Yama Jamili
Senior Vice President, Western Region Head, BMO Investment Services
- Role
- Senior Vice President - Western Region Head at BMO Wealth Management - U.S.
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Senior Vice President - Western Region Head
Jul 2023 — Present
Education
UC San Diego
Bachelor’s Degree
University of California, Berkeley
Master of Business Administration (M.B.A.)
Pacific Coast Graduate School of Banking - University of Washington
Banking
Skills
- Securities
- Credit Analysis
- Investments
- Consumer Lending
- Portfolio Management
- Mortgage Banking
- Loans
- Cross Selling
- Financial Services
- Retail Banking
- Wealth Management
- Asset Allocation
- Banking
- Mutual Funds
- Small Business Lending
- Lines of Credit
- Private Banking
- Commercial Lending
- Financial Planning
- Mortgage Lending
- Retirement Planning
- Credit
- Seires 24
- Series 7
- Leadership
- Relationship Management
- Commercial Banking
- Investment Advisory
- Series 66
- Management
- Insurance
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