Kenneth Wise Email & Phone Number
Vice President, Financial Advisor - Touchstone Wealth Partners @ New York Fitness
Kenneth Wise's Location
Naples, FL, US
Kenneth Wise's Work
- Vice President, Financial Advisor - Touchstone Wealth Partners @ New York Fitness
- Financial Advisor - Touchstone Wealth Partners @ New York Fitness
- Wealth Planning Analyst @ New York Fitness
- Financial Analyst Intern @ New York Fitness
- Business Development Intern @ WooBamboo Eco-Friendly Toothbrush Startup
- Wealth Management Intern @ Wheatley Wealth Management- AMP Limited
- Private Wealth Management Intern @ New York Fitness
- Shadow and Research Intern @ Merrill Lynch
Kenneth Wise's Education
- The Ohio State University - The Max M. Fisher College of Business
Bachelor of Science in Business Administration (Finance)
2011 - 2015 - Australian Summer Global Internship Program (2013)
International Business/ Global Studies
Kenneth Wise's Skills
- Certified Financial Planner
- Wealth Management Services
- Financial Planning
- Series 66
- Series 7
- Personal Finance
Kenneth Wise's Summary
Kenneth Wise, based in Naples, FL, US, is currently a Vice President, Financial Advisor - Touchstone Wealth Partners at UBS, bringing experience from previous roles at UBS, UBS Wealth Management and WooBamboo Eco-Friendly Toothbrush Startup. Kenneth Wise holds a 2011 - 2015 Bachelor of Science in Business Administration in Finance @ The Ohio State University - The Max M. Fisher College of Business. With a robust skill set that includes Certified Financial Planner, Wealth Management Services, Financial Planning, Series 66, Series 7 and more, Kenneth Wise contributes valuable insights to the industry. Kenneth Wise has 2 emails on RocketReach.
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