1993 -1997 Owner (Portfolio Manager, Business Strategist, Business Development) @ Merit Investment Group
1983 -1993 Portfolio Manager @
1982 -1983 Treasury Management (Client Service, Business Development) @
Sara Walker Education
University of Wisconsin-Milwaukee - Lubar School of Business
University of Wisconsin-Milwaukee
Master of Business Administration (MBA)
University of Wisconsin-Parkside
BS (Finance and Economics)
Sara Walker Skills
Portfolio Management
Public Speaking
Financial Analysis
Economics
Investments
Strategic Planning
Business Economics
Finance
Leadership
Banking
Management
Treasury Management
Business Development
Retirement Planning
Cash Management
Wealth Management
Financial Services
Risk Management
Asset Management
Commercial Lending
Financial Planning
Writing
Nonprofits
Investment Advisory
Series 7
Investment Strategies
Commercial Banking
Asset Managment
Credit
Private Banking
Investment Management
Sara Walker Summary
Sara Walker, based in Milwaukee, WI, US, is currently a Vice President of Investments at Catholic Financial Life. Sara Walker brings experience from previous roles at BMO Private Wealth and Associated Bank. Sara Walker holds a University of Wisconsin-Milwaukee - Lubar School of Business. With a robust skill set that includes Portfolio Management, Public Speaking, Financial Analysis, Economics, Investments and more. Sara Walker has 2 emails and 1 mobile phone numbers on RocketReach.
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