John Ippolito
Head of Sales and Client Experience @BMO Wealth Management - U.S.
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WORK HISTORY
Head of Sales and Client Experience @BMO Wealth Management - U.S.
New York, NY, US
Based in New York, John is Head of Sales & Client Experience, U.S. Wealth Management for BMO, the 7th largest bank in North America with $1.4 trillion in assets. Serving clients for over 200 years and counting, BMO is a diverse team of highly engaged employees providing abroad range of personal and commercial banking, wealth, management, global markets and investment banking products and services to 13 million customers across Canada, the United States, and in select markets globally. BMO Wealth today is comprised of 1,200 employees with offices in 36 of the 50 states. John brings more than 30 years of experience driving growth, developing top-performing teams, and advising high-net-worth individuals. As National Head of Sales and Client Experience, U.S. Markets at BMO Wealth Management, John leads national growth and client service advisors across our wealth segments.In John’s role, he will work with Team BMO on growth of sales & client service in a variety of approaches with existing talent, new programs, and talent acquisition. In John\'s organization, he has oversight for the national client service analysts focused on efficiency, development, and partnership. In collaboration, John will impact client experience to execute on the BMO Client Promise.
EDUCATION
New York University
Bachelors, Arts & Science, Politcal Science\Finance
NYU Stern School of Business
Business Administration and Management, General
SKILLS
ABOUT JOHN IPPOLITO
John Ippolito is a proven leader in Executive Leadership roles in wealth management. John has over 33 years of experience in wealth management, spending nearly 20 years as a portfolio manager working directly with clients. During the last 14 years, John has been running successful regions in CA and NY. Also serving as a mentor and coach for developing market presidents, practice leads and sales leadership. He is a dynamic & inclusive leader who is focused on elevating the client experience, growing sales outcomes, and talent management. His experience spans from core HNW WM to Family Office expertise. John also served as Executive Sponsor for the largest and most complex family relationships at both Northern Trust and BNY.John has served on the Advisory Council\'s to the CEO, run practice leadership across lines of business, and is a dynamic growth partner. This has resulted in direct sales outcomes across the matrix management of BNY\'s 12 lines-of-businesses. John also teamed with marketing & communication leadership on event marketing strategy, planning, and execution for the last 12 years.John is honored to have served as a Trustee for the Bruce Museum, Greenwich, CT, and is a member of The Players, a 135 year old arts club in NYC- Gramercy Park. Currently, John is President of a New York legacy foundation to insure food security, education, and medical research for low income families. John is a past Trustee with many arts boards, including MCA- San Diego (8 yrs), the San Diego Opera (5 yrs) and the La Jolla Playhouse Theatre (2 yrs). John is extensively involved in the local community expanding his work in NYC and Greenwich, CT. He has won many community awards for his efforts with not-for-profit organizations.
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