Jeff Stegeman Email & Phone Number

Senior Vice President - Sr. Portfolio Strategist @ KeyBank

5 free lookup(s).

Jeff Stegeman Location

Seattle, WA, US

Jeff Stegeman Work

2020 - now Senior Vice President - Sr. Portfolio Strategist @
2014 - 2020 Vice President - Senior Portfolio Manager @
2011 - 2014 Assistant Vice President - Portfolio Manager @
2010 - 2011 Assistant Vice President - Portfolio Manager @
2009 - 2010 Investment Analyst @
2008 - 2009 Corporate Services Intern @
2008 - 2008 Equity Research Intern @
2006 - 2008 Corporate Services Intern @
2006 - 2006 Business Development Intern @

Jeff Stegeman Education

The University of Toledo
BBA (Finance)
2006 - 2009
Ottawa Hills High School 2001 - 2005

Jeff Stegeman Skills

Investment Management
Portfolio Management
Risk Management
Due Diligence
Asset Allocation
Investment Strategies
Stocks
Bonds
Alternative Investments
Options
Trust Management
Investment Policy
Valuation
Financial Analysis
Finance
Equity Research
Wealth Management
Fixed Income
Equities

Jeff Stegeman Summary

Jeff Stegeman, based in Seattle, WA, US, is currently a Senior Vice President - Sr. Portfolio Strategist at KeyBank. Jeff Stegeman brings experience from previous roles at KeyBank and MBT Wealth Management Group. Jeff Stegeman holds a 2006 - 2009 BBA in Finance @ The University of Toledo. With a robust skill set that includes Investment Management, Portfolio Management, Risk Management, Due Diligence, Asset Allocation and more. Jeff Stegeman has 2 emails and 2 mobile phone numbers on RocketReach.

Jeff Stegeman Emails

Found 2 emails

Jeff Stegeman Phone Numbers

Found 3 phone numbers

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