Directory
>
Erica Bean
Erica Bean
College Program Intern | BMO Wealth Management - U.S.
Wisconsin, Milwaukee, United States
Erica Bean
Summary
Erica Bean is a seasoned finance professional with extensive experience in wealth management, risk management, and compliance. Currently serving as a Senior Manager at BMO Wealth Management, she specializes in IMA and ILIT administration, bringing a wealth of knowledge in trust products and financial planning. With a strong background in working with high net worth clients, Erica has a proven track record of implementing tailored strategies that address unique family dynamics. Her career spans over two decades, including roles at Northwestern Mutual and Travelers, showcasing her versatility in the finance and insurance sectors. Erica is also actively involved in Zeta Phi Beta Sorority, where she serves as the International Co-Director of Risk Management & Internal Audit. She holds an MBA and a BBA in Finance from the University of Wisconsin Milwaukee and the University of Phoenix, respectively. Erica is passionate about advancing her expertise in finance and is committed to continuous professional growth.
Erica Bean
Work Experience
College Program Intern at
Northwestern Mutual
August 1996 - August 2001
Subrogation Analyst at
Travelers
August 2001 - February 2008
Trust Officer/ Relationship Manager at
Marshall & Ilsley Trust Company
February 2008 - July 2011
International Co Director Risk Management & Internal Audit at
Zeta Phi Beta Sorority, Inc. - Official
September 2018 - Present
Senior Trust Administrator/ILIT Manager at
BMO Wealth Management - U.S.
July 2011 - May 2023
Senior Manager IMA/ILIT Administration Teams at
BMO Wealth Management - U.S.
May 2023 - Present
Erica Bean
Education
University of Wisconsin Milwaukee, BBA, Finance
January 1997 - January 2001
University of Phoenix, Master of Business Administration (M.B.A.)
January 2001 - January 2008
Frequently Asked Questions about Erica Bean
What is Erica Bean email address?
Erica Bean's primary email address is **********@bmo.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Erica Bean work for?
Erica Bean is a College Program Intern at BMO Wealth Management - U.S..
Where Erica Bean graduated from?
Erica Bean holds a degree in null from University of Wisconsin Milwaukee.
How can I directly contact Erica Bean?
To contact Erica Bean directly, you can use the email address **********@bmo.com. Complete contact information is available upon registration with Muraena.
Who is Erica Bean?
Erica Bean is a seasoned finance professional with extensive experience in wealth management, risk management, and compliance. Currently serving as a Senior Manager at BMO Wealth Management, she specializes in IMA and ILIT administration, bringing a wealth of knowledge in trust products and financial planning. With a strong background in working with high net worth clients, Erica has a proven track record of implementing tailored strategies that address unique family dynamics. Her career spans over two decades, including roles at Northwestern Mutual and Travelers, showcasing her versatility in the finance and insurance sectors. Erica is also actively involved in Zeta Phi Beta Sorority, where she serves as the International Co-Director of Risk Management & Internal Audit. She holds an MBA and a BBA in Finance from the University of Wisconsin Milwaukee and the University of Phoenix, respectively. Erica is passionate about advancing her expertise in finance and is committed to continuous professional growth.
Erica`s contact details
**********@bmo.com
**********@zphib1920.org
**********@uswealth.bmo.com
Colleagues
Rotational Credit Analyst
Private Client Manager/Vice President
Associate Banker
Vice President Private Banking
Marketing Director
VP, Principal Operations Officer
Customer Service Representative & Supervisor
Various Positions
Business Banker/Support manager
Vice President & Sr Private Banker