Thu, 08/11/2012 - 10:29
BMO Global Asset Management has added four institutional sales professionals to its sales team.
"We are excited to have these accomplished individuals working with us to advance our growth initiatives," says Phil Enochs (pictured), managing director, head of relationship management, BMO Global Asset Management. "Their combined knowledge and experience will add tremendous depth to our institutional sales team. They will help ensure we remain well positioned to meet our clients' investment objectives while providing exceptional client service."
With more than 20 years of industry experience, Lisa Doi will join the affiliate sales team as relationship manager, responsible for marketing and selling accounts for corporate and institutional clients. Before joining BMO, Doi served in a wide variety of sales and business development roles with a leading financial services organisation. She will be based in Chicago.
With 14 years of industry experience, Holly Garteiz will be responsible for managing consultant relationships in BMO Global Asset Management's central and western regions. Prior to joining BMO, she spent seven years in management roles at a financial services provider in Denver, most recently as vice president, consultant relations, and director of consultant relations. She will be based in Denver.
Mark Osterkamp, who will focus on BMO Global Asset Management's western region, has an extensive career in institutional sales, consultant relations, relationship management and portfolio analytics. Prior to joining BMO, he served as senior director, global distribution and investment strategy, at an investment management services firm in Los Angeles, where he led sales and consultant relations efforts for the firm's domestic and global low volatility equity strategies. He will be based in Los Angeles.
Joining the affiliate sales team as a relationship manager, David Preiner will be responsible for marketing and selling accounts for corporate and institutional clients. Preiner has more than 15 years of experience working as a relationship manager, administrator and service provider, most previously working as a relationship manager and business development officer at BMO since 2007. Prior to joining BMO, Preiner served as vice president in a national relationship manager role with a major institutional trust company. He will be based in Minneapolis.
These four individuals will report to Jennifer Pedigo, managing director and head of institutional sales, BMO Global Asset Management.
"While we continue to grow our team, I look forward to leveraging the expertise and experience of our new resources in our regions," says Pedigo.
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