M&I Institutional Trust Services
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M&I Institutional Trust Services Employees
Employee
Years
Job
Industry
Brande Anderson Brande Anderson's M&I Institutional Trust Services Experience 2006 - June 2012
Job Institutional Investment Management Relationship Manager at UMB Bank
Industry Banking
Experience
UMB Bank July 2014 - Present
US Trust June 2012 - June 2014
M&I Institutional Trust Services 2006 - June 2012
M&I Wealth Management September 2006 - January 2010
Skills
Wealth Management, Portfolio Management, Banking, Commercial Lending, Loans, Investments, Commercial Banking, Process Improvement, Credit, Credit Analysis, Small Business Lending, Relationship Management
Education
Marquette University 1994 — 1998
Bachelor of Science in Business Administration with a specialization in Finance
UMB Bank July 2014 - Present
US Trust June 2012 - June 2014
M&I Institutional Trust Services 2006 - June 2012
M&I Wealth Management September 2006 - January 2010
Skills
Wealth Management, Portfolio Management, Banking, Commercial Lending, Loans, Investments, Commercial Banking, Process Improvement, Credit, Credit Analysis, Small Business Lending, Relationship Management
Education
Marquette University 1994 — 1998
Bachelor of Science in Business Administration with a specialization in Finance
Erin M Goergen, CFP® Erin M Goergen, CFP®'s M&I Institutional Trust Services Experience 2000 - 2001
Job Wealth Manager
Industry Financial Services
Experience
Dynamic Wealth Advisors LLC August 2013 - Present
Charles Schwab 2006 - May 2013
M&I Wealth Management 2003 - 2006
M&I Bank 2001 - 2003
M&I Institutional Trust Services 2000 - 2001
Skills
Mutual Funds, Wealth Management, Portfolio Management, Financial Analysis, Investments, Asset Allocation, Strategic Financial..., Investment Strategies, Series 7, Strategic Planning, Investment Advisory, Retirement Planning, Estate Planning, Finance, Retirement, 401k, Financial Planning
Education
University of Wisconsin-Milwaukee
Bachelor's Business Administration, Finance and Accounting
College for Financial Planning
Financial Planning
Marquette University High School
Dynamic Wealth Advisors LLC August 2013 - Present
Charles Schwab 2006 - May 2013
M&I Wealth Management 2003 - 2006
M&I Bank 2001 - 2003
M&I Institutional Trust Services 2000 - 2001
Skills
Mutual Funds, Wealth Management, Portfolio Management, Financial Analysis, Investments, Asset Allocation, Strategic Financial..., Investment Strategies, Series 7, Strategic Planning, Investment Advisory, Retirement Planning, Estate Planning, Finance, Retirement, 401k, Financial Planning
Education
University of Wisconsin-Milwaukee
Bachelor's Business Administration, Finance and Accounting
College for Financial Planning
Financial Planning
Marquette University High School
Kellen Wanasek, MBA Kellen Wanasek, MBA's M&I Institutional Trust Services Experience August 2007 - September 2010
Job PMBA at MCFI / Director of Operations at FitGapp
Industry Information Technology and Services
Experience
FitGapp November 2014 - Present
Milwaukee Center For Independence October 2014 - Present
KP Wanasek LLC January 2010 - June 2015
Assurant Health July 2012 - October 2014
FIS - Fidelity Information Services September 2010 - July 2012
M&I Institutional Trust Services August 2007 - September 2010
Skills
Forecasting, Financial Analysis, Investments, Leadership, Strategy, Management, Analysis, Budgets, Project Management, Finance, Team Building, Auditing, Time Management, Account Reconciliation, Team Management, Teamwork, Public Speaking, Business Analysis, Microsoft Excel, Process Improvement
Education
Concordia University-Wisconsin 2009 — 2011
Masters of Finance, Finance
University of the Pacific 2003 — 2007
Bachelor’s Degree, Finance
FitGapp November 2014 - Present
Milwaukee Center For Independence October 2014 - Present
KP Wanasek LLC January 2010 - June 2015
Assurant Health July 2012 - October 2014
FIS - Fidelity Information Services September 2010 - July 2012
M&I Institutional Trust Services August 2007 - September 2010
Skills
Forecasting, Financial Analysis, Investments, Leadership, Strategy, Management, Analysis, Budgets, Project Management, Finance, Team Building, Auditing, Time Management, Account Reconciliation, Team Management, Teamwork, Public Speaking, Business Analysis, Microsoft Excel, Process Improvement
Education
Concordia University-Wisconsin 2009 — 2011
Masters of Finance, Finance
University of the Pacific 2003 — 2007
Bachelor’s Degree, Finance
Carmen (Knight) Schuweiler Carmen (Knight) Schuweiler's M&I Institutional Trust Services Experience June 2008 - August 2012
Job Trust Officer Trust & Custody Sr. Relationship Coordinator
Industry Financial Services
Experience
BMO Global Asset Management August 2012 - Present
M&I Institutional Trust Services June 2008 - August 2012
Marshall & Ilsley Trust Company N.A. June 2006 - June 2008
Skills
Financial Services, Wealth Management, Securities, Funding, Trading, Banking, Investments, Portfolio Management, Mutual Funds, Asset Management, Investment Advisory, Relationship Management, Asset Allocation, Fixed Income, Customer Service..., Financial Reporting, Teamwork, Collaborative Problem...
