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education education education

Educational Institutions

Our bankers work closely with you to understand your goals and help you meet the unique needs of running your institution. 

Educational Institutions

Our bankers work closely with you to understand your goals and help you meet the unique needs of running your institution. 

education education education

Educational Institutions

Our bankers work closely with you to understand your goals and help you meet the unique needs of running your institution. 

Educational Institutions

Our bankers work closely with you to understand your goals and help you meet the unique needs of running your institution. 

education education education

Educational Institutions

Our bankers work closely with you to understand your goals and help you meet the unique needs of running your institution. 

Educational Institutions

Our bankers work closely with you to understand your goals and help you meet the unique needs of running your institution. 

   

Latest Insights

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Resource Title
Jan 99, 2099 | Primary Category, Secondary Category
short description goes here

BMO Experience & Expertise

 

BMO Commercial Bank is ready to invest in your students’ future by helping you build a successful educational institution. Whether you're a small public primary school or a large, nationally recognized university, a prominent private institution or a charter school, we offer the breadth of services and expertise to meet your unique needs. Our dedicated bankers are ready to help you with many aspects of running your institution, and can offer valuable insights gleaned from working with schools every day. Taking a collaborative approach, we’ll work closely with you to understand your goals and provide strategic advice and financial solutions to help you achieve them.

Educational Institutions Experts

Matt Simon View Profile

Matt Simon

Managing Director and Head, Institutional Markets Group

414-765-7478

Call four one four -seven six five -seven four seven eight 414-765-7478

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414-765-7478

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Matt Simon is currently Managing Director and Head of the Institutional Markets Group of BMO Commercial Bank. This group is responsible for the Bank’s governm…(..)

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Area of expertise: healthcare

Kathleen Belden View Profile

Kathleen Belden

Vice President, Education

312-461-3347

312-461-3347

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312-461-3347

312-461-3347

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Kathleen Belden is a Vice President in BMO Commercial Bank’s Institutional Markets group, focusing on education and not-for-profit clients throughout the U.S.…(..)

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Area of expertise: educational institutions

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Banking products are subject to approval and are provided in the United States by BMO Bank N.A. Member FDIC. BMO Commercial Bank is a trade name used in the United States by BMO Bank N.A. Member FDIC. BMO Sponsor Finance is a trade name used by BMO Financial Corp. and its affiliates.

Please note important disclosures for content produced by BMO Capital Markets. BMO Capital Markets Regulatory | BMOCMC Fixed Income Commentary Disclosure  |  BMOCMC FICC Macro Strategy Commentary Disclosure  |  Research Disclosure Statements.

BMO Capital Markets is a trade name used by BMO Financial Group for the wholesale banking businesses of Bank of Montreal, BMO Bank N.A. (member FDIC), Bank of Montreal Europe p.l.c., and Bank of Montreal (China) Co. Ltd, the institutional broker dealer business of BMO Capital Markets Corp. (Member FINRA and SIPC) and the agency broker dealer business of Clearpool Execution Services, LLC (Member FINRA and SIPC) in the U.S. , and the institutional broker dealer businesses of BMO Nesbitt Burns Inc. (Member Canadian Investment Regulatory Organization and Member Canadian Investor Protection Fund) in Canada and Asia, Bank of Montreal Europe p.l.c. (authorised and regulated by the Central Bank of Ireland) in Europe and BMO Capital Markets Limited (authorised and regulated by the Financial Conduct Authority) in the UK and Australia and carbon credit origination, sustainability advisory services and environmental solutions provided by Bank of Montreal, BMO Radicle Inc., and Carbon Farmers Australia Pty Ltd. (ACN 136 799 221 AFSL 430135) in Australia. "Nesbitt Burns" is a registered trademark of BMO Nesbitt Burns Inc, used under license. "BMO Capital Markets" is a trademark of Bank of Montreal, used under license. "BMO (M-Bar roundel symbol)" is a registered trademark of Bank of Montreal, used under license.

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The material contained in articles posted on this website is intended as a general market commentary. The opinions, estimates and projections, if any, contained in these articles are those of the authors and may differ from those of other BMO Commercial Bank employees and affiliates. BMO Commercial Bank endeavors to ensure that the contents have been compiled or derived from sources that it believes to be reliable and which it believes contain information and opinions which are accurate and complete. However, the authors and BMO Commercial Bank take no responsibility for any errors or omissions and do not guarantee their accuracy or completeness. These articles are for informational purposes only.

This information is not intended to be tax or legal advice. This information cannot be used by any taxpayer for the purpose of avoiding tax penalties that may be imposed on the taxpayer. This information is being used to support the promotion or marketing of the planning strategies discussed herein. BMO Bank N.A. and its affiliates do not provide legal or tax advice to clients. You should review your particular circumstances with your independent legal and tax advisors.

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To help the government fight the funding of terrorism and money laundering activities, federal law (USA Patriot Act (Title III of Pub. L. 107 56 (signed into law October 26, 2001)) requires all financial organizations to obtain, verify and record information that identifies each person who opens an account. When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask you to provide a copy of your driver's license or other identifying documents. For each business or entity that opens an account, we will ask for your name, address and other information that will allow us to identify the entity. We may also ask you to provide a copy of your certificate of incorporation (or similar document) or other identifying documents. The information you provide in this form may be used to perform a credit check and verify your identity by using internal sources and third-party vendors. If the requested information is not provided within 30 calendar days, the account will be subject to closure.