BMO Retirement Services Announces New West Coast Region Relationship
CHICAGO, IL -- (Marketwire) -- 12/18/12 -- BMO Retirement Services
today announced the hiring of Carolyn Barbee as a Relationship
Manager for West Coast clients. Barbee is focused on delivering
holistic solutions to plan sponsor clients, providing them with the
premier, award-winning service for which BMO Retirement Services has
been consistently recognized.
Barbee joins BMO with more than 20 years of experience in the
Retirement Planning industry and has an extensive background with
401(k) plans and executive compensation arrangements, as well as
401(a), 403(b) and 457 retirement plans. Previously, she served as a
Relationship Manager with TIAA-CREF, responsible for large university
clients in the West. Prior to this role, Barbee worked for over 15
years as an ERISA attorney, as well as a Principal for Mercer Human
Resource Consulting and a Senior Manager at Ernst & Young.
Located in the Seattle office, Barbee will report to Frank Green,
Director of Relationship Management, BMO Retirement Services.
"Carolyn's expertise will be an asset both to our clients and
ever-growing BMO team," said Green. "Her experience and guidance will
further complement the already strong skill set of her own team, and
our clients will benefit greatly from her enthusiasm and breadth of
knowledge in the retirement planning industry."
Green noted that BMO Retirement Services continues to seek top talent
to support its continued growth as an award-winning provider of
Barbee received a Bachelor of Arts degree in history from the
University of Santa Clara and a J.D. from the University of San
Francisco. She holds FINRA Series 6 and 63 licenses and is licensed
to practice law in California.
About BMO Retirement Services
BMO Retirement Services is an integral
part of Global Asset Management and a premier, award-winning provider
of retirement, trust and custody services.
BMO Global Asset Management provides holistic, solution-driven
services to our institutional and high-net-worth clients and the BMO
family of mutual funds. With a nearly 40-year legacy of fiduciary
service -- and goal of promoting retirement readiness to our more
than 500,000 participants in over 1,500 retirement p
lans -- our
clients include retirement plans, Taft-Hartley funds, government and
public funds, not-for-profit organizations and family offices. BMO
Global Asset Management's commitment to service excellence has led us
to be recognized by Pension & Investments as one of the Top 100
largest asset managers.
We are a part of BMO Financial Group (NYSE: BMO), a fully diversified
financial services firm with $525 billion total assets and more than
46,000 employees as of October 31, 2012.
BMO Retirement Services is a part of BMO Global Asset Management and
a division of the BMO Harris Bank N.A., offering products and
services through various affiliates of BMO Financial Group.
BMO Global Asset Management is the brand name for various affiliated
entities of BMO Financial Group, that provide trust, custody,
securities lending, investment management, and retirement plan
services. Certain of the products and services offered under the
brand name BMO Global Asset Management are designed specifically for
various categories of investors in a number of different countries
and regions. Those products and services are only offered to such
investors in those countries and regions in accordance with
applicable laws and regulations. BMO Financial Group is a service
mark of Bank of Montreal (BMO). Investment products are: NOT FDIC
INSURED - NO BANK GUARANTEE - MAY LOSE VALUE
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