M&I Wealth Management

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M&I Wealth Management Employees

Employee
Years
Job
Industry
Brande Anderson Brande Anderson Kansas City, Missouri Area Details
Brande Anderson's M&I Wealth Management Experience September 2006 - January 2010
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

John Paul Bratcher, LL.M. John Paul Bratcher, LL.M. Naples, Florida Area Details
John Paul Bratcher, LL.M.'s M&I Wealth Management Experience 2007 - 2007
Job Attorney at Hahn Loeser & Parks LLP
Industry Law Practice
Experience
Hahn Loeser & Parks LLP  June 2015 - Present
Garlick, Hilfiker & Swift   August 2013 - June 2015
ONU Moot Court Tax Team   September 2011 - May 2012
ONU Pettit College of Law   August 2011 - May 2012
Treiser Collins   May 2010 - August 2010
Cascade Surge USL-PDL Soccer Team   May 2008 - August 2008
M&I Wealth Management   2007 - 2007

Skills
Tax Law, Corporate Tax, Litigation, Estate Administration, Special Needs Trusts, Wills, Estate Law, Legal Research, Legal Writing, Trusts, Estate Planning, Tax, Powers of Attorney, Charitable Trusts, Legal Issues, Estate Tax Planning, Westlaw

Education
Georgetown University Law Center   2012 — 2013
Taxation LLM - Masters of Law, Estate Planning Certificate, General Tax

Ohio Northern University—Claude W. Pettit College of Law   2009 — 2012
J.D., Law and a Certificate in Taxation

Indiana Wesleyan University   2004 — 2008
Bachelor's, Finance

Marion High School   2002 — 2004
High School, Honors Graduate

Cleveland High School   2000 — 2002
High School

Peter Alexander Peter Alexander Greater Minneapolis-St. Paul Area Details
Peter Alexander's M&I Wealth Management Experience October 2007 - June 2010
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade  March 2014 - Present
Ameriprise Financial Services, Inc.   September 2011 - January 2014
Academy College  August 2010 - September 2011
M&I Wealth Management   October 2007 - June 2010
Metlife Resources Citistreet   May 1998 - October 2007
Wealth Enhancement Group  August 1993 - September 1996
Alaskan Fur   June 1986 - June 1993
The North Face  October 1979 - May 1986

Skills
Retirement Planning, Leadership, Strategic Financial..., Investments, CRM, Financial Services, Insurance, Finance, Retirement, Financial Planners, Real Estate, Staff Development, Mutual Funds, Series 7, Wealth Management, Financial Advisory, Series 63, Fixed Annuities, Estate Planning, Recruiting, Asset Management, Asset Allocation, 401k, Portfolio Management, Relationship Management, Securities, Investment Management, Life Insurance, Financial Planning, Investment Advisory, Investment Strategies

Education
College for Financial Planning   2002 — 2003
Graduate

The University of New Mexico
Bachelor of University Studies

catherine principe catherine principe Milwaukee, Wisconsin Details
catherine principe's M&I Wealth Management Experience October 2006 - April 2013
Job AVP / Senior Branch Manager at Associated Bank
Industry Financial Services
Experience
Associated Bank  September 2013 - Present
M&I Wealth Management   October 2006 - April 2013
Synovus Private Client Group   May 2004 - October 2006

Skills
Sales Management, Business Development, Banking, Credit, Credit Analysis, Commercial Banking, Commercial Lending, Consumer Lending, Small Business Lending, Retail Banking, Financial Services, Investments, Leadership, Mortgage Lending

Education
Marquette University   1975 — 1979
Bachelor of Science (BS)

Kevin Pomarnke Kevin Pomarnke Madison, Wisconsin Details
Kevin Pomarnke's M&I Wealth Management Experience October 1994 - June 2012
Job Vice President at First Business Trust & Investments
Industry Financial Services
Experience
First Business  August 2012 - Present
M&I Wealth Management   October 1994 - June 2012

Skills
Estate Planning, Wealth Management, Financial Planning

Education
Edgewood College   1998 — 2005
Master of Business Administration (M.B.A.)

