In this larger role, Green will be developing and growing partnerships with other leading financial institutions, allowing them to offer additional retirement services to their customers, including recordkeeping and retirement plan administration.
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Having joined BMO in 2002, Green has more than 28 years of industry experience, including holding senior roles at leading financial institutions. He holds a Bachelor of Science in Accounting from St. Francis University and an MBA with a concentration in Finance from American University. Green will continue to report to Phil Enochs, Managing Director and Head of Relationship Management at BMO Global Asset Management.
BMO Global Asset Management offers both holistic and individually-provided outsourced solutions to clients in the financial industry, such as insurance, actuarial, and consulting firms, as well as other banking institutions. Current clients include more than 70 nationally recognized trust companies. The primary enterprise solutions offered to clients are:
Strategic Partnerships – Retirement Services: Providing our clients with the ability to offer retirement services, including recordkeeping
and retirement plan administration. This endeavor is led by Green.
–Trust Outsourcing – Trust and Custody Services: Providing our clients with an industry leading trust and custody platform delivered andserviced by BMO Global Asset Management’s dedicated team of professionals. This endeavor is led by Wayne Klomstad, Head of TrustOutsourcing.
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By GlobalData— Intermediary Sales – Asset Management: Developing and maintaining relationships with clients that provide third party distribution forthe BMO Funds and the separately managed account strategies of BMO Asset Management. This endeavor is led by Mike Robinson, Head of Intermediary Sales.
"BMO has a long-term commitment to service excellence and a clear dedication to delivering enterprise solutions to our financial services clients — serving them through a variety of channels, including retirement services, trust and custody services and asset management," said Enochs.
Enochs added that BMO Global Asset Management continues to seek dedicated, experienced professionals to enhance its Asset Management and Retirement Services teams.
