Tim Hocevar

Managing Director, Private Banker

Name variants:
Timothy Hocevar
Last updated Jun 19, 2024

Contact Information

Last Update
Jul 9, 2022
Email
ti**@bmo.com
Location
Milwaukee, WI
Company

Workplace

Managing Director, Private Banker

Fenton, MO

Industry

Nonclassifiable Establishments

Work History

Managing Director, Private Banker

from Oct 2018

Senior Private Banker

Chicago, IL
Manage large book of business as a Private Banker in which I have shown the ability to both retain and grow the deposit and loan balances. Work on complex, non-standard loan requests and hav...
2015 — 2018

Vice President, Private Banker

800 Nicollet Mall, Minneapolis, MN 55402
Managed credit quality by conducting comprehensive review and underwriting of client portfolios using techniques such as pricing, financial ratios, bank covenants and financial reporting req...
Mar 2010 — Aug 2015

Budget Manager

411 east Wisconsin Ave SUITE 2350, Milwaukee, WI 53202
Lead the implementation of the Firm's new budgeting software by working closely with the software developer as well as conduct training sessions to Firm Management. Worked closely with the D...
2007 — 2010

Financial Analyst

777 east Wisconsin Ave, Milwaukee, WI 53202
Worked closely with the CFO and Director of Finance in establishing the law firm’s budget, including the firm’s expenses, revenues, staffing, and various financial ratios. Coordinated both t...
2005 — 2007

Credit Analyst and Portfolio Manager - Credit

800 Nicollet Mall, Minneapolis, MN 55402
Employed at U.S. Bancorp from 1999-2005 in various credit portfolio management roles within small business lending, community banking and correspondent banking. Worked primarily within a ris...
1999 — 2005

Occupations

Executive
Chief Executive Officer
Financial Broker
Banker
Real Estate Broker
Licensed Real Estate Broker
Journalist
Correspondent
Corporate Executive
Chief Executive
Financial Services Professional
Financial Services Sales Agent
Property Manager
Real Estate Manager
Reporter

Skills

Loans
Commercial Lending
Portfolio Management
Financial Analysis
Credit
Finance
Cash Management
Banking
Strategic Financial Planning
Investments
Wealth Management
Corporate Finance
Securities
Accounting
Commercial Banking
Treasury Management
Credit Analysis
Mortgage Lending
Financial Planning

FAQs about Tim Hocevar

What is the main profession of Tim Hocevar?

Tim is a Managing Director, Private Banker.

What jobs is Tim proficient at at?

Tim is a professional such jobs as Executive and Chief Executive Officer.

Where does Tim Hocevar currently live?

Tim Hocevar lives in Milwaukee, Wisconsin.

What is Tim's email?

The expert's email is ti**@bmo.com.

How many companies did Tim Hocevar work at?

Tim Hocevar worked at six jobs.

Where has Tim Hocevar studied?

Tim studied at the Marquette University from 2001 to 2003.

Are there any professional certifications Tim Hocevar has?

The professional received the following certifications: Accredited Wealth Management Advisor (Awma) and College of Financial Planning.

What is the industry that Tim Hocevar is connected to?

This professional works in Banking industry.
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