Trisha Bose Email & Phone Number
Head - Wealth Analytics @ KeyBank
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Trisha Bose Location
- Cleveland, OH, US
Trisha Bose Work
- 2023 -now Head - Wealth Analytics @
- 2022 -2023 Chief of Staff (Interim) - Wealth Management @
- 2020 -2022 VP - Consumer Lead Strategy and Execution @
- 2017 -2020 Banking Analytics Manager – Client Experience and Retail Transformation @
- 2015 -2017 Manager - Strategic Projects @
- 2012 -2015 Senior Business Analyst @
- 2009 -2012 Manager and Senior Financial Analyst, Commercial Services Finance and Risk @
- 2008 -2009 Business Analyst - Commercial Construction Risk @
- 2007 -2007 Pricing Analyst @
- 2006 -2007 Financial Analyst - Intern @
- 2005 -2007 Assistant Project Manager (Contractor) – Business Planning @ Plan Lab
Trisha Bose Education
- Cleveland State University
MBA (Finance)
2006-2007 - The College of Wooster
BA (Economics)
2001-2004
Trisha Bose Skills
- Valuation
- Strategic Planning
- Finance
- Business Planning
- Forecasting
- Portfolio Management
- Financial Modeling
- Data Analysis
- Pricing
- Financial Risk
- Start-ups
- Marketing Strategy
- Equities
- Sales
- Accounting
- Loans
- Management
- Budgets
- Financial Analysis
- Banking
- Insurance
- Databases
- Mortgage Lending
- Entrepreneurship
- Internal Audit
- Strategy
- Analysis
- Business Analysis
- Leadership
- Risk Management
- Business Strategy
- Project Management
- Credit
- Project Planning
- Start Ups
- Microsoft Word
- Microsoft Office
Trisha Bose Summary
- Trisha Bose, based in Cleveland, OH, US, is currently a Head - Wealth Analytics at KeyBank. Trisha Bose brings experience from previous roles at KeyBank and Sterling Jewelers. Trisha Bose holds a 2006 - 2007 MBA in Finance @ Cleveland State University. With a robust skill set that includes Valuation, Strategic Planning, Finance, Business Planning, Forecasting and more. Trisha Bose has 1 emails and 2 mobile phone numbers on RocketReach.
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