Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
Timeline
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Deborah Roesner

Milwaukee,WI

Summary

Managing Director promoting more than 30 years of expertise successfully working for organizations in Commercial Banking market. Highly knowledgeable in planning and implementing budgets, strategic initiatives and employee training programs. Known for exemplary team-building and project oversight skills. Gifted at working with all sorts of personalities.

Overview

36
36
years of professional experience

Work History

Managing Director, Commercial Banking

BMO Bank of Montreal
Milwaukee, WI
05.2016 - Current
  • Manage a team focused on the Middle Market space
  • Develope customized financial solutions to meet clients' needs and objectives.
  • Provide advice on corporate finance decisions such as investments, mergers and acquisitions.
  • Manage a portfolio of commercial banking accounts, including monitoring cash flow, analyzing credit risk, approving loans, and recommending debt restructuring plans.

Vice President, Commercial Banking

Bank Mutual Corp
Milwaukee, WI
09.2012 - 05.2016
  • Managed Commercial and Industrial client portfolio concentrated middle market companies.
  • Responsible for New Business Development, Cross selling of Bank services and products. Loan syndications responsibility.
  • Cultivated and maintained industry relationships and customer partnerships to capitalize on opportunities and maximize business success.

Vice President

BMO Harris Bank NA
Chicago, IL
02.1988 - 06.1994
  • Responsible for large portfolio with a concentration of residential homebuilders in the Chicagoland market, North Carolina, Texas and Colorado.
  • Provided financing for commerical land developers, mixed-use, multi-family and industrial properties.
  • Created and integrated market plans to position company brands in target marketplace.

Education

Bachelor of Arts - Finance

Universty of Kentucky
Lexington, KY
05-1983

Skills

  • Revenue Growth Management
  • Complex Problem-Solving
  • Team Leadership
  • Client Relationship Management

Affiliations

  • Sharp Literacy, Board of Directors and Finance Committee Oct 2021- present
  • Women In Manufacturing ( WiM( Southern Wisconsin Chapter. Board member , Treasurer, Jan. 2018- Present
  • The Milwaukee Chamber Theater, Finance Committee, Sep 2019-Dec 2023
  • Women's Fund of Greater Milwaukee. Board Member Jan 201- Dec. 2022. Treasurer and Executive Committee.
  • Fox Point Bayside District School Board- Board Member and President Aug 2016-Apr 2020

Accomplishments

  • Women's Fund of Greater Milwaukee Philanthropist Award, Nov 2019
  • BMO Commercial Bank UPAF Campaign Co Chair anb Regional Committee May 2023- Present

Timeline

Managing Director, Commercial Banking

BMO Bank of Montreal
05.2016 - Current

Vice President, Commercial Banking

Bank Mutual Corp
09.2012 - 05.2016

Vice President

BMO Harris Bank NA
02.1988 - 06.1994

Bachelor of Arts - Finance

Universty of Kentucky

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Deborah Roesner