J. Bohnert Email & Phone Number
Managing Director, Brokerage Regional Director of Truist Investment Services, Inc. Truist Wealth @ Truist Wealth
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J. Bohnert Location
- Louisville, KY, US
J. Bohnert Work
- 2025 -now Managing Director, Brokerage Regional Director of Truist Investment Services, Inc. Truist Wealth @
- 2024 -2025 Branch Manager @
- 2022 -2024 Business Development Officer @
- 2022 -2024 Financial Advisor @
- 2016 -2022 Director, Advisor Solutions Group @
- 2015 -2016 Internal Sales Manager @
- 2008 -2015 Investment Consultant @ ACCESS Wealth Managemant
J. Bohnert Education
- College of Charleston
Bachelor of Arts (B.A.) (Political Science and Government)
1990-1993 - Spring Hill College 1989-1990
J. Bohnert Skills
- New Business Development
- Financial Analysis
- Negotiation
- Business Strategy
- Portfolio Management
- Sales
- Investments
- Asset Management
- Account Management
- Mutual Funds
- Sales Management
- Wealth Management
- Equities
- Series 7
- Alternative Investments
- Retirement Planning
- Finance
- Management
- Financial Services
- Asset Allocation
- Series 63
- Securities
- Investment Strategies
- Retirement
- Fixed Income
- Risk Management
- PowerPoint
- Business Analysis
- Strategic Planning
- Microsoft Office
- Business Development
- Customer Service
- Trading
J. Bohnert Summary
- J. Bohnert, based in Louisville, KY, US, is currently a Managing Director, Brokerage Regional Director of Truist Investment Services, Inc. Truist Wealth at Truist Wealth. J. Bohnert brings experience from previous roles at Wells Fargo Advisors, Private Client Services (PCS), Member FINRA, SIPC and Janus Henderson U.S.. J. Bohnert holds a 1990 - 1993 Bachelor of Arts (B.A.) in Political Science and Government @ College of Charleston. With a robust skill set that includes New Business Development, Financial Analysis, Negotiation, Business Strategy, Portfolio Management and more. J. Bohnert has 1 emails and 1 mobile phone numbers on RocketReach.
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