Jeff Kohl Email & Phone Number
Relationship Manager @ Heartland Advisors, Inc.
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Jeff Kohl Location
- Milwaukee, WI, US
Jeff Kohl Work
- 2019 -now Relationship Manager @
- 2015 -2018 National Advisory Sales Executive @
- 1996 -2015 Vice President, RIA Sales and Relationship Manager @
- 1993 -1996 Financial Consultant @
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 3 emails and 2 mobile phone numbers on RocketReach.
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