M&I Financial Advisors
Address: 50 Rockefeller Plaza # 15, New York, NY 10020 Phone: (212) 259-3800Place name: Category: : Website: : : : : : Own this business?
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M&I Financial Advisors Employees
BMO Harris Financial Advisors, A part of BMO Financial Group July 2011 - Present
M&I Financial Advisors May 2007 - July 2011
M&I Financial Advisors November 2003 - May 2007
Quick & Reilly September 2000 - November 2003
Quick & Reilly January 1990 - September 2000
Quick & Reilly August 1987 - January 1990
Skills
Management, Sales Management, Financial Services, Leadership, Strategic Financial..., Retirement, Insurance, Wealth Management, Marketing, Finance, Retirement Planning, Investments, Risk Management, Portfolio Management, Strategy, Banking, Financial Planning, Guaranteed Lifetime..., Mutual Funds
Education
Keller Graduate School of Management of DeVry University 1992 — 1996
MBA, Business
Illinois State University 1983 — 1986
BS, Business & Economics
Merrill Lynch September 2010 - Present
M&I Financial Advisors January 2010 - September 2010
Charles Schwab October 2006 - April 2009
JPMorgan Chase February 2004 - October 2006
Skills
Series 7, Series 66, Series 9, Series 10
Education
Northern Arizona University 1987 — 1994
Coronado High School 1983 — 1987
Interfaith Older Adult Programs, Inc. 2009 - Present
Cleary Gull May 2007 - Present
PGA 2010 - 2010
M&I Financial Advisors June 2005 - December 2006
M&I Financial Advisors May 2003 - June 2005
Skills
Investments, Strategic Planning, Financial Planning, Wealth Management, Finance, Risk Management, Retirement Planning, Strategic Financial..., Mergers & Acquisitions, Management, Insurance, Relationship Management
Education
Carthage College 1982 — 1986
Bachelor of Arts (B.A.), Accounting
Appleton East High school 1980 — 1982
The Stewart Lewis Evans Group of Raymond James September 2015 - Present
The Searles Akers Group of Merrill Lynch January 2013 - September 2015
BMO Harris Financial Advisors, Inc., a part of BMO Financial Group October 2007 - January 2013
M&I Financial Advisors July 2005 - October 2007
Fifth Third Bank July 2004 - July 2005
Skills
Loans, Banking, Mortgage Lending, Series 7, Commercial Banking, Credit, Wealth Management, Series 63, Consumer Lending, Investments, Mutual Funds, Portfolio Management, Commercial Lending, Finance, Small Business Lending
Education
DePauw University 1999 — 2003
Bachelor's degree, Communication, General
Hancock Bank March 2015 - Present
BB&T July 2011 - March 2015
M&I Financial Advisors September 2008 - July 2011
Asset Management Partners November 2003 - September 2008
SEI April 2002 - October 2003
SEI April 2000 - April 2002
Skills
Asset Allocation, Asset Management, Banking, Certified Financial..., CRM, Commercial Banking, Consumer Lending, Credit, Investments, Portfolio Management, Private Banking, Retirement Planning, Finance, Mortgage Lending, Mutual Funds, Series 63, Series 7, Strategic Financial..., Wealth Management, Financial Advisory, Small Business Lending, Investment Advisory, Securities, Wealth Management..., Financial Planning
Education
Saint Joseph's University
Master of Business Administration (M.B.A.), Finance
Shippensburg University of Pennsylvania
Bachelor’s Degree, Finance
GreatBanc Trust Company June 2014 - Present
M&I Financial Advisors September 2006 - May 2012
M&I Wealth Management, a part of BMO Financial Group September 2006 - May 2012
Wintrust Financial Corporation December 2001 - September 2006
Old Kent February 1997 - December 2001
Marshall Funds March 1993 - February 1997
Marshall & Ilsley Trust Company May 1983 - March 1993
Skills
Trust Management, Investment Management, Private Banking, Wealth, Asset Managment, Investments, Banking, Securities, Loans, Strategic Financial..., Portfolio Management, Due Diligence, Financial Services, Risk Management, Corporate Governance, Mergers, Estate Planning, Mutual Funds, Mergers & Acquisitions, Series 7, Asset Management, Investment Advisory, Funding, Relationship Management
Education
University of Wisconsin Law School 1980 — 1983
J.D.
Marquette University 1976 — 1980
A.B., Political Science
Associated Investment Services November 2013 - September 2015
BMO Harris Bank January 2012 - November 2013
M&I Financial Advisors January 2008 - January 2012
M&I Financial Advisors January 2000 - December 2007
Skills
Regulatory Compliance, Risk Mitigation, Infrastructure..., Program..., Process Improvement, Controls Implementation, Strategic Business..., Risk Management, Control Systems Design, Financial Risk, Strategic Planning, CRM, Policy, Management, Finance, Leadership, Program Management, Internal Audit, Mutual Funds, Anti Money Laundering, Executive Management, Banking, Financial Services
Education
Cardinal Stritch University
Bachelor of Science (BS), Business Management, Graduate Magna cum Laude