Brian Kurtz Email & Phone Number
Executive Market Director @ Baird
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Brian Kurtz Location
- Medina, OH, US
Brian Kurtz Work
- 2023 -now Executive Market Director @
- 2001 -now Managing Director @
- 2001 -2023 Managing Director - Market Director and Branch Manager @
- 1996 -2001 Vice President - Investments @ McDonald & Company Securities
- 1994 -1996 Financial Consultant @ Dean Witter Reynolds
- 1990 -1994 Staff Intern @
Brian Kurtz Education
- John Carroll University
BSBA (Finance)
1989-1993
Brian Kurtz Skills
- Investments
- Retirement Planning
- Finance
- Financial Services
- Wealth Management
- Series 7
- Financial Advisory
- Mutual Funds
- Portfolio Management
- Asset Allocation
- Securities
- Strategic Planning
- Alternative Investments
- Investment Advisory
- Investment Management
- Financial Analysis
- FINRA
- Series 63
- Asset Management
- New Business Development
- Negotiation
- Equities
- Strategic Financial Planning
- Uniform Combined State Law
- Wealth Management Services
- Investment Banking
- Contract Negotiation
- Sales Management
- Account Management
- Financial Modeling
- Business Development
Brian Kurtz Summary
- Brian Kurtz, based in Medina, OH, US, is currently a Executive Market Director at Baird. Brian Kurtz brings experience from previous roles at Baird, Robert W. Baird & Co., McDonald & Company Securities and Dean Witter Reynolds. Brian Kurtz holds a 1989 - 1993 BSBA in Finance @ John Carroll University. With a robust skill set that includes Investments, Retirement Planning, Finance, Financial Services, Wealth Management and more. Brian Kurtz has 1 emails and 2 mobile phone numbers on RocketReach.
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