Jeff Stegeman Email & Phone Number
Senior Vice President - Sr. Portfolio Strategist @ KeyBank
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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 Key Private Bank, KeyBank, MBT Wealth Management Group and Monroe Bank & Trust. 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.
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