Tia Brown Lee
Plus aucun poste en cours
Profil
Ms. Tia Brown Lee is Vice President & Senior Trust Advisor at Harris Private Bank.
She specializes in providing customized trust and estate administration for high net worth individuals and families as part of an overall wealth management strategy.
Ms. Lee joined Harris Private Bank in 2008.
Ms. Brown Lee received a BS degree in Accounting from Ball State University, Indiana.
She is a Certified Financial Planner and a Certified Trust and Financial Advisor.
Anciens postes connus de Tia Brown Lee
| Sociétés | Poste | Fin |
|---|---|---|
BMO Harris Bank, NA (Investment Management)
 BMO Harris Bank, NA (Investment Management) Investment ManagersFinance BMO Bank NA (Investment Management) (BMO-IM) is the asset management division of BMO Bank NA, headquartered in Chicago, Illinois. They are ultimately held by the Bank of Montreal (TSE: BMO) in Canada. BMO-IM offers a variety of wealth management services, such as investment advisory, trust, banking, and financial planning, to institutions and high-net worth clients. | Corporate Officer/Principal | - |
Formation de Tia Brown Lee
| Ball State University (Indiana) | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
BMO Harris Bank, NA (Investment Management)
BMO Harris Bank, NA (Investment Management) Investment ManagersFinance BMO Bank NA (Investment Management) (BMO-IM) is the asset management division of BMO Bank NA, headquartered in Chicago, Illinois. They are ultimately held by the Bank of Montreal (TSE: BMO) in Canada. BMO-IM offers a variety of wealth management services, such as investment advisory, trust, banking, and financial planning, to institutions and high-net worth clients. | Finance |
