Amy McWilliam
Regional Director of Operations Midwest Region - BMO Wealth Management
- Role
- Regional Director of Operations at BMO Wealth Management - U.S.
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Amy McWilliam
In my current role at BMO Wealth Management I oversee a team of Wealth Analysts who…
Experience
Regional Director of Operations
Jun 2022 — Present · Milwaukee, WI, US
In my role as the Regional Director of Operations I am responsible for leading the Wealth Analyst Team in how they support our Private Wealth Advisors, Private and Portfolio Bankers and Portfolio Managers to deliver Wealth Management to our Private Bank clients throughout Wisconsin, Minnesota and Denver. I also coordinate and align with the Regional Directors of Operations throughout BMO Private Bank US to identify areas to improve and enhance operations and client experience.
Skills
- Public Speaking
- Sales Presentations
- Salesforce.com
- Program Management
- Account Management
- Customer Service
- Sales
- Negotiation
- Email Marketing
- Training
- New Business Development
- Business Development
- Cross-Functional Team Leadership
- Marketing Strategy
- Social Media Marketing
- Building Relationships
- Lead Generation
- Sales Management
- B2b
- Event Management
- Crm
- Project Management
- Selling
- Marketing
- Networking
- Marketing Communications
- Strategic Planning
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