Elisabeth Mohr Location
Kansas City, MO, US
Elisabeth Mohr Work
- 2025 - now Northern CA Region @ Creative Planning
- 2023 - 2023 Managing Director @ SVB Private
- 2022 - 2023 Sr. Investment Specialist @ SVB Private
- 2018 - 2021 Portfolio Manager @ Silicon Valley Bank
- 2013 - 2016 Portfolio Manager @ Northern Trust Wealth Management
- 2012 - 2013 Portfolio Manager @ Northern Trust Wealth Management
- 2010 - 2012 Associate Portfolio Manager @ Northern Trust Wealth Management
- 2008 - 2010 Portfolio Manager Associate, Officer @ U.S. Trust
- 2007 - 2008 Assistant Portfolio Manager @ U.S. Trust
- 2006 - 2007 Portfolio Manager Assistant @ U.S. Trust
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
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 1 mobile phone numbers on RocketReach.
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Top Creative Planning Employees
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Tim Engeldinger
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Tampa, FL, US22 -
Stephanie Trentham
Managing Director at Creative Planning
Midlothian, VA, US35+
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