Carol Schleif's Location
Minneapolis, MN, US
Carol Schleif's Work
- Chief Investment Officer @ CTC Consulting
- Deputy Chief Investment Officer @ CTC Consulting
- Founder and CEO @ Rowan Investment Strategies LLC
- Deputy Chief Investment Officer @ Wells Fargo Private Bank
- Regional Chief Investment Officer, Asset Management @ Wells Fargo Private Bank
- Partner and Investment Principal @ Wells Fargo Private Bank
- Director of Research @ John G. Kinnard & Co
- Vice President and Research Analyst @ First Trust Advisors
- Market Strategist @ Piper Jaffray
Carol Schleif's Education
- Hamline University
Master of Business Administration - MBA (Business / Finance)
2018 - 2020 - William Woods University
BA (Double Major: Business Administration | Equestrian Science)
1980 - 1983
Carol Schleif's Skills
- Asset Management
- Asset Allocation
- Investments
- Portfolio Management
- Wealth Management
- Investment Strategies
- Equities
- Alternative Investments
- Investment Advisory
- Investment Management
Carol Schleif's Summary
Carol Schleif, based in Minneapolis, MN, US, is currently a Chief Investment Officer at BMO Family Office, bringing experience from previous roles at BMO Family Office, Rowan Investment Strategies LLC and Abbot Downing. Carol Schleif holds a 2018 - 2020 Master of Business Administration - MBA in Business / Finance @ Hamline University. With a robust skill set that includes Asset Management, Asset Allocation, Investments, Portfolio Management, Wealth Management and more, Carol Schleif contributes valuable insights to the industry. Carol Schleif has 3 emails and 1 mobile phone number on RocketReach.
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