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Jackie Beer Email & Phone Number
MD and Head of Strategic Initiatives and Partnerships
at
BMO Capital Markets
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
MD and Head of Strategic Initiatives and Partnerships
Location
New York, New York, United States
Company size
Who is Jackie Beer? Overview
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Quick answer
Jackie Beer is listed as MD and Head of Strategic Initiatives and Partnerships at BMO Capital Markets, a company with 5256 employees, based in New York, New York, United States. AeroLeads shows a matched LinkedIn profile for Jackie Beer.
Jackie Beer previously worked as MD and Head of Strategic Initiatives & Partnerships at Bmo Capital Markets and Managing Director at Bmo Capital Markets. Jackie Beer holds Mba, Part-Time from Nyu Stern School Of Business.
Company email context
Email format at BMO Capital Markets
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BMO Capital Markets
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Profile bio
About Jackie Beer
Creative, tenacious and enthusiastic finance professional with 15+ years of demonstrated experience across strategy and innovation, private equity, investment banking and management consulting. Self-motivated and intellectually curious, with a record of driving thought leadership, challenging the status quo, and embracing and delivering detail-oriented projects with limited guidance. Exceptional communicator possessing ability to take complex issues / problems and break them down into finite, actionable solutions. Gravitates towards high impact, high visibility builder roles driving innovative wins.
Current workplace
Jackie Beer's current company
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Bmo Capital Markets
10 roles
Jackie Beer work experience
A career timeline built from the work history available for this profile.
Md And Head Of Strategic Initiatives & Partnerships
Current
Aug 2022 - Present
Managing Director
Current
Dec 2021 - Present
Director
Driving force and change agent leading product innovation and implementation for Investment and Corporate Banking within Strategy & Business Management. Close partner and ally with I&CB senior leadership team to drive creative solutions that expand core capabilities and directly influence client engagement and market share within key business lines, with a.
Dec 2019 - Dec 2021
Vice President
Expanded partnership opportunities, propelled strategic initiatives and supported growth across the I&CB platform. Responsible for driving, executing and owning complex internal and cross-business initiatives critical to the Global Head, I&CB. Also worked directly with the Global Heads of Corporate Finance Solutions and I&CB Strategy and Business.
Dec 2017 - Dec 2019
Associate, Leveraged Finance Investment Banking
As an investment banker on the Global Leveraged Finance and Lending platform, I helped sponsor and corporate clients originate, structure and executed debt capital markets solutions tailored to their needs. My core responsibilities included: analyzing/negotiating credit agreements, cash flow modeling, conducting due diligence, performing covenant &.
Feb 2014 - Dec 2017
Independent Private Equity Consultant, Jp Charter Oak Advisors And Accordion Partners
Jrb Consulting Services Llc
As an independent consultant for both JP Charter Oak Advisors and Accordion Partners, I provided advisory and in-house consulting services to private equity funds and their portfolio companies, including but not limited to: devising solutions to corporate finance problems, financial modeling and analysis, capital raising and deal execution, private company.
Jan 2012 - Jan 2014
Associate
Kbw Capital Partners
With $50 million of committed capital, I was one of three investment professionals at KBW Capital Partners, solely focused on financial services minority position investing. While there, I was responsible for managing all stages of the deal life cycle, from sourcing and initial due diligence to investment committee, analyzing more than 235 potential.
Jun 2008 - Jan 2012
Fast Analyst
Bear Stearns & Co.
Worked in the Financial Analytics and Structured Transactions (FAST) Group, where I provided extensive analytical support for the sales and trading desks on collateralized debt obligations through analysis of varying scenario cash flow model run results, ratings downgrades, and yield table analysis. I constructed the first Excel model of ratings downgrade.
Jun 2007 - Jun 2008
Fast Intern
Bear Stearns & Co.
Interned on the Financial Analysts and Structured Transactions desk, supporting the trading and structuring desks with financial analysis.
