Jo Vasquez

Business Compliance at BMO US Wealth Management

Role
Senior Compliance Officer at Bmo Private Wealth
Location
Milwaukee, WI, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jo Vasquez

CPA with a variety of financial services and investment management experience.

Experience

  1. Senior Compliance Officer

    Bmo Private Wealth

    Mar 2023 — Present · US

Education

  • Marquette University

    Accounting

Skills

  • Financial Planning
  • Financial Analysis
  • Leadership
  • Management
  • Asset Management
  • Wealth Management
  • Strategic Planning
  • Investments
  • Finance
  • Investment Management
  • Portfolio Management
  • Financial Services
  • Banking
  • Mutual Funds
  • Risk Management

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Jo Vasquez — Senior Compliance Officer at Bmo Private Wealth in Milwaukee, WI, US | Unifers