Tom Steil
Senior Private Banker
- Role
- Senior Private Banker at Bmo Private Wealth
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Tom Steil
Client-focused and ambitious Private Banker with extensive experience servicing the financial needs of high net-worth clients and professional service firms. Experienced advisor with acumen in building strategic client relationships through effective marketing initiatives. Excellent communication skills with the ability to develop an instant rapport with clients and colleagues.
Experience
Senior Private Banker
Oct 2022 — Present · Chicago, IL, US
Education
Finance major at the University of Iowa Tippie College of Business
Bachelor's Degree
1990 — 1994
The University of Iowa Tippie College of Business
Bachelor of Arts, Finance, General
Skills
- Credit
- Wealth Management Services
- Commercial Banking
- Financial Analysis
- Private Banking
- Banking
- Risk Management
- Relationship Management
- Wealth
- Asset Management
- Portfolio Management
- Loans
- Credit Risk
- Finance
- Wealth Management
- Financial Planning
- Mortgage Lending
- Cross Selling
- Small Business Lending
- Financial Services
- Investments
- Credit Analysis
- High Net Worth Individuals
- Estate Planning
- Commercial Lending
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