 2008
B.S., Finance
Manatee Community College 2004 — 2006
Associates, Business Administration
Alissa Powell Alissa Powell's M&I, a part of BMO Financial Group Experience January 2011 - October 2012
Job at
Industry Banking
Experience
Country Club Bank October 2012 - Present
M&I, A Part of BMO Financial Group January 2011 - October 2012
M&I Bank June 2008 - January 2011
M&I Bank May 2006 - June 2008
Budget Line 2005 - 2006
YMCA 2004 - 2005
Premier Bank October 2003 - May 2004
Skills
Leadership, Sales, Customer Satisfaction, Customer Service, Human Resources, Banking, Credit, Coaching, Loans, Team Building, Customer Retention, Management
Education
Missouri Western State University 1999 — 2003
Bachelor's, Recreation w/Youth Sports
Park University Parkville, MO
Human Services, General
Country Club Bank October 2012 - Present
M&I, A Part of BMO Financial Group January 2011 - October 2012
M&I Bank June 2008 - January 2011
M&I Bank May 2006 - June 2008
Budget Line 2005 - 2006
YMCA 2004 - 2005
Premier Bank October 2003 - May 2004
Skills
Leadership, Sales, Customer Satisfaction, Customer Service, Human Resources, Banking, Credit, Coaching, Loans, Team Building, Customer Retention, Management
Education
Missouri Western State University 1999 — 2003
Bachelor's, Recreation w/Youth Sports
Park University Parkville, MO
Human Services, General
Lauren Poppen, CPA's M&I, a part of BMO Financial Group Experience December 2009 - January 2013
Job Experienced Senior Auditor
Industry Accounting
Experience
Vista360 December 2013 - February 2014
M&I, a part of BMO Financial Group December 2009 - January 2013
GreaterWorks Missions September 2008 - July 2009
McGladrey & Pullen September 2006 - March 2009
Savant Capital Management May 2006 - September 2006
JACCE 2004 - 2006
Skills
Auditing, Bookkeeping, Tutoring, Online Tutoring, Mathematics, Accounting, Banking, AML/BSA, Finance, Internal Audit, External Audit, Sarbanes-Oxley Act, Cash Management, Strategic Financial..., Management, Budgets, Account Reconciliation, Financial Analysis, CPA, GAAP, Cash Flow, Financial Reporting, US GAAP, Financial Accounting, Financial Statements, Program Management, Nonprofits, Financial Audits, Internal Controls, General Ledger, Financial Risk
Education
Rockford College 2002 — 2006
B.S., Accounting and Mathematics
HHS 1998 — 2002
Vista360 December 2013 - February 2014
M&I, a part of BMO Financial Group December 2009 - January 2013
GreaterWorks Missions September 2008 - July 2009
McGladrey & Pullen September 2006 - March 2009
Savant Capital Management May 2006 - September 2006
JACCE 2004 - 2006
Skills
Auditing, Bookkeeping, Tutoring, Online Tutoring, Mathematics, Accounting, Banking, AML/BSA, Finance, Internal Audit, External Audit, Sarbanes-Oxley Act, Cash Management, Strategic Financial..., Management, Budgets, Account Reconciliation, Financial Analysis, CPA, GAAP, Cash Flow, Financial Reporting, US GAAP, Financial Accounting, Financial Statements, Program Management, Nonprofits, Financial Audits, Internal Controls, General Ledger, Financial Risk
Education
Rockford College 2002 — 2006
B.S., Accounting and Mathematics
HHS 1998 — 2002
Jessica Clayton's M&I, a part of BMO Financial Group Experience February 2008 - January 2012
Job HSA Relationship Manager at The HSA Authority
Industry Banking
Experience
The HSA Authority January 2012 - Present
M&I, A Part of BMO Financial Group February 2008 - January 2012
Enterprise Rent-A-Car March 2007 - February 2008
Skills
Health Savings Accounts, Banking, Health Insurance, New Business Development, Investments, Financial Analysis, Sales Process, Team Leadership, Customer Service, Retail Banking, Relationship Management, Insurance, Employee Benefits, Customer Satisfaction, Leadership
Education
Indiana Wesleyan University 2003 — 2006
Bachelor of Science, Business Administration and Sports Management
Delphi High School 1999 — 2003
The HSA Authority January 2012 - Present
M&I, A Part of BMO Financial Group February 2008 - January 2012
Enterprise Rent-A-Car March 2007 - February 2008
Skills
Health Savings Accounts, Banking, Health Insurance, New Business Development, Investments, Financial Analysis, Sales Process, Team Leadership, Customer Service, Retail Banking, Relationship Management, Insurance, Employee Benefits, Customer Satisfaction, Leadership
Education
Indiana Wesleyan University 2003 — 2006
Bachelor of Science, Business Administration and Sports Management
Delphi High School 1999 — 2003
Marcos Vega's M&I, a part of BMO Financial Group Experience December 2006 - July 2011
Job Vice President Treasury & Payment Solutions at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank December 2014 - Present
BMO Harris Bank December 2012 - November 2014
INROADS 2014 - 2014
INROADS 2014 - 2014
BMO Harris Bank July 2011 - December 2012
M&I, a part of BMO Financial Group December 2006 - July 2011
Milwaukee Bucks September 2005 - May 2006
M&I Bank May 2003 - May 2005
Skills
Bilingual-Spanish, Inside Sales, Self-driven, Product Knowledge, Pricing Strategy, Pricing Analysis, Pricing Negotiation, Sales Support, Customer Service, Cash Management, Sales, Commercial Banking, Banking, Treasury Management, Sales Operations
Education
Marquette University 2002 — 2006
BA, Finance, Spanish for the Professions
BMO Harris Bank December 2014 - Present
BMO Harris Bank December 2012 - November 2014
INROADS 2014 - 2014
INROADS 2014 - 2014
BMO Harris Bank July 2011 - December 2012
M&I, a part of BMO Financial Group December 2006 - July 2011
Milwaukee Bucks September 2005 - May 2006
M&I Bank May 2003 - May 2005
Skills
Bilingual-Spanish, Inside Sales, Self-driven, Product Knowledge, Pricing Strategy, Pricing Analysis, Pricing Negotiation, Sales Support, Customer Service, Cash Management, Sales, Commercial Banking, Banking, Treasury Management, Sales Operations
Education
Marquette University 2002 — 2006
BA, Finance, Spanish for the Professions
Julie Helmen Julie Helmen's M&I, a part of BMO Financial Group Experience 2001 - 2012
Job Accounting Coordinator at CBRE
Industry Banking
Experience
CBRE May 2015 - Present
Areotek January 2015 - Present
Jo-Ann Stores, Inc. February 2014 - Present
Jo-Ann Stores, Inc. September 2013 - February 2014
M&I, a part of BMO Financial Group 2001 - 2012
National City Bank of Minneapolis 1998 - 2001
National City Bank of Minneapolis 1984 - 1998
Skills
Banking, Process Improvement, Change Management, Operations Management, Microsoft Office, Microsoft Excel, Portfolio Management, Product Development, Strategic Planning, Customer Service, Project Management, Team Building, Management, Cash Management, Budgets, Coaching, Team Leadership, Training
Education
University of Minnesota-Twin Cities
Bethany Lutheran College
Associate of Arts (AA)
Saint Croix Lutheran High School
CBRE May 2015 - Present
Areotek January 2015 - Present
Jo-Ann Stores, Inc. February 2014 - Present
Jo-Ann Stores, Inc. September 2013 - February 2014
M&I, a part of BMO Financial Group 2001 - 2012
National City Bank of Minneapolis 1998 - 2001
National City Bank of Minneapolis 1984 - 1998
Skills
Banking, Process Improvement, Change Management, Operations Management, Microsoft Office, Microsoft Excel, Portfolio Management, Product Development, Strategic Planning, Customer Service, Project Management, Team Building, Management, Cash Management, Budgets, Coaching, Team Leadership, Training
Education
University of Minnesota-Twin Cities
Bethany Lutheran College
Associate of Arts (AA)
Saint Croix Lutheran High School
Dawn DeRidder Dawn DeRidder's M&I, a part of BMO Financial Group Experience May 2010 - July 2011
Job SBA Product Specialist IV at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation November 2012 - Present
BMO Harris Bank July 2011 - November 2012
M&I, A part of BMO Financial Group May 2010 - July 2011
M&I Bank July 2007 - May 2010
Fifth Third Bank March 2000 - July 2007
State Bank of Caledonia November 1997 - March 2000
Skills
SBA, Small Business Lending, Commercial Lending, Credit Analysis, SBA 504, Treasury Services, Consumer Lending, Cash Management, Retail Banking, Relationship Management, Leadership
Education
Grand Valley State University 1986 — 1990
BBA, Finance
Regions Financial Corporation November 2012 - Present
BMO Harris Bank July 2011 - November 2012
M&I, A part of BMO Financial Group May 2010 - July 2011
M&I Bank July 2007 - May 2010
Fifth Third Bank March 2000 - July 2007
State Bank of Caledonia November 1997 - March 2000
Skills
SBA, Small Business Lending, Commercial Lending, Credit Analysis, SBA 504, Treasury Services, Consumer Lending, Cash Management, Retail Banking, Relationship Management, Leadership
Education
Grand Valley State University 1986 — 1990
BBA, Finance
Sam Pepper Sam Pepper's M&I, a part of BMO Financial Group Experience September 2007 - August 2011
Job Executive Vice President Commercial Lending at Equity Bank
Industry Banking
Experience
Equity Bank July 2013 - Present
Enterprise Bank & Trust July 2012 - May 2013
Enterprise Bank & Trust August 2011 - July 2012
M&I, A Part of BMO Financial Group September 2007 - August 2011
M&I Bank N.A. September 2005 - September 2007
M&I Bank NA September 2004 - September 2005
Skills
Commercial Lending, Commercial Banking, Loans, Credit, Banking, Small Business Lending, Credit Analysis, Retail Banking, Underwriting, Portfolio Management, Lines Of Credit, Credit Risk, Loan Origination, Leadership, Talent Development &..., Communication, Mergers & Acquisitions, Capital Markets, Private Equity, New Business Intiatives
Education
Long Island University, C.W. Post Campus
Master of Business Administration (MBA), Business Administration and Management, General
Western New England College
Bachelor of Business Administration (B.B.A.), Finance and Economics
Equity Bank July 2013 - Present
Enterprise Bank & Trust July 2012 - May 2013
Enterprise Bank & Trust August 2011 - July 2012
M&I, A Part of BMO Financial Group September 2007 - August 2011
M&I Bank N.A. September 2005 - September 2007
M&I Bank NA September 2004 - September 2005
Skills
Commercial Lending, Commercial Banking, Loans, Credit, Banking, Small Business Lending, Credit Analysis, Retail Banking, Underwriting, Portfolio Management, Lines Of Credit, Credit Risk, Loan Origination, Leadership, Talent Development &..., Communication, Mergers & Acquisitions, Capital Markets, Private Equity, New Business Intiatives
Education
Long Island University, C.W. Post Campus
Master of Business Administration (MBA), Business Administration and Management, General
Western New England College
Bachelor of Business Administration (B.B.A.), Finance and Economics
Megan Ottow Megan Ottow's M&I, a part of BMO Financial Group Experience January 2008 - November 2012
Job Operations Manager at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank October 2014 - Present
BMO Financial Group December 2012 - Present
M&I, A part of BMO Financial Group January 2008 - November 2012
M & I Bank September 2008 - September 2009
JPMorgan Chase 2005 - 2008
Skills
Credit, Loans, Banking, Analysis, Management, Finance, Operational Risk, Credit Risk, Process Improvement, Auditing, Sales, Underwriting, Credit Analysis, Financial Analysis, Customer Service, Risk Management
Education
Cardinal Stritch University 2011 — 2013
Master of Business Administration (M.B.A.)
