Charles Langhoff Email & Phone Number

Chicago, IL, US

Chicago, Illinois, United States

• Assist internal Manager Research Teams (Equity, Fixed Income, and Hedge Funds) with timely aggregation of fund data and creation of quarterly client-facing materials
• Develop a working proficiency surrounding the BMO Wealth Management Investment Platform, to include high-conviction strategies, model portfolios, and relationships with external asset managers
• Created a new quantitative screen to monitor approved active and passive strategies across the BMO Platform
• Communicate directly with external asset managers, benchmark providers, and internal portfolio managers to guarantee timely analysis of fund returns and portfolio statistics.
• Systems utilized: Morningstar Direct, Bloomberg Terminal, Microsoft Dynamics, Addepar, Excel, AlternativeSoft, eVestment

Chicago, Illinois, United States

• Rotated through various disciplines within Wealth Management while completing unique projects and tasks
• Collaborated with team members to assist with client account openings, IPS generation, client performance reporting, and meeting book creation
• Communicated directly with clients to ensure efficient resolution and follow-up to inquiries
• Systems utilized: Salesforce, ARRO, SWP-ADE, SWP-Core, CIPS, OneSpan, Performance Station

Madison, Wisconsin, United States

• Assisted with planning client meetings as well as preparing annual account reviews, to include performance reports and recommended adjustments to rebalance investment portfolios based on desired risk tolerance
• Responded professionally and efficiently to unique requests such as the creation of custom performance reports, generation of Investment Policy Statements and processing of additional account paperwork
• Utilized MoneyGuidePro while collaborating with team members to create financial plans and investment proposals for both current and prospective clients

Pewaukee, Wisconsin, United States

• Supported the Accounting, Funding, Loan Delivery, and Compliance departments during a period of extremely high loan volume
• Determined which mortgages must receive funding and subsequently guaranteed timely arrival of funds
• Identified loans purchased by investors and ensured the contents of the loan file met the requirements of each investor prior to delivery
• Upheld accuracy requirements while working with large amounts of money, bank account numbers, bank routing numbers, employee commission data, and corporate leasing information

Mequon, Wisconsin

• Provide prompt and courteous service to members and their guests while developing relationships to create an enjoyable golf experience
• Maintain and account for golf carts and member golf clubs so that they are ready for use and are stored appropriately while not in use
• Develop working relationship with golf professional staff to meet needs of membership and staff
• Proficient at working in a fast-paced environment requiring effective communication, adaptability, and resolution of issues before they arise

Mequon, Wisconsin

• Responsible for managing a player’s golf clubs as well as providing advice throughout the golf round
• Frequently requested by many members as a result of strong interpersonal skills
• Promoted to an Honor Caddie, the highest-level caddie as a result of positive member feedback and interactions
• Maintained strong relationships and networked with a diverse group of highly successful members

Bachelor Of Business Administration - Bba, Finance, Investment, And Banking

Certificate (Minor), Accounting

Education record