University of Wisconsin-Madison   1990 — 1994
Bachelor's degree, Economics

Tim (Timothy) Shrout Tim (Timothy) Shrout Kansas City, Missouri Area Details
Tim (Timothy) Shrout's M&I Wealth Management Experience 2008 - 2009
Job Employee Benefits Consultant | Health Insurance Professional | Affordable Care Act Specialist
Industry Financial Services
Experience
Bukaty Companies  June 2013 - Present
Saybrus Partners  February 2012 - June 2013
New York Life Insurance Company  June 2011 - February 2012
New York Life Insurance Company  December 2009 - June 2011
Shrout Financial,LLC   March 2009 - June 2011
M&I Wealth Management   2008 - 2009
Merrill Lynch  2006 - 2008
Coventry Health Care  2005 - 2006
MC  2004 - 2006
Financial Associates   2003 - 2004

Skills
Insurance, Retirement Planning, Employee Benefits, Life Insurance, Strategic Financial..., Investments, Mutual Funds, Health Insurance, Marketing, Leadership, Wealth Management, Retirement, Fixed Annuities, Disability Insurance, Financial Planners, Financial Services, Sales, Financial Advisory, Management, Long-term Care, Small Business, 401k, Training, Finance, Estate Planning, Term Life Insurance, Recruiting, Critical Illness, Wealth, Benefits Design, Strategic Planning, Communication Skills, Sales Presentations, Financial Planning, Customer Service, Team Building, Sales Management, Strategy, Marketing Strategy, Consulting, Brokers, Human Resources

Education
Central Missouri State University   1987 — 1991
BS, Communications/Broadcasting and Film

Grandview High School   1984 — 1987

DeVry University's Keller Graduate School of Management-Missouri
Business Administration and Management, General

Erin M Goergen, CFP® Erin M Goergen, CFP® Scottsdale, Arizona Details
Erin M Goergen, CFP®'s M&I Wealth Management Experience 2003 - 2006
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

Luke Michalski Luke Michalski Sussex, Wisconsin Details
Luke Michalski's M&I Wealth Management Experience July 2011 - August 2012
Job Corporate Travel Manager at Quad/Graphics
Industry Printing
Experience
Quad/Graphics  May 2015 - Present
Quad/Graphics  November 2014 - Present
BMO Harris Equipment Finance Corp.   August 2012 - Present
M&I Wealth Management   July 2011 - August 2012
Milwaukee Art Museum  July 2006 - May 2010
Milwaukee Art Museum  August 2006 - May 2009

Skills
Banking, Sales, Management, Portfolio Management, Customer Service, Microsoft Office, Investments, Loans, Mutual Funds, Credit

Education
Lakeshore Helicopter   2013 — 2015
Flight School, Aviation / Helicopter School

Lewis University   1999 — 2000
Aviation Flight Management, Flight School

Rich O'Connor, CFP Rich O'Connor, CFP Bayport, Minnesota Details
Rich O'Connor, CFP's M&I Wealth Management Experience February 2006 - November 2009
Job Financial Advisor, CFP at AdvisorNet Financial
Industry Financial Services
Experience
AdvisorNet Financial  March 2010 - Present
M&I Wealth Management   February 2006 - November 2009
CitiStreet a CitiGroup/State Street Company   1994 - 2004
Minnesota House of Representatives  1980 - 1992

Skills
Retirement Planning, Estate Planning, Financial Planning, Securities, Investments, Portfolio Management, Equities, Wealth Management, Insurance, Fixed Income, Financial Advisory, Risk Management, Retirement Income..., Annuities, Pensions, Alternative Investments, Foundations, Small Business, Charitable Giving, 401k

Education
University of Notre Dame   1971 — 1975
BA, Government and International Relations, Economics

College for Financial Planning
CFP Professional Education Program

St. Paul Johnson High School

Tibor Burany Tibor Burany Muskego, Wisconsin Details
Tibor Burany's M&I Wealth Management Experience January 2007 - July 2012
Job Enterprise Infrastructure Support at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank  August 2012 - Present
M&I Wealth Management   January 2007 - July 2012
Metavante  January 2005 - January 2007

Skills
MCSE 2003, CompTIA Network+..., CompTIA A+ Certification, Active Directory, Windows Server, Microsoft Certified..., Windows 7, VPN, DHCP, Network Administration, Group Policy, Backup Exec, VMware, HP Data Protector, Data Domain, Technical Support, Networking, Hardware, System Administration

Education
Concordia University-Wisconsin   2010 — 2012
Master of Science Information Technology, Information Technology, 3.89

University of Wisconsin-Milwaukee   1991 — 1995
Bachelor of Science, English Language and Literature, General

Roger Fuerstenau Roger Fuerstenau Greater Milwaukee Area Details
Roger Fuerstenau's M&I Wealth Management Experience 2000 - 2007
Job Operations & Training Manager with Farmers Insurance Group
Industry Insurance
Experience
Farmers Insurance Group  2009 - Present
Northwestern Mutual Life Insurance Company  2008 - 2009
M&I Wealth Management   2000 - 2007