University of Wisconsin-Milwaukee 1999 — 2003
Finance, International Business
BMO Harris Bank October 2014 - Present
BMO Financial Group December 2012 - Present
M&I, A part of BMO Financial Group January 2008 - November 2012
M & I Bank September 2008 - September 2009
JPMorgan Chase 2005 - 2008
Skills
Credit, Loans, Banking, Analysis, Management, Finance, Operational Risk, Credit Risk, Process Improvement, Auditing, Sales, Underwriting, Credit Analysis, Financial Analysis, Customer Service, Risk Management
Education
Cardinal Stritch University 2011 — 2013
Master of Business Administration (M.B.A.)
University of Wisconsin-Milwaukee 1999 — 2003
Finance, International Business
Zach Lundquist's M&I, a part of BMO Financial Group Experience May 2009 - July 2012
Job Application Analyst at Federal Reserve Bank of Minneapolis
Industry Banking
Experience
Federal Reserve Bank of Minneapolis July 2014 - Present
Wells Fargo July 2012 - July 2014
M&I, A part of BMO Financial Group May 2009 - July 2012
Motoprimo March 2006 - July 2008
Skills
Banking, Credit, Retail Banking, Loans, Commercial Banking, Credit Analysis, Consumer Lending, Credit Risk, Financial Analysis, Underwriting, Customer Service, Sales, Risk Management, Analysis
Education
University of Minnesota-Twin Cities 2009 — 2012
Bachelor of Science (B.S.), Applied Economics
Federal Reserve Bank of Minneapolis July 2014 - Present
Wells Fargo July 2012 - July 2014
M&I, A part of BMO Financial Group May 2009 - July 2012
Motoprimo March 2006 - July 2008
Skills
Banking, Credit, Retail Banking, Loans, Commercial Banking, Credit Analysis, Consumer Lending, Credit Risk, Financial Analysis, Underwriting, Customer Service, Sales, Risk Management, Analysis
Education
University of Minnesota-Twin Cities 2009 — 2012
Bachelor of Science (B.S.), Applied Economics
Sara Ausman Sara Ausman's M&I, a part of BMO Financial Group Experience July 2007 - January 2012
Job Managing Director, Professional Services & Private Banking at Alerus Financial
Industry Banking
Experience
Alerus Financial May 2012 - Present
M&I, A part of BMO Financial Group July 2007 - January 2012
Excel Bank February 2002 - July 2007
Marquette Capital Bank February 1992 - February 2002
Skills
Private Banking, Commercial Lending, Commercial Banking, Banking, Loans, Credit, Small Business Lending, Credit Risk, Financial Services, Strategic Financial..., Management, Financial Analysis, Relationship Management, Mortgage Lending, Credit Analysis, Lines Of Credit, Portfolio Management, Risk Management, Cash Management, Underwriting, Commercial Mortgages, Consumer Lending, Treasury Management, Wealth Management
Education
Michigan State University 1986 — 1988
MM
University of Wisconsin-Madison 1982 — 1986
Alerus Financial May 2012 - Present
M&I, A part of BMO Financial Group July 2007 - January 2012
Excel Bank February 2002 - July 2007
Marquette Capital Bank February 1992 - February 2002
Skills
Private Banking, Commercial Lending, Commercial Banking, Banking, Loans, Credit, Small Business Lending, Credit Risk, Financial Services, Strategic Financial..., Management, Financial Analysis, Relationship Management, Mortgage Lending, Credit Analysis, Lines Of Credit, Portfolio Management, Risk Management, Cash Management, Underwriting, Commercial Mortgages, Consumer Lending, Treasury Management, Wealth Management
Education
Michigan State University 1986 — 1988
MM
University of Wisconsin-Madison 1982 — 1986
Charlotte White-Johnson's M&I, a part of BMO Financial Group Experience April 2009 - February 2012
Job Senior Support Analyst at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank November 2013 - Present
BMO Harris Bank February 2012 - November 2013
M&I, a part of BMO Financial Group April 2009 - February 2012
M&I Bank August 2005 - April 2009
Cost Plus World Market 2001 - 2004
Skills
Customer Service, Lotus Notes, Banking, Credit, PeopleSoft, Vendor Management, Disaster Recovery, Visio, Risk Management, SharePoint, Software Documentation, Business Analysis, Process Improvement, Technical Support, System Administration, Training, Active Directory, Management, Troubleshooting, Hardware, Access, ITIL, Security
Education
University of Phoenix 2010 — 2012
BSIT, Information Security
Heald College 1998 — 2001
Associates in Applied Science, Computer Science
BMO Harris Bank November 2013 - Present
BMO Harris Bank February 2012 - November 2013
M&I, a part of BMO Financial Group April 2009 - February 2012
M&I Bank August 2005 - April 2009
Cost Plus World Market 2001 - 2004
Skills
Customer Service, Lotus Notes, Banking, Credit, PeopleSoft, Vendor Management, Disaster Recovery, Visio, Risk Management, SharePoint, Software Documentation, Business Analysis, Process Improvement, Technical Support, System Administration, Training, Active Directory, Management, Troubleshooting, Hardware, Access, ITIL, Security
Education
University of Phoenix 2010 — 2012
BSIT, Information Security
Heald College 1998 — 2001
Associates in Applied Science, Computer Science
Ann Fugleberg's M&I, a part of BMO Financial Group Experience June 2003 - June 2012
Job Senior Associate at EXMARQ Capital Partners, Inc.
