Karen Mcmillan Email

Portfolio Counselor - Osborne Partners Capital Management @ Osborne Partners Capital Management, LLC

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Karen Mcmillan's Location

San Francisco, CA, US

Karen Mcmillan's Work

Portfolio Counselor - Osborne Partners Capital Management @ Osborne Partners Capital Management, LLC
Financial Advisor @ Merrill Lynch
Financial Advisor @ New York Fitness

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Financial Advisor @ KeyBanc Capital Markets
Financial Advisor, Trust and Investment Management @ Bangor Savings Bank
Investment Advisor @ NBF Canada

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Karen Mcmillan's Skills

Investment Strategies
Investments
Investment Management

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Equities
Financial Advisory
Portfolio Management
Retirement Planning
Wealth Management
Finance
High Net Worth Individuals

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Karen Mcmillan's Summary

Karen McMillan, based in San Francisco, CA, US, is currently a Portfolio Counselor - Osborne Partners Capital Management at Osborne Partners Capital Management, LLC, bringing experience from previous roles at Merrill Lynch, UBS, McDonald Investments and Bangor Savings Bank. With a robust skill set that includes Investment Strategies, Investments, Investment Management, Equities, Financial Advisory and more, Karen McMillan contributes valuable insights to the industry. Karen McMillan has 2 emails on RocketReach.

Karen Mcmillan Email Address

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