BMO Private Bank recently appointed Tammie Sandoval as assistant vice president and director of trust and estate services and Andrew Lundin as private wealth adviser. Sandoval will specialize in providing customized trust and estate administration for high-net-worth individuals and families as part of an overall personal wealth management strategy. Lundin, meanwhile, will assist in providing a full range of wealth management services for high-net-worth individuals, families and organizations, including closely held and family-owned businesses, endowments and foundations.
08/22/2022 By Staff
07/11/2022 By Staff