Skills
Commercial Insurance, Property & Casualty..., Life Insurance, Umbrella Insurance, Term Life Insurance, Public Speaking, General Insurance, Coaching, Fixed Annuities, Claim, Insurance, Underwriting, Workers Compensation, Casualty, Disability Insurance, Leadership

Education
Concordia University-Wisconsin   1980 — 1984
Bachelor of Arts, Business Management

Andrew L. Prater Andrew L. Prater Greater Milwaukee Area Details
Andrew L. Prater's M&I Wealth Management Experience May 2005 - August 2009
Job Broker Associate at MidAmerica Real Estate Corporation
Industry Financial Services
Experience
Mid-America Real Estate - WI, LLC.   June 2010 - Present
M&I Wealth Management   May 2005 - August 2009
Alexander & Bishop, Ltd.   May 2004 - May 2005

Skills
Real Estate, Contract Negotiation, Disposition, Real Estate Transactions, Brokerage, Investment Properties, Retail, Leases, Commercial Real Estate, Real Estate Economics, Location Intelligence, Real Estate Development, Property Management, Lease Negotiations, Real Estate Financing

Education
Marquette University   2008 — 2010
MBA, Finance / Entrepreneurship

University of Wisconsin-Oshkosh   2000 — 2005
BBA, Finance

University of Wisconsin-Oshkosh   2000 — 2005
BS, Political Science

Brian DesPlaines Brian DesPlaines Greater Milwaukee Area Details
Brian DesPlaines's M&I Wealth Management Experience September 2006 - January 2012
Job Homeownership Programs Manager at Select Milwaukee
Industry Banking
Experience
Select Milwaukee  January 2015 - Present
Lake Park Friends   September 2008 - May 2015
Johnson Bank  January 2012 - November 2014
M&I Wealth Management   September 2006 - January 2012
Accunetmortgage.com LLC   February 2000 - September 2006
Wisconsin Women's Business Initiative Corporation  January 1999 - February 2000

Skills
Banking, Loans, Underwriting, Wealth Management, Leadership, Small Business Lending, Management, Sales, Portfolio Management, Credit, Consumer Lending, Mortgage Lending, Private Banking

Education
Ripon College
Bachelor of Arts, Economics

Cassandra (Jaeger) Behrent Cassandra (Jaeger) Behrent Greater Milwaukee Area Details
Cassandra (Jaeger) Behrent's M&I Wealth Management Experience March 2011 - May 2012
Job SBA Specialist at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank  May 2012 - Present
M&I Wealth Management   March 2011 - May 2012
M&I Support Services Co   June 2008 - December 2010

Skills
Management, Banking, Sales, Operations Management, Customer Service, Retail, Coaching, Team Building, Sales Management, Problem Solving, Accounting, Creative Writing, Team Leadership, Procedure Development, Microsoft Office, Finance, Financial Services, Leadership, Process Improvement, Investments, Access Databases, Computer Literate, Microsoft Office 2007, Restaurants, Restaurant Management, Investment Banking, General Business..., Trust Services, Glassblowing, Oil Painting, Drawing, Committees, Portfolio Management, Financial Risk, Loans, Analysis

Education
Bryant and Stratton College   2010 — 2013
Bachelor of Business Administration (BBA), General Business Management, 3.5 Cumulative GPA

Bryant and Stratton College   2002 — 2004
Associate of Arts and Sciences (AAS), Accounting

Pius XI   1997 — 2001
High School Diploma, General Studies

Amy Schubert Amy Schubert Greater Milwaukee Area Details
Amy Schubert's M&I Wealth Management Experience 2009 - 2011
Job Vice President, Senior Manager of Sales Strategy
Industry Financial Services
Experience
BMO Financial Group  July 2015 - Present
BMO Financial Group  September 2013 - Present
BMO Private Bank  2011 - August 2013
BMO Private Bank  April 2012 - December 2012
M&I Wealth Management   2009 - 2011
M&I Wealth Management   2007 - 2009
Alliance Wealth Management   2006 - 2007
Johnson Controls  2004 - 2006
Johnson Controls  2001 - 2004

Skills
Marketing Strategy, Marketing Communications, Marketing Management, Public Speaking, Public Relations, Event Management, Event Planning, Technical Writing, Resume Writing, Creative Writing, Database Administration, Data Analysis, Client Development, Volunteer Recruiting, Volunteer Management, Department Budgeting, Media Relations, Media Buying, Project Management, Management, Food & Beverage, Hospitality Management, Strategic Planning, Strategic Communications, Bank Mergers, Acquisitions, Acquisition Integration, Strategic Partnerships, Web Content, Email Marketing Software, HTML, Web Development, Technical Documentation, Training Delivery, Instructor-led Training, Online Communications, Online Journalism, Marketing, CRM, Integrated Marketing, Sponsorship, Brand Development, Editing, Marketing Research, Market Planning, Analytics, Brand Management, Customer Experience, Relationship Marketing, Internal Communications