Industry Financial Services
Experience
EXMARQ Capital Partners, Inc. May 2014 - Present
Lifestyle Chiropractic March 2009 - Present
Bremer Bank February 2013 - May 2014
M&I, a part of BMO Financial Group June 2003 - June 2012
Skills
Commercial Banking, Credit, Credit Analysis, Process Improvement, Strategic Planning, Banking, Customer Service, Nutrition, Cash Management, Risk Management, Small Business Lending, Microsoft Office, Mortgage Lending, Chiropractic, Financial Services, Financial Analysis, Therapeutic Massage, Loans, Relationship Management, Retail Banking, Commercial Lending, Consumer Lending, Credit Risk, Wealth Management, Insurance, Finance, Leadership, Loan Origination, Lines Of Credit, Cross Selling, Strategic Financial..., Underwriting, Portfolio Management, Commercial Mortgages, Investments, Microsoft Excel
Education
University of Minnesota-Morris 1999 — 2003
BA, Management, Spanish
WHS
EXMARQ Capital Partners, Inc. May 2014 - Present
Lifestyle Chiropractic March 2009 - Present
Bremer Bank February 2013 - May 2014
M&I, a part of BMO Financial Group June 2003 - June 2012
Skills
Commercial Banking, Credit, Credit Analysis, Process Improvement, Strategic Planning, Banking, Customer Service, Nutrition, Cash Management, Risk Management, Small Business Lending, Microsoft Office, Mortgage Lending, Chiropractic, Financial Services, Financial Analysis, Therapeutic Massage, Loans, Relationship Management, Retail Banking, Commercial Lending, Consumer Lending, Credit Risk, Wealth Management, Insurance, Finance, Leadership, Loan Origination, Lines Of Credit, Cross Selling, Strategic Financial..., Underwriting, Portfolio Management, Commercial Mortgages, Investments, Microsoft Excel
Education
University of Minnesota-Morris 1999 — 2003
BA, Management, Spanish
WHS
Jenny Becker Jenny Becker's M&I, a part of BMO Financial Group Experience September 2006 - October 2011
Job Senior Relationship Banker @ Pulaski Bank
Industry Banking
Experience
Pulaski Bank October 2011 - Present
M&I, a part of BMO Financial Group September 2006 - October 2011
Skills
Loans, Credit, Small Business Lending, Consumer Lending, Retail Banking, Finance, Management, Banking
Education
Fontbonne University 1997 — 2001
Pulaski Bank October 2011 - Present
M&I, a part of BMO Financial Group September 2006 - October 2011
Skills
Loans, Credit, Small Business Lending, Consumer Lending, Retail Banking, Finance, Management, Banking
Education
Fontbonne University 1997 — 2001
Sarfraz Nabi Sarfraz Nabi's M&I, a part of BMO Financial Group Experience October 2010 - June 2012
Job Senior Vice President/Senior Commercial Lender at Centrue Bank
Industry Banking
Experience
Centrue Bank July 2012 - Present
M&I, A Part of BMO Financial Group October 2010 - June 2012
Southwest Bank, an M&I Bank June 2004 - October 2010
Regions Bank 2002 - 2004
Bank of America 1997 - 2001
Skills
C&I Lending, Commercial Real Estate, Credit Analysis, Treasury Management, Financial Analysis, Sales Management, Credit Risk
Education
University of Missouri-Saint Louis
Centrue Bank July 2012 - Present
M&I, A Part of BMO Financial Group October 2010 - June 2012
Southwest Bank, an M&I Bank June 2004 - October 2010
Regions Bank 2002 - 2004
Bank of America 1997 - 2001
Skills
C&I Lending, Commercial Real Estate, Credit Analysis, Treasury Management, Financial Analysis, Sales Management, Credit Risk
Education
University of Missouri-Saint Louis
Michelle Barnes-Buckhanan Michelle Barnes-Buckhanan's M&I, a part of BMO Financial Group Experience December 2011 - December 2012
Job Experienced Financial Services and Community Development Professional
Industry Banking
Experience
M&I, A part of BMO Financial Group December 2011 - December 2012
M&I, A part of BMO Financial Group July 2011 - December 2012
M&I Community Development Corporation September 2006 - December 2011
M&I Bank April 1999 - September 2006
Skills
Community Outreach, Commercial Lending, Banking, Community Development, Commercial Banking, Small Business Lending, Loans, Credit, Consumer Lending, Cash Management, Credit Analysis, Commercial Mortgages, Mortgage Banking, Branch Banking
Education
Alverno College
Marquette University
The Center for Real Estate/Associates in Commercial Real Estate (ACRE) program
M&I, A part of BMO Financial Group December 2011 - December 2012
M&I, A part of BMO Financial Group July 2011 - December 2012
M&I Community Development Corporation September 2006 - December 2011
M&I Bank April 1999 - September 2006
Skills
Community Outreach, Commercial Lending, Banking, Community Development, Commercial Banking, Small Business Lending, Loans, Credit, Consumer Lending, Cash Management, Credit Analysis, Commercial Mortgages, Mortgage Banking, Branch Banking
Education
Alverno College
Marquette University
The Center for Real Estate/Associates in Commercial Real Estate (ACRE) program
Lekha Joseph Lekha Joseph's M&I, a part of BMO Financial Group Experience January 2000 - October 2012
Job Senior Personal Banker at BMO Harris Bank
Industry Banking
Experience
M&I, A part of BMO financial Group January 2000 - October 2012
Skills
Banking, Loans
Education
University of Kerala 1987 — 1991
Bachelors, Science
M&I, A part of BMO financial Group January 2000 - October 2012
Skills
Banking, Loans
Education
University of Kerala 1987 — 1991
Bachelors, Science
Rob Scharnott Rob Scharnott's M&I, a part of BMO Financial Group Experience January 1999 - Present
Job Vice PresidentSenior Premier Banker at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank April 2014 - Present
M&I, A part of BMO Financial Group January 1999 - Present
BMO Harris Bank 2005 - April 2014
Prevention & Protection of Abused Children January 2005 - January 2014
PPAC 2006 - 2009
Skills
Credit Analysis, Credit, Loans, Lines Of Credit, Small Business Lending, Retail Banking, Account Management, Commercial Banking, Commercial Lending, Consumer Lending, Management, Event Planning, Customer Service, Banking, Strategic Planning, Microsoft Office, Leadership, Treasury Management, Mortgage Lending, Cash Management, Team Building, Sales Management, New Business Development
Education
Marquette University 1994 — 1999
Waukesha South High School 1991 — 1994
BMO Harris Bank April 2014 - Present
M&I, A part of BMO Financial Group January 1999 - Present
BMO Harris Bank 2005 - April 2014
Prevention & Protection of Abused Children January 2005 - January 2014
PPAC 2006 - 2009
Skills
Credit Analysis, Credit, Loans, Lines Of Credit, Small Business Lending, Retail Banking, Account Management, Commercial Banking, Commercial Lending, Consumer Lending, Management, Event Planning, Customer Service, Banking, Strategic Planning, Microsoft Office, Leadership, Treasury Management, Mortgage Lending, Cash Management, Team Building, Sales Management, New Business Development
Education
Marquette University 1994 — 1999
Waukesha South High School 1991 — 1994
Charles Kane Charles Kane's M&I, a part of BMO Financial Group Experience 2008 - Present
Job ATM Channel Analyst, BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank May 2008 - Present
M&I, A part of BMO Financial Group 2008 - Present
Garda 1998 - May 2008
Garda 1999 - 2008
Skills
Project Management, Vendor Management, Security, Troubleshooting, Process Improvement
Education
Minneapolis Community and Technical College
AAS, Law Enforcement
BMO Harris Bank May 2008 - Present
M&I, A part of BMO Financial Group 2008 - Present
Garda 1998 - May 2008
Garda 1999 - 2008
Skills
Project Management, Vendor Management, Security, Troubleshooting, Process Improvement
Education
Minneapolis Community and Technical College
AAS, Law Enforcement
Andrew Jankowiak's M&I, a part of BMO Financial Group Experience February 2010 - September 2012
Job Senior Client Advisor at BMO Private Bank
Industry Financial Services
Experience
BMO Private Bank October 2014 - Present
BMO Private Bank September 2012 - October 2014
M&I, A part of BMO Financial Group February 2010 - September 2012
Wells Fargo June 2004 - February 2010
Franklin National Bank 1997 - 2001
Skills
Banking, Financial Services, Series 7, Finance, Loans, Credit, Wealth Management, Credit Analysis, Investments, Retirement Planning, Financial Analysis, Strategic Financial..., Private Banking, Portfolio Management, Relationship Management, Financial Planning
Education
Purdue University 1999 — 2004
BS, Selling and Sales Mgmt
BMO Private Bank October 2014 - Present
BMO Private Bank September 2012 - October 2014
M&I, A part of BMO Financial Group February 2010 - September 2012
Wells Fargo June 2004 - February 2010
Franklin National Bank 1997 - 2001
Skills
Banking, Financial Services, Series 7, Finance, Loans, Credit, Wealth Management, Credit Analysis, Investments, Retirement Planning, Financial Analysis, Strategic Financial..., Private Banking, Portfolio Management, Relationship Management, Financial Planning
Education
Purdue University 1999 — 2004
BS, Selling and Sales Mgmt
John J. Mau John J. Mau's M&I, a part of BMO Financial Group Experience September 1997 - December 2011
Job Senior Vice President Director of Corporate Credit Administration at Johnson Bank
Industry Banking
Experience
Johnson Bank December 2011 - Present
M&I, a part of BMO Financial Group September 1997 - December 2011
M&I Madison Bank May 1991 - September 1997
State of Wisconsin - Office of Commissioner of Banking January 1987 - May 1991
Skills
Commercial Lending, Small Business Lending, Credit Analysis, Consumer Lending, Banking, Loans, Credit, Commercial Banking, Underwriting, Credit Risk, Financial Risk, Cash Management, Loan Origination, Operational Risk, Portfolio Management, Treasury Management, Values-based Leadership, Asset Based Lending, Commercial Mortgages, Lines Of Credit, Retail Banking
Education
