Park Drescher is a eficient expert, working in Bmo Wealth Management - U.s main office of which is in 226. on the position of Regional Director - Trust, Northern States Bmo Private Bank from 2018. Park has earned professional experience in more than six positions at different companies. Park Drescher went to the Cannon Financial Institute and got education from 2006 to 2008. Park has such qualifications as Certified Trust and Financial Advisor. Green Bay, Wisconsin is the city, where this expert was known to be situated. Park Drescher's contacts can be easily accessed through this website on demand.
Name variants:
Park Drescher
Contact Information
Last Update
Jul 5, 2022
Email
pa**@baylake.com
Location
Green Bay, WI
Company
Bmo Wealth Management - U.s.
Workplace
Regional Director - Trust, Northern States Bmo Private Bank
Work History
Regional Director - Trust, Northern States Bmo Private Bank
Chicago, IL
from Jun 2018
Director Trust and Estate Services Bmo Private Bank
Chicago, IL
from 2017
Vice-President and Chief Fiduciary Officer
217 north 4Th Ave, Sturgeon Bay, WI 54235
Advised high net-worth individuals, families and institutional clients on all aspects of fiduciary, administration, investment management, estate, tax and retirement planning. Demonstrated s...
2006 — 2016
Vice President, Trust Officer
111 north Washington St #p/o box 23900, Green Bay, WI 54301
Advised high net-worth individuals, families and institutional clients on all aspects of fiduciary, investment management, retirement and estate planning matters.
2016 — 2016
Senior Trust Advisor
270 Park Ave, New York, NY 10010
Worked closely with Investment Specialists, Portfolio Managers, Private Bankers, Financial Planners and Estate Settlement Advisors to help affluent individuals and families achieve their fin...
Apr 2002 — Nov 2005
Attorney at Law
Founded and managed a sophisticated private estate planning law firm in Appleton, Wisconsin concentrating in personal and family wealth planning.
1990 — 2002
Education
2006 — 2008
1985 — 1988
1985 — 1988
1981 — 1985
Occupations
Executive
Region Manager
Director
Area Manager
Managers
Operations Manager
Skills
Estate Planning
Investments
Wealth Management Services
Banking
Wealth Management
High Net Worth Individuals
Retirement
Finance
Strategic Financial Planning
Retirement Planning
Investment Management
Asset Management
Financial Advisory
Financial Planners
Trusts
Personal Finance
Estate Law
Asset Allocation
Commercial Lending
Financial Planning
Real Estate
Risk Management
Estate Tax Planning
Trust Services
Mutual Funds
Wealth
Credit
Portfolio Management
Small Business
Loans
Private Banking
Mortgage Lending
Investment Advisory
Trust Management
Asset Managment