Charissa Alldread

Client Service Associate

Charissa brings over 16 years of banking and client service expertise to her role as Client Service Associate. She began her career with BMO Retail Banking in 2009, where she held progressive roles including Customer Service Representative, Financial Services Coordinator, Financial Services Manager, and most recently, Private Banking Officer.

 

Her extensive background includes more than seven years with BMO Private Banking, where she specialized in delivering personalized, high-touch service to a diverse clientele. Charissa is recognized for her ability to build strong relationships, anticipate client needs, and provide exceptional experiences that foster trust and loyalty.