- BMO Financial Group (Barrington, IL)
- …trust investment accounts. + In-depth / expert knowledge of equity and fixed income markets. + In-depth / expert understanding of tax-related issues ... **Currently** **employed** **as a Senior Portfolio Manager, Trust Investment Officer, Senior Investment Manager at a Wealth Management firm with** **no less… more
- PNC (Chicago, IL)
- …needs and provide solutions including PNC's OCIO, 401(k), Custody, and proprietary fixed income solutions. Prospects include nonprofits, corporations and both DB ... Asset Allocation, Capital Management, Credit Risk Analysis, Equity Valuations, Investment Banking, Sales **Competencies** Business Acumen, Customer Experience Management.,… more