Education
FINRA   2006 — 2006
Series 7 and 66 Securities Licenses

University of Wisconsin-Milwaukee   1999 — 2001
MA, Rhetoric, Composition and Professional Writing

Marquette University   1993 — 1997
BA, Writing Intensive English

Laurence Hulbert Laurence Hulbert Naples, Florida Area Details
Laurence Hulbert's M&I Wealth Management Experience 1994 - 2011
Job Senior Vice President & Regional Portfolio Manager at BBT Wealth Management
Industry Investment Management
Experience
BBT Wealth Management  April 2011 - Present
M&I Wealth Management   1994 - 2011

Skills
Asset Management, Investments, Portfolio Management, Equities, Wealth Management, Asset Allocation, Asset Managment, Investment Management, Investment Strategies, Investment Advisory, Wealth Management..., Alternative Investments

Education
University of Kentucky   1968 — 1972
BA, History/ Politcal Science

Mark Edlund, CFP® Mark Edlund, CFP® Greater Minneapolis-St. Paul Area Details
Mark Edlund, CFP®'s M&I Wealth Management Experience 2006 - 2011
Job Senior Financial Planner at Strategic Financial Concepts
Industry Financial Services
Experience
Strategic Financial Concepts   September 2011 - Present
M&I Wealth Management   2006 - 2011
New England Financial  April 1999 - February 2006

Education
University of Minnesota-Twin Cities
Bachelor of Science, Economics

Carol Rosenstock Carol Rosenstock Madison, Wisconsin Area Details
Carol Rosenstock's M&I Wealth Management Experience March 1998 - September 2002
Job Financial Consultant, M3
Industry Financial Services
Experience
M3  October 2011 - Present
The Business Forum   July 2013 - Present
Gunning For Hope   June 2013 - Present
Snap Fitness dba CR Fitness LLC   April 2007 - Present
M3 Insurance  October 2011 - Present
Associated Wealth Management   February 2005 - April 2008
TCF Investments  October 2003 - February 2005
JP Morgan Chase  September 2002 - October 2003
M&I Wealth Management   March 1998 - September 2002

Education
Edgewood College
MBA, Finance

Nicholas Klomstad Nicholas Klomstad Greater Milwaukee Area Details
Nicholas Klomstad's M&I Wealth Management Experience May 2010 - August 2010
Job Business Development Associate at Henderson Global Investors
Industry Financial Services
Experience
Henderson Global Investors  August 2015 - Present
Wells Fargo  January 2015 - August 2015
Wells Fargo Advantage Funds  March 2014 - December 2014
Wells Fargo  June 2013 - March 2014
Medtronic  December 2012 - June 2013
Medtronic  July 2011 - November 2012
M&I Wealth Management   May 2010 - August 2010
Pioneer Hi-Bred International  July 2009 - August 2009

Skills
Medical Devices, Healthcare, Sales, Microsoft Office, Marketing, Microsoft Excel, Market Development, Direct Sales, PowerPoint, Customer Service, Cross-functional Team..., Marketing Strategy, Data Analysis, Cold Calling, Selling, Business Development, Competitive Analysis, Leadership

Education
Olivet Nazarene University   2007 — 2011
Bachelor of Science, Marketing; Spanish Minor

Pewaukee High School   2003 — 2007

Lina Cicero Lina Cicero Greater Milwaukee Area Details
Lina Cicero's M&I Wealth Management Experience October 2007 - August 2010
Job Retired
Industry Financial Services
Experience
Medical College of Wisconsin  September 2012 - December 2013
M&I Wealth Management   October 2007 - August 2010
Associated Bank  April 2002 - October 2007
Firstar/US Bank   1972 - 1999

Skills
Private Banking, Wealth Management, High Net Worth..., Credit, Loans, Small Business Lending, Mortgage, Financial Analysis, Customer Service, Banking, Strategic Financial..., Consumer Lending, Commercial Lending, Investments, Mortgage Lending, Risk Management

