Susan Oleari Email & Phone

Co-Founder @ Trifecta Capital Advisors

Regional President @ BMO Wealth Management - U.S.

National Head of Sales and Practice Management @ BMO Wealth Management - U.S.

Senior Managing Director @ BMO Private Bank

Premier Services Regional Manager @ BMO Harris Bank

North Shore Market President @ BMO Harris Bank

Commercial Sales Manager @ BMO Harris Bank

Relationship Management Development Program (Formal Credit Training) @ BMO Harris Bank

2013 - 2015 @ CBA Executive Graduate School

1988 - 1992 Bachelor's degree @ University of Illinois at Urbana-Champaign

1988 - 1992 Bachelor of Science (B.S.) @ University of Illinois at Urbana-Champaign - College of Business

Credit Analysis, Commercial Lending, Retail Banking, Cross Selling, Commercial Banking, Small Business Lending, Banking, Underwriting, Loans, Lines Of Credit, Commercial Mortgages, Mortgage Lending, Credit, Consumer Lending, Loan Origination, Cash Management, Credit Risk, Home Equity Lines of Credit, Portfolio Management, Wealth Management, Treasury Management, Relationship Management, Financial Services, Deposits, Asset Based Lending, Financial Risk, Finance, Financial Analysis, Strategic Planning, Microsoft Office

Susan Oleari, based in Chicago, IL, US, is currently a Co-Founder at Trifecta Capital Advisors. Susan Oleari brings experience from previous roles at BMO Wealth Management - U.S., BMO Wealth Management - U.S., BMO Private Bank, BMO Harris Bank, BMO Harris Bank, BMO Harris Bank, BMO Harris Bank. Susan Oleari holds various educational qualifications in Retail Bank Management (2013 - 2015) from CBA Executive Graduate School. With a robust skill set that includes Credit Analysis, Commercial Lending, Retail Banking, Cross Selling, Commercial Banking, Susan Oleari demonstrates proficiency in a wide range of areas.