Karissa Zanoni

Portfolio Manager

Role
Portfolio Manager at Northwestern Mutual
Location
Milwaukee, WI, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

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

  1. Portfolio Manager

    Northwestern Mutual

    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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Karissa Zanoni — Portfolio Manager at Northwestern Mutual in Milwaukee, WI, US | Unifers