Education
Cardinal Stritch University   1990 — 1994
BS, Business Administration

Milwaukee Washington   1969 — 1972
High School

Anthony Caduto Anthony Caduto Greater Milwaukee Area Details
Anthony Caduto's M&I Wealth Management Experience January 1999 - January 2002
Job Senior Programmer/Analyst for BMO Financial Group
Industry Information Technology and Services
Experience
BMO Harris Financial Group  January 2002 - Present
M&I Wealth Management   January 1999 - January 2002
Delta Menominee District Health Dept   March 1995 - June 1999
Michigan National Guard  January 1985 - January 1999

Skills
MySQL, Apache

Education
Northern Michigan University   1989 — 1994
B.S., Computer Systems

Brion Winters Brion Winters Greater Milwaukee Area Details
Brion Winters's M&I Wealth Management Experience 2006 - 2008
Job Shareholder at von Briesen & Roper, s.c.
Industry Legal Services
Experience
von Briesen & Roper, s.c.   October 2008 - Present
M&I Wealth Management   2006 - 2008

Skills
Corporate Law, Legal Writing, Litigation, Civil Litigation, Health Law, Corporate Governance, Construction Law, Contract Law, Creditors' Rights, Licensing, Privacy Law, Trade Secrets, Alternative Dispute..., Arbitration, Legal Advice, Business Litigation, Joint Ventures, Employment Law, Litigation Management, Dispute Resolution

Education
Marquette University Law School   2003 — 2006
Juris Doctor

Lawrence University   1998 — 2002
B.S.

Dalynn Cato, CPA Dalynn Cato, CPA Greater Milwaukee Area Details
Dalynn Cato, CPA's M&I Wealth Management Experience May 2008 - January 2009
Job AVP/ Controller / Treasurer at The Equitable Bank
Industry Accounting
Experience
The Equitable Bank  July 2012 - Present
The Equitable Bank  July 2011 - July 2012
Baker Tilly Virchow Krause, LLP  2009 - July 2011
M&I Wealth management   May 2008 - January 2009
M&I Bank  September 2006 - May 2008
Integrity Title   2005 - 2006
M&I Bank  September 1997 - 2002

Skills
Auditing, Internal Controls, Financial Analysis, Leadership

Education
Lakeland College   2008 — 2009
Bachelor's, Accounting

University of Wisconsin-Stout   1999 — 2004
Bachelor's, Business

Loyal

Scott Broady Scott Broady Greater Milwaukee Area Details
Scott Broady's M&I Wealth Management Experience April 2008 - Present
Job Financial Reporter, M&I Wealth Management
Industry Financial Services
Experience
M&I Wealth Management   April 2008 - Present

Education
University of Nebraska-Lincoln   2003 — 2005

Don Hubbs Don Hubbs Kansas City, Missouri Area Details
Don Hubbs's M&I Wealth Management Experience October 1998 - February 2007
Job Managing Director
Industry Financial Services
Experience
The PrivateBank  February 2007 - Present
M&I Wealth Management   October 1998 - February 2007

Education
Avila University   1985 — 1987
MBA

The University of Kansas   1979 — 1981
BGS, Personnel Administration

Jason Kofroth Jason Kofroth Greater Milwaukee Area Details
Jason Kofroth's M&I Wealth Management Experience June 2009 - September 2011
Job BMO Retirement Services Relationship Coordinator
Industry Financial Services
Experience
City of Wauwatosa  April 2014 - Present
BMO  December 2012 - Present
BMO  October 2011 - December 2012
M&I Wealth Management   June 2009 - September 2011
Merrill Lynch  May 2008 - August 2008

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Statements, Finance, Microsoft Word, Public Speaking, Financial Analysis, Strategic Planning, Leadership

Education
Concordia University-Wisconsin   2011 — 2013
MBA, Finance

Trinity International University   2005 — 2009
Bachelor, Accounting and Business Management

Wayne Klomstad Wayne Klomstad Greater Milwaukee Area Details
Wayne Klomstad's M&I Wealth Management Experience February 2003 - Present
Job Managing Director, Head of BMO Outsourcing Services
Industry Financial Services
Experience
BMO Global Asset Management  July 2011 - Present
M&I Wealth Management   February 2003 - Present
Firstar  1982 - 1998

Skills
Trust Operations, Outsourcing, Management, Banking, Financial Services, Wealth Management

Education
Marquette University   1987 — 1989
MBA

University of Wisconsin-Stevens Point   1977 — 1981
BS, Managerial Accounting

Jeffrey Himstreet Jeffrey Himstreet Greater New York City Area Details
Jeffrey Himstreet's M&I Wealth Management Experience 2005 - 2008
Job Corporate Counsel at Prudential Investment Management, Inc.
Industry Law Practice
Experience
Prudential Investment Management, Inc.   June 2014 - Present
CIT  November 2012 - June 2014
Bingham McCutchen  2000 - November 2012
Ameriprise Financial Services, Inc.   June 2008 - June 2011
M&I Wealth Management   2005 - 2008
US Securities and Exchange Commission  1998 - 2000
North American Securities Administrators Association, Inc.   March 1995 - August 1998

