BMO Global Asset Management announced the appointment of Don Borschel to director of national accounts and Jeff Cole to relationship coordinator for BMO Taft Hartley Services in the Las Vegas headquarters.
In his new role, Borschel will join the Intermediary Distribution team, responsible for distribution of BMO Global Asset Management investment strategies and BMO Funds to the bank channel as well as various broker dealer platforms. With more than 26 years of experience in the financial services industry, Borschel will be based in Chicago and report to Mike Robinson, head of intermediary distribution.
As part of the original team that established BMO’s Taft-Hartley Services business line in 2002, Cole rejoins the team in his role as Relationship Coordinator with more than 25 years of experience in financial services, specializing in Taft-Hartley with an emphasis on employer contribution processing and commercial banking/treasury management services. He previously worked within the company as the ustody officer for custody services of Nevada, supporting portfolio services and servicing corporation. Based in Las Vegas, Cole will report to Kristy Perez, managing director, BMO Taft-Hartley Services.
BMO Taft-Hartley Services provides recordkeeping, custody, securities lending and other financial services for both single and multi-employer benefit plans, as well as unions and other labor related entities.
"Each new addition to our team brings fresh perspectives, enhanced expertise and strong leadership that ultimately guides our business to even greater success," said Phil Enochs, Managing Director and head of relationship management at BMO Global Asset Management.
"Don and Jeff’s extensive backgrounds in the financial services industry will not only strengthen our internal resources but greatly benefit the overall client experience within BMO Global Asset Management."
Enochs added that BMO Global Asset Management continues to seek experienced professionals to expand and enhance its Retirement Services teams.