Jeff Stegeman
Senior Vice President - Sr. Portfolio Strategist at Key Private Bank
- Role
- Senior Vice President - Sr Portfolio Strategist at KeyBank
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Senior Vice President - Sr Portfolio Strategist
Sep 2020 — Present
Education
The University of Toledo
BBA, Finance
2006 — 2009
Skills
- Investment Strategies
- Alternative Investments
- Investment Management
- Investment Policy
- Financial Analysis
- Asset Allocation
- Risk Management
- Equity Research
- Stocks
- Bonds
- Equities
- Wealth Management
- Fixed Income
- Portfolio Management
- Options
- Finance
- Trust Management
- Valuation
- Due Diligence
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