Rowena Ortac
Sr Banker at BMO Bank N.A.
- Role
- Senior Banker at BMO U.S.
- Location
- Batavia, IL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Rowena Ortac
Solutions-focused, accomplished professional with a comprehensive background in…
Experience
Senior Banker
Apr 2018 — Present · US
Education
Lyceum of the Philippines University
Bachelor of Science
Skills
- Commercial Lending
- Retirement Planning
- Banking
- Risk Management
- Hiring
- Licensed Life & Health Insurance Agent
- Credit
- Microsoft Office
- Supplemental
- Cash Management
- Property and Casualty License, Series 6 & 63
- Education Funding Strategies
- Risk
- Management & Leadership
- Portfolio Management
- Loans
- Series 63
- Cash Flow
- Customer Satisfaction
- Health Care Reform
- Merchant Services
- Retirement
- Financial Services
- Disability Insurance
- Whole Life
- Trusted Advisor
- 401(K) Rollovers
- Commercial Banking
- Workshop Facilitation
- Coaching
- Asset Protection
- Customer Service
- Team Building
- Compliance
- Life Insurance
- Finance
- Lifetime Income Strategies
- Financial Analysis
- Critical Illness
- Long-Term Care
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