Kevin Geist Email & Phone Number
Financial Advisor @ Schumann Financial
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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 @ AXA Distributors
- 2007 -2008 Regional Vice President @
- 2006 -2007 Investment Service Consultant @ Van Kampen Investments
- 1999 -2006 Regional Sales Representative @ Scudder Investments
Kevin Geist Education
- Saint Mary's University of Minnesota
Bachelor of Arts - BA (basketball all 4 years)
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 basketball all 4 years @ 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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