Skills
Securities, Financial Services, Mutual Funds, FINRA, Corporate Governance, Corporate Law, Securities Regulation, AML, Due Diligence, Litigation, Mergers & Acquisitions, Broker-Dealer, SEC, Private Equity, Financial Regulation, Capital Markets, Investment Advisory, Hedge Funds, Risk Management, Asset Management, Anti Money Laundering

Education
Georgetown University Law Center   1996 — 1998
LLM, Financial Services

Willamette University College of Law   1990 — 1993
Doctor of Law (JD)

Willamette University   1985 — 1989
BS, Political Science, English

Tom Kettler Tom Kettler Greater Milwaukee Area Details
Tom Kettler's M&I Wealth Management Experience March 1996 - July 2013
Job Retired, Vice President at BMO Private Bank
Industry Banking
Experience
BMO Private Bank  July 2013 - Present
M&I Wealth Management   March 1996 - July 2013
Ketco Corp. dba Rite Realty   February 1980 - March 1996

Skills
Financial Analysis, Management, Strategic Planning, Wealth Management, Budgets, Customer Service, Team Building, Analysis, Microsoft Excel, Microsoft Office, Negotiation, Business Strategy, Real Estate, Portfolio Management, Philanthropy, Nonprofits, Mergers & Acquisitions, Banking, Corporate Finance, Leadership, Business Development, Market Research

Education
Marquette University   1962 — 1966
BA, Philosophy/Biology/Chemistry

Elizabeth Bartnicki Elizabeth Bartnicki Greater Milwaukee Area Details
Elizabeth Bartnicki's M&I Wealth Management Experience August 2007 - August 2009
Job Registered Nurse
Industry Hospital & Health Care
Experience
Froedtert Hospital  December 2014 - Present
Wheaton Franciscan Healthcare  October 2013 - November 2014
UW Hospital & Clinics  June 2012 - October 2013
Milwaukee Neurologcial Institute   August 2008 - June 2012
M&I Wealth Management   August 2007 - August 2009
M&I Wealth Management   June 2006 - August 2007

Skills
Nursing, BLS, Cpr Certified, Hospitals, PowerPoint, Microsoft Word, Patient Safety, Customer Service, EMR, Acute Care, Epic Systems, Inpatient, HIPAA, Critical Thinking, Orthopedic, Medical/Surgical, EKG

Education
UW-Milwaukee   2009 — 2012
Bachelor's degree, Registered Nursing/Registered Nurse

Marquette University   2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General

Chad Driedger, CFA Chad Driedger, CFA Tucson, Arizona Area Details
Chad Driedger, CFA's M&I Wealth Management Experience April 2004 - January 2008
Job Vice President, Northern Trust Securities, Inc.
Industry Investment Management
Experience
Northern Trust Securities, Inc.   February 2012 - Present
Northern Trust  January 2008 - February 2012
M&I Wealth Management   April 2004 - January 2008

Skills
Portfolio Management, Asset Allocation, Investment Strategies, Investments, Asset Managment, Series 7, Investment Management, Equities, Wealth Management, Alternative Investments, Mutual Funds, Equity Research, Financial Modeling, Bloomberg, Fixed Income

Education
University of Arizona, Eller College of Management   2004 — 2006
MBA, Finance

University of Arizona   1997 — 1999
BSBA, Finance

Joann Moede Joann Moede Greater Milwaukee Area Details
Joann Moede's M&I Wealth Management Experience 1998 - Present
Job VP, Conversion Project Manager
Industry Financial Services
Experience
M&I Wealth Management   1998 - Present

Education
Alverno College
Business

Annie (Deppisch) Rappis Annie (Deppisch) Rappis Greater Milwaukee Area Details
Annie (Deppisch) Rappis's M&I Wealth Management Experience July 2001 - Present
Job Tax Analyst at M&I Wealth Management
Industry Banking
Experience
M&I Wealth Management   July 2001 - Present
Arthur Andersen  September 2000 - July 2001

Skills
Accounting, Corporate Finance, Financial Analysis, Financial Reporting, Tax

Education
Marquette University   1996 — 2000
B.S., Accounting

Homestead High School

Catherine Retzlaff Catherine Retzlaff Greater Milwaukee Area Details
Catherine Retzlaff's M&I Wealth Management Experience April 2006 - March 2010
Job Communications Consultant at BMO Retirement Services
Industry Financial Services
Experience
BMO Retirement Services  September 2013 - Present
BMO Retirement Services  March 2010 - September 2013
M&I Wealth Management   April 2006 - March 2010

