Joel Bennett Location
Austin, TX, US
Joel Bennett Work
- 2025 - now Emeritus CFO @ Kestra Financial
- 2016 - 2024 CFO @ Kestra Financial
- 1990 - 2016 CFO @ HD Vest
- 2001 - 2011 Finance Manager @ Wells Fargo Advisors
- 1990 - 2001 Treasurer @ HD Vest Financial Services
Joel Bennett Education
- UTD
Bachelor of Science (BS) (Accounting)
1986 - 1989
Joel Bennett Skills
- Financial Analysis
- Financial Accounting
- Tax
- Strategic Financial Planning
- Investments
- Accounting
- Financial Modeling
- Financial Reporting
- Risk Management
- Cash Management
Joel Bennett Summary
Joel Bennett, based in Austin, TX, US, is currently a Emeritus CFO at Kestra Financial. Joel Bennett brings experience from previous roles at Kestra Financial, HD Vest, Wells Fargo Advisors and HD Vest Financial Services. Joel Bennett holds a 1986 - 1989 Bachelor of Science (BS) in Accounting @ UTD. With a robust skill set that includes Financial Analysis, Financial Accounting, Tax, Strategic Financial Planning, Investments and more. Joel Bennett has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Kestra Financial Employees
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John Amore
President at Kestra Financial
Austin, TX, US24 -
Karen Bean Giamundo
Retired at Kestra Financial
Austin, TX, US15 -
25+
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33
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Mark Schoenbeck
EVP, Advisor Engagement at Kestra Financial
Austin, TX, US25+ -
Connie Ross
Senior Vice President at Kestra Financial
Austin, TX, US35+ -
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Tom Delaney
SVP, Compliance Services at Kestra Financial
Austin, TX, US22 -
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Doug Kish
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Bill Tadio
VP Business Development at Kestra Financial
Cumming, GA, US23
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