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Steve Kwei — National Head of Banking, BMO Wealth Management U.S. · BMO Bank · Los Angeles, California, United States.
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About
Steve Kwei is National Head of Banking at BMO Wealth Management - U.S., having joined the firm as U.S. Head of Banking in August 2025. BMO’s profile describes more than 20 years of banking and lending experience across Merrill Lynch, Morgan Stanley, Deutsche Bank and Citi Private Wealth, where it identifies him as Global Head of Structured Lending. His published experience includes wealth-lending product transformation, balance-sheet management, process improvement, digitization and AI/ML-enabled banking platforms, as well as lending involving art, aircraft, commercial real estate and illiquid assets. He holds a B.S. in Finance and an M.S. in Business (Data) Analytics from Rutgers Business School, with Summa Cum Laude honors.
Experience
U.S. Head of BankingCurrent
BMO Wealth Management - U.S. · Los Angeles, California, United States
Aug 2025 – Present
Managing Director, Global Structured Lending
Citi · Los Angeles, California, United States
Jan 2024 – Aug 2025
Product development, management and loan origination including art, aircraft, tailored residential real estate, commercial real estate, unsecured, hedge funds and private equity interest, financial sponsors, sports teams and leagues and life insurance. Reimagining the structured Lending Platform by leveraging AI/ML and digital workflow tools to streamline lending process and data analytics to enhance risk management and product management.
Education
Skills
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