Education
Marquette University 2002 — 2006
Bachelor of Arts, Economics
BMO Global Asset Management August 2012 - Present
M&I Institutional Trust Services June 2008 - August 2012
Marshall & Ilsley Trust Company N.A. June 2006 - June 2008
Skills
Financial Services, Wealth Management, Securities, Funding, Trading, Banking, Investments, Portfolio Management, Mutual Funds, Asset Management, Investment Advisory, Relationship Management, Asset Allocation, Fixed Income, Customer Service..., Financial Reporting, Teamwork, Collaborative Problem...
Education
Marquette University 2002 — 2006
Bachelor of Arts, Economics
John McVoy John McVoy's M&I Institutional Trust Services Experience May 2002 - January 2006
Job Senior Vice President, Regulatory Compliance Management & Privacy Officer at Associated BancCorp
Industry Financial Services
Experience
Associated Bank February 2012 - Present
Robert W Baird & Co. June 2010 - February 2012
U.S. Bank July 2008 - June 2010
William Mitchell College of Law January 2008 - August 2008
FAF Advisors May 2007 - August 2007
M&I Institutional Trust Services May 2002 - January 2006
Skills
OFAC, KYC, AML, Securities Regulation, Legal Research, Legal Writing, Regulatory Agencies, Regulatory Examinations, Change Management, Compliance Program..., Corporate Governance, Privacy Law, Internal Audit, Securities, Risk Assessment, Anti Money Laundering, Financial Risk
Education
University of Wisconsin-Eau Claire
Bachelors of Arts, Legal Studies
William Mitchell College of Law
Juris Doctorate, Law
Associated Bank February 2012 - Present
Robert W Baird & Co. June 2010 - February 2012
U.S. Bank July 2008 - June 2010
William Mitchell College of Law January 2008 - August 2008
FAF Advisors May 2007 - August 2007
M&I Institutional Trust Services May 2002 - January 2006
Skills
OFAC, KYC, AML, Securities Regulation, Legal Research, Legal Writing, Regulatory Agencies, Regulatory Examinations, Change Management, Compliance Program..., Corporate Governance, Privacy Law, Internal Audit, Securities, Risk Assessment, Anti Money Laundering, Financial Risk
Education
University of Wisconsin-Eau Claire
Bachelors of Arts, Legal Studies
William Mitchell College of Law
Juris Doctorate, Law
Kevin Harley, MBA, AIF, CEBS Kevin Harley, MBA, AIF, CEBS's M&I Institutional Trust Services Experience February 2009 - November 2010
Job Investment Management, 401(k) and Institutional Sales. Seeking New Opportunities.
Industry Financial Services
Experience
Harley & Associates November 2010 - Present
M&I Institutional Trust Services February 2009 - November 2010
M&I Institutional Trust Services October 2003 - February 2009
DeMarche Associates, Inc. June 1998 - October 2003
Boatmen's Trust Company June 1993 - June 1998
Boatmen's Trust Company June 1988 - June 1993
Boatmen's Trust company January 1986 - June 1988
A.G. Becker/SEI Funds Evaluation September 1983 - January 1986
Skills
Retirement, Investments, Institutional, Pensions, Investment Management..., 401(k) Sales, Defined Benefit Sales, Investment Due Diligence, Retirement Income, Wholesaler, Sales Management, Thought Leadership, 401k, Investment Management, Management, Asset Allocation, Retirement Plan..., ERISA, Employee Benefits, Investment Strategies, CRM, Investment Advisory, Defined Benefit, Defined Contribution, Fixed Income, Due Diligence, Asset Management, Equities, Portfolio Management, Retirement Planning, Mutual Funds, Series 7, Financial Services, Financial Advisory
Education
Eastern Illinois University 1981 — 1982
M.B.A., Business
Eastern Illinois University 1977 — 1981
B.A., Social Science/Political Science
Harley & Associates November 2010 - Present
M&I Institutional Trust Services February 2009 - November 2010
M&I Institutional Trust Services October 2003 - February 2009
DeMarche Associates, Inc. June 1998 - October 2003
Boatmen's Trust Company June 1993 - June 1998
Boatmen's Trust Company June 1988 - June 1993
Boatmen's Trust company January 1986 - June 1988
A.G. Becker/SEI Funds Evaluation September 1983 - January 1986
Skills
Retirement, Investments, Institutional, Pensions, Investment Management..., 401(k) Sales, Defined Benefit Sales, Investment Due Diligence, Retirement Income, Wholesaler, Sales Management, Thought Leadership, 401k, Investment Management, Management, Asset Allocation, Retirement Plan..., ERISA, Employee Benefits, Investment Strategies, CRM, Investment Advisory, Defined Benefit, Defined Contribution, Fixed Income, Due Diligence, Asset Management, Equities, Portfolio Management, Retirement Planning, Mutual Funds, Series 7, Financial Services, Financial Advisory
Education
