- Insight Global (Milwaukee, WI)
- …-Responsible for placing and confirming open-ended mutual fund and money market trades on behalf of supported business lines and their respective clients. ... Communicates timely and effectively with trust administration, investment officers, trade services, and various other departments as required. Establishes and maintains strong working relationships with mutual fund representatives and service providers.… more
- BMO Financial Group (Milwaukee, WI)
- …product, market, and regulatory knowledge across all retail, commercial, and trading products. Advises on liquidity and funding risk mitigation, product development, ... stakeholders. + Operate at a group/enterprise-wide level and serves as a senior specialist resource across BMO. + Apply expertise and thinks creatively to address… more