• Maintain ~75 relationships with assets under management ranging from $1MM to $90MM by managing requests in a timely manner and consulting with internal partners to ensure we act in the clients’ best interest• Assist top wealth advisor maintain a pipeline of potential opportunities and suggest relevant educational and informational pieces to share with clients and prospects to assist in growing relationships• Educate clients on the most advantageous way to meet their financial needs and goals while being mindful of the latest tax and estate regulations that may impact their financial well-being• Train new analysts on operating procedures, 7+ software programs and planning topics

• Improved data hygiene in collaboration with fellow associates and sales professionals by reviewing and updating client records in our CRM platform, Salesforce• Analyzed results from the wealth management net promoter score survey to assist in target setting for future surveys and developing visuals• Collaborated with various teams across the wealth management business on initiatives and projects, while gaining an understanding of the business

• Promote financial well-being by educating fellow students on various common financial topics• Engage students in conversation regarding their current financial habits and their family’s’ financial habits in order to refine and improve their financial situation and reach their goals

• Coordinate 500+ events annually for 200+ internal and external groups by organizing catering, room set-up, and AV equipment• Analyze Event Service’s budget of over $700,000 and collaborate with event coordinators to determine expenditures, discounts, and areas for improvement• Delegate tasks to event assistants when necessary to ensure events are processed in an efficient manner • Communicate with clients and colleagues on projects, event inquiries and requests to ensure that clients’ events are executed to our customer’s satisfaction

• Interpret financial reports from community banks to input quantitative and qualitative data into a risk rating tool to determine BMO’s risk of engaging with specific customers• Brief credit officers on financial condition of community banks by formatting numerical data into a written summary of financial highlights in order for credit officers to interpret risk and approve financial products