Alexander Kasprzak

Trusted Advisor | Optimized Cash Flow | Strategic Management | Transition Planning | Globalization Expertise | SBA

Role
Portfolio Manager at BMO U.S.
Location
Milwaukee, WI, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Alexander Kasprzak

I am an employee of BMO Harris Bank. The opinions I express on this site are my own and do not necessarily represent those of BMO Harris Bank.**I am seeking to assist clients through their planned next steps with their business. This can range from optimizing cash flow, plant expansions, acquisitions, and even succession planning. I find that I am able to best serve my clients if they match these general parameters- For profit business- Greater than $5MM in revenue up to publicly traded companies (Lower middle market to middle market)- Financing needs of free to call or email me to discuss your opportunity at A••••••••@BMO.com or (26••••••37 Through my 15 years of banking experience, I have developed an expertise with a wide range of companies in varying industries. My clients tell me that my differentiating factor is that I provide best in class service with strategic and transparent advice. I pride myself on being a thought leader and market connector. This provides you with the confidence that we can meet your needs while also proactively consulting with you to help you meet your strategic objectives.

Experience

  1. Portfolio Manager

    BMO U.S.

    Feb 2023 — Present · Milwaukee, WI, US

    I partner directly with lower to middle-market companies and market advisors throughout both Wisconsin. This wide target market allows me to work in a wide array of industries, sizes, and types of transactions. I pride myself on being a strategic advisor as you plan or work toward optimizing working capital, automation, expansions (Domestic or global), acquisitions, or even transition planning. I also focus on being a connector within the market. This provides you with the confidence that we can meet your needs while also proactively consulting with you to help you meet your strategic objectives.

Education

  • University of Wisconsin-Milwaukee

    BBA, Accounting and Finance

    2011 — 2014

Skills

  • Cross Selling
  • Commercial Lending
  • Small Business Lending
  • Retail Banking
  • Banking
  • Cross-Functional Team Leadership
  • Cash Management
  • Credit Analysis
  • Financial Analysis
  • Information Technology
  • Branch Management
  • Commercial Banking
  • Filing
  • Cross Functional Relationship Building
  • Branch Operation
  • Banking Relationships
  • Credit
  • Finance
  • Relationship Management
  • Lines of Credit
  • Customer Retention
  • Business Development
  • Customer Service
  • Portfolio Management
  • Sales Effectiveness
  • Internet Banking
  • Process Efficiency
  • Salesforce Training
  • Leadership
  • Consumer Lending
  • Team Effectiveness

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Alexander Kasprzak — Portfolio Manager at BMO U.S. in Milwaukee, WI, US | Unifers