Verified recordFinancial Services

Jason Skentzos

Director, Wealth Planning at Bmo

Based in Toronto, Canada

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Seniority

Director

Department

Finance & Accounting

Location

Toronto

Industry

Financial Services

Company size

61K

Contact information

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Email

1 credit

j•••••••@bmo.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Jason Skentzos

An effective and articulate communicator who interacts with peers, management, brokerage personnel, private bank partners, and clients to strive for exceptional service. Committed toward furthering the success of team members as well as delivering quality individual performance in high-pressure environments. Comfortable using Excel with advanced-level knowledge of Word; a quick study for picking up software intricacies. Proven multi-tasker who is driven by self-motivated and high ethical standards. Passion for analysis; thirst for variety and challenge with very strong problem-solving skills. Key Knowledge Areas: Detailed Profiling of Client Investment/Banking Needs & Asset Review ï Expense Tracking Budgeting & Cost Controls ï Financial Planning & Reporting ï Goal-Setting & Attainment Planning, Organization, & Follow-Through ï Industry Compliance Team-Building, Coaching, & Empowerment

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