University of Wisconsin-Madison - School of Business 1990 — 1995
Master of Science:, Finance, Investments & Banking
University of Wisconsin-Eau Claire 1986 — 1987
Bachelor of Business Administration, Finance
St. Norbert College 1982 — 1983
Finance
Kaukauna High School
Johnson Bank December 2011 - Present
M&I, a part of BMO Financial Group September 1997 - December 2011
M&I Madison Bank May 1991 - September 1997
State of Wisconsin - Office of Commissioner of Banking January 1987 - May 1991
Skills
Commercial Lending, Small Business Lending, Credit Analysis, Consumer Lending, Banking, Loans, Credit, Commercial Banking, Underwriting, Credit Risk, Financial Risk, Cash Management, Loan Origination, Operational Risk, Portfolio Management, Treasury Management, Values-based Leadership, Asset Based Lending, Commercial Mortgages, Lines Of Credit, Retail Banking
Education
University of Wisconsin-Madison - School of Business 1990 — 1995
Master of Science:, Finance, Investments & Banking
University of Wisconsin-Eau Claire 1986 — 1987
Bachelor of Business Administration, Finance
St. Norbert College 1982 — 1983
Finance
Kaukauna High School
Tamika Bowen's M&I, a part of BMO Financial Group Experience September 2010 - January 2012
Job Vice President, Manager, Channel Integration at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group April 2014 - Present
BMO Financial Group January 2013 - April 2014
M&I, A part of BMO Financial Group September 2010 - January 2012
It's About Time Personal Concierge June 2007 - December 2008
Momentum Worldwide June 1997 - February 2007
Skills
Event Management, Project Management, Crisis Management, Marketing Strategy, Integrated Marketing, Relationship Marketing, Marketing Communications, Direct Marketing, Advertising, Digital Marketing, Social Media Marketing, Social Media, Email Marketing, Marketing, Direct Mail, Event Planning, Interactive Marketing, Copywriting, Online Advertising, Strategic Planning, Internal Communications, Management, Strategy
Education
International Coach Academy 2009 — 2010
Certified Professional Coach, International Coach Academy
Concordia University-Wisconsin 2001 — 2005
Bachelor or Arts, Management and Communications
BMO Financial Group April 2014 - Present
BMO Financial Group January 2013 - April 2014
M&I, A part of BMO Financial Group September 2010 - January 2012
It's About Time Personal Concierge June 2007 - December 2008
Momentum Worldwide June 1997 - February 2007
Skills
Event Management, Project Management, Crisis Management, Marketing Strategy, Integrated Marketing, Relationship Marketing, Marketing Communications, Direct Marketing, Advertising, Digital Marketing, Social Media Marketing, Social Media, Email Marketing, Marketing, Direct Mail, Event Planning, Interactive Marketing, Copywriting, Online Advertising, Strategic Planning, Internal Communications, Management, Strategy
Education
International Coach Academy 2009 — 2010
Certified Professional Coach, International Coach Academy
Concordia University-Wisconsin 2001 — 2005
Bachelor or Arts, Management and Communications
Sue Kletzke Carter Sue Kletzke Carter's M&I, a part of BMO Financial Group Experience July 1996 - June 2012
Job Independent Contractor
Industry Individual & Family Services
Experience
M&I, a part of BMO Financial Group July 1996 - June 2012
Deluxe Data 1994 - 1996
Associated Bank 1992 - 1994
Milwaukee Insurance 1986 - 1991
Skills
Commercial Banking, Commercial Lending, Credit Analysis, Banking, Credit, Loans, Mortgage Lending, Retail Banking, Consumer Lending, Cash Management, Risk Management
Education
Cardinal Stritch University
MBA
University of Wisconsin-Milwaukee
BA
M&I, a part of BMO Financial Group July 1996 - June 2012
Deluxe Data 1994 - 1996
Associated Bank 1992 - 1994
Milwaukee Insurance 1986 - 1991
Skills
Commercial Banking, Commercial Lending, Credit Analysis, Banking, Credit, Loans, Mortgage Lending, Retail Banking, Consumer Lending, Cash Management, Risk Management
Education
Cardinal Stritch University
MBA
University of Wisconsin-Milwaukee
BA
Lori Day Lori Day's M&I, a part of BMO Financial Group Experience August 2006 - October 2011
Job Vice President, Director of Mortgage Sales at BMO Harris Bank
Industry Financial Services
Experience
BMO Harris Bank October 2011 - Present
M&I, a part of BMO Financial Group August 2006 - October 2011
HomeServices of America July 2005 - July 2006
Edina Realty July 1995 - July 2005
AmerUs Bank - A part of AmerUs Group January 1986 - January 1997
Skills
Real Estate, First Time Home Buyers, FHA, Mortgage Lending, ACH, Mortgage Banking, Loans, Refinance, Commercial Banking, Banking, Relationship Management, Commercial Lending, Consumer Lending, Small Business Lending, Foreclosures, Residential Mortgages, Selling, Credit, Loan Origination, Investment Properties, Commercial Mortgages, Finance, Lines Of Credit, Construction Loans, Credit Analysis, USDA, Underwriting, VA loans, Cross Selling, FHA financing, Home Equity Lines of..., Sales
Education
Drake University 1995 — 1996
Iowa State University 1980 — 1982
BMO Harris Bank October 2011 - Present
M&I, a part of BMO Financial Group August 2006 - October 2011
HomeServices of America July 2005 - July 2006
Edina Realty July 1995 - July 2005
AmerUs Bank - A part of AmerUs Group January 1986 - January 1997
Skills
Real Estate, First Time Home Buyers, FHA, Mortgage Lending, ACH, Mortgage Banking, Loans, Refinance, Commercial Banking, Banking, Relationship Management, Commercial Lending, Consumer Lending, Small Business Lending, Foreclosures, Residential Mortgages, Selling, Credit, Loan Origination, Investment Properties, Commercial Mortgages, Finance, Lines Of Credit, Construction Loans, Credit Analysis, USDA, Underwriting, VA loans, Cross Selling, FHA financing, Home Equity Lines of..., Sales
Education
Drake University 1995 — 1996
Iowa State University 1980 — 1982
Eric Lempke Eric Lempke's M&I, a part of BMO Financial Group Experience July 2010 - October 2012
Job Vice President Commercial Banking at BMO Harris Bank, N.A. | (920) 4361862 | eric.lempke@bmo.com
Industry Banking
Experience
BMO Harris Bank, N.A. October 2012 - Present
M&I, a part of BMO Financial Group July 2010 - October 2012
Anchor Bank, N.A. April 2006 - July 2010
Skills
Commercial Lending, Small Business Lending, Portfolio Management, Loans, Commercial Banking, SBA, Lines Of Credit, Credit, Credit Analysis, Consumer Lending, Commercial Mortgages, Cash Management, Treasury Management, Credit Risk, Asset Based Lending, Underwriting, Banking
Education
St. Olaf College 1992 — 1996
Bachelor of Arts (B.A.), Economics
BMO Harris Bank, N.A. October 2012 - Present
M&I, a part of BMO Financial Group July 2010 - October 2012
Anchor Bank, N.A. April 2006 - July 2010
Skills
Commercial Lending, Small Business Lending, Portfolio Management, Loans, Commercial Banking, SBA, Lines Of Credit, Credit, Credit Analysis, Consumer Lending, Commercial Mortgages, Cash Management, Treasury Management, Credit Risk, Asset Based Lending, Underwriting, Banking
Education
St. Olaf College 1992 — 1996
Bachelor of Arts (B.A.), Economics
Pat Kandziora Pat Kandziora's M&I, a part of BMO Financial Group Experience July 2004 - June 2012
Job Retired Banker & Community Advocate
Industry Banking
Experience
M&I Bank July 2004 - June 2012
M&I, a Part of BMO Financial Group July 2004 - June 2012
Associated Bank 1996 - 2004
Skills
Banking, Commercial Banking, Portfolio Management
Education
Mount Mary University 1999 — 2001
BS, cum laude, Business Administration
Milwaukee Area Technical College 1986 — 1988
ASBS, Business Management
M&I Bank July 2004 - June 2012
M&I, a Part of BMO Financial Group July 2004 - June 2012
Associated Bank 1996 - 2004
Skills
Banking, Commercial Banking, Portfolio Management
Education
Mount Mary University 1999 — 2001
BS, cum laude, Business Administration
Milwaukee Area Technical College 1986 — 1988
ASBS, Business Management
Joseph Miller's M&I, a part of BMO Financial Group Experience June 2008 - November 2011
Job Store Manager TD Bank
Industry Banking
Experience
TD May 2014 - Present
BankUnited June 2013 - February 2014
Synovus Bank November 2011 - June 2013
Nonprofit Center of Milwaukee June 2010 - November 2011
Rotary International 2009 - November 2011
M&I, A Part of BMO Financial Group June 2008 - November 2011
United Way of Washington County 2010 - 2010
Bethesda Lutheran Communities 2009 - 2010
United Way of Washington County 2009 - 2010
West Bend Area Chamber of Commerce 2008 - 2009
Skills
Commercial Banking, Leadership, Fundraising, Entrepreneurship, Commercial Lending, CRM, Microsoft Word, Loans, Mortgage Lending, Real Estate, Nonprofits, Management, Training, Banking, Sales, Finance, Strategic Planning
Education
Concordia University-Wisconsin 2009 — 2013
M.B.A., Finance/International Business
Wisconsin Lutheran Seminary 1995 — 1998
M.Div.
Northwestern College 1991 — 1995
B.A., Liberal Arts
Kettle Moraine Lutheran High School 1987 — 1991
TD May 2014 - Present
BankUnited June 2013 - February 2014
Synovus Bank November 2011 - June 2013
Nonprofit Center of Milwaukee June 2010 - November 2011
Rotary International 2009 - November 2011
M&I, A Part of BMO Financial Group June 2008 - November 2011
United Way of Washington County 2010 - 2010
Bethesda Lutheran Communities 2009 - 2010
United Way of Washington County 2009 - 2010
West Bend Area Chamber of Commerce 2008 - 2009
Skills
Commercial Banking, Leadership, Fundraising, Entrepreneurship, Commercial Lending, CRM, Microsoft Word, Loans, Mortgage Lending, Real Estate, Nonprofits, Management, Training, Banking, Sales, Finance, Strategic Planning
Education
Concordia University-Wisconsin 2009 — 2013
M.B.A., Finance/International Business
Wisconsin Lutheran Seminary 1995 — 1998
M.Div.
