Marti LaTour

Marti LaTour

Vice President Wealth Advisor at BMO Harris Private Bank

Location
West Palm Beach, Florida Area
Industry
Investment Management

As a LinkedIn member, you'll join 300 million other professionals who are sharing connections, ideas, and opportunities.

  • See who you and Marti LaTour know in common
  • Get introduced to Marti LaTour
  • Contact Marti LaTour directly

View Marti's full profile

Marti LaTour's Overview

Current
  • Vice President Wealth Advisor at BMO Harris Private Banking
  • Limited Partner at BELLE Capital USA LP
  • Investing Member at Women Angels, Inc
Past
Education
Connections

500+ connections

Marti LaTour's Summary

Driven Executive with strategic and tactical expertise in Investment Management and Wealth Planning, Entrepreneurial Investment and Advisement, Sales, Operations, Key Account/Revenue Management, Consumer Products, and Entreprenuership. Agent of change repeatedly sought to instill new corporate culture, revitalize/restructure business operations, and grow sales and profits incrementally. Consistently noted for integrity, executional excellence, team leadership and has the reputation of getting things done through motivation and accountability. Innovative leader who consistently surpasses objectives and guarantees Company outstanding representation to customers and the community.

Experience Highlights:
* Full range of wealth planning and investment management
* Coaching and mentoring over 1000 sales professionals in seven states
* Executive key account revenue management of 43.3M cases and net sales of $346M
* General and Sales Management of 640 employees and net sales of $270M
* Entrepreneurial strategies, analysis, investing and advisement
* Full P & L, Sales Revenue, Operations Management, cost reductions/business efficiencies
* Winner of over 50 National, Division/Region Sales Awards, Customer Awards & Incentives

Specialties:
* Asset-allocation advice
* Risk management
* Tax planning
* Retirement planning
* Multigenerational wealth planning
* Philanthropic planning
* Planning for selling a business
* Single stock and stock options planning
* Pension solutions
* Foundations and endowments
* Investment solutions for corporate executives
* Strategic Planning
* Change Leadership
* Turn Around Projects
* Client Relations
* Contract Negotiation - Union & Client
* Pricing Strategy
* Forecasting & Planning
* Coaching & Mentoring
* Entrepreneurship
* Business & Market Analysis
* Team Building & Development
* Executional Excellence
* Organizational Capabilities & Diversity
* Cost Reductions/Business Efficiencies
* KPI's & Accountability Measures

Marti LaTour's Experience

Vice President Wealth Advisor

BMO Harris Private Banking

Public Company; 501-1000 employees; Financial Services industry

May 2013Present (1 year 5 months) West Palm Beach, Florida Area

I am an advocate for my clients. After thoroughly understanding the goals and objectives of my clients, I build the appropriate team of professionals for their benefit. That team may include wealth specialists, investment professionals, trust and estate specialists, and financial planners. This team approach ensures each client receives relevant, professional advice in each aspect of their wealth management strategy. From growing wealth, managing debt, and preserving retirement income, to ensuring their legacy and transitioning wealth to younger generations, the goal is to develop a targeted plan to help achieve my clients goals.

Limited Partner

BELLE Capital USA LP

April 2011Present (3 years 6 months)

BELLE Capital USA, LP is an early stage angel fund focused on building great companies in Michigan and other, underserved geographic regions in the Midwest and South.

We look for capital efficient companies with a unique product or service filling an urgent market need. We target the mobile/internet/IT, technology-enabled services, life sciences/medical devices, advanced manufacturing and CleanTech market sectors.

Companies seeking our capital must have at least one female founder or C-level exec, and/or be willing to recruit top female talent to the C-suite and Board of Directors. We prefer teams with strong domain expertise, and proven commercialization and entrepreneurial experience.

We are active investors who believe our human capital is more valuable than our financial capital. We seek bold enterprises who welcome our expertise and insight, and who seek to leverage our leadership and experience.

