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83 results from “succession planning”

83 results from “succession planning”

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derek-garland
Thought Leader
Derek Garland
Director, Business Owner Strategist on the BMO BOSS- Business Owner Strategies and Solutions team

Derek Garland serves as Director, Business Owner Strategist on the BMO BOSS–Business Owner Strategies & Solutions team, a specialized group of professionals that provides sophisticated wealth transfer, succession and transition planning gu…

michele-havens
Executive
Michele Havens
Head of BMO Wealth Management - U.S.
BMO Wealth Management - U.S.

Based in Los Angeles, Michele is Head of the BMO Wealth Management -U,S, the 8th largest bank in North America with $1.29 trillion in assets.  BMO Private Wealth today is com…

Pratik Patel
Executive
Pratik Patel
Head of Wealth Planning
BMO Wealth Management - U.S.

Pratik is the US Head of Planning for BMO Wealth Management and is responsible for the strategic development and delivery of customized wealth planning services for ultra-affluent…