Kristi Wano
Portefeuillebeheerder-Aandelen bij Sage Private Wealth Group LLC
Profiel
Ms. Kristi K.
Wano is a Senior Vice President & Senior Wealth Advisor at Sage Private Wealth Group LLC.
Ms. Wano previously held a pivotal role as Director and Private Wealth Advisor with BMO Private Bank, where she excelled in managing client relationships exceeding $400 million.
Her journey in finance includes Vice President positions in private banking with industry giants such as J.P.
Morgan Private Bank and Fifth Third Bank.
She received her undergraduate degree from the University of Western Kentucky.
Actieve functies van Kristi Wano
| Bedrijven | Functie | Begin |
|---|---|---|
Sage Private Wealth Group LLC
 Sage Private Wealth Group LLC Investment ManagersFinance Sage Private Wealth Group LLC (SAGE) is an independent, SEC-registered investment advisor headquartered in Oakbrook Terrace, Illinois. The firm was founded by Khaled Taha in 2011. SAGE offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. | Portefeuillebeheerder-Aandelen | 01-12-2023 |
Eerdere bekende functies van Kristi Wano
| Bedrijven | Functie | Einde |
|---|---|---|
JPMorgan Chase Co. (Investment Management)
 JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions. | Corporate Officer/Principal | 01-02-2014 |
Opleiding van Kristi Wano
| University of Western Kentucky | Undergraduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
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Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Sage Private Wealth Group LLC
Sage Private Wealth Group LLC Investment ManagersFinance Sage Private Wealth Group LLC (SAGE) is an independent, SEC-registered investment advisor headquartered in Oakbrook Terrace, Illinois. The firm was founded by Khaled Taha in 2011. SAGE offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. | Finance |
JPMorgan Chase Co. (Investment Management)
JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions. | Finance |