Eastern Illinois University 1981 — 1982
M.B.A., Business
Eastern Illinois University 1977 — 1981
B.A., Social Science/Political Science
Kimberly Schreiber's M&I Institutional Trust Services Experience February 2008 - November 2009
Job Financial Professional at ClearStep Financial
Industry Financial Services
Experience
ClearStep Financial October 2013 - Present
The Strategic Financial Alliance January 2013 - Present
BMO Global Asset Management November 2009 - November 2012
M&I Institutional Trust Services February 2008 - November 2009
M&I Institutional Trust Services August 2004 - February 2008
M&I Trust Company January 2002 - August 2004
State Farm Agent May 2000 - January 2002
Skills
Strategic Financial..., Investments, Insurance, Retirement Planning, Employee Benefits, Relationship Management, Sales Support, Team Building, Business Development, Client Development
Education
Marquette University 2003 — 2006
MBA
University of Wisconsin-Milwaukee 1998 — 2001
BBA, Marketing and Finance
ClearStep Financial October 2013 - Present
The Strategic Financial Alliance January 2013 - Present
BMO Global Asset Management November 2009 - November 2012
M&I Institutional Trust Services February 2008 - November 2009
M&I Institutional Trust Services August 2004 - February 2008
M&I Trust Company January 2002 - August 2004
State Farm Agent May 2000 - January 2002
Skills
Strategic Financial..., Investments, Insurance, Retirement Planning, Employee Benefits, Relationship Management, Sales Support, Team Building, Business Development, Client Development
Education
Marquette University 2003 — 2006
MBA
University of Wisconsin-Milwaukee 1998 — 2001
BBA, Marketing and Finance
Deb Rosenberg, CEBS, ISCEBS Fellow, AIF's M&I Institutional Trust Services Experience May 2004 - June 2012
Job Retirement Plan Consultant at Stiles Financial Services, Inc.
Industry Financial Services
Experience
Stiles Financial Services, Inc. February 2013 - Present
M&I Institutional Trust Services May 2004 - June 2012
Watson Wyatt 1997 - 2004
US Bank (First Trust) 1993 - 1997
Norwest Bank Minnesota, N.A. 1988 - 1993
Skills
401k, Defined Benefit, Employee Benefits, Pensions, Mutual Funds, Retirement, Investments, Defined Contribution, Retirement Plan..., Relationship Management, Retirement Planning, Financial Services, Management, Investment Strategies, Strategy, Sales, CRM, ERISA, Financial Advisory, Banking, Qualified Retirement..., Series 7, Series 63, Investment Advisory, Finance, Wealth Management, Asset Allocation, Series 6
Education
Wharton School of Business 1982 — 1985
Certified Employee Benefit Specialist
Gustavus Adolphus College 1975 — 1979
B.A., Business and Psychology
Stiles Financial Services, Inc. February 2013 - Present
M&I Institutional Trust Services May 2004 - June 2012
Watson Wyatt 1997 - 2004
US Bank (First Trust) 1993 - 1997
Norwest Bank Minnesota, N.A. 1988 - 1993
Skills
401k, Defined Benefit, Employee Benefits, Pensions, Mutual Funds, Retirement, Investments, Defined Contribution, Retirement Plan..., Relationship Management, Retirement Planning, Financial Services, Management, Investment Strategies, Strategy, Sales, CRM, ERISA, Financial Advisory, Banking, Qualified Retirement..., Series 7, Series 63, Investment Advisory, Finance, Wealth Management, Asset Allocation, Series 6
Education
Wharton School of Business 1982 — 1985
Certified Employee Benefit Specialist
Gustavus Adolphus College 1975 — 1979
B.A., Business and Psychology
Jennifer Pomrening, RPA's M&I Institutional Trust Services Experience August 2001 - January 2006
Job Manager at Bronfman E.L. Rothschild
Industry Accounting
Experience
Bronfman E.L. Rothschild January 2006 - Present
M&I Institutional Trust Services August 2001 - January 2006
Thrivent Financial for Lutherans June 1997 - August 2001
Skills
Retirement Planning, Accounting, 401k, Retirement, Employee Benefits, Mutual Funds, Qualified Retirement..., Strategic Financial..., Pensions, Investments, Finance, Tax, Auditing, Insurance, Financial Analysis
Education
Lakeland College
Bachelor of Arts, Business and Marketing
Bronfman E.L. Rothschild January 2006 - Present
M&I Institutional Trust Services August 2001 - January 2006
Thrivent Financial for Lutherans June 1997 - August 2001
Skills
Retirement Planning, Accounting, 401k, Retirement, Employee Benefits, Mutual Funds, Qualified Retirement..., Strategic Financial..., Pensions, Investments, Finance, Tax, Auditing, Insurance, Financial Analysis
Education
Lakeland College
Bachelor of Arts, Business and Marketing
Craig Coleman II Craig Coleman II's M&I Institutional Trust Services Experience July 2005 - November 2008
