Analyst Accounting

John A Montgomery, CFA, CAIA

**** * ******* #*** ******* IL 60614

PHONE 319-***-**** ( E-MAIL ***********@*******.***

Professional experience

Harris Bank, Private Bank (BMO) Chicago, IL

Jan. 2007 - Present

Fixed Income Analyst

Provide final approval as well as ongoing surveillance of bank collateral

and fixed income purchases that are included in the bank's investment

portfolio. The portfolio is ranked 9th in size out of all U.S. bank

municipal investment portfolios and has increased from $725M to $1.5B since

January 2007. I have also developed and improved the reporting method for

OTTI (other than temporary impairment) that is reported directly in BMO's

financial statements.

Responsible for providing coverage of Municipal and Corporate fixed income

holdings for Harris N.A., the Harris Private Bank, and certain Harris

Investment Management funds and clients

Responsible for money market fund and fixed income mutual fund

approval/deletion as well as surveillance for Private Bank Clients

Voting Member of the Fixed Income Oversight Committee (FIOC) as well as a

participant in the Open Architecture Review Committee (OARC)

Fixed Income Utility Member providing an in-house total return fixed income

product for private bank clients

Van Kampen Investments (Morgan Stanley) Oakbrook, IL

Dec. 2005 - Jan. 2007

Credit Analyst Unit Investment Trust Division

Was responsible for the surveillance of over 38 Corporate and 100 Municipal

credits with a market value of $344 million

Involved in the analysis and approval of bond acquisitions in the creation

of new Trusts/Portfolios

Part of a team that monitored over 1,500 equity holdings contained in VK

Trusts as well as current economic events

Merritt Research Services L.L.C. Cedar Rapids, IA

June 2002 - Dec. 2005

Financial Statement Examiner II

Was responsible for the final analysis and approval of procured and

standardized audited financial statements of over a thousand Municipal

Credits

Worked directly with clients to discuss any questions they may have had

concerning the presentation of our data and/or analysis

Continually revised our templates to conform with changing accounting

standards and methods along with clients changing needs

Education/Professional Associations

University of Iowa, B.B.A. Finance and an Emphasis in Accounting May 2002

Member of CFA Society of Chicago and the Chicago Municipal Analyst Society

CFA Charter Holder

CAIA Charter Holder

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