Jack Wheeler Email & Phone Number

President @ Kansas City Private Wealth Management

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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 @ Rockhurst University
2011 - 2014 Vice President, Director, Investments @ BMO
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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 @ U.S. Bank
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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

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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 2 mobile phone numbers on RocketReach.

Jack Wheeler Emails

Found 2 emails

Jack Wheeler Phone Numbers

Found 5 phone numbers

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Florida, United States
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- +1 305-801-XXXX
- +1 305-693-XXXX
- +1 727-902-XXXX
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Jack Wheeler

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