Kristi Wano
Gestionnaire de Portefeuille-Actions chez Sage Private Wealth Group LLC
Profil
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.
Postes actifs de Kristi Wano
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/12/2023 |
Anciens postes connus de Kristi Wano
| Sociétés | Poste | Fin |
|---|---|---|
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 |
Formation de Kristi Wano
| University of Western Kentucky | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
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 |
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 |
