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Ben Reznik Location
Denver, CO, US
Ben Reznik Work
2024 -now Senior Vice President | Trust and Family Office Advisor @
2015 -2024 Senior Wealth Advisor @
2010 -2015 Wealth Advisor @
2008 -2010 Client Relationship Associate @
Ben Reznik Education
Cannon Financial Institute
(Financial Planning and Services)
2017-2017
Boston University
Certificate in Financial Planning
2011-2013
Northern Arizona University
Bachelor's Degree (Finance)
2004-2008
Ben Reznik Skills
Leadership
Estate Planning
Financial Advisory
Series 63
Fixed Annuities
Insurance
Retirement Planning
Sales
Financial Planning
Wealth Management Services
Portfolio Management
IRAs
Investments
Relationship Management
Finance
Series 6
401k
Asset Allocation
Investment Advisory
Strategy
Financial Services
Wealth Management
Life Insurance
Mutual Funds
Equities
Uniform Combined State Law
Microsoft Office
Investment Strategies
Risk Management
Asset Management
Customer Service
Financial Analysis
Wealth
Uniform Combined State
Retirement
Series 65
Series 7
Securities
Investment Management
Customer Relationship Management
Networking
Sales Prospecting
Customer Retention
Fixed Income
Sales and Marketing
Wealth Accumulation
Investment Portfolio Design
Business Development
Financial Guidance
Tax Efficiency
Process Focused
Ben Reznik Summary
Ben Reznik, based in Denver, CO, US, is currently a Senior Vice President | Trust and Family Office Advisor at Parkside Financial Bank & Trust. Ben Reznik brings experience from previous roles at Charles Schwab, USAA and Vanguard. Ben Reznik holds a 2017 - 2017 Cannon Financial Institute. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, Series 63, Fixed Annuities and more. Ben Reznik has 2 emails and 1 mobile phone numbers on RocketReach.
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