Northwestern College 1991 — 1995
B.A., Liberal Arts
Kettle Moraine Lutheran High School 1987 — 1991
Rebecca Barrett, MBA, CFSA's M&I, a part of BMO Financial Group Experience October 2008 - November 2012
Job Auditor at West Bend Mutual Insurance
Industry Insurance
Experience
West Bend Mutual Insurance November 2012 - Present
M&I, A part of BMO Financial Group October 2008 - November 2012
M&I Bank September 2006 - October 2008
Skills
Financial Risk, Performance Management, Banking, CRM, Policy, Internal Audit, Credit, Auditing, Financial Services, Retail Banking, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, IT Audit, Teamwork, Internal Controls, Accounting, Loans, Risk Management, Process Improvement, Analysis
Education
Cardinal Stritch University 2009 — 2012
MBA, Business
University of Wisconsin-Green Bay 2001 — 2006
BBA, Finance
West Bend Mutual Insurance November 2012 - Present
M&I, A part of BMO Financial Group October 2008 - November 2012
M&I Bank September 2006 - October 2008
Skills
Financial Risk, Performance Management, Banking, CRM, Policy, Internal Audit, Credit, Auditing, Financial Services, Retail Banking, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, IT Audit, Teamwork, Internal Controls, Accounting, Loans, Risk Management, Process Improvement, Analysis
Education
Cardinal Stritch University 2009 — 2012
MBA, Business
University of Wisconsin-Green Bay 2001 — 2006
BBA, Finance
Kristy (Stoner) Hall Kristy (Stoner) Hall's M&I, a part of BMO Financial Group Experience February 2011 - March 2012
Job VP, Portfolio Manager at Associated Bank
Industry Banking
Experience
Associated Bank November 2014 - Present
BMO Harris Bank March 2012 - October 2014
M&I, a Part of BMO Financial Group February 2011 - March 2012
M&I Bank June 2006 - February 2011
TCF Bank November 1998 - June 2006
Skills
Small Business Lending, Sales, Mergers & Acquisitions, Loans, Credit Analysis, Commercial Lending, Commercial Banking, Credit, Management, Consumer Lending
Education
College of St. Catherine 2003 — 2006
Bachelor of Science Degree, Business Administration, minor in Financial Economics
Associated Bank November 2014 - Present
BMO Harris Bank March 2012 - October 2014
M&I, a Part of BMO Financial Group February 2011 - March 2012
M&I Bank June 2006 - February 2011
TCF Bank November 1998 - June 2006
Skills
Small Business Lending, Sales, Mergers & Acquisitions, Loans, Credit Analysis, Commercial Lending, Commercial Banking, Credit, Management, Consumer Lending
Education
College of St. Catherine 2003 — 2006
Bachelor of Science Degree, Business Administration, minor in Financial Economics
Carl Glaum Carl Glaum's M&I, a part of BMO Financial Group Experience June 2008 - Present
Job AVP, Project Manager, Business Continuity Management Office at BMO Harris, A part of BMO Financial Group
Industry Information Technology and Services
Experience
M&I, A part of BMO Financial Group June 2008 - Present
BMO Harris, A part of BMO Financial Group June 2008 - Present
Metavante Corp December 2007 - June 2008
M&I Bank 1999 - 2007
M&I Data Services January 1998 - July 1999
Skills
Programming, COBOL, Disaster Recovery, Business Continuity, Solution Design, Testing, Risk Management, ITIL, Incident Management, Program Management, Process Improvement, Risk Assessment, Compliance, Customer Service, Change Management, Microsoft Office, Data Center, Documentation, Vendor Relations, Risk Analysis, Business Analysis, Team Building, Risk Mitigation, Analysis, Problem Solving, Software Documentation, Project Management, Requirements Analysis, Business Continuity..., Security, Solution Architecture, SDLC, Visio, SharePoint, PMP, Requirements Gathering, Project Portfolio..., IT Management, Business Process..., PMO, Information Technology, Integration, Software Project..., IT Strategy, Information Security, Resource Management, Business Process, IT Service Management, Information Security..., Enterprise Architecture
Education
Frederick Community College 2007 — 2009
AAS Emergency Management, Emergency Management
Frederick Community College 2006 — 2009
Certificate -, Emergency Management, FEMA Emergency Management Institute
University of Wisconsin-Milwaukee 1998 — 1998
MICAP Cert, MICAP program in conjunction with M & I Data Services
Milwaukee Area Technical College 1995 — 1997
Business Mid-Management Associate Degree program
University of Illinois at Urbana-Champaign 1968 — 1974
BM & MM, Music
M&I, A part of BMO Financial Group June 2008 - Present
BMO Harris, A part of BMO Financial Group June 2008 - Present
Metavante Corp December 2007 - June 2008
M&I Bank 1999 - 2007
M&I Data Services January 1998 - July 1999
Skills
Programming, COBOL, Disaster Recovery, Business Continuity, Solution Design, Testing, Risk Management, ITIL, Incident Management, Program Management, Process Improvement, Risk Assessment, Compliance, Customer Service, Change Management, Microsoft Office, Data Center, Documentation, Vendor Relations, Risk Analysis, Business Analysis, Team Building, Risk Mitigation, Analysis, Problem Solving, Software Documentation, Project Management, Requirements Analysis, Business Continuity..., Security, Solution Architecture, SDLC, Visio, SharePoint, PMP, Requirements Gathering, Project Portfolio..., IT Management, Business Process..., PMO, Information Technology, Integration, Software Project..., IT Strategy, Information Security, Resource Management, Business Process, IT Service Management, Information Security..., Enterprise Architecture
Education
Frederick Community College 2007 — 2009
AAS Emergency Management, Emergency Management
Frederick Community College 2006 — 2009
Certificate -, Emergency Management, FEMA Emergency Management Institute
University of Wisconsin-Milwaukee 1998 — 1998
MICAP Cert, MICAP program in conjunction with M & I Data Services
Milwaukee Area Technical College 1995 — 1997
Business Mid-Management Associate Degree program
University of Illinois at Urbana-Champaign 1968 — 1974
BM & MM, Music
Janet Lund Janet Lund's M&I, a part of BMO Financial Group Experience March 2007 - December 2011
Job Mortgage Consultant NMLSR 553788
Industry Banking
Experience
Wells Fargo November 2011 - Present
M&I, a part of BMO Financial Group March 2007 - December 2011
Complex Capital Mortgage May 2001 - March 2007
Avnet Electronics August 2000 - June 2001
Skills
Management, Consulting, Employee Training, Leadership, Program Management, Mortgage Lending, Mortgage Marketing, Negotiation, Project Management, Sellers, Underwriting, Mortgage Banking, USDA, FHA, VA loans, Loans, Loan Origination, Refinance
Education
College of Saint Benedict 1994 — 1998
Saint John's University 1994 — 1998
Holy Angels 1990 — 1994
Wells Fargo November 2011 - Present
M&I, a part of BMO Financial Group March 2007 - December 2011
Complex Capital Mortgage May 2001 - March 2007
Avnet Electronics August 2000 - June 2001
Skills
Management, Consulting, Employee Training, Leadership, Program Management, Mortgage Lending, Mortgage Marketing, Negotiation, Project Management, Sellers, Underwriting, Mortgage Banking, USDA, FHA, VA loans, Loans, Loan Origination, Refinance
Education
College of Saint Benedict 1994 — 1998
Saint John's University 1994 — 1998
Holy Angels 1990 — 1994
Alicia Stingley, SHRM-CP, PHR, MHRM, MBA Alicia Stingley, SHRM-CP, PHR, MHRM, MBA's M&I, a part of BMO Financial Group Experience December 2007 - June 2012
Job Financial Advisor and Educator
Industry Financial Services
Experience
Francis Investment Counsel LLC April 2015 - Present
Roadrunner Transportation Systems June 2012 - March 2015
Bryant & Stratton College September 2011 - February 2015
M&I, a part of BMO Financial Group December 2007 - June 2012
Title West, Inc. January 2003 - May 2005
Parke-Davis June 1989 - October 1991
Skills
Training, Employee Relations, Recruiting, Employee Benefits, Payroll, New Hire Orientations, Personnel Management, Human Resources, Organizational..., Onboarding, Customer Service, Process Improvement, Performance Management, Interviews, Applicant Tracking..., Conflict Resolution, Labor Relations, Leadership, Team Building, Management
Education
Keller Graduate School of Management of DeVry University 2010 — 2011
MBA, Business Administration and Management, General, 3.93
Keller Graduate School of Management of DeVry University 2008 — 2010
MHRM, Human Resources Management and Services, 3.89
Marquette University 1984 — 1989
Bachelors, Psychology
Rufus King 1980 — 1984
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Francis Investment Counsel LLC April 2015 - Present
Roadrunner Transportation Systems June 2012 - March 2015
Bryant & Stratton College September 2011 - February 2015
M&I, a part of BMO Financial Group December 2007 - June 2012
Title West, Inc. January 2003 - May 2005
Parke-Davis June 1989 - October 1991
Skills
Training, Employee Relations, Recruiting, Employee Benefits, Payroll, New Hire Orientations, Personnel Management, Human Resources, Organizational..., Onboarding, Customer Service, Process Improvement, Performance Management, Interviews, Applicant Tracking..., Conflict Resolution, Labor Relations, Leadership, Team Building, Management
Education
Keller Graduate School of Management of DeVry University 2010 — 2011
MBA, Business Administration and Management, General, 3.93
Keller Graduate School of Management of DeVry University 2008 — 2010
MHRM, Human Resources Management and Services, 3.89
Marquette University 1984 — 1989
Bachelors, Psychology
Rufus King 1980 — 1984
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Eric Hodes's M&I, a part of BMO Financial Group Experience 2004 - Present
Job Assistant Bank Manager
Industry Banking
Experience
M&I, a part of BMO Financial Group 2004 - Present
M&I Bank
Skills
Banking, Loans, Credit, Retail Banking, Commercial Banking, Cash Management, Consumer Lending, Small Business Lending, Relationship Management, Commercial Lending