Skills
Marketing Communications, Public Relations, Corporate Communications, Marketing Strategy, Marketing, Customer Service

Education
Carroll University   1997 — 2001
B.S., Commercial Art, Layout and Design

Paul Perlinger Paul Perlinger Duluth, Minnesota Area Details
Paul Perlinger's M&I Wealth Management Experience February 2004 - March 2008
Job Owner, Home Helpers & Direct Link
Industry Health, Wellness and Fitness
Experience
Home Helpers & Direct Link  May 2008 - Present
M&I Wealth Management   February 2004 - March 2008
Wells Fargo Private Client Services  January 2000 - February 2004

Education
Concordia University-St. Paul
Organizational Management & Communications

Rebecca Hulce Rebecca Hulce Greater Milwaukee Area Details
Rebecca Hulce's M&I Wealth Management Experience August 1996 - October 2012
Job Vice President Regional Director, Trust at BMO Private Bank
Industry Financial Services
Experience
BMO Private Bank  October 2012 - Present
M&I Wealth Management   August 1996 - October 2012
Marquette University  1995 - 1996

Skills
Wealth Management, Investments, Asset Allocation, Portfolio Management, Asset Managment, Fixed Income, Banking, Retirement Planning, Estate Planning, Mutual Funds, Equities, Strategic Financial..., Asset Management, Investment Advisory, Private Banking, Series 7, Trusts

Education
College for Financial Planning   2008 — 2009
Master's degree, Financial Planning

Marquette University   1985 — 1989
MBA, Finance

Marquette University   1980 — 1984
BA, Political Science and Communications

Tony Vadino Tony Vadino Ann Arbor, Michigan Details
Tony Vadino's M&I Wealth Management Experience January 2008 - July 2009
Job Vice President Investments at Old National Bank
Industry Banking
Experience
Old National Investments offered thru LPL   October 2014 - Present
Old National Bank  October 2014 - Present
1st Global Research and Consulting   May 2013 - September 2014
Infinex Financial Group  December 2011 - February 2013
First Place Bank  June 2011 - December 2011
M&I Wealth Management   January 2008 - July 2009
Sky Financial Group  January 2004 - July 2007
Fifth Third Securities  October 2001 - October 2003
Old Kent Bank  January 1997 - October 2001

Skills
Leadership, Management, Banking, Insurance, Investments, Portfolio Management, Sales Management, Commercial Banking, Wealth Management, Business Development, Loans, Credit

Education
University of Michigan   1967 — 1971
BS, Science

Jill Fredericksen Jill Fredericksen Milwaukee, Wisconsin Details
Jill Fredericksen's M&I Wealth Management Experience 2005 - 2012
Job Client Consultant at BMO Private Bank
Industry Financial Services
Experience
M&I Wealth Management   2005 - 2012
Chase Bank  2002 - 2005

Skills
Trust Services, Wealth Management

Education
Carthage College
Certification, Paralegal Studies

University of Wisconsin-La Crosse   1999 — 2002
Bachelor of Science (B.S.), Political Science and Communication Studies

Concordia University Wisconsin
Master of Business Administration (MBA), Finance

Diane Renforth Diane Renforth Indianapolis, Indiana Area Details
Diane Renforth's M&I Wealth Management Experience March 2010 - Present
Job Financial Advisor at M&I Wealth Management
Industry Financial Services
Experience
M&I Wealth Management   March 2010 - Present
Women's Financial Group & Innovative Financial Partners   May 2009 - April 2010
Rotary Club of Carmel   2006 - 2009

Education
Cannon Trust School   1991 — 1994
Trust & Estate Planning

University of Indianapolis - School of Business   1991 — 1992
Organizational Leadership & Business

Patricia Spence Patricia Spence Lakeland, Florida Area Details
Patricia Spence's M&I Wealth Management Experience 2007 - July 2011
Job Assistant Vice President at BMO
Industry Banking
Experience
BMO  July 2011 - Present
M&I Wealth Management   2007 - July 2011

Skills
Banking, Financial Services, Securities, Investments, Mutual Funds, Risk Management, Portfolio Management, Product Management, Process Improvement, Strategic Planning, Financial Analysis, Budgets, Team Building, Financial Reporting, Management, Vendor Management, Sales Management

