Kristi Wano

Gestor de Cartera-Acciones en Sage Private Wealth Group LLC .

Finance

Consumer Services

Perfil

Ms. Kristi K.
Wano is a Senior Vice President & Senior Wealth Advisor at Sage Private Wealth Group LLC.
Ms. Wano previously held a pivotal role as Director and Private Wealth Advisor with BMO Private Bank, where she excelled in managing client relationships exceeding $400 million.
Her journey in finance includes Vice President positions in private banking with industry giants such as J.P.
Morgan Private Bank and Fifth Third Bank.
She received her undergraduate degree from the University of Western Kentucky.

Cargos activos de Kristi Wano

Empresas	Cargo	Inicio
Sage Private Wealth Group LLC Sage Private Wealth Group LLC Investment ManagersFinance Sage Private Wealth Group LLC (SAGE) is an independent, SEC-registered investment advisor headquartered in Oakbrook Terrace, Illinois. The firm was founded by Khaled Taha in 2011. SAGE offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities.	Gestor de Cartera-Acciones	01/12/2023

Todos los cargos activos de Kristi Wano

Antiguos cargos conocidos de Kristi Wano.

Empresas	Cargo	Fin
JPMorgan Chase Co. (Investment Management) JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions.	Corporate Officer/Principal	01/02/2014

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Formación de Kristi Wano.

University of Western Kentucky

Undergraduate Degree

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Sage Private Wealth Group LLC Sage Private Wealth Group LLC Investment ManagersFinance Sage Private Wealth Group LLC (SAGE) is an independent, SEC-registered investment advisor headquartered in Oakbrook Terrace, Illinois. The firm was founded by Khaled Taha in 2011. SAGE offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities.	Finance
JPMorgan Chase Co. (Investment Management) JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions.	Finance