Matthew Simon

Matthew Simon

Commercial Banking Relationship Manager

Followers of Matthew Simon2000 followers
location of Matthew SimonMilwaukee, Wisconsin, United States

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  • Timeline

  • About me

    Managing Director, Head Institutional Markets

  • Education

    • Iowa State University - Ivy College of Business

      1994 - 1997
      Bachelor of Science - BS Finance and Accounting
  • Experience

    • Wells Fargo

      Jun 1997 - Oct 2002
      Commercial Banking Relationship Manager
    • BMO Harris Bank

      Oct 2002 - Oct 2010
      Senior Vice President | Team Leader Commercial Banking
    • Wells Fargo

      Nov 2010 - Apr 2015
      Vice President | Senior Relationship Manager Commercial Banking
    • BMO Commercial Bank

      Apr 2015 - now
      • Managing Director, Head Institutional Markets

        Nov 2023 - now
      • Managing Director | Team Leader

        Jan 2019 - Nov 2023
      • Senior Vice President | Team Leader Commercial Banking

        Apr 2015 - Dec 2018
  • Licenses & Certifications

    • Certified Treasury Professional (CTP)

      Association for Financial Professionals
      Jul 2020
  • Honors & Awards

    • Awarded to Matthew Simon
      40 under 40 Madison's InBusiness Magazine 2004
  • Volunteer Experience

    • Board Member

      Issued by Teach For America Milwaukee on Dec 2024
      Teach For America MilwaukeeAssociated with Matthew Simon
    • Executive Board Member

      Issued by Milwaukee Public Library Foundation on Jul 2013
      Milwaukee Public Library FoundationAssociated with Matthew Simon
    • Board Member, Finance Committee Chair

      Issued by Shorewood Foundation on Jun 2014
      Shorewood FoundationAssociated with Matthew Simon
    • Judge: Governor's Business Plan Contest

      Issued by Wisconsin Technology Council on Jun 2009
      Wisconsin Technology CouncilAssociated with Matthew Simon
    • Career Coach | Advisory Board Member

      Issued by My Life My Plan on Jan 2012
      My Life My PlanAssociated with Matthew Simon