Adam Lawrence
Director of Investments, Senior Portfolio Manager at BMO Wealth Management
- Role
- Senior Portfolio Manager at BMO Wealth Management - U.S.
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Senior Portfolio Manager
Jun 2022 — Present · Minneapolis, MN, US
Education
University of Minnesota-Duluth
BBA
2001 — 2005
University of Saint Thomas
Master of Business Administration (M.B.A.)
2012 — 2014
Skills
- Wealth Management
- Asset Allocation
- Mutual Funds
- Corporate Actions
- Foreign Investment
- Financial Analysis
- Asset Management
- Equities
- Billing Systems
- Financial Modeling
- Department Budgeting
- Investments
- Microsoft Office
- Sales
- Portfolio Management
- Factset
- Forecasting
- Finance
- Trend Analysis
- Securities
- Sei Trust 3000
- Equity Research Analysis
- Dividends
- Leadership
- Microsoft Excel
- Foreign Exchange
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