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Erica Bean

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Erica Bean

College Program Intern | BMO Wealth Management - U.S.

Wisconsin, Milwaukee, United States

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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.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Non-Profit Experience

Erica Bean

Work Experience

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College Program Intern at

Northwestern Mutual

August 1996 - August 2001

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Subrogation Analyst at

Travelers

August 2001 - February 2008

💼

Trust Officer/ Relationship Manager at

Marshall & Ilsley Trust Company

February 2008 - July 2011

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International Co Director Risk Management & Internal Audit at

Zeta Phi Beta Sorority, Inc. - Official

September 2018 - Present

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Senior Trust Administrator/ILIT Manager at

BMO Wealth Management - U.S.

July 2011 - May 2023

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Senior Manager IMA/ILIT Administration Teams at

BMO Wealth Management - U.S.

May 2023 - Present

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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

mail

**********@bmo.com

**********@zphib1920.org

**********@uswealth.bmo.com

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