Jack Wheeler Email & Phone Number
President
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Jack Wheeler Location
- Leawood, KS, US
Jack Wheeler Work
- President @ Kansas City Private Wealth Management (September 2014 - Present)
- Adjunct Instructor in Finance @ (August 2014 - August 2019)
- Vice President, Director, Investments @ (December 2011 - July 2014)
- Portfolio Manager @ The Private Client Reserve of US Bank (December 2010 - December 2011)
- Senior Portfolio Manager @ US Bank Charitable Services Group (September 2006 - December 2010)
- Financial Specialist @ (January 2001 - January 2005)
Jack Wheeler Education
- Robert Gordon University
Master of Science Financial Mangement (Finance)
2005-2006 - Oregon State University
Bachelors of Science (Exercise and Sports Science)
1997-2000
Jack Wheeler Skills
- Portfolio Management
- Wealth Management
- Strategic Financial Planning
- Investments
- Finance
- Investment Management
- Mutual Funds
- Asset Management
- Securities
- Investment Strategies
- Financial Analysis
- Investment Advisory
- Banking
- Asset Allocation
- Financial Planning
- Private Banking
- Equities
- Alternative Investments
- Fixed Income
- Risk Management
- Asset Managment
- Wealth Management Services
- Strategic Financial
Jack Wheeler Summary
- Jack Wheeler, based in Leawood, KS, US, is currently a President at Kansas City Private Wealth Management. Jack Wheeler brings experience from previous roles at Rockhurst University, BMO Private Bank, The Private Client Reserve of US Bank and US Bank Charitable Services Group. Jack Wheeler holds a 2005 - 2006 Master of Science Financial Mangement in Finance @ Robert Gordon University. With a robust skill set that includes Portfolio Management, Wealth Management, Strategic Financial Planning, Investments, Finance and more. Jack Wheeler has 2 emails and 4 mobile phone numbers on RocketReach.
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