Benjamin Falk Email & Phone Number
Associate Financial Advisor | PWM Financial Planner @ Baird
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Benjamin Falk Location
- Madison, WI, US
Benjamin Falk Work
- Associate Financial Advisor | PWM Financial Planner @ (July 2018 - Present)
- Client Specialist @ (November 2015 - July 2018)
- Client Assistant @ (October 2015 - November 2015)
- Mutual Fund Administrator @ (December 2013 - September 2015)
- Private Wealth Management Intern @ (May 2013 - December 2013)
- Marketing and Promotions Intern @ (August 2012 - August 2013)
- Sports Marketing Intern @ (May 2012 - August 2012)
- Development Intern @ MACC Fund (January 2010 - January 2012)
Benjamin Falk Education
- University of Wisconsin-Madison
Bachelor of Business Administration (Finance, Investment and Banking; Marketing)
2010-2013 - Iowa State University 2009-2010
Benjamin Falk Skills
- Microsoft Office
- Microsoft Word
- Adobe Audition
- Microsoft Excel
- Hootsuite
- Business Writing
- WordPress
- Sports Marketing
- Sports
- Promotions
- Financial Analysis
- Microsoft CRM
- Sports Radio
- Mutual Funds
Benjamin Falk Summary
- Benjamin Falk, based in Madison, WI, US, is currently a Associate Financial Advisor | PWM Financial Planner at Baird. Benjamin Falk brings experience from previous roles at Baird and U.S. Bancorp Fund Services, LLC. Benjamin Falk holds a 2010 - 2013 Bachelor of Business Administration in Finance, Investment and Banking; Marketing @ University of Wisconsin-Madison. With a robust skill set that includes Facebook, Microsoft Office, Microsoft Word, Adobe Audition, Microsoft Excel and more. Benjamin Falk has 2 emails and 1 mobile phone numbers on RocketReach.
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