Kevin Geist Email & Phone Number
Financial Advisor @ Schumann Financial
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Kevin Geist Location
- Naperville, IL, US
Kevin Geist Work
- Financial Advisor @ (May 2024 - Present)
- Private Client Advisor @ JP Morgan Chase Bank N.A. (July 2022 - May 2024)
- Regional Vice President @ (June 2012 - February 2022)
- Internal Consultant @ (September 2010 - June 2012)
- Regional Vice President @ (April 2008 - April 2009)
- Regional Vice President @ (February 2007 - April 2008)
- Investment Service Consultant @ (October 2006 - February 2007)
- Regional Sales Representative @ (January 1999 - January 2006)
Kevin Geist Education
- Saint Mary's University of Minnesota
Bachelor of Arts - BA (Marketing)
1995-1999
Kevin Geist Skills
- Sales
- Investment Advisory
- Insurance
- Mutual Funds
- CRM
- Selling
- Leadership
- Management
- Fixed Annuities
- Investments
- Business Planning
- Financial Services
- Relationship Management
- Wealth Management
- Marketing
- Retirement Planning
Kevin Geist Summary
- Kevin Geist, based in Naperville, IL, US, is currently a Financial Advisor at Schumann Financial. Kevin Geist brings experience from previous roles at JP Morgan Chase Bank N.A., Equitable, Genworth Financial and AXA Distributors. Kevin Geist holds a 1995 - 1999 Bachelor of Arts - BA in Marketing @ Saint Mary's University of Minnesota. With a robust skill set that includes Sales, Investment Advisory, Insurance, Mutual Funds, CRM and more. Kevin Geist has 2 emails and 1 mobile phone numbers on RocketReach.
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