Karissa Zanoni
Portfolio Manager
- Role
- Portfolio Manager at Northwestern Mutual
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Karissa Zanoni
My education has provided me experiences in accounting, finance, and investment management. I work as an Associate Portfolio Manager for Private Client Services at Northwestern Mutual where my work includes monitoring the portfolios in my book of business and providing case consultations. I am continuing my education by working toward earning a CFA designation.Look forward to connecting!
Experience
Portfolio Manager
Jul 2025 — Present
Education
University of Wisconsin-Milwaukee
Bachelor of Business Administration - BBA, Accounting and Finance
Skills
- Event Planning
- Teamwork
- Microsoft Office
- Microsoft Word
- Bloomberg Terminal
- Analytical Skills
- Morningstar
- Financial Analysis
- Microsoft Excel
- Salesforce
- Factset
- Customer Service
- Accounting
- Equity Research
- Fund Services
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