Jesse Kunkel Email & Phone Number
Director of Operations and Client Management @ Coleman Research
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Jesse Kunkel Location
- Scottsdale, AZ, US
Jesse Kunkel Work
- Director of Operations and Client Management @ (July 2024 - Present)
- Director - Investment Management and Large Corporate Clients @ (January 2022 - July 2024)
- Director - West Coast Client Management @ (February 2021 - January 2022)
- Associate Director @ (April 2019 - February 2021)
- Senior Client Manager @ (January 2017 - April 2019)
- Client Manager @ (August 2015 - January 2017)
- AVP Premier Relationship Manager @ (August 2013 - August 2015)
- Brokerage Associate @ (March 2013 - August 2013)
- Licensed Banker @ (July 2010 - August 2013)
- Fundraising Coordinator @ (June 2009 - August 2009)
Jesse Kunkel Education
- University of Wisconsin-Madison
Bachelor of Science (Finance)
2005-2010
Jesse Kunkel Skills
- Leadership Development
- Business Development
- Banking
- Sales
- Investments
- Customer Service
- Relationship Management
- Finance
- Management
- Credit
- Loans
- Strategic Financial Planning
- Financial Services
- Microsoft Office
- Financial Planning
- Creative Problem Solving
- Financial Analysis
- Fundraising
- Resource Management
- Relationship Marketing
- Investment Products
- Financial Research
- Relationship Building
- Social Media
- Financial Needs Analysis
- Global Banking
- Maintaining Business Relationships
- Asset Allocation
- Relationship Development
- Resource Utilization
- Institutional Sales
- Institutional Relations
- Institutional Investments
- Institutional Marketing
- Institutional Giving
- Institutional Business Development
- Client Relations
- Executive Leadership
- Operations Management
- Team Building
- Net
- Strong Work Ethic
- Maintaining Business
- Strategic Financial
Jesse Kunkel Summary
- Jesse Kunkel, based in Scottsdale, AZ, US, is currently a Director of Operations and Client Management at Coleman Research. Jesse Kunkel brings experience from previous roles at Coleman Research. Jesse Kunkel holds a 2005 - 2010 Bachelor of Science in Finance @ University of Wisconsin-Madison. With a robust skill set that includes Leadership Development, Business Development, Banking, Sales, Investments and more. Jesse Kunkel has 2 emails and 1 mobile phone numbers on RocketReach.
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