Kate Loheyde
Client Relationship Manager-Stifel
- Role
- Client Relationship Manager - Stifel at Stifel Financial Corp.
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
Experience
Client Relationship Manager - Stifel
Feb 2023 — Present · Pittsburgh, PA, US
Education
University of Pittsburgh
B.A., Communication: Rhetoric and Communication
2007 — 2011
Skills
- Non-Profit Volunteering
- Investments
- Retirement Planning
- Consultative Selling
- Nonprofit Organizations
- Social Media
- Event Planning
- Microsoft Office
- Thomsonone
- Equities
- Public Speaking
- Customer Relationship Management (Crm)
- Customer Service
- Leadership
- Asset Allocation
- Mutual Funds
- Risk Management
- Microsoft Powerpoint
- Asset Management
- Business Development
- 401k Rollovers
- Prezi
- Networking
- Microsoft Excel
- Retirement
- Morningstar
- Research
- Coaching
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