Education
University of Kansas 1998 — 2002
Bachelor's degree, Communication and Media Studies
M&I, a part of BMO Financial Group 2004 - Present
M&I Bank
Skills
Banking, Loans, Credit, Retail Banking, Commercial Banking, Cash Management, Consumer Lending, Small Business Lending, Relationship Management, Commercial Lending
Education
University of Kansas 1998 — 2002
Bachelor's degree, Communication and Media Studies
Adam Lohman Adam Lohman's M&I, a part of BMO Financial Group Experience December 2008 - September 2011
Job Manager Fraud Detection & Investigative Services at BMO Harris Bank
Industry Insurance
Experience
DentaQuest July 2013 - May 2014
US Bank/Elan Financial Services September 2011 - February 2013
M&I, A part of BMO Financial Group December 2008 - September 2011
US Bank February 2005 - November 2008
Guaranty Bank FSB January 2000 - January 2005
Skills
Fraud, Identity Theft, Credit Cards, Debit Cards, Supervisory Skills, Customer Service, Problem Resolution, Fraud Detection, Financial Services, Microsoft Office, Recruiting, Microsoft Word, Microsoft Excel, Credit Analysis, PowerPoint, Training, Customer Satisfaction, Loss Prevention, Retail Banking, Private Investigations, Call Centers, Risk Management, Management, Process Improvement, Internet Banking, Payments, Business Analysis, Leadership, Financial Analysis, Analytics, Analysis, Vendor Management, Strategy, Quality Assurance, Team Leadership, Data Analysis
Education
Concordia University-Wisconsin 2009 — 2011
Bachelors
University of Wisconsin-Milwaukee 1998 — 2001
N/A
DentaQuest July 2013 - May 2014
US Bank/Elan Financial Services September 2011 - February 2013
M&I, A part of BMO Financial Group December 2008 - September 2011
US Bank February 2005 - November 2008
Guaranty Bank FSB January 2000 - January 2005
Skills
Fraud, Identity Theft, Credit Cards, Debit Cards, Supervisory Skills, Customer Service, Problem Resolution, Fraud Detection, Financial Services, Microsoft Office, Recruiting, Microsoft Word, Microsoft Excel, Credit Analysis, PowerPoint, Training, Customer Satisfaction, Loss Prevention, Retail Banking, Private Investigations, Call Centers, Risk Management, Management, Process Improvement, Internet Banking, Payments, Business Analysis, Leadership, Financial Analysis, Analytics, Analysis, Vendor Management, Strategy, Quality Assurance, Team Leadership, Data Analysis
Education
Concordia University-Wisconsin 2009 — 2011
Bachelors
University of Wisconsin-Milwaukee 1998 — 2001
N/A
Shaun Province Shaun Province's M&I, a part of BMO Financial Group Experience September 2006 - November 2011
Job Enterprise Bank & Trust
Industry Banking
Experience
Enterprise Bank & Trust November 2011 - Present
M&I, a part of BMO Financial Group September 2006 - November 2011
Southwest Bank 2006 - 2009
Skills
Small Business Lending, Banking, Commercial Banking, Loans, Lines Of Credit, Customer Service, Relationship Management, Consumer Lending, Commercial Lending, Business Relationship..., Credit, Credit Analysis, Portfolio Management, Commercial Mortgages, Treasury Management, Financial Analysis, Retail Banking
Education
University of Colorado Colorado Springs 1998 — 2002
University of Colorado Colorado Springs
Enterprise Bank & Trust November 2011 - Present
M&I, a part of BMO Financial Group September 2006 - November 2011
Southwest Bank 2006 - 2009
Skills
Small Business Lending, Banking, Commercial Banking, Loans, Lines Of Credit, Customer Service, Relationship Management, Consumer Lending, Commercial Lending, Business Relationship..., Credit, Credit Analysis, Portfolio Management, Commercial Mortgages, Treasury Management, Financial Analysis, Retail Banking
Education
University of Colorado Colorado Springs 1998 — 2002
University of Colorado Colorado Springs
Angie Stemo Angie Stemo's M&I, a part of BMO Financial Group Experience July 2011 - September 2011
Job
Industry Mechanical or Industrial Engineering
Experience
HUSCO International November 2014 - Present
HUSCO International February 2013 - Present
HUSCO International September 2011 - Present
M&I, A part of BMO Financial Group July 2011 - September 2011
M&I, a part of BMO Financial Group February 2009 - August 2011
M&I Bank January 2001 - February 2009
Lands' End 1999 - 2000
Skills
Talent Acquisition, Recruiting, Talent Management, Succession Planning, Human Resources, Management, HR Policies, Applicant Tracking..., Sourcing, College Recruiting, Employee Relations, HRIS, Onboarding, Training, Interviews, Internet Recruiting, Employee Training, Program Management, Project Management, Leadership, Temporary Placement, Strategy, Coaching, Hiring, Organizational..., PeopleSoft
Education
Marquette University 2002 — 2005
MBA
University of Wisconsin-Eau Claire 1996 — 2000
BBA
Waunakee High School
HUSCO International November 2014 - Present
HUSCO International February 2013 - Present
HUSCO International September 2011 - Present
M&I, A part of BMO Financial Group July 2011 - September 2011
M&I, a part of BMO Financial Group February 2009 - August 2011
M&I Bank January 2001 - February 2009
Lands' End 1999 - 2000
Skills
Talent Acquisition, Recruiting, Talent Management, Succession Planning, Human Resources, Management, HR Policies, Applicant Tracking..., Sourcing, College Recruiting, Employee Relations, HRIS, Onboarding, Training, Interviews, Internet Recruiting, Employee Training, Program Management, Project Management, Leadership, Temporary Placement, Strategy, Coaching, Hiring, Organizational..., PeopleSoft
Education
Marquette University 2002 — 2005
MBA
University of Wisconsin-Eau Claire 1996 — 2000
BBA
Waunakee High School
Kari Kemppainen Kari Kemppainen's M&I, a part of BMO Financial Group Experience April 2007 - March 2012
Job Finance Manager at CBRE Global Workplace Solutions
Industry Facilities Services
Experience
CBRE - Global Workplace Solutions September 2015 - Present
Johnson Controls December 2014 - August 2015
Johnson Controls February 2012 - December 2014
M&I, a part of BMO Financial Group April 2007 - March 2012
US BANK September 1996 - April 2007
Milwaukee Area Technical College October 2001 - May 2005
South Community Organization 1993 - 1995
Skills
Process Improvement, Banking, Customer Service, Budgets, Operations Management, Vendor Management, Cross-functional Team..., Change Management, Troubleshooting, Analysis, Integration, Leadership, Disaster Recovery, Software Documentation, Risk Management
Education
Cardinal Stritch University 1999 — 2001
MBA, Business Administration
University of Wisconsin-Milwaukee 1985 — 1990
BA, Communication and French
CBRE - Global Workplace Solutions September 2015 - Present
Johnson Controls December 2014 - August 2015
Johnson Controls February 2012 - December 2014
M&I, a part of BMO Financial Group April 2007 - March 2012
US BANK September 1996 - April 2007
Milwaukee Area Technical College October 2001 - May 2005
South Community Organization 1993 - 1995
Skills
Process Improvement, Banking, Customer Service, Budgets, Operations Management, Vendor Management, Cross-functional Team..., Change Management, Troubleshooting, Analysis, Integration, Leadership, Disaster Recovery, Software Documentation, Risk Management
Education
Cardinal Stritch University 1999 — 2001
MBA, Business Administration
University of Wisconsin-Milwaukee 1985 — 1990
BA, Communication and French
Gisela Holley's M&I, a part of BMO Financial Group Experience July 2010 - January 2015
Job Portfolio Manager, Commercial Real Estate
Industry Banking
Experience
BankUnited January 2015 - Present
M&I, a part of BMO Financial Group July 2010 - January 2015
Fifth Third Bank June 2009 - June 2010
KeyBank Real Estate Capital September 2005 - June 2009
Bank of America 2001 - 2005
Skills
Loans, Portfolio Management, Credit, Credit Analysis, Commercial Lending, Asset Managment, Underwriting, Banking, Commercial Banking
Education
University of Central Florida 2007 — 2009
MBA
Florida State University
B.S., Real Estate
BankUnited January 2015 - Present
M&I, a part of BMO Financial Group July 2010 - January 2015
Fifth Third Bank June 2009 - June 2010
KeyBank Real Estate Capital September 2005 - June 2009
Bank of America 2001 - 2005
Skills
Loans, Portfolio Management, Credit, Credit Analysis, Commercial Lending, Asset Managment, Underwriting, Banking, Commercial Banking
Education
University of Central Florida 2007 — 2009
MBA
Florida State University
B.S., Real Estate
Lisa Prosser's M&I, a part of BMO Financial Group Experience July 2010 - November 2012
Job Private Banker, Vice President at BMO Harris Private Bank
Industry Banking
Experience
BMO Private Bank November 2012 - Present
M&I, A part of BMO Financial Group July 2010 - November 2012
Peoples Bank, "Banking Unusual" March 2004 - June 2010
Bank of America January 1999 - March 2004
Skills
Commercial Lending, Loans, Commercial Banking, Credit Analysis, Small Business Lending, Mortgage Lending, Real Estate, Banking, Underwriting, Portfolio Management, Financial Analysis, Consumer Lending, Commercial Mortgages, Loan Origination, Lines Of Credit, Relationship Management, Private Banking, Commercial Real Estate, Investment Properties, Financial Services, Real Estate Financing, High Net Worth..., Construction Loans
Education
Kansas State University 1994 — 1998
Bachelor's degree, Finance, General
BMO Private Bank November 2012 - Present
M&I, A part of BMO Financial Group July 2010 - November 2012
Peoples Bank, "Banking Unusual" March 2004 - June 2010
Bank of America January 1999 - March 2004
Skills
Commercial Lending, Loans, Commercial Banking, Credit Analysis, Small Business Lending, Mortgage Lending, Real Estate, Banking, Underwriting, Portfolio Management, Financial Analysis, Consumer Lending, Commercial Mortgages, Loan Origination, Lines Of Credit, Relationship Management, Private Banking, Commercial Real Estate, Investment Properties, Financial Services, Real Estate Financing, High Net Worth..., Construction Loans
