Kathryn Lyons Email & Phone Number
Regional Director of Investments - Northern States @ BMO Wealth Management - U.S.
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Kathryn Lyons Location
- Minneapolis, MN, US
Kathryn Lyons Work
- Regional Director of Investments - Northern States @ (April 2022 - Present)
- Director, Senior Portfolio Manager @ (May 2021 - April 2022)
- Vice President, Senior Portfolio Manager, U.S. Bank Private Wealth Management @ (January 2017 - April 2021)
- Senior Investment Consultant @ (May 2015 - December 2016)
- Director of Client Services @ (March 2010 - May 2015)
- Client Relationship Manager @ Gradient Analytics (September 2008 - March 2010)
- Regional Account Manager @ (September 2006 - September 2008)
- Application Consultant @ (January 2005 - September 2006)
Kathryn Lyons Education
- Arizona State University
Bachelor of Science (Finance)
2000-2004
Kathryn Lyons Skills
- Problem Solving
- Organization Skills
- Communication
- Analytical Skills
- ESG Investing
- Training
- Leadership
- Financial Analysis
- Microsoft Excel
- Management
- Account Management
- Business Development
- Investments
- Organizational Effectiveness
- Building Relationships
- Portfolio Management
- Creative Writing
- Team-oriented
- Team Leadership
- Investment Management
- Strategic Planning
- Team Oriented
- Credit
- Customer Service
- Project Management
- Research
- French
Kathryn Lyons Summary
- Kathryn Lyons, based in Minneapolis, MN, US, is currently a Regional Director of Investments - Northern States at BMO Wealth Management - U.S.. Kathryn Lyons brings experience from previous roles at BMO Wealth Management - U.S., U.S. Bank, Securian Financial Group and Intrinsic Research Systems. Kathryn Lyons holds a 2000 - 2004 Bachelor of Science in Finance @ Arizona State University. With a robust skill set that includes Problem Solving, Organization Skills, Communication, Analytical Skills, ESG Investing and more. Kathryn Lyons has 2 emails and 1 mobile phone numbers on RocketReach.
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