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Deals & People January 17, 2012
BMO Appoints Vice President/Relationship Managers
The Taft-Hartley
Services team of BMO Institutional Trust Services named both Scott A. Hockenberry
and Tyler Clark as vice president/relationship manager.
Reported by Corie Russell
They report to Kristy Perez, vice president and director of Taft-Hartley Services.
Based in the firm’s Chicago office, Hockenberry is responsible for developing member-directed recordkeeping relationships nationally. Operating out of the Los Angeles office, Clark’s primary focus is on establishing relationships in California and the West Coast region.
Before joining
the firm’s Taft-Hartley Services team, Hockenberry worked at MassMutual and
ULLICO with Taft-Hartley and Union-related clients. He has more than 15 years
of experience serving the customized needs of the labor community and is
recognized as a specialist in Taft-Hartley Fund member-directed recordkeeping
services. Hockenberry received a Bachelor of Science degree from Illinois State
University.
Clark previously worked at Union Bank of California and PacifiCare/United
Healthcare Inc. with Taft-Hartley and union-related clients. Clark has more than 10 years of experience serving the customized
trust and banking needs of the labor community and has a background in business
development and client service. He graduated from the University of Santa
Barbara and is a certified investment services member of the International
Foundation of Employee Benefit Plans.