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
- Senior Vice President - Sr. Portfolio Strategist @ (September 2020 - Present)
- Vice President - Senior Portfolio Manager @ (March 2014 - September 2020)
- Assistant Vice President - Portfolio Manager @ (August 2011 - March 2014)
- Assistant Vice President - Portfolio Manager @ (November 2010 - August 2011)
- Investment Analyst @ (April 2009 - November 2010)
- Corporate Services Intern @ (September 2008 - March 2009)
- Equity Research Intern @ (June 2008 - August 2008)
- Corporate Services Intern @ (October 2006 - May 2008)
- Business Development Intern @ (June 2006 - August 2006)
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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