Investing Member

Women Angels, Inc

January 2006Present (8 years 9 months)

Angel Investment group specializing in investing in and advising women owned start up and early stage businesses. To date have raised and invested over $4M. This group performs business analysis, due diligence, as well as serves in an advisory capacity for the start up and early stage businesses.

Public Company; 1001-5000 employees; AB; Investment Management industry

January 2012February 2013 (1 year 2 months) West Palm Beach, Florida Area

I advise individuals, families, institutions as well as trusts & estates, foundations, endowments and pension plans. I help clients identify their needs, customize a financial plan and then help them stay on track so they can acheive their financial goals. I build my business on referrals and by helping other professionals in meeting the goals of their clients.

Director of Sales - South East United States - Wal-Mart & Sam's

PepsiCo

Public Company; 10,001+ employees; PEP; Food & Beverages industry

May 2010April 2011 (1 year)

Responsible for 43.3 million cases and net sales of $346 million. One of six Walmart Director of Sales in the United States. Directed 15 key account managers throughout 5 states (FL, FA, NC, SC and TN).

Vice President - Florida Division

PepsiAmericas, Inc.

Public Company; 10,001+ employees; PEP; Food & Beverages industry

January 2007May 2010 (3 years 5 months)

Responsible for 640 employees, 17 million cases and net sales of $270 million. Full P&L responsibility. Sales operation encompassed a Marketing Manager, 3 Regional Managers and 8 Territory Managers, with 53 Account Sales Managers and over 165 Drivers and Merchandisers servicing 5 counties. Scope encompassed on-site leadership of non-reporting managers for Fleet, Production, Food Service, Finance, HR and Merchandising Equipment Departments.

Region Manager

PepsiAmericas, Inc.

Public Company; 10,001+ employees; PEP; Food & Beverages industry

December 1997January 2007 (9 years 2 months)

Held Region Manager positions in 4 regions (3 in Chicago, 1 in Milwaukee). Directed in total over 585 emloyees, 27.5 million cases/gallons and net sales of $322 million. Full P&L responsibility.

Sales Manager

PepsiAmericas, Inc.

Public Company; 10,001+ employees; PEP; Food & Beverages industry

October 1994December 1997 (3 years 3 months)

Held Sales Manager position in 2 regions in Chicago Division. Directed in total 180 employees, 16.4 million cases and sales of $197 million.

Account Executive

Pepsi-Cola General Bottlers

Public Company; 10,001+ employees; PEP; Food & Beverages industry

January 1990December 1997 (8 years)

Responsible for 15 key chain accounts, 4.8 million cases and $58 million in gross sales. Accounts included 7-Eleven, Cub Foods, Eagle Foods, K-mart, Venture, PharMor, Shell, Amoco and Clark Oil.

Marti LaTour's Honors and Awards

  • Finalist for "Women of the Year"

    Northern Palm Beach Chamber
    • October 2013

    As an outstanding leader who has attained the highest level of professional excellence in business.

  • Business Leader Award

    Palm Beach County Substance Awareness Coalition
    • September 2013

    For selfless contributions to the Coalition.

  • Feature of Florine Mark's "Remarkable Women" radio talk show

    Florine Marks
    • August 2013

    Florine Mark's features every week a women who has had a remarkable career or life on her "Remarkable Women" radio talk show in Detroit, Michigan.

  • Feature of "Local Business People to Watch"

    The Palm Beach Post
    • September 2013

    "Moving Up" article on position at BMO Private Bank and angel investing in women entrepreneurs.

Marti LaTour's Projects

  • "Palm Beach County Six Pillars Strategic Plan"

    • May 2011 to May 2012
    Team Members: Marti LaTour, Barbara Perino

    Palm Beach County business leaders created al 220-step plan for economic growth and sustainability. The "Six Pillars Community Strategic Plan" was created by the Economic Council of Palm Beach County and the Florida Chamber Foundation. The plan's authors spent months hosting meetings and gathering advice from some 350 people who work in the public and private sectors. This plan is ongoing and is now being implemented by designated leaders in their areas of expertise. I was part of the team that brain stormed on the ideas that came to be implemented. My focus was in the area of Quality of Life.

    ...

