Jack Wheeler Email & Phone Number
President
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Jack Wheeler Location
- Leawood, KS, US
Jack Wheeler Work
- 2014 -now President @ Kansas City Private Wealth Management
- 2014 -2019 Adjunct Instructor in Finance @
- 2011 -2014 Vice President, Director, Investments @
- 2010 -2011 Portfolio Manager @ The Private Client Reserve of US Bank
- 2006 -2010 Senior Portfolio Manager @ US Bank Charitable Services Group
- 2001 -2005 Financial Specialist @
Jack Wheeler Education
- The 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 @ The 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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