Alex Kulka Email & Phone Number
Associate Wealth Manager @ Pinnacle Wealth Planning Services, Inc.
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Alex Kulka Location
- Mansfield, OH, US
Alex Kulka Work
- Associate Wealth Manager @ (January 2024 - Present)
- COO and Financial Advisor @ ESB Investments, Inc. (March 2014 - December 2023)
- Member Board of Directors @ (February 2017 - August 2022)
- Mortgage Advisor @ (March 2011 - February 2014)
- Financial Analyst @ (April 2012 - October 2012)
- Customer Service Representative @ (June 2009 - October 2010)
Alex Kulka Education
- The Ohio State University - The Max M. Fisher College of Business
Bachelor of Science - Business Administration (Finance, Risk Management & Insurance)
2005-2010
Alex Kulka Skills
- Advisory Services
- Banking
- Accounting
- Insurance
- Sales
- Loan Origination
- Mortgage Banking
- Advisory
- Mortgage Lending
- Refinance
- Finance
- Strategic Planning
- Mechanics
- Savings
- Road
- Microsoft Excel
- Risk Management
- Credit
- Customer Service
- Investment Advisory Services
- Financial Analysis
- Budgets
- Services
- Loans
Alex Kulka Summary
- Alex Kulka, based in Mansfield, OH, US, is currently a Associate Wealth Manager at Pinnacle Advisors. Alex Kulka brings experience from previous roles at ESB Investments, Inc., Ohio Bird Sanctuary, Stonegate Mortgage Corporation (NYSE: SGM) and OhioHealth. Alex Kulka holds a 2005 - 2010 Bachelor of Science - Business Administration in Finance, Risk Management & Insurance @ The Ohio State University - The Max M. Fisher College of Business. With a robust skill set that includes Advisory Services, Banking, Accounting, Insurance, Sales and more. Alex Kulka has 2 emails and 1 mobile phone numbers on RocketReach.
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