Jan Cliff Email & Phone Number
Senior Investment Manager @ First Community Trust, N.A.
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Jan Cliff Location
- Madison, WI, US
Jan Cliff Work
- Senior Investment Manager @ (April 2025 - Present)
- SVP Wealth Portfolio Manager @ (January 2022 - January 2025)
- Private Wealth Management Portfolio Manager @ (July 2020 - January 2022)
- President (Chief Operations Officer, Chief Financial Officer, Chief Compliance Officer) @ (January 2007 - January 2020)
- Equity Investment Manager (Portfolio Manager, Analyst, Trader) @ (January 1998 - January 2007)
Jan Cliff Education
- University of Wisconsin-La Crosse
Bachelor of Science - BS (Accounting and Finance)
- University of Wisconsin-Milwaukee
Master of Business Administration - MBA (Business Administration and Management, General)
Jan Cliff Skills
- Management
- Portfolio Management
- Business Development
- Equities
- Investments
- Valuation
- Retirement Planning
- Financial Analysis
- Trading
- Financial Advisory
- Strategy
- Risk Management
- Asset Management
- Financial Modeling
- Finance
- Strategic Planning
- Investment Strategies
- Asset Allocation
- Investment Advisory
- Spreadsheets
- Mutual Funds
- Capital Markets
- Wealth Management
- Budgeting
- Due Diligence
- Financial Planning
- Business Strategy
- Financial Services
- Business Valuation
- Forecasting
- Microsoft Excel
- Microsoft Office
- Leadership
- Decision Making
- Problem Solving
- Presentation
- Teamwork
- Interpersonal Skills
- Financial Statement Analysis
- Fundamental Analysis
- Investment Portfolios
- FactSet
- ETFs
- Wealth Management Services
- Personal Financial Planning
- Investment Policy
- Institutional Investments
- Chartered Financial Analyst
- High Net Worth Individuals
- Accounting
Jan Cliff Summary
- Jan Cliff, based in Madison, WI, US, is currently a Senior Investment Manager at First Community Trust, N.A.. Jan Cliff brings experience from previous roles at Johnson Financial Group, U.S. Bank, Kevin Bay Investments, LLC and American Family Insurance. Jan Cliff holds a Bachelor of Science - BS in Accounting and Finance @ University of Wisconsin-La Crosse. With a robust skill set that includes Management, Portfolio Management, Business Development, Equities, Investments and more. Jan Cliff has 3 emails and 1 mobile phone numbers on RocketReach.
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