Carol Schleif Cfa Fsa

FAQ About Carol Schleif Cfa Fsa

• What is Carol Schleif Cfa Fsa's address?

  Carol Schleif Cfa Fsa is located at
  Minneapolis, Minnesota, United States

• What is Carol Schleif Cfa Fsa's job title?

  Carol Schleif Cfa Fsa is a
  High energy investment professional with extensive front line experience in investment strategy development, team leadership, creative thinking / problem solving, and a keen focus on generating impactful outcomes for clients and colleagues. Intensely curious and a seasoned story teller with a knack for interpreting complex or emotional topics in a calming and understandable fashion. Decades of experience managing Ultra High Net Worth portfolios and clients, including team assembly, oversight and leadership; and executive level management with direct P&L oversight. Specialties include writing, speaking and media on a broad variety of investment topics including asset allocation and global strategy; portfolio construction; current market trends; how to select managers; behavioral finance; women & wealth; women IN wealth; impact and Socially Responsible investing; raising financially prudent kids; and long term thematic topics. Mentoring, coaching and guiding others' learning and development in the art and science of portfolio and client management have been a consistent passion throughout my career. Bmo Family Office

• What industry does Carol Schleif Cfa Fsa currently work in?

  Carol Schleif Cfa Fsa currently works in the
  Bmo Family Office

• What is Carol Schleif Cfa Fsa's area of expertise?

  Carol Schleif Cfa Fsa specializes in
  High energy investment professional with extensive front line experience in investment strategy development, team leadership, creative thinking / problem solving, and a keen focus on generating impactful outcomes for clients and colleagues. Intensely curious and a seasoned story teller with a knack for interpreting complex or emotional topics in a calming and understandable fashion. Decades of experience managing Ultra High Net Worth portfolios and clients, including team assembly, oversight and leadership; and executive level management with direct P&L oversight. Specialties include writing, speaking and media on a broad variety of investment topics including asset allocation and global strategy; portfolio construction; current market trends; how to select managers; behavioral finance; women & wealth; women IN wealth; impact and Socially Responsible investing; raising financially prudent kids; and long term thematic topics. Mentoring, coaching and guiding others' learning and development in the art and science of portfolio and client management have been a consistent passion throughout my career.

• Which languages does Carol Schleif Cfa Fsa speak? 

  Carol Schleif Cfa Fsa speaks the following languages:
  No languages available.

• Which industries has Carol Schleif Cfa Fsa previously worked in?   

  Carol Schleif Cfa Fsa has prior experience in the following industries:
  Bmo Family Office , Rowan Investment Strategies , Abbot Downing , Abbot Downing , Lowry Hill , John G Kinnard , First Trust Advisors , Piper Jaffray

• What is Carol Schleif Cfa Fsa’s work experience?  

  Carol Schleif Cfa Fsa has the following professional experience:
  Bmo Family Office , Bmo Family Office , Rowan Investment Strategies , Abbot Downing , Abbot Downing , Lowry Hill , John G Kinnard , First Trust Advisors , Piper Jaffray .

• How can I find Carol Schleif Cfa Fsa on LinkedIn?  

  You can view Carol Schleif Cfa Fsa’s
  LinkedIn profile at LinkedIn URL.

• What are Carol Schleif Cfa Fsa’s work email addresses?  

  Carol Schleif Cfa Fsa’s work email addresses are
  [email protected] .

• What company does Carol Schleif Cfa Fsa work for?  

  Carol Schleif Cfa Fsa works at
  Bmo Family Office