Education
Kansas State University 1994 — 1998
Bachelor's degree, Finance, General
Becky Weible's M&I, a part of BMO Financial Group Experience 2001 - Present
Job Commercial Loan Coordinator at Southwest Bank, an M&I Bank
Industry Banking
Experience
M&I, a part of BMO Financial Group 2001 - Present
Education
University of Missouri-Saint Louis 1991 — 1995
M&I, a part of BMO Financial Group 2001 - Present
Education
University of Missouri-Saint Louis 1991 — 1995
Deanna Chiapete's M&I, a part of BMO Financial Group Experience July 2011 - October 2012
Job Administrative Specialist at BMO Harris Bank
Industry Financial Services
Experience
BMO Harris Bank October 2012 - Present
M&I, A Part of BMO FInancial Group July 2011 - October 2012
M&I Marshall & Ilsley Bank November 2010 - July 2011
M&I Marshall & Ilsley Bank May 2009 - November 2010
M&I Marshall & Ilsley Bank May 2007 - May 2009
M&I Marshall & Ilsley Bank April 2003 - May 2007
Learning Center October 2001 - January 2006
M&I Marshall & Ilsley Bank June 1998 - April 2003
Skills
Certified Microsoft..., Training, PowerPoint, Administrative..., Leadership, Human Resources, Management, Team Building, Interviews, Banking, Public Speaking, Process Scheduler, Retail, Invoicing, Travel Arrangements, Outlook, Access, Customer Service, Calendars
Education
University of Wisconsin-Stout 2008 — 2012
Carroll College 2004 — 2004
Edgewood College 1994 — 1999
Bachelor of Science
BMO Harris Bank October 2012 - Present
M&I, A Part of BMO FInancial Group July 2011 - October 2012
M&I Marshall & Ilsley Bank November 2010 - July 2011
M&I Marshall & Ilsley Bank May 2009 - November 2010
M&I Marshall & Ilsley Bank May 2007 - May 2009
M&I Marshall & Ilsley Bank April 2003 - May 2007
Learning Center October 2001 - January 2006
M&I Marshall & Ilsley Bank June 1998 - April 2003
Skills
Certified Microsoft..., Training, PowerPoint, Administrative..., Leadership, Human Resources, Management, Team Building, Interviews, Banking, Public Speaking, Process Scheduler, Retail, Invoicing, Travel Arrangements, Outlook, Access, Customer Service, Calendars
Education
University of Wisconsin-Stout 2008 — 2012
Carroll College 2004 — 2004
Edgewood College 1994 — 1999
Bachelor of Science
Bill Krause's M&I, a part of BMO Financial Group Experience September 2008 - February 2013
Job Field Exam Manager at BMO Financial Group
Industry Accounting
Experience
BMO Financial Group September 2014 - Present
Nevers Industries, Inc. February 2013 - July 2014
M&I, a Part of BMO Financial Group September 2008 - February 2013
Contractor Property Developers Company April 1999 - February 2008
President Homes June 1997 - April 1999
Skills
Account Reconciliation, Financial Reporting, General Ledger, Accounting, Accounts Receivable, Auditing, Internal Controls, Payroll, Cash Flow, Finance, Internal Audit, Budgets, Journal Entries, Consolidation, Invoicing
Education
Concordia College
B.A., Accounting
BMO Financial Group September 2014 - Present
Nevers Industries, Inc. February 2013 - July 2014
M&I, a Part of BMO Financial Group September 2008 - February 2013
Contractor Property Developers Company April 1999 - February 2008
President Homes June 1997 - April 1999
Skills
Account Reconciliation, Financial Reporting, General Ledger, Accounting, Accounts Receivable, Auditing, Internal Controls, Payroll, Cash Flow, Finance, Internal Audit, Budgets, Journal Entries, Consolidation, Invoicing
Education
Concordia College
B.A., Accounting
John Alcorn's M&I, a part of BMO Financial Group Experience December 2007 - January 2012
Job Business Operations Manager, Corporate Accounts at Roche
Industry Biotechnology
Experience
Roche July 2015 - Present
Roche January 2012 - July 2015
M&I, a part of BMO Financial Group December 2007 - January 2012
Indiana University - Kelley School of Business August 2009 - December 2011
Fifth Third Bank November 2006 - December 2007
First Indiana Bank March 2004 - November 2006
Skills
Business Development, Management, Associate Development, Finance, Lease Negotiations, Strategic Planning, Strategic Negotiations, Cross-functional Team..., Portfolio Management, Pricing, Financial Reporting, Financial Analysis, Competitive Analysis, Sales, Project Management, Data Analysis, Credit, Talent Acquisition, Management Consulting, Process Improvement, Leadership, Sales Management, Strategy
Education
Indiana University - Kelley School of Business 2009 — 2011
MBA, Finance, Supply Chain
DePauw University 1999 — 2003
BA, English, Philosophy
Roche July 2015 - Present
Roche January 2012 - July 2015
M&I, a part of BMO Financial Group December 2007 - January 2012
Indiana University - Kelley School of Business August 2009 - December 2011
Fifth Third Bank November 2006 - December 2007
First Indiana Bank March 2004 - November 2006
Skills
Business Development, Management, Associate Development, Finance, Lease Negotiations, Strategic Planning, Strategic Negotiations, Cross-functional Team..., Portfolio Management, Pricing, Financial Reporting, Financial Analysis, Competitive Analysis, Sales, Project Management, Data Analysis, Credit, Talent Acquisition, Management Consulting, Process Improvement, Leadership, Sales Management, Strategy
Education
Indiana University - Kelley School of Business 2009 — 2011
MBA, Finance, Supply Chain
DePauw University 1999 — 2003
BA, English, Philosophy
Daniel Poppe's M&I, a part of BMO Financial Group Experience July 2011 - September 2012
Job Senior Vice President Chief Lending Officer at Bridgewater Bank
Industry Banking
Experience
Bridgewater Bank April 2013 - Present
BMO Harris Bank October 2012 - March 2013
M&I, a part of BMO Financial Group July 2011 - September 2012
M&I Bank July 2007 - June 2011
Excel Bank Minnesota September 1984 - July 2007
Skills
Real Estate, Small Business Lending, Commercial Real Estate, Banking, Commercial Banking, Credit Risk, Commercial Lending, Loan Origination, Credit Analysis, Cash Management, Real Estate Economics, Underwriting, Loans, Lines Of Credit, Credit, Leadership, Portfolio Management, Commercial Mortgages, Financial Analysis
Education
St. Olaf College 1966 — 1970
BA, Economics- Political Science
Metropolitan State University 1987 — 1989
MMA, Finance
Bridgewater Bank April 2013 - Present
BMO Harris Bank October 2012 - March 2013
M&I, a part of BMO Financial Group July 2011 - September 2012
M&I Bank July 2007 - June 2011
Excel Bank Minnesota September 1984 - July 2007
Skills
Real Estate, Small Business Lending, Commercial Real Estate, Banking, Commercial Banking, Credit Risk, Commercial Lending, Loan Origination, Credit Analysis, Cash Management, Real Estate Economics, Underwriting, Loans, Lines Of Credit, Credit, Leadership, Portfolio Management, Commercial Mortgages, Financial Analysis
Education
St. Olaf College 1966 — 1970
BA, Economics- Political Science
Metropolitan State University 1987 — 1989
MMA, Finance
Jana McMackin, CTP's M&I, a part of BMO Financial Group Experience May 1989 - Present
Job Director at M&I, A part of BMO Financial Group
Industry Banking
Experience
M&I, A part of BMO Financial Group May 1989 - Present
Ambac Indemnity Corporation November 1985 - February 1989
Education
University of Arizona 1977 — 1980
BA, Business Administration
M&I, A part of BMO Financial Group May 1989 - Present
Ambac Indemnity Corporation November 1985 - February 1989
Education
University of Arizona 1977 — 1980
BA, Business Administration
Dan Rauwerdink's M&I, a part of BMO Financial Group Experience June 2011 - May 2012
Job Loan Servicing Manager Waterstone Bank
Industry Banking
Experience
WaterStone Bank June 2015 - Present
WaterStone Bank March 2014 - Present
Fidelity National Information Services December 2012 - March 2014
BMO Harris Bank June 2012 - December 2012
M&I, a part of BMO Financial Group June 2011 - May 2012
M&I Bank 2005 - 2010
PGA of America 2004 - 2004
Skills
Banking, Credit, Consumer Lending, Retail Banking, Credit Analysis, Cross Selling, Customer Service, Relationship Management, Loans, Lines Of Credit, Underwriting, Deposits, Commercial Lending, Management
Education
Lakeland College 2002 — 2004
Bachelors of Arts, Spanish
Sheboygan North High School
WaterStone Bank June 2015 - Present
WaterStone Bank March 2014 - Present
Fidelity National Information Services December 2012 - March 2014
BMO Harris Bank June 2012 - December 2012
M&I, a part of BMO Financial Group June 2011 - May 2012
M&I Bank 2005 - 2010
PGA of America 2004 - 2004
Skills
Banking, Credit, Consumer Lending, Retail Banking, Credit Analysis, Cross Selling, Customer Service, Relationship Management, Loans, Lines Of Credit, Underwriting, Deposits, Commercial Lending, Management
Education
Lakeland College 2002 — 2004
Bachelors of Arts, Spanish
Sheboygan North High School
Trevor Weis's M&I, a part of BMO Financial Group Experience November 2010 - October 2011
Job AVP, Bank Manager at Associated Bank
Industry Financial Services
Experience
Associated Bank November 2014 - Present
Associated Bank July 2014 - November 2014
BMO Harris Bank August 2013 - February 2014
BMO Harris Bank October 2011 - August 2013
M&I, a part of BMO Financial Group November 2010 - October 2011
M&I Bank March 2009 - November 2010
M&I Bank January 2008 - March 2009
Skills
Retail Banking, Consumer Finance, Personal Loans, Home Equity Lines of..., Salesforce.com, Customer Retention, Cross Selling, Loan Origination, Credit Evaluation, Adaptive, Credit Cards, Internet Banking, Sales Process, Networking, Referrals, Trusts, Board of Director..., Commercial Banking, Loans, Banking, Consumer Lending, Deposits, Lines Of Credit, Credit, Sales, CRM, Personal Banking, Relationship Management, Branch Banking, Coaching, Compliance, Financial Services, Cash Flow, Finance, Insurance, Commercial Lending, Small Business Lending, Leadership, Customer Service
