2022 -2023 Senior Vice President, Assistant Director at Truist Investment Services, Inc. @
2021 -2022 Senior Vice President, Wealth Practice Management Consultant at Truist @
2018 -2021 Senior Vice President SunTrust Private Wealth - Practice Management Consultant @
2015 -2018 Business Development Manager - Vice President @
2013 -2015 Practice Management Consultant – Vice President @
2003 -2004 Vice President Global Markets @
1996 -2003 Vice President Fixed Income, Currency and Commodity @
Karsten Siebert Education
Universität Osnabrück
MBA (Accounting/Finance)
Cleveland State University
M.Ed. (Counseling Psychology)
Gestalt Institute Cleveland
Certificate (International Gestalt Coaching Program)
Karsten Siebert Skills
Financial Analysis
Financial Control
Product Control
Derivatives
Capital Markets
Series 7
Series 66
Change Management
Executive Coaching
Sarbanes-Oxley Act
Project Management
Business Process Re-engineering
Team Building
Team Facilitation
Training Facilitation
Wealth Management
Online Wealth Management
Sarbanes Oxley Act
Digital Wealth Management
Investments
Practice Management
Business Process Improvement
Sales
Marketing
Online Trading
Business Process Re Engineering
Fixed Income
Business Development
Business Strategy
Strategic Planning
Leadership
Marketing Strategy
Public Speaking
Organizational Development
Training
Karsten Siebert Summary
Karsten Siebert, based in Washington, DC, US, is currently a Managing Director, Divisional Sales Manager, Truist Investment Services, Inc. at Truist Wealth. Karsten Siebert brings experience from previous roles at Truist Wealth and SunTrust Investment Services, Inc.. Karsten Siebert holds a MBA in Accounting/Finance @ Universität Osnabrück. With a robust skill set that includes Financial Analysis, Financial Control, Product Control, Derivatives, Capital Markets and more. Karsten Siebert has 2 emails and 1 mobile phone numbers on RocketReach.
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