Grant Goering Email & Phone Number
Chief Investment Officer, BWA | Portfolio Strategist @ Bacon Financial Advisors
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Grant Goering Location
- Wichita, KS, US
Grant Goering Work
- Chief Investment Officer, BWA | Portfolio Strategist @ (November 2020 - Present)
- Assistant Vice President, Portfolio Manager @ (January 2017 - October 2020)
- Investment Research and Portfolio Management @ (August 2010 - December 2016)
- Trust Administration @ (April 2008 - August 2010)
- Operations and Information Technology @ (August 2004 - April 2008)
Grant Goering Education
- Fi360, Inc. - Accredited Investment Fiduciary® (AIF®) Designation Training Program
Accredited Investment Fiduciary® (AIF®) Designation
2014-2014 - Middle Tennessee State University (MTSU)
Bachelor of Science (B.S.) (Recording Industry Management – Music Business with Minor in Entrepreneurship)
2001-2003 - Kansas State University 1999-2001
Grant Goering Skills
- Analysis
- Creative Writing
- Environmental, Social, and Corporate Governance (ESG) Investing
- Fiduciary
- Financial Services
- Fixed Income Investing
- Investment Management
- Investment Policy Statements
- Investment Research
- Investments
- Portfolio Management
- Public Speaking
- Socially Responsible Investing
- Songwriting
- Sustainable & Responsible Investing
- Technical Writing
- Trading
- Wealth Management Services
Grant Goering Summary
- Grant Goering, based in Wichita, KS, US, is currently a Chief Investment Officer, BWA | Portfolio Strategist at Beyond Wealth Advisors. Grant Goering brings experience from previous roles at RCB Bank. Grant Goering holds a 2014 - 2014 Accredited Investment Fiduciary® (AIF®) Designation @ Fi360, Inc. - Accredited Investment Fiduciary® (AIF®) Designation Training Program. With a robust skill set that includes Analysis, Creative Writing, Environmental, Social, and Corporate Governance (ESG) Investing, Fiduciary, Financial Services and more. Grant Goering has 1 emails on RocketReach.
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