Elisabeth Mohr Email & Phone Number
Northern CA Region @ Creative Planning
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Elisabeth Mohr Location
- Kansas City, MO, US
Elisabeth Mohr Work
- Northern CA Region @ (July 2025 - Present)
- Managing Director @ (April 2023 - July 2023)
- Sr. Investment Specialist @ (April 2022 - April 2023)
- Portfolio Manager @ (September 2018 - August 2021)
- Portfolio Manager @ (December 2013 - March 2016)
- Portfolio Manager @ (December 2012 - November 2013)
- Associate Portfolio Manager @ (August 2010 - December 2012)
- Portfolio Manager Associate, Officer @ (August 2008 - August 2010)
- Assistant Portfolio Manager @ (August 2007 - August 2008)
- Portfolio Manager Assistant @ (March 2006 - July 2007)
- Client Service Coordinator @ (June 2002 - July 2003)
Elisabeth Mohr Education
- Saint Mary's College, Notre Dame
B.A. (Double Major: Economics and Business Administration (Marketing concentration), minor: Mathematics)
1998-2002
Elisabeth Mohr Skills
- Portfolio Management
- Wealth Management
- Women's Issues
- Investments
- Economic Growth
- Investment Management
- Asset Management
- Asset Allocation
- High Net Worth Individuals
- Investment Strategies
- Financial Services
- Finance
- Management
- Financial Risk
- Strategy
- Leadership
- Wealth Management Services
- Banking
- Investment Advisory
- Financial Analysis
- Adult Education
- Secondary Education
- Teaching
Elisabeth Mohr Summary
- Elisabeth Mohr, based in Kansas City, MO, US, is currently a Northern CA Region at Creative Planning. Elisabeth Mohr brings experience from previous roles at SVB Private, Silicon Valley Bank and Northern Trust Wealth Management. Elisabeth Mohr holds a 1998 - 2002 B.A. in Double Major: Economics and Business Administration (Marketing concentration), minor: Mathematics @ Saint Mary's College, Notre Dame. With a robust skill set that includes Portfolio Management, Wealth Management, Women's Issues, Investments, Economic Growth and more. Elisabeth Mohr has 2 emails and 2 mobile phone numbers on RocketReach.
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