Job Senior Research Analyst, Summit Strategies Group
Industry Investment Management
Experience
Summit Strategies Group April 2011 - Present
M&I Institutional Trust November 2008 - April 2011
M&I Institutional Trust Services July 2005 - November 2008
Marshall & Ilsley July 2005 - January 2006
Skills
Investments, Asset Allocation, Portfolio Management, Investment Management, Wealth Management, Asset Managment, Mutual Funds, Series 7, Investment Advisory, Investment Strategies, Alternative Investments, Fixed Income, Due Diligence, Financial Modeling, Equities, Retirement Planning, Morningstar, 401k, Valuation, Financial Analysis, Finance, Hedge Funds, Securities, Equity Valuation, Pensions, Financial Services, Financial Advisory, Wealth Management..., Corporate Finance, Retirement, Institutional..., Defined Benefit, Equity Research, Separately Managed..., Financial Markets, Quantitative Analytics, Quantitative Finance, Portfolio Optimization, Performance Attribution, Value Investing, Investment Research, Emerging Markets, Pension Funds, ETFs, Banking, High Net Worth..., Institutional, Bloomberg, Bloomberg Terminal, Relationship Management
Education
Southeast Missouri State University - Harrison College of Business 2002 — 2004
BA, Finance, Economics
Summit Strategies Group April 2011 - Present
M&I Institutional Trust November 2008 - April 2011
M&I Institutional Trust Services July 2005 - November 2008
Marshall & Ilsley July 2005 - January 2006
Skills
Investments, Asset Allocation, Portfolio Management, Investment Management, Wealth Management, Asset Managment, Mutual Funds, Series 7, Investment Advisory, Investment Strategies, Alternative Investments, Fixed Income, Due Diligence, Financial Modeling, Equities, Retirement Planning, Morningstar, 401k, Valuation, Financial Analysis, Finance, Hedge Funds, Securities, Equity Valuation, Pensions, Financial Services, Financial Advisory, Wealth Management..., Corporate Finance, Retirement, Institutional..., Defined Benefit, Equity Research, Separately Managed..., Financial Markets, Quantitative Analytics, Quantitative Finance, Portfolio Optimization, Performance Attribution, Value Investing, Investment Research, Emerging Markets, Pension Funds, ETFs, Banking, High Net Worth..., Institutional, Bloomberg, Bloomberg Terminal, Relationship Management
Education
Southeast Missouri State University - Harrison College of Business 2002 — 2004
BA, Finance, Economics
Tom DeMars's M&I Institutional Trust Services Experience 2003 - July 2011
Job OneAmerica Retirement Services Business Applications Analyst
Industry Banking
Experience
OneAmerica Retirement Services October 2015 - Present
BMO Retirement Services July 2011 - September 2015
M&I Institutional Trust Services 2003 - July 2011
UMB Bank January 1999 - September 2003
Skills
Banking, Process Improvement, Business Analysis, Project Management, Financial Analysis, IT Strategy, Finance, Risk Management
Education
Kansas State University
BS, Business-Accounting
OneAmerica Retirement Services October 2015 - Present
BMO Retirement Services July 2011 - September 2015
M&I Institutional Trust Services 2003 - July 2011
UMB Bank January 1999 - September 2003
Skills
Banking, Process Improvement, Business Analysis, Project Management, Financial Analysis, IT Strategy, Finance, Risk Management
Education
Kansas State University
BS, Business-Accounting
Peter Madsen, CEBS's M&I Institutional Trust Services Experience July 2007 - October 2010
Job Manager Relationship Coordinators at M&I Institutional Trust Services, A part of BMO Financial Group
Industry Financial Services
Experience
BMO Global Asset Management October 2010 - Present
M&I Institutional Trust Services July 2007 - October 2010
M&I Institutional Trust Services April 2003 - June 2007
Northwestern Mutual December 2001 - December 2002
Skills
Investments, 401k, Mutual Funds, Wealth Management, Financial Services
Education
University of Pennsylvania - The Wharton School 2007 — 2010
Certified Employee Benefit Specialist
University of Wisconsin-Whitewater 1997 — 2001
Bachelor of Business Administration (B.B.A.)
BMO Global Asset Management October 2010 - Present
M&I Institutional Trust Services July 2007 - October 2010
M&I Institutional Trust Services April 2003 - June 2007
Northwestern Mutual December 2001 - December 2002
Skills
Investments, 401k, Mutual Funds, Wealth Management, Financial Services
Education
University of Pennsylvania - The Wharton School 2007 — 2010
Certified Employee Benefit Specialist
University of Wisconsin-Whitewater 1997 — 2001
Bachelor of Business Administration (B.B.A.)
