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Ken Burd Location
Charleston, SC, US
Ken Burd Work
2025 -now Managing Director - Global Head of Data and Analytics @
2021 -2025 Managing Director - Distribution Enablement and Analytics @
2019 -2021 Director of Distribution and Marketing Business Intelligence @
2018 -2019 Head of Distribution Intelligence and Sales Enablement @
2016 -2018 Business Manager - Client Group, MIM Americas @
2012 -2016 Vice President - Head of Internal Sales and COO Retail Distribution @
2010 -2012 Vice President - Wire House and Wealth Adviser (RIA) and Investment Sales Analysts @
2003 -2009 Divisional Director of Internal Sales @
2000 -2002 Product Specialist @
1998 -2000 Financial Advisor @
Ken Burd Education
Capella University 2018-2022
Fairleigh Dickinson University 2002-2003
Penn State University 1995-1999
Ken Burd Skills
Series 7
Series 63
Mutual Funds
Asset Allocation
Alternative Investments
Series 65
SMA's
Series 24
Series 51
Sales
Microsoft Office
Customer Service
Investments
Ken Burd Summary
Ken Burd, based in Charleston, SC, US, is currently a Managing Director - Global Head of Data and Analytics at Principal Asset Management. Ken Burd brings experience from previous roles at Principal Asset Management and Macquarie Group. Ken Burd holds a 2018 - 2022 Capella University. With a robust skill set that includes Series 7, Series 63, Mutual Funds, Asset Allocation, Alternative Investments and more. Ken Burd has 4 emails and 3 mobile phone numbers on RocketReach.
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