• Senior Director Family Office Planning

    BMO Financial Group (Los Angeles, CA)
    …with other experts (eg internal team, outside attorneys, accountants) to create integrated business development plan. + Addresses escalated sales or relationship ... Provides advisory-based sales and relationship management to attract, retain and...meet the client's specific financial planning needs. Coordinates and integrated team of subject matter experts to craft and… more
    BMO Financial Group (05/17/24)
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  • Private Wealth Advisor Director

    BMO Financial Group (Los Angeles, CA)
    Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional ... meet the client's specific financial planning needs. Coordinates and integrated team of subject matter experts to craft and...client. + Develops and executes the business development strategy, sales targets and the sales results for… more
    BMO Financial Group (05/17/24)
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