Marti LaTour's Skills & Expertise

  1. Strategic Planning
  2. Pricing Strategy
  3. Entrepreneurship
  4. Contract Negotiation
  5. Sales Management
  6. P&L Management
  7. Strategy
  8. Management
  9. Forecasting
  10. Start-ups
  11. Leadership
  12. Team Building
  13. Retail
  14. Sales
  15. Mergers & Acquisitions
  16. Team Leadership
  17. Business Strategy
  18. Sales Operations
  19. Change Management
  20. Product Development
  21. Organizational Development
  22. Key Account Management
  23. New Business Development
  24. Leadership Development
  25. Recruiting
  26. Account Management
  27. Marketing
  28. Budgets
  29. Cross-functional Team Leadership
  30. Training
  31. Coaching
  32. Analysis
  33. Operations Management
  34. Market Analysis
  35. Risk Management
  36. Financial Analysis
  37. Business Analysis
  38. Business Planning
  39. Competitive Analysis
  40. Investments
  41. Finance
  42. Project Planning
  43. Human Resources
  44. Executive Management
  45. Venture Capital
  46. Due Diligence
  47. Business Development
  48. Market Research
  49. CRM
  50. Strategic Partnerships

View All (50) Skills View Fewer Skills

Marti LaTour's Education

Lewis University

MBA, Business & Marketing

19911993

Activities and Societies: *Grade point average of 3.82 of 4.0 *Concentration in Marketing, Finance and Operations

Lewis University

Private Pilot license, Private Pilot

19901992

Activities and Societies: Graduated with High Honors Academic Excellence Award - College of Business Outstanding College Students of America University Honor Organization Gamma Chi Chapter of Delta Epsilon Sigma

Lewis University

Bachelors, Marketing

19811989

Activities and Societies: * Grade point average of 3.84 of 4.0

Marti LaTour's Additional Information

Interests:

Business opportunities, Job opportunities, Interior Design & Architecture, Networking, Travel, Boating, Golf, Flying, Tennis, Water & Snow Skiing.

Groups and Associations:

Palm Beach County Food Bank – Board of Directors, Angel Forum of Florida – Board of Directors, Keep Florida Beautiful, Board of Directors, Criminal Justice Commission of Palm Beach County, Appointed, Exec. Comm., Michelle’s Miracle – Board of Directors, Corporate Creations, Advisory Board, Economic Council of Palm Beach County, Board of Directors Exec. Comm., Kravis Center – Corporate Partners Executive Committee, Florida Atlantic University – Business Advisory Board, Honorary Chair Palm Beach County Substance Awareness Coalition Fundraiser, Florida Atlantic Business Plan Competition Judge, Young Friends of the Kravis Center Board, Palm Beach State College Business Council, Keiser University Board of Advisors /Business, Palm Beach Business Group, Business Development Board, Forum Club, Gold Coast Venture Capital Association, Palm Beach Tax Institute, Executive Women of the Palm Beaches, Palm Beach & North Palm Beach Chambers, Diversity Advisory Council for PepsiAmericas.

Honors and Awards:

Cambridge Who's Who
Athena Award of Palm Beach County, Nominee
"Must Know Contact" Florida Trends May 2010 issue
Mentor for "Girls Going Places" entreprenuership conferences
Ranked #1 in U.S. for Walmart execution event
Winner of 5 of 7 Region Leadership Sales awards
3 time Division Sales Leader
President's Award from 7-Eleven/Southland Corporation
Account Executive of the Year from Cub Foods
Graduated with High Honors
Academic Excellence Award - College of Business
Outstanding College Students of America
University Honor Organization
Gamma Chi Chapter of Delta Epsilon Sigma

Contact Marti for:

  • career opportunities
  • consulting offers
  • new ventures
  • expertise requests
  • business deals
  • reference requests
  • getting back in touch

View Marti LaTour’s full profile to...

  • See who you and Marti LaTour know in common
  • Get introduced to Marti LaTour
  • Contact Marti LaTour directly

View Marti's full profile

Viewers of this profile also viewed...