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 2 mobile phone numbers on RocketReach.
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