Jim Koch Email & Phone Number
Senior Fiduciary Officer @ TS Prosperity Group
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Jim Koch Location
- Treynor, IA, US
Jim Koch Work
- Senior Fiduciary Officer @ (October 2018 - Present)
- Vice President, Fiduciary Officer @ TS Prosperity Group (March 2010 - Present)
- Director of Operations and Finance @ Saint Albert Catholic Schools (June 2002 - March 2010)
- Operations Manager @ Urban Health Initiative (July 1996 - June 2002)
- Intern @ Office of US Congressman Jim Ross Lightfoot (January 1989 - May 1989)
Jim Koch Education
- Cannon Financial Institute
Trust Audit (Compliance & Risk Management)
2014-2014 - Cannon Financial Institute
Concepts & Analyses of Trusts & Estate Planning (Fiduciary & Tax Law)
2012-2012 - University of St. Thomas
BA (English, Political Science)
1988-1991 - American University 1989-1989
- St Edmond High School 1981-1985
Jim Koch Skills
- Account Administration
- Banking
- Budgets
- Credit
- Credit Analysis
- Estate Administration
- Finance
- Financial Analysis
- Investments
- Leadership
- Loans
- Management
- Microsoft Excel
- Portfolio Management
- Public Speaking
- Risk Management
- Strategic Financial Planning
- Strategic Planning
- Team Building
- Trust Management
- Project Management
- Strategy
- PowerPoint
Jim Koch Summary
- Jim Koch, based in Treynor, IA, US, is currently a Senior Fiduciary Officer at TS Prosperity Group. Jim Koch brings experience from previous roles at TS Prosperity Group, Saint Albert Catholic Schools, Urban Health Initiative and Office of US Congressman Jim Ross Lightfoot. Jim Koch holds a 2014 - 2014 Trust Audit in Compliance & Risk Management @ Cannon Financial Institute. With a robust skill set that includes Account Administration, Banking, Budgets, Credit, Credit Analysis and more. Jim Koch has 1 mobile phone numbers on RocketReach.
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