David Kastner Email & Phone Number
Managing Director | Wealth Management @ Adams Wealth Advisors
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David Kastner Location
- Logan, UT, US
David Kastner Work
- 2022 -now Managing Director | Wealth Management @
- 2020 -2022 Director - Sr Investment Strategist @
- 2010 -2020 Sr Portfolio Manager - Schwab Managed Portfolios ETF @ Charles Schwab Investment Advisory, Inc.
- 1997 -2009 Managing Director, Sr Analyst, Registered Representative @
David Kastner Education
- The University of Kansas
Bachelor's degree (Economics)
1990
David Kastner Skills
- Bloomberg
- Securities
- Sales
- SQL
- Investments
- Financial Analysis
- Management
- Trading
- Hospitals
- Microsoft Excel
- Business Analysis
- Mutual Funds
- Portfolio Management
- Alternative Investments
- Customer Service
- Asset Allocation
- Asset Management
- Marketing
David Kastner Summary
- David Kastner, based in Logan, UT, US, is currently a Managing Director | Wealth Management at Adams Wealth Advisors. David Kastner brings experience from previous roles at Charles Schwab and Charles Schwab Investment Advisory, Inc.. David Kastner holds a Bachelor's degree in Economics @ The University of Kansas. With a robust skill set that includes Bloomberg, Securities, Sales, SQL, Investments and more. David Kastner has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Adams Wealth Advisors Employees
Scott Ellingson
General Counsel and Chief Compliance Officer
Seattle, WA, US
Cormac Murphy
President - Chief Investment Officer
Logan, UT, US
Aimee Odd
Chief Financial Officer
Logan, UT, US
Craig Adams
Founding Partner
Logan, UT, US
Greg Cole
Director of Growth Equity
Logan, UT, US
Chuck Walsh
Sr. Wealth Advisor
Parker, CO, US
Erin Ames
Financial Planning Specialist
Logan, UT, US
Mitch Greene
Partner - Senior Wealth Advisor
Logan, UT, US
Jeff Brimhall
Research Assistant
Hyde Park, UT, US
Braydon Barlow
Wealth Advisor Associate
Logan, UT, US
Russ Madsen
Vice President Of Business Development
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Karly Rizzo
Chief Revenue Officer
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David Kastner
Managing Director | Wealth Management
Logan, UT, US
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