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Thought Leader

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…

Executive

Michele Havens

Head of U.S. Private Wealth

U.S. Wealth Management

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

Executive

Pratik Patel

Head U.S. Wealth Planning

BMO Wealth Management - U.S.

Pratik is Head, U.S. Wealth Planning and is responsible for strategic development and delivery of customized wealth planning services for BMO Private Bank, BMO Investment Ser…

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22 results from “succession planning”

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22 results from “succession planning”

22 results from “succession planning”