Andres Casas, Cws®
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Andres Casas, Cws® Email & Phone Number

Managing Director at BMO Wealth Management - U.S.
Location: Denver Metropolitan Area, United States 10 work roles 2 schools
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Current company
BMO Wealth Management - U.S.
Role
Managing Director
Location
Denver Metropolitan Area, United States
Company size
8 employees

Who is Andres Casas, Cws®? Overview

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Andres Casas, Cws® is listed as Managing Director at BMO Wealth Management - U.S., a with 8 employees, based in Denver Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Andres Casas, Cws®.

Andres Casas, Cws® previously worked as Color Commentator Denver Broncos Radio en Español at Tico Productions Llc | Tico Sports and Market Manager at Bmo Private Wealth. Andres Casas, Cws® holds Business Administration, International Business And Finance from University Of Colorado At Denver.

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BMO Wealth Management - U.S.

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About Andres Casas, Cws®

BANKING PROFESSIONAL20 years experience in Wealth Management,, Banking & Financial Services Industry in the states of Colorado, New Mexico, Utah, Wyoming, Arizona and New York with an emphasis in Ultra High Net-worth client relationship management, people development and investment services. Currently managing the Rockies Region for the Wealth Management group for Bank of the West. Specialties: - Long-Term Client Relationship Management- Private Banking and Wealth Management- Business Succession Planning- Retail/Commercial Banking and Lending- Investment and Insurance Services- People Development- Market Penetration

Current workplace

Andres Casas, Cws®'s current company

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BMO Wealth Management - U.S.
Bmo Wealth Management - U.S.
Managing Director
Denver, CO, US
Website
ticoproductions.com
Employees
8
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10 roles · 24 years

Andres Casas, Cws® work experience

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Market Manager

Current
Bmo Private Wealth

United States

Market Manager for Colorado, New Mexico and Wyoming for the Wealth Management Group. Manage, support and guide the Private Wealth Advisors, Private Bankers and Portfolio Managers with the onboarding, development, and retention of all client relationships. Additionally, responsible for managing the team in the identification and evaluation of loans and deposits business opportunities, trust/fiduciary, and investment management opportunities, and ensuring the existence of proactive relationship plans and sales management practices that maximize the profitable and client development potential of each offices’ local market. Benefits to Our Approach Include:•A high level of personal attention •A holistic approach to banking•Business Succession Planning •Tax-efficient strategies•An array of diversified investment options •UHNW

Jan 2021 - Present

Market Manager New York Region

Bmo Private Wealth

Greater New York City Area

Manage, support and guide the Private Client Advisors (PCA’s), Wealth Financial Advisors and Wealth Planners in their market with the onboarding, development, and retention of all client relationships. Additionally, responsible for managing the team in the identification and evaluation of loans and deposits business opportunities, trust/fiduciary, and investment management opportunities, and ensuring the existence of proactive relationship plans and sales management practices that maximize the profitable and client development potential of each offices’ local market. Benefits to Our Approach Include:•A high level of personal attention •A holistic approach to banking•Business Succession Planning •Tax-efficient strategies•An array of diversified investment options •UHNW

Jan 2018 - Dec 2020

Market Leader Southwest Region

Bmo Private Wealth

Albuquerque, New Mexico Area

Manage, support and guide the Private Client Advisors (PCA’s) in their market with the onboarding, development, and retention of all client relationships. Additionally, responsible for managing their PCAs in the identification and evaluation of loans and deposits business opportunities, trust/fiduciary, and investment management opportunities, and ensuring the existence of proactive relationship plans and sales management practices that maximize the profitable and client development potential of each offices’ local market. Benefits to Our Approach Include:•A high level of personal attention •A holistic approach to banking•Business Succession Planning •Tax-efficient strategies•An array of diversified investment options

Jul 2015 - Dec 2017

Private Client Advisor

Bmo Private Wealth

Albuquerque, New Mexico Area

Responsible for managing a portfolio of High-net worth clients; maximizing client engagement by assessing, understanding, and identifying clients banking and needs and providing or arranging a wide array of wealth advice. - Estate Planning- Business Succession Planning- Insurance Planning- Retirement Planning- Investment Services

Jul 2013 - Jul 2015

Branch Manager

Bmo

Greater Denver Area

Responsible for the administration and efficient daily operation of a full service branch office, including operations, lending, product sales, customer service, and security and safety.- Consumer Banking- Consumer Lending- Business Lending- Business Banking- Cash Management Services

Jun 2011 - Jul 2013

New Business Development, Business Banking And Cash Management Services

Bank Of Denver

Greater Denver Area

- Business Banking- Cash Management Services- Merchant Processing- ACH Services- Consumer Banking

Mar 2008 - Jun 2011

Branch Supervisor

Liberty Savings Bank

Greater Denver Area

Branch Supervisor- Teller Duties- New Accounts- Teller Manager.

2003 - 2008 ~5 yrs
Team & coworkers

Colleagues at BMO Wealth Management - U.S.

Other employees you can reach at ticoproductions.com. View company contacts for 8 employees →

DT Daniel Talavera Daniel Talavera Colleague at Bmo Wealth Management - U.S.Shawnee, Kansas, United States View → EM Enrique Morales Enrique Morales Colleague at Bmo Wealth Management - U.S.Lawrence, Kansas, United States View → JC Juan Cardenas Juan Cardenas Colleague at Bmo Wealth Management - U.S.Manhattan, Kansas, United States View → EC Elise Cronemiller Elise Cronemiller Colleague at Bmo Wealth Management - U.S.United States View → AD Ashton Dain Ashton Dain Colleague at Bmo Wealth Management - U.S.Maryville, Missouri, United States View → IR Israel Rojas Israel Rojas Colleague at Bmo Wealth Management - U.S.Overland Park, Kansas, United States View → MH Mariza Hernandez Mariza Hernandez Colleague at Bmo Wealth Management - U.S.Kansas City, Kansas, United States View → RV Ray Valverde Ray Valverde Colleague at Bmo Wealth Management - U.S.Lees Summit, Missouri, United States View → JC Javier Cordero Javier Cordero Colleague at Bmo Wealth Management - U.S.Overland Park, Kansas, United States View →
2 education records

Andres Casas, Cws® education

FAQ

Frequently asked questions about Andres Casas, Cws®

Quick answers generated from the profile data available on this page.

What company does Andres Casas, Cws® work for?

Andres Casas, Cws® works for BMO Wealth Management - U.S..

What is Andres Casas, Cws®'s role at BMO Wealth Management - U.S.?

Andres Casas, Cws® is listed as Managing Director at BMO Wealth Management - U.S..

Where is Andres Casas, Cws® based?

Andres Casas, Cws® is based in Denver Metropolitan Area, United States while working with BMO Wealth Management - U.S..

What companies has Andres Casas, Cws® worked for?

Andres Casas, Cws® has worked for Bmo Wealth Management - U.S., Tico Productions Llc | Tico Sports, Bmo Private Wealth, Bmo, and Bank Of Denver.

Who are Andres Casas, Cws®'s colleagues at BMO Wealth Management - U.S.?

Andres Casas, Cws®'s colleagues at BMO Wealth Management - U.S. include Daniel Talavera, Enrique Morales, Juan Cardenas, Elise Cronemiller, and Ashton Dain.

How can I contact Andres Casas, Cws®?

You can use AeroLeads to view verified contact signals for Andres Casas, Cws® at BMO Wealth Management - U.S., including work email, phone, and LinkedIn data when available.

What schools did Andres Casas, Cws® attend?

Andres Casas, Cws® holds Business Administration, International Business And Finance from University Of Colorado At Denver.

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