• Responsible for primary and secondary coverage of Midwest account base • Improved firm’s voting rank at key accounts by targeting idea flow and research support specific to client stated needs• Leveraged BMO’s product suite to cross-sell client solutions (derivatives & prime brokerage) to generate revenues beyond traditional equity products• Collaborated with firm’s Equity Capital Markets in advising domestic and international clients on proposed equities transactions, including valuation analysis and potential risk/reward• Responsible for managing a pipeline of analyst marketing across the Midwest to promote BMO’s product suite and brand• Coordinated and hosted both deal and non-deal roadshows from wide range of industries for potential and existing shareholders

• Responsible for primary & secondary coverage of 70 institutional accounts in the Midwest • Aided in growing book of business by expanding capacity in newly established Chicago office• Coordinated and hosted both deal and NDRs while introducing C-level executives to potential and existing shareholders• Opened new accounts through client prospecting & networking that resulted in revenue generation

• Collaborated with the Global Stock Plan Services desk to manage employee stock option plans for large corporate clients• Effectively transacted in equity, fixed income and alternative investment products for high net worth individuals• Supported Portfolio Managers with relationship management, client due diligence and the trade execution • Maintained and ensured integrity of retail, corporate, middle market and institutional account investments