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Company hires key people for sales jobs in Chicago

Posted on November 14, 2012

BMO Global Asset Management said this week it has hired several people for sales jobs in Chicago.

It has hired four institutional sales professionals to serve clients worldwide.

BMO Global Asset Management is a global investment manager with more than $105 billion in assets under management as of July 31, 2012, including the BMO family of mutual funds.

The company said the new hires are:
Lisa Doi – Relationship Manager, Institutional Sales
Holly Garteiz – Relationship Manager, Consultant Relations, Central and Western Regions
Mark Osterkamp – Relationship Manager, Institutional Sales, Western Region
David Preiner – Relationship Manager, Institutional Sales

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.

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.

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.

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.

“We are excited to have these accomplished individuals working with us to advance our growth initiatives,” said Phil Enochs, 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.”