Deborah Koch Email & Phone Number
Wealth Management Operations @ Kerins Hendrickson Wealth Management
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Deborah Koch Location
- Omaha, NE, US
Deborah Koch Work
- 2021 -now Wealth Management Operations @
- 2015 -2021 Investment Operations and Wealth Management @
- 2013 -2015 Director of Operations @ CLS Investments, LLC
- 2004 -2013 Chief Compliance Officer @
Deborah Koch Education
- Bachelor of Science in Business Administration - University of Nebraska at Omaha.
Bachelor of Science in Business Administration (Finance and Banking)
Deborah Koch Skills
- Series 65
- Training
- Investment Company Act
- General Securities
- Investment Advisor Compliance
- Investments
- Finop
- General Securities Principal
- Regulatory Examinations
- 1940 Act
- Securities Exchange Act of 1934
- FINRA
- Series 7
- Wealth Management
- Broker Dealer
- Portfolio Management
- Securities Exchange Act
- Series 24
- Broker Dealer Compliance
- Marketing
- Series 63
- Investment Advisor
- Finance
- Series 53
- Code of Ethics
Deborah Koch Summary
- Deborah Koch, based in Omaha, NE, US, is currently a Wealth Management Operations at Kerins Hendrickson Wealth Management. Deborah Koch brings experience from previous roles at Fortress Wealth Advisors, CLS Investments, LLC and Manarin Investment Counsel, Ltd.. Deborah Koch holds a Bachelor of Science in Business Administration in Finance and Banking @ Bachelor of Science in Business Administration - University of Nebraska at Omaha.. With a robust skill set that includes Series 65, Training, Investment Company Act, General Securities, Investment Advisor Compliance and more. Deborah Koch has 1 emails and 1 mobile phone numbers on RocketReach.
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