Stacee Kratovil is a eficient professional, that works in BMO Harris Private Bank on the position of Associate Portfolio Manager since 2011. This person has earned professional experience in more than four positions at different companies. Stacee Kratovil went to the Washington State University and received education from 2007 to 2011. This professional has the following qualifications: License Provided Upon Request and Certified Financial Planner™. Sheboygan, Wisconsin is the city, where this person was known to settle. The professional's phone number and email can be easily accessed through this website on demand.
Name variants:
Stacee Kratovil
Last updated Jun 18, 2024
Contact Information
Workplace
Colleagues
Work History
Associate Portfolio Manager
Greater Seattle Area
Responsibilities as an Associate Portfolio Manager at BMO Harris Private Bank include managing a small book of accounts, while assisting four Senior Portfolio Managers and two Wealth Advisor...
from May 2011
Portfolio Manager
A group of Undergraduate students at Washington State University manage $1,400,000 of the University's endowment in a large capitalization portfolio. As Porfolio Manager I run investment mee...
Sep 2010 — Jan 2011
Junior Project Estimator
As a member of the Austin Specialties staff I work alongside a small team of junior and senior estimators to answer requests for proposals and quotes. Through this small operation I search a...
May 2009 — Aug 2010
Float Bank Teller
As a member of the Frontier Bank team, I traveled to various Frontier Bank branches in Washington state and relieved permanent tellers for vacation and sick days and was also entrusted with ...
May 2008 — Jan 2009
Education
2007 — 2011
Occupations
Executive
Vice President
Financial Broker
Portfolio Manager
Supporting Member
Managers
Manager
Co-Manager
Security
Chief Executive
Investment Analyst
Financial Analyst
Team Member
Operations Manager
Skills
Portfolio Management
Wealth Management
Investments
Finance
High Net Worth Individuals
Mutual Funds
Investment Management
Alternative Investments
Financial Services
Asset Management
Asset Allocation
Financial Analysis
Financial Advisory
Investment Advisory
Strategy
Banking
FAQs about Stacee Kratovil
What's the main profession of Stacee Kratovil?
This professional's job is Vice President | Private Wealth
What jobs is Stacee Kratovil proficient at at?
Stacee is a professional such jobs as Executive and Vice President.
Where does Stacee Kratovil currently live?
Stacee Kratovil lives in Sheboygan, Wisconsin.
What is Stacee Kratovil's email?
Stacee Kratovil's email is st**@theharris.com.
Where did Stacee Kratovil work?
Stacee worked at BMO Harris Private Bank, Cougar Investment Fund.
Does Stacee Kratovil have personal webpage or blog?
This professional`s website is http://www.cb.wsu.edu/~cougfund/.
Where has Stacee Kratovil studied?
Stacee studied at the Washington State University from 2007 to 2011.
Are there any professional certifications Stacee Kratovil has?
The professional received the following certifications: License Provided Upon Request and Certified Financial Planner™.