Mark Albertson's M&I Institutional Trust Services Experience September 2007 - August 2010
Job Plan Services Consultant II at OneAmerica Retirement Services
Industry Financial Services
Experience
OneAmerica Retirement Services October 2015 - Present
BMO Retirement Services January 2014 - September 2015
BMO Retirement Services August 2010 - December 2013
M&I Institutional Trust Services September 2007 - August 2010
M&I Institutional Trust Services July 2005 - September 2007
Skills
Fundraising, Analysis, Strategic Planning, Customer Service
Education
Marquette University 2001 — 2005
Bachelor of Science, Finance and Marketing
Dowling
OneAmerica Retirement Services October 2015 - Present
BMO Retirement Services January 2014 - September 2015
BMO Retirement Services August 2010 - December 2013
M&I Institutional Trust Services September 2007 - August 2010
M&I Institutional Trust Services July 2005 - September 2007
Skills
Fundraising, Analysis, Strategic Planning, Customer Service
Education
Marquette University 2001 — 2005
Bachelor of Science, Finance and Marketing
Dowling
Russ Odenbeck's M&I Institutional Trust Services Experience April 1986 - July 2011
Job Vice President | Regional Sales Director | BMO Global Asst Management
Industry Financial Services
Experience
BMO Global Asset management July 2011 - Present
M&I Institutional Trust Services April 1986 - July 2011
Skills
Oversight of food..., Business Development, Sales, Pensions, Securities, 401k, Retirement Planning, Defined Benefit, Financial Services, Retirement
Education
University of Cincinnati
BMO Global Asset management July 2011 - Present
M&I Institutional Trust Services April 1986 - July 2011
Skills
Oversight of food..., Business Development, Sales, Pensions, Securities, 401k, Retirement Planning, Defined Benefit, Financial Services, Retirement
Education
University of Cincinnati
Kathleen (Kathy) Jackson's M&I Institutional Trust Services Experience July 2011 - September 2012
Job VP, Relationship Manager at BOK Financial
Industry Financial Services
Experience
BOK Financial September 2012 - Present
M&I Institutional Trust Services July 2011 - September 2012
Prudential Retirement September 2008 - November 2010
Milliman 2006 - 2007
Invesmart 2005 - 2006
Charles Schwab 1993 - 2005
Skills
401k, Defined Benefit, ERISA, Defined Contribution, Retirement, Pensions, Retirement Planning, Series 63, Series 7, Retirement Plan..., Investments, Qualified Retirement..., Mutual Funds, Series 6, Wealth Management, Asset Allocation
Education
Oklahoma State University 1977 — 1979
BOK Financial September 2012 - Present
M&I Institutional Trust Services July 2011 - September 2012
Prudential Retirement September 2008 - November 2010
Milliman 2006 - 2007
Invesmart 2005 - 2006
Charles Schwab 1993 - 2005
Skills
401k, Defined Benefit, ERISA, Defined Contribution, Retirement, Pensions, Retirement Planning, Series 63, Series 7, Retirement Plan..., Investments, Qualified Retirement..., Mutual Funds, Series 6, Wealth Management, Asset Allocation
Education
Oklahoma State University 1977 — 1979
Cheryl Meracle's M&I Institutional Trust Services Experience December 1999 - January 2000
Job Strategic Sourcing Analyst at HNI Corporation
Industry Retail
Experience
HNI Corporation July 2011 - Present
Sears Holdings Corporation March 2007 - June 2010
Kohl's Department Stores April 2002 - March 2007
Anixter, Inc. May 2000 - April 2002
St. Norbert College September 1999 - May 2000
Discoveries International September 1999 - May 2000
M&I Institutional Trust Services December 1999 - January 2000
M&I Bank May 1999 - August 1999
St. Norbert College August 1997 - December 1998
M&I Bank May 1998 - August 1998
Skills
Outlook, Word, Excel, PowerPoint, Procurement, PeopleSoft, Strategic Sourcing, Spanish, E-procurement, Ariba, Online Auctions, Lotus Notes
Education
St. Norbert College 1996 — 2000
B.B.A., International Business and Spanish
Fundacion Ortega y Gasset 1999 — 1999
Semester Abroad, Toledo, Spain
Palmyra-Eagle High School 1992 — 1996
Diploma
HNI Corporation July 2011 - Present
Sears Holdings Corporation March 2007 - June 2010
Kohl's Department Stores April 2002 - March 2007
Anixter, Inc. May 2000 - April 2002
St. Norbert College September 1999 - May 2000
Discoveries International September 1999 - May 2000
M&I Institutional Trust Services December 1999 - January 2000
M&I Bank May 1999 - August 1999
St. Norbert College August 1997 - December 1998
M&I Bank May 1998 - August 1998
Skills
Outlook, Word, Excel, PowerPoint, Procurement, PeopleSoft, Strategic Sourcing, Spanish, E-procurement, Ariba, Online Auctions, Lotus Notes
Education
St. Norbert College 1996 — 2000
B.B.A., International Business and Spanish
Fundacion Ortega y Gasset 1999 — 1999
Semester Abroad, Toledo, Spain
Palmyra-Eagle High School 1992 — 1996
Diploma
Lori Sykora's M&I Institutional Trust Services Experience December 1998 - July 2011
Job Vice President at BMO
Industry Investment Management
Experience
BMO July 2011 - Present
M&I Trust Company N.A. December 1998 - Present
BMO Harris Bank, N.A. 1998 - Present
M&I Institutional Trust Services December 1998 - July 2011
Education
Louisiana State University 1977 — 1980
