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100 results from “succession planning”

100 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

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