Adam Koch's Location
Walnut Creek, CA, US
Adam Koch's Work
- First Vice President - Investments @ Wells Fargo Advisors
- Financial Advisor, Vice President @ Financial Services Company
- Financial Advisor, Vice President @ RBC Wealth Management
- Director of Business Development @ Trilogy
- Director of Business Development @ CM Retail Management
- Account Executive @ Lanier Worldwide
Adam Koch's Education
- University of Notre Dame
Bachelor's Degree (Finance and Economics)
1997 - 2001 - Campolindo
Adam Koch's Skills
- Microsoft Excel
- JavaScript
- Accounting
- Wealth Management
- Mutual Funds
- Investments
- Fixed Income
- Risk Management
- Strategic Financial Planning
- Finance
Adam Koch's Summary
Adam Koch, based in Walnut Creek, CA, US, is currently a First Vice President - Investments at Wells Fargo Advisors, bringing experience from previous roles at Ameriprise Financial Services, Inc., RBC Wealth Management, Trilogy and CM Retail Management. Adam Koch holds a 1997 - 2001 Bachelor's Degree in Finance and Economics @ University of Notre Dame. With a robust skill set that includes Microsoft Excel, JavaScript, Accounting, Wealth Management, Mutual Funds and more, Adam Koch contributes valuable insights to the industry. Adam Koch has 4 emails on RocketReach.
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