Education
Stephens College   1969 — 1973
Bachelor of Arts, Journalism

Cranbrook Schools   1965 — 1969
High School

Amanda Couch Amanda Couch Greater Milwaukee Area Details
Amanda Couch's M&I Wealth Management Experience August 2007 - October 2011
Job Owner/photographer at Amanda Couch Photography
Industry Music
Experience
Amanda Couch Photography   April 2011 - Present
M&I Wealth Management   August 2007 - October 2011
United States Marine Corps  August 2003 - August 2007

Education
Cardinal Stritch University   2010 — 2012
Masters, Education

University of Wisconsin-Milwaukee   2001 — 2003
Masters, Music Performance

St. Norbert College   1997 — 2001
Bachelors, Music

Carol Daebler Carol Daebler Greater Milwaukee Area Details
Carol Daebler's M&I Wealth Management Experience 2000 - July 2011
Job Wholesaler at M&I Bank
Industry Banking
Experience
M&I Bank  March 2000 - Present
M&I Investment Management  2000 - Present
BMO Asset Management   2000 - Present
M&I Bank  2000 - July 2011
M&I Wealth Management   2000 - July 2011

Education
University of Phoenix
Business Administration and Management, General

Kim Kellen-Ahnert Kim Kellen-Ahnert Brookfield, Wisconsin Details
Kim Kellen-Ahnert's M&I Wealth Management Experience July 2010 - March 2013
Job Program Delivery Specialist at BMO Financial Group
Industry Human Resources
Experience
Northwestern Mutual (contractor)   October 2014 - February 2015
BMO Financial Group  April 2013 - September 2014
M&I Wealth Management   July 2010 - March 2013
Harley-Davidson Motor Company  May 2000 - February 2009
Harley-Davidson Motor Company  March 1997 - May 2000

Skills
Event Planning, Event Management, Internal Communications, Project Management, Microsoft Excel, Facebook, Data Entry, Community Outreach, Fundraising, Leadership, Process Improvement, Training, Customer Service, Sales, Strategic Planning

Education
Mount Mary College   2003 — 2005
Communications

Gary Chontos Gary Chontos Phoenix, Arizona Area Details
Gary Chontos's M&I Wealth Management Experience Portfolio ManagerM&I Trust Company2006 - Present
Job Senior Portfolio Manager at M&I Wealth Management
Industry Investment Management
Experience
M&I Wealth Management   Portfolio ManagerM&I Trust Company2006 - Present
National City Bank  June 1998 - October 2006
National City, Private Client Group  1998 - 2006

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   1986 — 1987
MBA, Finance

Brodie Campion Brodie Campion Miami Beach, Florida Details
Brodie Campion's M&I Wealth Management Experience July 2006 - June 2009
Job Law Student
Industry Investment Management
Experience
M&I Wealth Management   July 2006 - June 2009
Irish Waters Tavern   1997 - 2007
Stillwaters Provisions & Spirits   1999 - 2002
Irishman's Bay Pub & Grille   1994 - 2001
Rocky Rococo's  1994 - 1994

Education
University of Wisconsin-Milwaukee   2002 — 2005
Bachelor of Business Administration (BBA), Finance

Madison Area Technical College   1996 — 2002

James Madison Memorial High School   1993 — 1996

Pennington High School   1994 — 1994

Edgewood High School   1992 — 1993

St. Thomas University

Amy Beth Gleesing Amy Beth Gleesing Jackson, Wisconsin Details
Amy Beth Gleesing's M&I Wealth Management Experience June 1989 - Present
Job Business Analyst at M&I Wealth Management
Industry Banking
Experience
M&I Wealth Management   June 1989 - Present

Education
Milwaukee Area Technical College

Tommy Huie Tommy Huie Glenview, Illinois Details
Tommy Huie's M&I Wealth Management Experience October 2004 - July 2011
Job Investment Management Professional
Industry Investment Management
Experience
BMO Asset Management Corp.   2004 - 2012
M&I Wealth Management   October 2004 - July 2011

Education
The University of Chicago - Booth School of Business   1990 — 1993
Master of Business Administration (M.B.A.), Finance, General

Rice University   1983 — 1987
Bachelor of Science (B.S.), Electrical and Electronics Engineering

Rice University   1983 — 1987
Bachelor of Arts (B.A.), Mathematical Sciences

Brodie Campion Brodie Campion Miami/Fort Lauderdale Area Details
Brodie Campion's M&I Wealth Management Experience July 2006 - July 2009
Job
Industry Law Practice
Experience
M&I Wealth Management   July 2006 - July 2009

Education
St. Thomas University
Juris Doctor, Law

University of Wisconsin-Milwaukee
Bachelor of Business Administration (B.B.A.), Accounting and Finance