Senior Associate@ BMO Wealth Management - Canada
London, Ontario, Canada
Jeffrey Golem
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Queen's University
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FlashIntel GPTJeffrey Golem is a highly experienced professional with 17.8 years of work experience. He possesses a diverse skill set including sales management, strategic planning, customer service, and business development. Based in Canada-Ontario-London, Jeffrey leads a team of Investment Professionals specializing in the growth of BMO's digital wealth business in Western and Northern Ontario. His primary focus is on meeting, coaching, and educating valued clients to use their best-in-class investment platforms. Jeffrey's work experience includes roles as a Regional Sales Manager and Senior Associate at BMO Wealth Management. He also has experience in business development at TD Waterhouse Discount Brokerage.
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About
I lead a team of Investment Professionals tasked with the growth of BMO's digital wealth business in Western and Northern Ontario. Our #1 priority is to meet, coach and educate our valued clients to use our best-in-class investment platforms. Disclaimer: These postings are my own and do not necessarily reflect BMO’s position or viewpoints. The information herein is for Canadian residents only, and does not constitute any financial, legal, tax, investment or other advice. Please do not post any personal or confidential information on this site. Endorsements should not be construed as explicitly or implicitly approved by BMO InvestorLine Inc. Member-Canadian Investor Protection Fund and Member of the Investment Industry Regulatory Organization of Canada.
...See MoreWork Experience
Senior Associate
Regional Sales Manager - Bmo Investorline
Senior Associate - Bmo Investorline
Banking
Jeffrey Golem's Professional Milestones
- Senior Associate - Bmo Investorline (2011-01-01~2012-03-01): Implemented efficient financial processes and data analysis to optimize decision-making and drive sustainable growth.
- Business Development Associate (2006-02-01~2011-01-01): Driving revenue growth through strategic partnerships and collaborations with key stakeholders.
Education
Economics,
Bachelors
Skill
Sales Management
Strategic Planning
Customer Service
Business Development
Certification
Colleagues
Sumeet Arora
functional lead product owner wealth management banking agile transformation cspo cbap digital transformation pega & bpm business architect
Shivanshu Mishra
senior product owner at bmo - canada
Kevin Coffeen
Vice President
Amrit Mann, CFA
digital product owner | i help discover and bring great product ideas to life
Calvin Greefhorst, CFA, CFP
Vice President | Regional Director | Wealth Planning
Other Named Jeffrey Golem
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Jeffrey Golem works for BMO Wealth Management - Canada
Jeffrey Golem's role in BMO Wealth Management - Canada is Senior Associate
Jeffrey Golem works in the industry of Banking
Jeffrey Golem's colleagues are Sumeet Arora,Shivanshu Mishra,Kevin Coffeen
Jeffrey Golem's latest job experience is Senior Associate at BMO Wealth Management - Canada
Jeffrey Golem's latest education in Queen's University
