Ben Reznik Email & Phone Number
Senior Vice President | Trust and Family Office Advisor @ Parkside Financial Bank & Trust
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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 1 emails and 1 mobile phone numbers on RocketReach.
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Top Parkside Financial Bank & Trust Employees
James Wagner
Chief Executive Officer and Co-Founder
St. Louis, MO, US
Carla Valenti
EVP
St. Louis, MO, US
Mike Pinkston
SVP, Treasury Management
St. Louis, MO, US
Curtis Searcy
President of Trust and Family Office Division
St. Louis, MO, US
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