Ronee Nicole Greazel

Gestionnaire de Portefeuille-Actions chez Great Lakes Advisors LLC

Profil

Ms. Ronee N.
Greazel, CFA MBA, is a Client Portfolio Manager at Great Lakes Advisors LLC.
She joined the firm in 2018 and provides comprehensive investment management services to high-net-worth families and institutions.
She works with clients to create an investment plan tailored to each individual’s unique needs.
With her experience and commitment to service, she develops a client profile, works to construct a long-term strategy, and implements a plan to help her clients meet their goals.
Prior to joining the firm, Ms. Greazel worked at BMO Private Bank as a Vice President-Investment Director.
At BMO Private Bank, she served as a primary member of the client service team designing, implementing, and monitoring customized investment solutions for her clients.
She holds a Bachelor of Business Administration degree in Finance from the University of Iowa Tippie College of Business and an MBA from DePaul University.
She is a CFA charterholder and a member of the CFA Society of Chicago.

Postes actifs de Ronee Nicole Greazel

Sociétés	Poste	Début
Great Lakes Advisors LLC	Gestionnaire de Portefeuille-Actions	01/03/2018

Formation de Ronee Nicole Greazel

Henry B. Tippie College of Business	Undergraduate Degree
DePaul University	Masters Business Admin