Teresa Brooks
Senior Portfolio Manager at U.S. Bank Private Wealth Management
- Role
- Senior Portfolio Manager at U s Bank Private Wealth Management at U.S. Bank
- Location
- Madison, WI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Teresa Brooks
On a daily basis, I manage portfolios to coordinate our clients’ investments with their…
Experience
Senior Portfolio Manager at U s Bank Private Wealth Management
Jun 2018 — Present · Madison, WI, US
Skills
- Retirement Planning
- Portfolio Management
- Fixed Income
- Investment Management
- Certified Financial Planner ™
- Asset Allocation
- Bonds
- Investments
- Investment Advisory
- Strategic Financial Planning
- Estate Planning
- Wealth Management
- Strategy
- Finance
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