Caroline Dabu is Head of Marketing and Client Strategy for the Private Client Group of BMO Financial Group.
She has overall accountability in leading the marketing strategy for BMO's wealth management businesses.
Prior to her appointment to this role in August 2005, Caroline was Head of Marketing for BMO Nesbitt Burns, BMO's full service investing business and one of Canada's largest brokerage firms.
In 2003 she
also assumed responsibility for the marketing of BMO Mutual Funds and Term Investments
Caroline joined BMO Financial Group in 2000 as Vice President of Marketing for BMO Nesbitt Burns.
In 2002, she was appointed Managing Director of the firm and in 2004 she was appointed to Senior Vice-President.
From 2003 to 2005, Caroline served on the Public Relations Committee of the Investment Funds Institute of Canada (IFIC), an association for the mutual fund industry.
Caroline holds a Bachelor of Journalism Honours Degree from Carleton University in Ottawa.
Previously Carrie was the Head of Canadian Sales/Trading at Citigroup Global Markets Canada for their newly opened equity trading desk in Toronto.
was responsible for starting, building and running the Institutional Equity desk which will trade global securities for Canadian Institutional clients.
Previous to her role at Citi, Carrie had been at UBS Securities for 8 years where she was an executive director.
Carrie had a number of roles over her time at UBS including starting and running their program trading desk.
She has been in equity trading for almost fifteen years and has also worked at HSBC and First Marathon Securities.
has an undergrad in Fine Arts from Western and an MBA from The Richard Ivey School of Business.
Carrie has been a member of WCM for 5 years and has helped in the organizing of Vinifera for the last 4 years including co-chairing the event last year.
helped found the diversity committee at UBS
and has been actively involved in mentoring and developing young people in the business through a variety of programs.
Carrie has also held executive roles on the board of the Institutional Equity Traders Association.
is a wife and a mother.