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
- 2024 - now Director of Operations and Client Management @
- 2022 - 2024 Director - Investment Management and Large Corporate Clients @
- 2021 - 2022 Director - West Coast Client Management @
- 2019 - 2021 Associate Director @
- 2017 - 2019 Senior Client Manager @
- 2015 - 2017 Client Manager @
- 2013 - 2015 AVP Premier Relationship Manager @
- 2013 - 2013 Brokerage Associate @
- 2010 - 2013 Licensed Banker @
- 2009 - 2009 Fundraising Coordinator @
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
- 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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