Courtney Ware
Portfolio Manager at BMO Wealth Management
- Role
- Portfolio Manager at BMO Wealth Management - U.S.
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Portfolio Manager
Jul 2022 — Present · Chicago, IL, US
Private Client Investments Portfolio Manager • My Book of Business:$527M AUM, 300+ client relationships, 500+ client accounts
Education
University of Dayton
Bachelor of Science in Business Administration, Majors in Finance and Entrepreneurship
2015 — 2019
University of Georgia - Terry College of Business
Executive Program in Financial Planning
Skills
- Admirable Time Management
- Public Speaking
- Notably Interpersonal and Extremely Goal Oriented
- Problem Solving Intelligence
- Entrepreneurship
- Highly Organized with the Ability to Manage Multiple Projects at a Time
- Profound Levels of Initiative and Leadership
- Leadership
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