Juris Doctor, Law
University of Florida 1969 — 1973
Bachelor of Arts (B.A.), Education
BMO July 2011 - Present
M&I Trust Company N.A. December 1998 - Present
BMO Harris Bank, N.A. 1998 - Present
M&I Institutional Trust Services December 1998 - July 2011
Education
Louisiana State University 1977 — 1980
Juris Doctor, Law
University of Florida 1969 — 1973
Bachelor of Arts (B.A.), Education
Todd Sippel's M&I Institutional Trust Services Experience October 2008 - July 2012
Job OneAmerica Retirement Services
Industry Financial Services
Experience
OneAmerica October 2015 - Present
BMO Retirement Services 2012 - September 2015
M&I Institutional Trust Services October 2008 - July 2012
M&I Bank August 2006 - September 2008
M&I Bank June 2000 - September 2005
Skills
Banking
Education
Ripon College 1991 — 1995
Fond du Lac High School 1988 — 1991
OneAmerica October 2015 - Present
BMO Retirement Services 2012 - September 2015
M&I Institutional Trust Services October 2008 - July 2012
M&I Bank August 2006 - September 2008
M&I Bank June 2000 - September 2005
Skills
Banking
Education
Ripon College 1991 — 1995
Fond du Lac High School 1988 — 1991
Adam J. Miller's M&I Institutional Trust Services Experience 2007 - 2010
Job Account Manager, Imaging at GE Healthcare
Industry Hospital & Health Care
Experience
GE Healthcare July 2010 - Present
M&I Institutional Trust Services 2007 - 2010
Skills
Account Management, Sales Management, Sales, Strategic Planning, New Business Development, Customer Service, Process Improvement, Marketing Strategy, Business Development, Project Management, Marketing, Salesforce.com, Direct Sales, Selling, Team Building, Financial Analysis, CRM, Forecasting
Education
Indiana University Bloomington 1999 — 2004
GE Healthcare July 2010 - Present
M&I Institutional Trust Services 2007 - 2010
Skills
Account Management, Sales Management, Sales, Strategic Planning, New Business Development, Customer Service, Process Improvement, Marketing Strategy, Business Development, Project Management, Marketing, Salesforce.com, Direct Sales, Selling, Team Building, Financial Analysis, CRM, Forecasting
Education
Indiana University Bloomington 1999 — 2004
Magnus Vildhede's M&I Institutional Trust Services Experience February 2010 - July 2011
Job Business analyst BMO Harris Bank
Industry Financial Services
Experience
BMO Global Asset Management January 2014 - Present
BMO Global Asset Management July 2011 - January 2014
M&I Institutional Trust Services February 2010 - July 2011
M&I Bank February 2009 - February 2010
Skills
Securities, Banking, Mutual Funds, Wealth Management, Investments, Financial Services, Fixed Income, Relationship Management, Equities, Cash Management, Portfolio Management
Education
Arizona State University 2006 — 2008
B.S Finance, Finance
UW-Milwaukee 2005 — 2006
B.S Finance, Finance
Deakin University 2003 — 2004
B.S FInance, Finance
BMO Global Asset Management January 2014 - Present
BMO Global Asset Management July 2011 - January 2014
M&I Institutional Trust Services February 2010 - July 2011
M&I Bank February 2009 - February 2010
Skills
Securities, Banking, Mutual Funds, Wealth Management, Investments, Financial Services, Fixed Income, Relationship Management, Equities, Cash Management, Portfolio Management
Education
Arizona State University 2006 — 2008
B.S Finance, Finance
UW-Milwaukee 2005 — 2006
B.S Finance, Finance
Deakin University 2003 — 2004
B.S FInance, Finance
Gina Sottile's M&I Institutional Trust Services Experience April 2006 - September 2012
Job Education Manager at BMO Retirement Services
Industry Financial Services
Experience
BMO Retirement Services April 2006 - Present
M&I Institutional Trust Services April 2006 - September 2012
JPMorgan Chase 2003 - 2005
Data General 1990 - 1998
Skills
Retirement Planning, Employee Benefits, Finance, Retirement, Financial Services, Investments, 401k, Wealth Management, Portfolio Management
Education
Alverno College 1992 — 1997
BA, Professional Communication
BMO Retirement Services April 2006 - Present
M&I Institutional Trust Services April 2006 - September 2012
JPMorgan Chase 2003 - 2005
Data General 1990 - 1998
Skills
Retirement Planning, Employee Benefits, Finance, Retirement, Financial Services, Investments, 401k, Wealth Management, Portfolio Management
Education
Alverno College 1992 — 1997
BA, Professional Communication
Glenn Klein's M&I Institutional Trust Services Experience June 1999 - July 2011
Job VP, Transition Technical Consultant at BMO Global Asset Management
Industry Banking
Experience
BMO Global Asset Management July 2011 - Present
M&I Institutional Trust Services June 1999 - July 2011
Metavante July 1994 - June 1999
GK Enterprises August 1985 - January 1994
Skills
Excel, Access, Word, Problem Solving, Business Analysis
Education
Lakeland College 1997 — 1999
Accounting/Computer Science
University of Wisconsin-Milwaukee - Lubar School of Business 1965 — 1968
Business
BMO Global Asset Management July 2011 - Present
M&I Institutional Trust Services June 1999 - July 2011
Metavante July 1994 - June 1999
GK Enterprises August 1985 - January 1994
Skills
Excel, Access, Word, Problem Solving, Business Analysis
