Kevin Alpert Email & Phone Number
Senior Dealer Wealth Consultant @ WMK Investment Partners
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Kevin Alpert Location
- Denver, CO, US
Kevin Alpert Work
- Senior Dealer Wealth Consultant @ (August 2025 - Present)
- Account Manager @ (November 2022 - July 2025)
- Coach @ Colorado Thunderbirds AAA Hockey (April 2020 - April 2024)
- Account Executive @ (April 2017 - November 2022)
- Credit Manager @ (July 2015 - April 2017)
- Senior Credit Analyst II @ (February 2012 - June 2015)
- Coach @ Littleton Hockey Association (November 2012 - March 2020)
- Financial Advisor @ (March 2011 - February 2012)
- Financial Advisor @ Allen Partners (October 2009 - March 2011)
- Business Development Intern @ (June 2008 - August 2008)
Kevin Alpert Education
- University of Colorado Boulder
B.A. (Economics)
2005-2009
Kevin Alpert Skills
- Portfolio Management
- Credit Analysis
- Corporate Finance
- Relationship Management
- Loan Origination
- Strategic Planning
- Sales Management
- Risk Management
- Social Media
- Investment Strategies
- Life Insurance
- Marketing
- Retirement Planning
- Alternative Investments
- Investments
- Financial Analysis
- Series 7
- Financial Modeling
- Strategic Financial Planning
- Uniform Combined State Law
- Cold Calling
- Market Research
- Analysis
- Financial Planning
- Customer Service
- Data Analysis
- Financial Advisory
- Development
- Europe
- Oklahoma
- Strict Deadlines
- Fixed Annuities
- Chemistry
- Energy Industry
- Sales
- Brokerage
- Finance
- WINS
- Opening New Accounts
- IRR
- Texas
- Management
- Calls
- Resume
- Top Producer
- Hiring
- Loan Servicing
- Series 63
- Coordinated
- Accounting
- Eviews
- Ice Hockey
- Comprehension
- Construct
- Athletics
- Microsoft Office
- Hearing
- New Business Development
- Denver
- Jewish
- Anything Else
- Players
- American
- Research
- REIT
- Handling Money
- Concepts
- Calling
- Economics
- Houston
- Hockey
- Business Development
- Communication
- Modeling
- Colorado
- Fine Tuning
- Credit
- Time Management
- Guided Tours
- Philosophy
- In Person
- Pearl
- Losses
- Presentations
- Hedging
- Country
- Top Performer
- Investment Vehicles
- Efficient
- Israel
- Data Management
- Gold
- Alternate
- Performance Reviews
- Mutual Funds
- Securities
- Relationship Building
- Theory
- Individual Clients
- Econometrics
- Trading
- Conceptual Modeling
- Meetings
- Customer Base
- Fast Pace
Kevin Alpert Summary
- Kevin Alpert, based in Denver, CO, US, is currently a Senior Dealer Wealth Consultant at WMK Investment Partners. Kevin Alpert brings experience from previous roles at Amynta Group, Colorado Thunderbirds AAA Hockey and GM Financial. Kevin Alpert holds a 2005 - 2009 B.A. in Economics @ University of Colorado Boulder. With a robust skill set that includes Portfolio Management, Credit Analysis, Corporate Finance, Relationship Management, Loan Origination and more. Kevin Alpert has 2 emails and 1 mobile phone numbers on RocketReach.
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