Connor Showalter Email & Phone Number
Retirment Advisor and Institutional Advisor - Associate Director @ Heck Capital Advisors
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Connor Showalter Location
- Rhinelander, WI, US
Connor Showalter Work
- Retirment Advisor and Institutional Advisor - Associate Director @ (December 2024 - Present)
- Portfolio Management and Research Analyst - Associate Director @ (December 2022 - December 2024)
- Portfolio Manager and Research Analyst @ (June 2018 - December 2022)
- Research Analyst Associate @ (June 2015 - June 2018)
- Assistant Building Manager @ (August 2013 - May 2015)
- Manager Research Intern @ Summit Strategies (May 2014 - August 2014)
- Cobeen Hall Store Manager @ (December 2012 - August 2014)
- GOALie Intern @ (January 2013 - January 2013)
- Cobeen Hall Store Assistant Manager @ (August 2012 - December 2012)
- Crew Member and Register @ (May 2010 - August 2012)
Connor Showalter Education
- Marquette University
Bachelor of Business Administration (B.B.A.) (Finance (AIM))
2011-2015 - Edwardsville High School 2007-2011
Connor Showalter Skills
- Customer Experience
- Financial Advisory
- Wealth Management Services
- Investment Strategies
- Client Relations
- Due Diligence
- 401(k) Retirement Savings Plans
- Microsoft Excel
- Microsoft Office
- PowerPoint
- Leadership
- Teamwork
- Time Management
- Customer Service
- Microsoft Word
- Public Speaking
- Access
- Inventory Management
- Research
- Social Media
- Spanish
- Event Planning
- Outlook
- Social Networking
- Data Entry
- Team Leadership
- Data Analysis
- Budgets
- English
- Accounting
- Cashiering
- Merchandising
- Financial Analysis
- Finance
- Investment Analysis
- Bloomberg Terminal
- Morningstar
- Portfolio Management
- Financial Modeling
- Investments
- Market Research
- Economics
- Advent
Connor Showalter Summary
- Connor Showalter, based in Rhinelander, WI, US, is currently a Retirment Advisor and Institutional Advisor - Associate Director at Heck Capital Advisors. Connor Showalter brings experience from previous roles at Heck Capital Advisors and Alumni Memorial Union-Marquette University. Connor Showalter holds a 2011 - 2015 Bachelor of Business Administration (B.B.A.) in Finance (AIM) @ Marquette University. With a robust skill set that includes Customer Experience, Financial Advisory, Wealth Management Services, Investment Strategies, Client Relations and more. Connor Showalter has 2 emails and 2 mobile phone numbers on RocketReach.
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