Education
Lakeland College 1997 — 1999
Accounting/Computer Science
University of Wisconsin-Milwaukee - Lubar School of Business 1965 — 1968
Business
Chuck Lehmann's M&I Institutional Trust Services Experience October 2003 - October 2009
Job In Transition to a new Challenge
Industry Financial Services
Experience
Ohio National Financial Services February 2012 - May 2014
M&I Institutional Trust Services October 2003 - October 2009
UMB Bank January 1995 - October 2003
UMB Bank November 1990 - January 1995
Skills
Flexible Spending..., Defined Benefit, Pensions, Consultative Selling, 401k, Financial Services, CRM, Sales Operations, Retirement Planning, Employee Benefits, Selling, Sales, Retirement, Defined Contribution, Relationship Management, ERISA, Financial Advisory, Management, Mutual Funds, Series 7
Education
Northern Michigan University
Bachelor of Science, Business Administration
Ohio National Financial Services February 2012 - May 2014
M&I Institutional Trust Services October 2003 - October 2009
UMB Bank January 1995 - October 2003
UMB Bank November 1990 - January 1995
Skills
Flexible Spending..., Defined Benefit, Pensions, Consultative Selling, 401k, Financial Services, CRM, Sales Operations, Retirement Planning, Employee Benefits, Selling, Sales, Retirement, Defined Contribution, Relationship Management, ERISA, Financial Advisory, Management, Mutual Funds, Series 7
Education
Northern Michigan University
Bachelor of Science, Business Administration
Laura Gustafson's M&I Institutional Trust Services Experience April 2006 - July 2012
Job Children's Hospitals and Clinics
Industry Hospital & Health Care
Experience
Children's Hospitals and Clinics of Minnesota June 2013 - Present
BMO July 2012 - June 2013
M&I Institutional Trust Services April 2006 - July 2012
US Bank January 2006 - March 2006
VEE Corporation August 2005 - December 2005
Gustavus Adolphus College February 2005 - May 2005
Skills
Event Planning, Marketing, Administrative..., Microsoft Excel, Microsoft Word, PowerPoint
Education
Gustavus Adolphus College 2001 — 2005
BA, Communication Studies
Gustavus Adolphus College
Bachelor of Arts, Communication Studies
Children's Hospitals and Clinics of Minnesota June 2013 - Present
BMO July 2012 - June 2013
M&I Institutional Trust Services April 2006 - July 2012
US Bank January 2006 - March 2006
VEE Corporation August 2005 - December 2005
Gustavus Adolphus College February 2005 - May 2005
Skills
Event Planning, Marketing, Administrative..., Microsoft Excel, Microsoft Word, PowerPoint
Education
Gustavus Adolphus College 2001 — 2005
BA, Communication Studies
Gustavus Adolphus College
Bachelor of Arts, Communication Studies
Alan Blaskowski, CPC, QPA, QKA's M&I Institutional Trust Services Experience September 2003 - August 2012
Job Vice President & Relationship Manager at BMO Retirement Services
Industry Financial Services
Experience
BMO Retirement Services September 2003 - Present
M&I Institutional Trust Services September 2003 - August 2012
Northern Trust Retirement Consulting September 2000 - September 2003
Skills
401k, Retirement, Relationship Management, Series 63, Defined Contribution, Qualified Retirement..., Asset Allocation, Retirement Planning, Wealth Management
Education
Marquette University 2011 — 2014
Master in Leadership Studies (MLS), Graduate School of Management
University of Wisconsin-Milwaukee - Lubar School of Business 1996 — 2000
Bachelors of Business Administration, Finance
Marquette University High School 1992 — 1996
BMO Retirement Services September 2003 - Present
M&I Institutional Trust Services September 2003 - August 2012
Northern Trust Retirement Consulting September 2000 - September 2003
Skills
401k, Retirement, Relationship Management, Series 63, Defined Contribution, Qualified Retirement..., Asset Allocation, Retirement Planning, Wealth Management
Education
Marquette University 2011 — 2014
Master in Leadership Studies (MLS), Graduate School of Management
University of Wisconsin-Milwaukee - Lubar School of Business 1996 — 2000
Bachelors of Business Administration, Finance
Marquette University High School 1992 — 1996
Maureen Nichols's M&I Institutional Trust Services Experience 1989 - Present
Job Business Analyst at M&I Institutional Trust Services
Industry Financial Services
Experience
M&I Institutional Trust Services 1989 - Present
Education
Concordia University-Wisconsin
Bachelor of Arts, Management and Communication
M&I Institutional Trust Services 1989 - Present
Education
Concordia University-Wisconsin
Bachelor of Arts, Management and Communication
Jessica Vavera's M&I Institutional Trust Services Experience December 2007 - October 2008
Job Trust & Custody Services at BMO Global Asset Management
Industry Financial Services
Experience
BMO Global Asset Management January 2014 - Present
Children's Hospital of Wisconsin November 2011 - January 2014
BMO June 2006 - December 2012
M&I Institutional Trust Services December 2007 - October 2008
M&I Investment Management Corporation July 2006 - December 2007
Milwaukee Bucks Inc. June 2000 - June 2006
Skills