Jun 2006 - Aug 2006
Team & coworkers
Colleagues at BMO Capital Markets
Other employees you can reach at bmocm.com. View company contacts for 5256 employees →
NG
Nelya Gold
Colleague at Bmo Capital Markets
Brooklyn, New York, United States, United States
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MP
Michael Pak
Colleague at Bmo Capital Markets
Toronto, Ontario, Canada, Canada
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SS
Sharla Stachurski
Colleague at Bmo Capital Markets
Glendale Heights, Illinois, United States, United States
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CC
Chee Chan
Colleague at Bmo Capital Markets
Toronto, Ontario, Canada, Canada
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JT
Jamie Turcotte
Colleague at Bmo Capital Markets
Kelowna, British Columbia, Canada, Canada
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JC
Julian Chavez
Colleague at Bmo Capital Markets
Chicago, Illinois, United States, United States
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RB
Rick Borejsza
Colleague at Bmo Capital Markets
Vancouver, British Columbia, Canada, Canada
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AQ
Andrea Quintana
Colleague at Bmo Capital Markets
Toronto, Ontario, Canada, Canada
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JR
Justin Rijntjes
Colleague at Bmo Capital Markets
Greater Montreal Metropolitan Area, Canada
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AS
Ambrish Srivastava
Colleague at Bmo Capital Markets
San Francisco Bay Area, United States
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Nelya Gold
Colleague at Bmo Capital Markets
Brooklyn, New York, United States, United States
View →
MP
Michael Pak
Colleague at Bmo Capital Markets
Toronto, Ontario, Canada, Canada
View →
SS
Sharla Stachurski
Colleague at Bmo Capital Markets
Glendale Heights, Illinois, United States, United States
View →
CC
Chee Chan
Colleague at Bmo Capital Markets
Toronto, Ontario, Canada, Canada
View →
JT
Jamie Turcotte
Colleague at Bmo Capital Markets
Kelowna, British Columbia, Canada, Canada
View →
JC
Julian Chavez
Colleague at Bmo Capital Markets
Chicago, Illinois, United States, United States
View →
RB
Rick Borejsza
Colleague at Bmo Capital Markets
Vancouver, British Columbia, Canada, Canada
View →
AQ
Andrea Quintana
Colleague at Bmo Capital Markets
Toronto, Ontario, Canada, Canada
View →
JR
Justin Rijntjes
Colleague at Bmo Capital Markets
Greater Montreal Metropolitan Area, Canada
View →
AS
Ambrish Srivastava
Colleague at Bmo Capital Markets
San Francisco Bay Area, United States
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3 education records
Jackie Beer education
Mba, Part-Time
Bachelor Of Science - Bs
Bs, Management Science, Economics
FAQ
Frequently asked questions about Jackie Beer
Quick answers generated from the profile data available on this page.
What company does Jackie Beer work for?
Jackie Beer works for BMO Capital Markets.
What is Jackie Beer's role at BMO Capital Markets?
Jackie Beer is listed as MD and Head of Strategic Initiatives and Partnerships at BMO Capital Markets.
Where is Jackie Beer based?
Jackie Beer is based in New York, New York, United States while working with BMO Capital Markets.
What companies has Jackie Beer worked for?
Jackie Beer has worked for Bmo Capital Markets, Jrb Consulting Services Llc, Kbw Capital Partners, and Bear Stearns & Co..
Who are Jackie Beer's colleagues at BMO Capital Markets?
Jackie Beer's colleagues at BMO Capital Markets include Nelya Gold, Michael Pak, Sharla Stachurski, Chee Chan, and Jamie Turcotte.
How can I contact Jackie Beer?
You can use AeroLeads to view verified contact signals for Jackie Beer at BMO Capital Markets, including work email, phone, and LinkedIn data when available.
What schools did Jackie Beer attend?
Jackie Beer holds Mba, Part-Time from Nyu Stern School Of Business.
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