Davis Mati, Wealth Management Development Associate at BMO Wealth Management - U.S.

Davis Mati

Wealth Management Development Associate at BMO Wealth Management - U.S. | Chicago, Illinois, United States

Profile last verified July 2026
Financial Services Verified Profile Chicago, Illinois, United States DePaul University
Verified

Work Email

***@depaul.edu

Last verified August 2026

Personal Email

***@aol.com

Personal • High Confidence

Phone Number

1(8*****

United States • Mobile

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Davis Mati Socials
Davis Mati Work Experience

Wealth Management Development Associate at BMO Wealth Management - U.S. in August 2025 - Present

Assurance Intern - Construction Team at CLA (CliftonLarsonAllen) in January 2025 - April 2025

Vice President of Professional Activities at Delta Sigma Pi - Alpha Omega in March 2024 - March 2025

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Fall Campus Ambassador at BMO Wealth Management - U.S. in September 2024 - December 2024

Private Banking Intern at BMO Wealth Management - U.S. in June 2024 - December 2024

Strategy Consulting Case Competition at Protiviti in September 2024 - September 2024

Credit Analysis Case Competition at BMO in October 2023 - November 2023

Retail Sales Associate at The North Face, a VF Company in December 2021 - September 2022

Pool Coordinator at Skokie Park District in June 2019 - August 2022

Davis Mati Education

DePaul University, Bachelor of Science - BS, August 2026

DePaul University - Keeley Center Academy, August 2026

Niles West High School, August 2026

Davis Mati Skills
Analysis of Alternatives Risk Management Investments Strategies Strategy Consulting Investment Industry Economics Financial Analysis Investment Management Strategies Standards, Ethics, and Regulations Investment Industry Economics Financial Analysis Investment Management Strategies Standards, Ethics, and Regulations Financial Literacy Business Development Bloomberg Terminal Valuation Leveraged Buyouts (LBO) Financial Modeling Networking Microsoft Word Microsoft Presentation Microsoft Excel Teamwork Networking Attention to Detail Customer Interaction Finance Forecasting Loan Presentation Financial Statements Analysis Financial Modeling Accounting Corporate Finance VLOOKUP Data Analysis PivotTables Relationship Building Coaching Persuasive Writing Observation Focal Point Leadership Microsoft Office Microsoft Outlook Writing Customer Experience Presentations Presentation Skills Microsoft PowerPoint Oral Communication Interpersonal Skills Problem Solving Organization Skills Microsoft Excel Critical Thinking Team Management Written Communication Team Leadership Pool Service Lifeguarding Decision-Making Employee Training Communication Sales Teamwork Product Knowledge Customer Service
About Davis Mati’s Current Company
BMO Wealth Management - U.S.

At BMO Wealth Management, you and your family are at the center of our approach. We serve individuals and families of various wealth levels with a full suite of wealth management solutions including wealth planning, banking and borrowing, investment management, retirement planning, trust and estate services, charitable giving, risk management, tax planning strategies and ultra-high net worth services. We work with you to understand your full financial picture. Our team knows how to navigate the nuances and complexities of wealth management so that you can have the confidence that your goals are within reach. We're prepared to answer the questions you have and ask the ones you haven't, and take deliberate, thoughtful action to help get you where you want to go. Please visit https://uswealth.bmo.com/ for more information and important disclosures.

Discover more about BMO Wealth Management - U.S.
Davis Mati’s Colleagues
Justice Cody

Justice Cody

Chicago, Illinois, United States

BMO Wealth Management | DePaul University Finance Honors Graduate | Keeley Academy Graduate

Operational Specialist at BMO Wealth Management - U.S.
(August 2025 – Present)

Amy Wanlass

Amy Wanlass

Los Angeles, California, United States

Senior Director, BMO Family Office

Senior Director, Family Office Planning at BMO Wealth Management - U.S.
(August 2024 – Present)

Jordan Williams

Jordan Williams

New York, New York, United States

Business Transition Advisory @ BMO

Business Planning Consultant - Business Transition Advisory Group (BTAG) at BMO Wealth Management - U.S.
(Jan 2025 – Present)

Eduardo Tobon

Eduardo Tobon

West Palm Beach, Florida, United States

Wealth Creator & Strategic Advisor | P&L Growth Operator | Investor & Board Member | YPOer

Managing Director & Florida East Market Executive at BMO Wealth Management - U.S.
(Apr 2026 – Present)

John Ippolito

John Ippolito

New York, New York, United States

National Head of Regions & Client Enablement, at BMO Wealth Management U.S.

National Head of Regions for The Private Bank at BMO Wealth Management, U.S. Also, leading efforts for Client Enablement with regions, markets and teams to drive sales & revenue outcomes. Collaboration with Head of Wealth Management, Michele Havens, in partnership with Regiona...

Sean Lightner

Sean Lightner

Chicago, Illinois, United States

Director, Private Equity Credit (GP Lending), BMO Wealth Management

Director, Private Equity Credit at BMO Wealth Management - U.S.
(Jun 2025 – Present)

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Frequently asked questions about Davis Mati

What is Davis Mati email address?

Email Davis Mati at [email protected] and [email protected]. This email is the most updated Davis Mati's email found in 2026.

What is Davis Mati phone number?

Davis Mati phone number is 1(847) 312-2221.

How to contact Davis Mati?

To contact Davis Mati send an email to [email protected] or [email protected]. If you want to call Davis Mati try calling on 1(847) 312-2221. (updated on July 2026)

What company does Davis Mati work for?

Davis Mati works for BMO Wealth Management - U.S..

What is Davis Mati's role at BMO Wealth Management - U.S.?

Davis Mati is Wealth Management Development Associate

What industry does Davis Mati work in?

Davis Mati works in the Financial Services industry.

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