Gregory Koehler Email & Phone Number
Wealth Management and Retirement Plan Consultant @ SageView Advisory Group
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Gregory Koehler Location
- Kansas City, MO, US
Gregory Koehler Work
- 2020 -now Wealth Management and Retirement Plan Consultant @
- 2019 -now Senior Reporting Analyst @
- 2016 -2017 Financial Analyst @
- 2014 -2016 Fixed-Income and Commercial Mortgage Analyst @
- 2014 -2014 Finance Technician Iii @
- 2013 -2014 Investment Research Analyst @
- 2014 -2014 Student Investment Advisor | Investment Committee @
- 2007 -2012 Property Manager and President @
- 2007 -2010 Buyer and Seller Real Estate Agent @
- 2006 -2007 Residential Property Manager @
Gregory Koehler Education
- Northeastern University
Bachelors (Management, Accounting, Finance)
2014-2016 -
(Real Estate)
2006-2006
Gregory Koehler Skills
- Wealth Management
- Financial Advisory
- Investments
- Finance
- Retirement
- 401k
- Asset Allocation
- Financial Services
- Retirement Planning
- Securities
- Financial Planning
- Mutual Funds
- Series 7
- Microsoft Excel
- Real Estate
- Financial Accounting
- Marketing
- Accounting
- Microsoft Word
- Leadership
- Financial Reporting
- Analysis
- Asset Management
- Microsoft Office
- Financial Modeling
- General Ledger
- Outlook
- QuickBooks
- Training
- Accounts Payable
- Fixed Income
- Auditing
- Management Accounting
- Cash Flow Forecasting
- Strategic Financial Planning
- Managerial Finance
- Financial Statements
- Cash Flow
- Account Reconciliation
- Customer Satisfaction
- Market Research
- Tax Preparation
- Valuation
- Budgets
- Budgeting
- PowerPoint
- Bloomberg Terminal
- Team Building
- Tableau
- Corporate Finance
- Accruals
- Reporting and Analysis
- Journal Entries
- Variance Analysis
- Hyperion
- Essbase
- Balance Sheet
- Budgeting and Forecasting
- Data Visualization
- Pivot Tables
- Hyperion Financial Management
- 403 b
- 457 Plans
- Retirement Income Strategies
- Estate Planning
- Investment Advisory
- Saving for Education
- Risk Management
- Insurance
- Financial Analysis
- Annuities
- IRA's
- Insurance Planning
- Wealth Accumulation
- 401k Rollovers
- 529 Plans
- Series 66
- Investment Strategies
- Roth IRA
- College Savings Plans
Gregory Koehler Summary
- Gregory Koehler, based in Kansas City, MO, US, is currently a Wealth Management and Retirement Plan Consultant at Sageview Advisory Group. Gregory Koehler brings experience from previous roles at Raymond James, Baycare Health System and d.b. Fitzpatrick & Co.. Gregory Koehler holds a 2014 - 2016 Bachelors in Management, Accounting, Finance @ Northeastern University. With a robust skill set that includes Wealth Management, Financial Advisory, Investments, Finance, Retirement and more. Gregory Koehler has 2 emails on RocketReach.
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