• Managing Director, Indirect Lending Strategy,…

    BMO Financial Group (San Ramon, CA)
    …and metrics. + Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO . + Communicates abstract concepts in simple ... sell, fulfill, and service new and existing individual or portfolio of loan products and improve the customer and...+ Develops strategic roadmap and new initiative recommendations to senior leaders, based on an in-depth understanding of the… more
    BMO Financial Group (08/20/25)
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  • Wealth Financial Advisor

    BMO Financial Group (Los Angeles, CA)
    …networks and referral sources to grow business in the assigned portfolio /jurisdiction. + Oversees the implementation and delivery of business development strategies ... + Implements a relationship management plan in collaboration with the lead relationship manager . + Determines client needs and provides solutions though the sales of… more
    BMO Financial Group (07/15/25)
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  • Managing Director & Team Lead, Commercial Banking…

    BMO Financial Group (Los Angeles, CA)
    …to clients. + Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO . + Influences how teams/groups work together. ... and compliance policies. + Fosters a culture aligned to BMO purpose, values and strategy and role models ...best practices. + Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic… more
    BMO Financial Group (08/13/25)
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