Education
Colorado Christian University 2004 — 2007
Human Communication, Leadership
Homestead 2000 — 2004
Associated Bank November 2014 - Present
Associated Bank July 2014 - November 2014
BMO Harris Bank August 2013 - February 2014
BMO Harris Bank October 2011 - August 2013
M&I, a part of BMO Financial Group November 2010 - October 2011
M&I Bank March 2009 - November 2010
M&I Bank January 2008 - March 2009
Skills
Retail Banking, Consumer Finance, Personal Loans, Home Equity Lines of..., Salesforce.com, Customer Retention, Cross Selling, Loan Origination, Credit Evaluation, Adaptive, Credit Cards, Internet Banking, Sales Process, Networking, Referrals, Trusts, Board of Director..., Commercial Banking, Loans, Banking, Consumer Lending, Deposits, Lines Of Credit, Credit, Sales, CRM, Personal Banking, Relationship Management, Branch Banking, Coaching, Compliance, Financial Services, Cash Flow, Finance, Insurance, Commercial Lending, Small Business Lending, Leadership, Customer Service
Education
Colorado Christian University 2004 — 2007
Human Communication, Leadership
Homestead 2000 — 2004
Susan Novak's M&I, a part of BMO Financial Group Experience October 2004 - January 2012
Job Loan Assistant at Bank of Luxemburg
Industry Banking
Experience
Bank of Luxemburg July 2012 - Present
Kroening, Stangel, Swetlik, & Zinkel CPA's January 2012 - July 2012
M&I, a part of BMO Financial Group October 2004 - January 2012
Associated Bank 2000 - 2004
Associated Banc Corp 1993 - 2000
Skills
Excel, PowerPoint, Access, Microsoft Office, Word, Outlook, Customer Service, Fundraising, Loans, Financial Reporting, Documentation, Problem Solving, Analysis, Process Improvement, Credit, Banking, Customer Relations, Data Entry, Research, Microsoft Excel, Real Estate, Microsoft Word, Mortgage Lending, Accounting, Commercial Lending, Finance, Leadership, Consumer Lending, Small Business Lending, Credit Analysis, Cash Management, Commercial Banking, Mortgage Banking, Loan Origination, Construction Loans, Refinance, Retail Banking, FHA
Education
American Institute of Banking Retail and Teller
Lakeshore Technical College
Leadership Manitowoc County
Lincoln High School
Northeast Wisconsin Technical College
UW Extension Master Gardner Certification
Bank of Luxemburg July 2012 - Present
Kroening, Stangel, Swetlik, & Zinkel CPA's January 2012 - July 2012
M&I, a part of BMO Financial Group October 2004 - January 2012
Associated Bank 2000 - 2004
Associated Banc Corp 1993 - 2000
Skills
Excel, PowerPoint, Access, Microsoft Office, Word, Outlook, Customer Service, Fundraising, Loans, Financial Reporting, Documentation, Problem Solving, Analysis, Process Improvement, Credit, Banking, Customer Relations, Data Entry, Research, Microsoft Excel, Real Estate, Microsoft Word, Mortgage Lending, Accounting, Commercial Lending, Finance, Leadership, Consumer Lending, Small Business Lending, Credit Analysis, Cash Management, Commercial Banking, Mortgage Banking, Loan Origination, Construction Loans, Refinance, Retail Banking, FHA
Education
American Institute of Banking Retail and Teller
Lakeshore Technical College
Leadership Manitowoc County
Lincoln High School
Northeast Wisconsin Technical College
UW Extension Master Gardner Certification
Jeanne Klimschot's M&I, a part of BMO Financial Group Experience July 2010 - Present
Job Commercial Real Estate Senior Portfolio Manager at M&I, a part of BMO Financial Group
Industry Banking
Experience
M&I, a part of BMO Financial Group July 2010 - Present
M&I Marshall & Ilsley Bank April 2008 - July 2010
KeyBank Real Estate Capital October 2005 - April 2008
AmSouth Bank December 2004 - October 2005
KeyBank Real Estate Capital January 1999 - December 2004
Hodgson, Russ, Andrews, Woods & Goodyear, LLP January 1996 - January 1999
NIAGARA ASSET CORPORATION (a subsidiary of KeyCorp) January 1991 - January 1995
MARINE MIDLAND BANK January 1990 - January 1991
EMPIRE OF AMERICA January 1989 - January 1990
TRW REAL ESTATE LOAN SERVICES January 1988 - January 1989
Education
University of Rochester
B.A, Political Science; Business Administration
M&I, a part of BMO Financial Group July 2010 - Present
M&I Marshall & Ilsley Bank April 2008 - July 2010
KeyBank Real Estate Capital October 2005 - April 2008
AmSouth Bank December 2004 - October 2005
KeyBank Real Estate Capital January 1999 - December 2004
Hodgson, Russ, Andrews, Woods & Goodyear, LLP January 1996 - January 1999
NIAGARA ASSET CORPORATION (a subsidiary of KeyCorp) January 1991 - January 1995
MARINE MIDLAND BANK January 1990 - January 1991
EMPIRE OF AMERICA January 1989 - January 1990
TRW REAL ESTATE LOAN SERVICES January 1988 - January 1989
Education
University of Rochester
B.A, Political Science; Business Administration
Shana Larson's M&I, a part of BMO Financial Group Experience January 2006 - February 2012
Job Administrative Specialist at BMO Harris Private Banking
Industry Executive Office
Experience
BMO Harris Bank November 2012 - Present
Epiq Systems March 2012 - July 2012
M&I, a part of BMO Financial Group January 2006 - February 2012
Gold Bank (formerly M&I Bank) January 2004 - January 2006
Gold Bank (formerly M&I Bank) March 2003 - January 2004
NovaStar Mortgage January 1998 - January 2001
TransAmerica Home Loan January 1997 - December 1997
Mellon Mortgage November 1995 - December 1996
Charlotte Rage April 1995 - October 1995
Kansas Publishing Company April 1990 - April 1993
Skills
Executive Calendar..., Executive Email..., Executive Communication, Confidential Nature, Manage multiple..., Self Starter, Works Independently, Records Management, Communication Training, Portfolio Management, Banking, Customer Service, Loans, Leadership, Project Management
Education
Johnson County Community College 2009 — 2015
AAS Administrative Assistant, Business Adminstration, A
Shawnee Mission Northwest Highschool 1981 — 1984
A
BMO Harris Bank November 2012 - Present
Epiq Systems March 2012 - July 2012
M&I, a part of BMO Financial Group January 2006 - February 2012
Gold Bank (formerly M&I Bank) January 2004 - January 2006
Gold Bank (formerly M&I Bank) March 2003 - January 2004
NovaStar Mortgage January 1998 - January 2001
TransAmerica Home Loan January 1997 - December 1997
Mellon Mortgage November 1995 - December 1996
Charlotte Rage April 1995 - October 1995
Kansas Publishing Company April 1990 - April 1993
Skills
Executive Calendar..., Executive Email..., Executive Communication, Confidential Nature, Manage multiple..., Self Starter, Works Independently, Records Management, Communication Training, Portfolio Management, Banking, Customer Service, Loans, Leadership, Project Management
Education
Johnson County Community College 2009 — 2015
AAS Administrative Assistant, Business Adminstration, A
Shawnee Mission Northwest Highschool 1981 — 1984
A
Bryan Cravens's M&I, a part of BMO Financial Group Experience June 2008 - March 2012
Job Senior Analyst at Bremer Bank
Industry Banking
Experience
Bremer Bank June 2014 - Present
BMO Harris Bank March 2012 - June 2014
M&I, A Part of BMO Financial Group June 2008 - March 2012
Lake Community Bank August 2006 - June 2008
Skills
Credit Analysis, Commercial Lending, Commercial Banking, Credit Risk, Consumer Lending, Cash Flow Lending, Technical Writing, Critical Thinking, Strategic Planning, Financial Analysis, Loans, Private Banking, Risk Management, Credit, Lines Of Credit
Education
St. Olaf College 2003 — 2006
BA, Economics, Finance
Bremer Bank June 2014 - Present
BMO Harris Bank March 2012 - June 2014
M&I, A Part of BMO Financial Group June 2008 - March 2012
Lake Community Bank August 2006 - June 2008
Skills
Credit Analysis, Commercial Lending, Commercial Banking, Credit Risk, Consumer Lending, Cash Flow Lending, Technical Writing, Critical Thinking, Strategic Planning, Financial Analysis, Loans, Private Banking, Risk Management, Credit, Lines Of Credit
Education
St. Olaf College 2003 — 2006
BA, Economics, Finance
Adam Ziolkowski's M&I, a part of BMO Financial Group Experience July 2009 - Present
Job Personal Banker at M&I, A Part of BMO Financial Group
Industry Banking
Experience
M&I, A Part Of BMO Financial Group July 2009 - Present
RBC Bank July 2008 - March 2010
AmSouth Bank 2006 - 2008
Skills
Small Business Lending, Consumer Lending, Deposits, Commercial Banking, Commercial Lending
Education
Seminole State College of Florida
M&I, A Part Of BMO Financial Group July 2009 - Present
RBC Bank July 2008 - March 2010
AmSouth Bank 2006 - 2008
Skills
Small Business Lending, Consumer Lending, Deposits, Commercial Banking, Commercial Lending
Education
Seminole State College of Florida
Leah Steil's M&I, a part of BMO Financial Group Experience February 2008 - Present
Job Loss Mitigation, Bankruptcy & Charge off Manager at M&I, a Part of BMO Financial Group
Industry Banking
Experience
M&I, a Part of BMO Financial Group February 2008 - Present
US Bank March 2007 - November 2007
JPMorgan Chase October 2002 - December 2006
LOGS Network 1995 - 2002
Skills
Team Leadership, Default, Process Flow, Leadership Development, Loss Prevention, Loss Mitigation, Foreclosures, Bankruptcy, REO, Collaborative, Employee Loyalty, Self Driven, Collections
Education
Cardinal Stritch University 1988 — 1990
Associate Degree, Business
Cudahy High School 1981 — 1984
Diploma
M&I, a Part of BMO Financial Group February 2008 - Present
US Bank March 2007 - November 2007
JPMorgan Chase October 2002 - December 2006
LOGS Network 1995 - 2002
Skills
Team Leadership, Default, Process Flow, Leadership Development, Loss Prevention, Loss Mitigation, Foreclosures, Bankruptcy, REO, Collaborative, Employee Loyalty, Self Driven, Collections
Education
Cardinal Stritch University 1988 — 1990
Associate Degree, Business
Cudahy High School 1981 — 1984
Diploma