Stephen Johnson

Stephen Johnson Email and Phone Number

Managing Director, Private Wealth @ BOK Financial
United States
Stephen Johnson's Location
United States, United States
Stephen Johnson's Contact Details

Stephen Johnson personal email

n/a
About Stephen Johnson

As the U.S. Head of Sales Strategy and Practice Management, I led our Wealth efforts to accelerate our growth agenda and deliver an exceptional client experience. I drove a diverse team of highly skilled, tenured individuals with an unparalleled combination of industry sector and wealth planning expertise. Through an employee lens, I’ve been able to better foster engagement and facilitate collaboration. Together, we’re committed to excellence – aspiring to innovate and accelerate ideas that best serve our client base. As the U.S. Wealth Business Integration Lead, I was accountable for BMO’s expansion strategy across much of the U.S. and was selected to lead our integration with the Bank of the West. In my previous roles, I’ve run Wealth Management, Consumer and Commercial businesses at BMO. These progressive roles have allowed me to leverage strategic thinking, develop business acumen, build a proven track record of sales performance, and create success with team-building. My most recent mandate was to drive growth, expand our regional footprint, and deliver value to clients through high-touch services. Leading by example is very important, I’ve been a brand ambassador for BMO. I actively participated in my community through board service, as a subject matter expert for the media, by regular interaction with existing and prospective clients; and through networking with circles of influence and industry organizations. I’m proud to have been recognized as an accomplished sales leader – and to have contributed to a workplace rated among the best by employees.

Stephen Johnson's Current Company Details
BOK Financial

Bok Financial

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Managing Director, Private Wealth
United States
Stephen Johnson Work Experience Details
  • Bok Financial
    Managing Director, Private Wealth
    Bok Financial
    United States
  • Bmo Wealth Management - U.S.
    U.S. Head Of Sales Strategy & Practice Management | U.S. Business Integration
    Bmo Wealth Management - U.S. Mar 2022 - Jul 2024
    Milwaukee, Wisconsin, United States
    U.S. Head of our Wealth Sales Strategy & Practice Management, and Wealth Planning, championing our sales enablement team to empower our sales leaders and advisors to ensure they are equipped to meet the evolving needs of our clients. As the U.S. Wealth Business Integration Lead, I headed up the Bank of the West integration, leading BMO’s U.S. expansion strategy as we converted all Bank of the West wealth households onto the BMO wealth platforms.
  • Bmo Wealth Management - U.S.
    Regional President, Midwest
    Bmo Wealth Management - U.S. May 2014 - Mar 2022
    Milwaukee, Wisconsin
    Regional leader responsible for $8.1bln AUM, overseeing the strategic development and delivery of BMO Private Bank's wealth management platform to High Net Worth individuals, families and organizations, including closely-held and family-owned businesses, endowments and foundations throughout the Midwest.I developed BMO's brand and image through creating an environment where our associates bring meaningful value through locally focused, high touch and premier service to our clients, through outbound calling activities, a disciplined sales culture and highly active civic involvement.
  • Bmo U.S.
    President
    Bmo U.S. Mar 2010 - May 2014
    Phoenix, Arizona Area
    Market Executive and leader of a regional bank with total assets of $4.1 billion and 50+ locations throughout Arizona. Accountable for BMO’s Retail and Business Banking teams, as well as providing leadership and strategic support to all lines of business throughout the market, including Commercial, Commercial Real Estate, Mortgage, Private Banking, Treasury Management and Wealth Management.As the President in the Arizona Region our team was recognized with the "Arizona's Most Admired Companies"​ award for two years in a row, and also named as the "Best Places to Work"​ award recipient for ten consecutive years.
  • Bmo Harris Bank (Formerly M&I Bank)
    Senior Vice President
    Bmo Harris Bank (Formerly M&I Bank) Mar 2009 - Mar 2010
    Phoenix, Arizona Area
    National Head of Retail Banking providing strategic direction for all Retail Banking associates throughout the Enterprise, as well as direction and leadership for the digital teams. Created and defined the corporate-wide strategic vision for Retail Banking covering 374 branches throughout the 7 state distribution network.
  • Bmo Harris Bank (Formerly M&I Bank)
    Senior Vice President
    Bmo Harris Bank (Formerly M&I Bank) Oct 2002 - Mar 2010
    Phoenix, Arizona Area
    Head of Retail Banking - Arizona: Developed and executed strategic growth plans to drive the bank's performance. Designed and implemented the overall strategy to expand the bank’s branch footprint throughout the state of Arizona. Lead the team and responsible for opening 30 de novo branches.
  • Bmo Harris Bank (Formerly M&I Bank)
    Various Leadership Roles
    Bmo Harris Bank (Formerly M&I Bank) Jan 1990 - Oct 2002
    Greater Milwaukee Area

Stephen Johnson Skills

Strategic Planning Retail Banking Executive Management Commercial Banking Banking Leadership Leadership Development Wealth Management Management Strategy Sales Management Business Planning Community Leadership Business Strategy Private Banking Organizational Effectiveness Business Development Change Management Consumer Banking Corporate Planning New Market Expansion Sales Administration

Stephen Johnson Education Details

Frequently Asked Questions about Stephen Johnson

What company does Stephen Johnson work for?

Stephen Johnson works for Bok Financial

What is Stephen Johnson's role at the current company?

Stephen Johnson's current role is Managing Director, Private Wealth.

What is Stephen Johnson's email address?

Stephen Johnson's email address is st****@****orp.com

What schools did Stephen Johnson attend?

Stephen Johnson attended Drake University, Loyola Academy.

What are some of Stephen Johnson's interests?

Stephen Johnson has interest in Golf, Community Leadership, Exercise, Tennis.

What skills is Stephen Johnson known for?

Stephen Johnson has skills like Strategic Planning, Retail Banking, Executive Management, Commercial Banking, Banking, Leadership, Leadership Development, Wealth Management, Management, Strategy, Sales Management, Business Planning.

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