Susan Oleari

Susan Oleari Work

Co-Founder

@ Trifecta Capital Advisors

Regional President

@ BMO Wealth Management - U.S.

National Head of Sales and Practice Management

@ BMO Wealth Management - U.S.

Susan Oleari Education

2013 - 2015 CBA Executive Graduate School
1988 - 1992 Bachelor's degree in Finance, General

University of Illinois at Urbana-Champaign
1988 - 1992 Bachelor of Science (B.S.) in Finance, General

University of Illinois at Urbana-Champaign - College of Business

Susan Oleari Skills

Credit AnalysisCommercial LendingRetail BankingCross SellingCommercial BankingSmall Business LendingBankingUnderwritingLoansLines Of CreditCommercial MortgagesMortgage LendingCreditConsumer LendingLoan OriginationCash ManagementCredit RiskHome Equity Lines of CreditPortfolio ManagementWealth ManagementTreasury ManagementRelationship ManagementFinancial ServicesDepositsAsset Based LendingFinancial RiskFinanceFinancial AnalysisStrategic PlanningMicrosoft Office

Susan Oleari Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

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Susan Oleari currently works at Trifecta Capital Advisors as Susan Oleari - Co-Founder at Trifecta Capital Advisors.

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