BMO strengthens sales team with four new hires
14 November 2012 Chicago
Image: Shutterstock
BMO Global Asset Management (BMO) has made four new hires in order to strengthen its institutional sales team.
Holly Garteiz joins as a relationship manager for institutional sales for the central and western regions of the US. Garteiz joins from Janus Capital Group where she most recently held the roles of vice president, consultant relations and director of consultant relations. She will be based in Denver.
Lisa Doi has been appointed as relationship manager for institutional sales, responsible for marketing and selling accounts for institutional clients. Doi previously served in a variety of sales and business development roles. She will be based in Chicago.
Mark Osterkamp has been recruited as a relationship manager for institutional sales, focusing on the US western region. Osterkamp previously served a senior director of global distribution and investment strategy at an investment firm based in Los Angeles. Osterkamp will continue to be based in LA.
The company’s final appointment, David Preiner, will join the firm’s affiliate sales team as a relationship manager for institutional sales. Preiner’s previous experience includes relationship manager, administrator and service provider roles. He will be based in Minneapolis.
All four will report to Jennifer Pedigo, managing director and head of institutional sales at BMO Global Asset Management.
Phil Enochs, managing director, head of relationship management, BMO Global Asset Management, said: "We are excited to have these accomplished individuals working with us to advance our growth initiatives."
"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."
Holly Garteiz joins as a relationship manager for institutional sales for the central and western regions of the US. Garteiz joins from Janus Capital Group where she most recently held the roles of vice president, consultant relations and director of consultant relations. She will be based in Denver.
Lisa Doi has been appointed as relationship manager for institutional sales, responsible for marketing and selling accounts for institutional clients. Doi previously served in a variety of sales and business development roles. She will be based in Chicago.
Mark Osterkamp has been recruited as a relationship manager for institutional sales, focusing on the US western region. Osterkamp previously served a senior director of global distribution and investment strategy at an investment firm based in Los Angeles. Osterkamp will continue to be based in LA.
The company’s final appointment, David Preiner, will join the firm’s affiliate sales team as a relationship manager for institutional sales. Preiner’s previous experience includes relationship manager, administrator and service provider roles. He will be based in Minneapolis.
All four will report to Jennifer Pedigo, managing director and head of institutional sales at BMO Global Asset Management.
Phil Enochs, managing director, head of relationship management, BMO Global Asset Management, said: "We are excited to have these accomplished individuals working with us to advance our growth initiatives."
"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."
NO FEE, NO RISK
100% ON RETURNS If you invest in only one asset servicing news source this year, make sure it is your free subscription to Asset Servicing Times
100% ON RETURNS If you invest in only one asset servicing news source this year, make sure it is your free subscription to Asset Servicing Times
.jpg)