Jeff Kohl Location
Milwaukee, WI, US
Jeff Kohl Work
- 2019 - now Relationship Manager @ Heartland Advisors, Inc.
- 2015 - 2018 National Advisory Sales Executive @ Fenimore Asset Management
- 1996 - 2015 Vice President, RIA Sales and Relationship Manager @ Heartland Advisors, Inc.
- 1993 - 1996 Financial Consultant @ Morgan Stanley
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
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 1 mobile phone numbers on RocketReach.
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Top Heartland Advisors, Inc. Employees
-
Will Nasgovitz
CEO and Portfolio Manager at Heartland Advisors, Inc.
Milwaukee, WI, US13 -
14
-
24
-
25+
-
33
-
Pat Dowling
VP - Information Systems at Heartland Advisors, Inc.
Menomonee Falls, WI, US33 -
23
-
Andrew Fleming
Director of Research at Heartland Advisors, Inc.
Milwaukee, WI, US32 -
Colin McWey
Portfolio Manager at Heartland Advisors, Inc.
Milwaukee, WI, US33 -
Brad Evans
Portfolio Manager at Heartland Advisors, Inc.
Milwaukee, WI, US25+ -
Jeff Kohl
Relationship Manager at Heartland Advisors, Inc.
Milwaukee, WI, US35+ -
Linda Lorenz
Portfolio Accounting Manager at Heartland Advisors, Inc.
Thiensville, WI, US32 -
Jacob Westphal
Associate Portfolio Manager at Heartland Advisors, Inc.
Milwaukee, WI, US24 -
William Volpe
Sales Enablement Specialist at Heartland Advisors, Inc.
Milwaukee, WI, US2 -
Michael Warecki
Associate Portfolio Manager at Heartland Advisors, Inc.
Milwaukee, WI, US22 -
Lauren Johnson
Research Analyst at Heartland Advisors, Inc.
Milwaukee, WI, US32 -
Brooke Janssen
Marketing Operations and Production Manager at Heartland Advisors, Inc.
Wisconsin, United States2
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