M&I Financial Advisors

Description

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

Employee
Years
Job
Industry
Dean Urbanski Dean Urbanski Greater Milwaukee Area Details
Dean Urbanski's M&I Financial Advisors Experience May 2007 - July 2011
Job VP, National Sales Manager, BMO Harris Financial Advisors
Industry Financial Services
Experience
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

Todd Busot Todd Busot Phoenix, Arizona Area Details
Todd Busot's M&I Financial Advisors Experience January 2010 - September 2010
Job Sr. Sales Advisor, Vice President
Industry Financial Services
Experience
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

Pete Schumacher Pete Schumacher Greater Milwaukee Area Details
Pete Schumacher's M&I Financial Advisors Experience June 2005 - December 2006
Job Financial Services Professional
Industry Financial Services
Experience
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

Sarah Finney Eder, AAMS® Sarah Finney Eder, AAMS® Indianapolis, Indiana Area Details
Sarah Finney Eder, AAMS®'s M&I Financial Advisors Experience July 2005 - October 2007
Job Financial Advisor
Industry Financial Services
Experience
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

David Chadwick, CFP® David Chadwick, CFP® Sarasota, Florida Area Details
David Chadwick, CFP®'s M&I Financial Advisors Experience September 2008 - July 2011
Job Wealth Management Vice President, Private Banker at Hancock Bank
Industry Financial Services
Experience
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

James Duca James Duca Greater Chicago Area Details
James Duca's M&I Financial Advisors Experience September 2006 - May 2012
Job Managing Director Private Wealth Management at GreatBanc Trust Company
Industry Financial Services
Experience
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

Cheryl Dowsett Cheryl Dowsett Greater Denver Area Details
Cheryl Dowsett's M&I Financial Advisors Experience January 2008 - January 2012
Job Highly skilled financial compliance professional seeking new opportunities
Industry Financial Services
Experience
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