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Katie Florig, BMO Private Bank

IB’s Professional of the Week is the premier way to meet Dane County’s professionals. This week features Katie Florig, CFA, CFP, vice president–director of investments, BMO Private Bank.

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1. What are the most challenging and rewarding aspects of your job and why?

Hands down, the most rewarding part of my job is when a client is able to see that the plans we developed together have been successful. Challenges can come in many forms — sudden tax law or estate planning rule changes, the continued changes in banking and investment legislation, market upheavals, or sudden changes in client circumstances. These challenges are nothing new and my job is to try and steer my clients through the murky waters as smoothly as possible.

2. Who do you look up to or admire in business and why?

I have met many people who own their own businesses, from small bakeries to large manufacturing companies. I am always impressed with the ability these people have to juggle the myriad of aspects in running a business — ordering, processing, payroll, taxes, etc., and often all on top of a family and other personal interests and hobbies. Amazing!

3. What has been the high point of your career so far?

The times when I feel the most proud unfortunately don’t make for good storytelling. It is the note in the mail, the quick email, or the phone call when a client simply wants to let me know they feel good about what we are doing. This is why I got into this business in the first place and I feel greatly rewarded every time it happens. The markets are constantly evolving and fortunately I believe that my career will keep developing along with them.

4. Thinking back on your career, what advice would you give your 21-year-old self?

I am lucky in that I knew where I wanted to go in my field fairly early in my career. The markets have always fascinated me and I have enjoyed being a portfolio manager since the start. I have had the opportunity to work in both institutional and private wealth management, and I am glad I took the different roles as they became available. One thing I would have done is encourage the younger me to travel as much as possible before kids!

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