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Lalana Dulan, Trust Operations Officer, brings nearly two decades of expertise in financial services and trust operations to our Private Wealth team. Previously at BMO Global Asset Management, Lalana excelled in managing complex account acquisitions, leading client transitions, and developing strategic solutions for trust services. Their proven track record includes successfully guiding clients through implementation decisions while maintaining strong relationships with both internal teams and external partners.
Lalana holds a degree in Business Management from Upper Iowa University, with specialized focus in Business Management principles. This academic foundation, combined with comprehensive industry experience, enables them to deliver innovative solutions while maintaining the highest standards of accuracy and client service in trust operations.
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