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Kevin Geist Location
Naperville, IL, US
Kevin Geist Work
2024 -now Financial Advisor @
2022 -2024 Private Client Advisor @ JP Morgan Chase Bank N.A.
2012 -2022 Regional Vice President @
2010 -2012 Internal Consultant @
2008 -2009 Regional Vice President @
2007 -2008 Regional Vice President @
2006 -2007 Investment Service Consultant @
1999 -2006 Regional Sales Representative @
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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