BMO Global Asset Management Further Strengthens Institutional Sales Team with Four New Hires
CHICAGO, Nov. 7, 2012 /PRNewswire/ -- BMO Global Asset Management today announced the hiring of four Institutional Sales professionals who will strengthen and complement the organization's already dynamic sales team, serving clients worldwide.
"We are excited to have these accomplished individuals working with us to advance our growth initiatives," said Phil Enochs , Managing Director, Head of Relationship Management, BMO Global Asset Management. "Their combined knowledge and experience will add tremendous depth to our Institutional Sales Team. They will help ensure we remain well positioned to meet our clients' investment objectives while providing exceptional client service."
The four new appointments are:
Lisa Doi - Relationship Manager, Institutional Sales
With more than 20 years of industry experience, Lisa Doi will join the Affiliate Sales Team as Relationship Manager, responsible for marketing and selling accounts for corporate and institutional clients. Before joining BMO, Doi served in a wide variety of sales and business development roles with a leading financial services organization. She holds an MBA from Loyola University of Chicago and a BSBA from the University of Illinois at Chicago. She will be based in Chicago.
Holly Garteiz - Relationship Manager, Consultant Relations, Central and Western Regions
With 14 years of industry experience, Holly Garteiz will be responsible for managing consultant relationships in BMO Global Asset Management's central and western regions. Prior to joining BMO, she spent seven years in management roles at a financial services provider in Denver, most recently as Vice President, Consultant Relations, and Director of Consultant Relations. She holds a BA from Metropolitan State College in Denver. She will be based in Denver.
Mark Osterkamp - Relationship Manager, Institutional Sales, Western Region
Mark Osterkamp , who will focus on BMO Global Asset Management's western region, has an extensive career in institutional sales, consultant relations, relationship management and portfolio analytics. Prior to joining BMO, he served as Senior Director, Global Distribution and Investment Strategy, at an investment management services firm in Los Angeles, where he led sales and consultant relations efforts for the firm's domestic and global low volatility equity strategies. He holds a BS from the University of Southern California. He will be based in Los Angeles.
David Preiner - Relationship Manager, Institutional Sales
Joining the Affiliate Sales Team as a Relationship Manager, David Preiner will be responsible for marketing and selling accounts for corporate and institutional clients. Preiner has more than 15 years of experience working as a relationship manager, administrator and service provider, most previously working as a relationship manager and business development officer at BMO since 2007. Prior to joining BMO, Preiner served as vice president in a national relationship manager role with a major institutional trust company. He holds a BSBA in Finance and a minor in Accounting from Mankato State University in Mankato, Minn. He also holds an MBA from the University of St. Thomas in Minneapolis. He will be based in Minneapolis.
These four individuals will report to Jennifer Pedigo , Managing Director and Head of Institutional Sales, BMO Global Asset Management.
"While we continue to grow our team, I look forward to leveraging the expertise and experience of our new resources in our regions," said Pedigo.
Pedigo concluded by noting that BMO Global Asset Management continues to seek out top talent and that she is currently looking to add a new consultant relations resource to oversee the central and eastern regions.
About BMO Global Asset Management
BMO Global Asset Management is a global investment manager with more than $105 billion in assets under management as of July 31, 2012, including the BMO family of mutual funds.
Our two multi-disciplined teams are based in Toronto and Chicago, and our network of world-class boutique managers is strategically located across the globe. They include Monegy, Inc. (Toronto), Pyrford International Ltd. (London), Lloyd George Management (Hong Kong) and Taplin, Canida & Habacht, LLC (U.S.). BMO Global Asset Management delivers service excellence from offices throughout North America, and in Abu Dhabi, Hong Kong, London, Mumbai and Singapore. Our approach has led us to be recognized by Pension & Investments as one of the Top 100 largest asset managers as of Dec. 31, 2011.
We are a part of BMO Financial Group (NYSE: BMO), a fully diversified financial services organization with $542 billion total assets and more than 46,000 employees as of July 31, 2012.
BMO Global Asset Management is the brand name for various affiliated entities of BMO Financial Group that provide trust, custody, securities lending, investment management, and retirement plan services. Certain of the products and services offered under the brand name BMO Global Asset Management are designed specifically for various categories of investors in a number of different countries and regions. Products and services are only offered to such investors in those countries and regions in accordance with applicable laws and regulations. BMO Financial Group is a service mark of Bank of Montreal (BMO). Investment products are: NOT FDIC INSURED - NO BANK GUARANTEE - MAY LOSE VALUE
SOURCE BMO Global Asset Management
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