Director of Trust and Estate Services / Vice President at BMO Private Bank
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work:
BMO Private Bank - Minneapolis since Feb 2009
Director of Trust and Estate Services / Vice President
ING - Minneapolis Jun 2008 - Feb 2009
Director of Trust Services / Trust Officer
US Bank Aug 1998 - Jun 2008
Trust Officer / Vice President
Prescott & Pearson Jan 1995 - Jul 1998
Bankruptcy Attorney
Education:
University of Saint Thomas - School of Business 1989 - 1992
M.B.A., Management
William Mitchell College of Law 1989 - 1992
Juris Doctorate JD, Law
University of Wisconsin-Eau Claire 1979 - 1984
B.B.A., Accounting
Bloomington Lincoln 1976 - 1979
Skills:
Estate Planning Wealth Management Trusts Retirement Planning Tax Trust Services New Business Development Fiduciary Services Mortgage Lending Personal Trust Administration Asset Allocation Financial Advisory Investments Finance Asset Management Risk Management
Certifications:
Certified Trust and Financial Advisor (CTFA) Certified Public Accountant (CPA - Inactive) Certified Management Accountant (CMA) Juris Doctorate (JD)