• Director, Senior Portfolio Manager

    BMO Financial Group (Barrington, IL)
    …tools and training programs; may include delivery of training to audiences. + Performs sales & service support activities as required to meet client needs and ... Provides high quality sales and service to investment clients to deliver...ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution.… more
    BMO Financial Group (08/19/25)
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  • Managing Account Engineer, Property

    Travelers Insurance Company (Downers Grove, IL)
    …and Account Retention. Manage the relationships with the National Property regional teams, including sales and marketing, underwriting, underwriting reviews, ... Sr Account Engineer and leading a small team of Account Engineers who support large national property accounts. This role leads the account engineering discipline,… more
    Travelers Insurance Company (07/19/25)
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