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
- Wealth Management and Retirement Plan Consultant @ (June 2020 - Present)
- Senior Reporting Analyst @ (January 2019 - Present)
- Financial Analyst @ (January 2016 - June 2017)
- Fixed-Income and Commercial Mortgage Analyst @ (January 2014 - January 2016)
- Finance Technician Iii @ (August 2014 - November 2014)
- Investment Research Analyst @ (January 2013 - July 2014)
- Student Investment Advisor | Investment Committee @ (January 2014 - June 2014)
- Property Manager and President @ (September 2007 - June 2012)
- Buyer and Seller Real Estate Agent @ (September 2007 - October 2010)
- Residential Property Manager @ (August 2006 - September 2007)
Gregory Koehler Education
- Northeastern University
Bachelors (Management, Accounting, Finance)
2014-2016 -
(Real Estate)
2006-2006
Gregory Koehler Skills
- 401k
- Asset Allocation
- Finance
- Financial Advisory
- Financial Planning
- Financial Services
- Investments
- Mutual Funds
- Retirement
- Retirement Planning
- Securities
- Series 7
- Wealth Management
- 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 401k, Asset Allocation, Finance, Financial Advisory, Financial Planning and more. Gregory Koehler has 2 emails on RocketReach.
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