Jeff Kohl Email & Phone Number
Relationship Manager @ Heartland Advisors, Inc.
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Jeff Kohl Location
- Milwaukee, WI, US
Jeff Kohl Work
- Relationship Manager @ (September 2019 - Present)
- National Advisory Sales Executive @ (November 2015 - October 2018)
- Vice President, RIA Sales and Relationship Manager @ (April 1996 - June 2015)
- Financial Consultant @ (February 1993 - March 1996)
Jeff Kohl Education
- University of Wisconsin-Whitewater
MBA
1987-1989 - University of Wisconsin-Whitewater
BBA (Marketing)
1982-1986
Jeff Kohl Skills
- Mutual Funds
- Securities
- Equities
- Series 7
- Series 63
- Series 65
- Relationship Management
- Financial Services
- Sales
- Investment Management
- Wealth Management
- Investments
- Portfolio Management
- Asset Allocation
- Alternative Investments
- Investment Strategies
- Hedge Funds
Jeff Kohl Summary
- Jeff Kohl, based in Milwaukee, WI, US, is currently a Relationship Manager at Heartland Advisors, Inc.. Jeff Kohl brings experience from previous roles at Fenimore Asset Management, Heartland Advisors, Inc. and Morgan Stanley Smith Barney. Jeff Kohl holds a 1987 - 1989 MBA @ University of Wisconsin-Whitewater. With a robust skill set that includes Mutual Funds, Securities, Equities, Series 7, Series 63 and more. Jeff Kohl has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Heartland Advisors, Inc. Employees
Colin McWey
Portfolio Manager
Milwaukee, WI, US
Bill Nasgovitz
Chairman and Portfolio Manager
Milwaukee, WI, US
Andrew Fleming
Director of Research
Milwaukee, WI, US
Will Nasgovitz
CEO and Portfolio Manager
Milwaukee, WI, US
Linda Lorenz
Portfolio Accounting Manager
Thiensville, WI, US
Josh Sanders
VP, Director of Information Systems
Milwaukee, WI, US
Pat Dowling
VP - Information Systems
Menomonee Falls, WI, US
Jacob Westphal
Associate Portfolio Manager
Milwaukee, WI, US
Michael Kops
Vice President-Partner
Milwaukee, WI, US
Kevin Clark
Senior Vice President - Equity Trading
Milwaukee, WI, US
Vinita Paul
Vice President and General Counsel
Milwaukee, WI, US
Brad Evans
Portfolio Manager
Milwaukee, WI, US
Jeff Kohl
Relationship Manager
Milwaukee, WI, US
Troy McGlone
Vice President and Portfolio Manager
Milwaukee, WI, US
Michael Warecki
Associate Portfolio Manager
Milwaukee, WI, US
Karen Leppla
Vice President, Director of Trading
Milwaukee, WI, US
William Volpe
Sales Enablement Specialist
Milwaukee, WI, US
MacKenzie Amore
Marketing Production, Content and Branding Associate
Milwaukee, WI, US
Brooke Janssen
Marketing Operations and Production Manager
Wisconsin, United States
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