Jeff Purdie

Senior Counsel and Vice President @BMO

Chicago, IL, US

Support virtually all aspects of the Commercial Bank. Provide legal advice on a vast variety of issues; review, draft and negotiate agreements; advise on regulatory matters covering the Fed, OCC, OSFI, SEC, FDIC, CFPB, Finra; advise on reputational and financial risk; engage and work with external counsel• Deposits and payments (Treasury and Payment Solutions): client agreements for accounts and services; control and blocked account agreements; credit card networks; BIN sponsorship; merchant acquiring; custody arrangements; safekeeping arrangements; trusts; review client communications; fraud matters; fintech partnerships; supplier contracts; RFPs for government clients; check, ACH and wire rules and regulations; payment settlement and clearing; correspondent banking• Capital Markets: securitizations, funds and synthetic structures; investment banking; M&A advisory; securities law; debt and equity structures• Lending: NDAs and non-reliance letters; credit agreements and amendments; reservation of rights letters; default waivers; assignments; participations; guaranties• Supplier contracts: draft, negotiate and review contracts for various suppliers to the bank; including privacy, cybersecurity, AML issues; procurement processes; risk assessments• Other: marketing materials; brand sponsorships; employment agreements; corporate structures including joint ventures, SMAs and CLOs

Georgetown Law

Juris Doctor (J.D.)

Northwestern University

Bachelor of Arts (B.A.), Psychology and International Studies with concentration in Latin American Studies

Northwestern University

Bachelor of Arts - BA, International Studies; Psychology