- US Bank (Milwaukee, WI)
- …Transfer Agent, we act as liaison and provide service to over 200 mutual fund /alternative investment companies and their shareholders. We have numerous ... lending, transfer agent and shareholder services and alternative investment product services. We provide the products and services necessary...to provide a superior level of service within the mutual fund industry to our growing group… more
- BMO Financial Group (Beaver Dam, WI)
- …needs and provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, ... + Implements a relationship management plan in collaboration with the lead relationship manager . + Determines client needs and provides solutions though the sales of… more