Marketing Communications, Customer Service, Team Building, Financial Services, Microsoft Excel, Team Leadership, Wealth Management, Microsoft Office, Project Management, PowerPoint, Advertising, Management, Marketing, Public Relations, Strategic Planning
Education
Alverno College 1996 — 2000
Bachelor of Arts (B.A.), Professional Communications & English
BMO Global Asset Management January 2014 - Present
Children's Hospital of Wisconsin November 2011 - January 2014
BMO June 2006 - December 2012
M&I Institutional Trust Services December 2007 - October 2008
M&I Investment Management Corporation July 2006 - December 2007
Milwaukee Bucks Inc. June 2000 - June 2006
Skills
Marketing Communications, Customer Service, Team Building, Financial Services, Microsoft Excel, Team Leadership, Wealth Management, Microsoft Office, Project Management, PowerPoint, Advertising, Management, Marketing, Public Relations, Strategic Planning
Education
Alverno College 1996 — 2000
Bachelor of Arts (B.A.), Professional Communications & English
Jeanene Kelly's M&I Institutional Trust Services Experience April 2000 - April 2006
Job Legal Assistant, Padly & Associates, PA
Industry Legal Services
Experience
Law Offices of Richardson & Sellers July 2012 - July 2013
Sheppard, Brett, Stewart, Hersch, Kinsey & Hill PA April 2011 - September 2011
Goodman, Breen & Gibbs Attorney at Law April 2006 - October 2008
M&I Institutional Trust Services April 2000 - April 2006
Education
Southwest Florida College 2009 — 2012
Associates, Paralegal, 3.15
Ohio State University-Newark Campus 1993 — 1995
Transferred, Nursing
Kaiser Unviersity
Bachelor's Degree, Psychology
Law Offices of Richardson & Sellers July 2012 - July 2013
Sheppard, Brett, Stewart, Hersch, Kinsey & Hill PA April 2011 - September 2011
Goodman, Breen & Gibbs Attorney at Law April 2006 - October 2008
M&I Institutional Trust Services April 2000 - April 2006
Education
Southwest Florida College 2009 — 2012
Associates, Paralegal, 3.15
Ohio State University-Newark Campus 1993 — 1995
Transferred, Nursing
Kaiser Unviersity
Bachelor's Degree, Psychology
Barry Wintringer's M&I Institutional Trust Services Experience July 1988 - July 1998
Job Client Services Manager at Fidelity National Information Services
Industry Information Technology and Services
Experience
Fidelity National Information Services July 1998 - Present
M&I Institutional Trust Services July 1988 - July 1998
Skills
Financial Services, Process Improvement, Relationship Management, Banking, Vendor Management, Business Analysis
Education
Carthage College 1984 — 1988
Bachelors of Science, Accounting and Business Admin
Fidelity National Information Services July 1998 - Present
M&I Institutional Trust Services July 1988 - July 1998
Skills
Financial Services, Process Improvement, Relationship Management, Banking, Vendor Management, Business Analysis
Education
Carthage College 1984 — 1988
Bachelors of Science, Accounting and Business Admin
Jamie Cahn's M&I Institutional Trust Services Experience May 2006 - April 2012
Job Principal at JJTK
Industry Financial Services
Experience
JJTK April 2012 - Present
M&I Institutional Trust Services May 2006 - April 2012
Legg Mason Inc. September 1995 - May 2006
Alex. Brown & Sons, Inc. June 1986 - June 1995
Skills
Wealth Management, Investments, 401k, Retirement Planning, Retirement, Asset Allocation, Series 7, Asset Managment, Portfolio Management, Financial Services, Investment Management, Defined Benefit, ERISA, Pensions, Mutual Funds, Investment Advisory, Banking, Relationship Management, Series 63
Education
Franklin & Marshall College 1977 — 1981
BA, Finance and Financial Management Services
Park School 1973 — 1977
JJTK April 2012 - Present
M&I Institutional Trust Services May 2006 - April 2012
Legg Mason Inc. September 1995 - May 2006
Alex. Brown & Sons, Inc. June 1986 - June 1995
Skills
Wealth Management, Investments, 401k, Retirement Planning, Retirement, Asset Allocation, Series 7, Asset Managment, Portfolio Management, Financial Services, Investment Management, Defined Benefit, ERISA, Pensions, Mutual Funds, Investment Advisory, Banking, Relationship Management, Series 63
Education
Franklin & Marshall College 1977 — 1981
BA, Finance and Financial Management Services
Park School 1973 — 1977
Cindy Wendorf's M&I Institutional Trust Services Experience August 2012 - Present
Job Coordinator III at M&I Institutional Trust Services
Industry Financial Services
Experience
M&I Institutional Trust Services August 2012 - Present
BMO Harris Bank February 1997 - August 2012
Skills
Financial Analysis, Access, Process Improvement, Microsoft Excel, Outlook, Auditing, Accounting, PowerPoint, Microsoft Office, Microsoft Word
Education
Milwaukee Area Technical College 1995 — 1996
EMT Classes
James Madison Sr High, Milwaukee 1972 — 1974
High School Daploma, General Course Study, B
M&I Institutional Trust Services August 2012 - Present
BMO Harris Bank February 1997 - August 2012
Skills
Financial Analysis, Access, Process Improvement, Microsoft Excel, Outlook, Auditing, Accounting, PowerPoint, Microsoft Office, Microsoft Word
Education
Milwaukee Area Technical College 1995 — 1996
EMT Classes
James Madison Sr High, Milwaukee 1972 — 1974
High School Daploma, General Course Study, B