Kevin Kosgard's Location
Appleton, WI, US
Kevin Kosgard's Work
- Senior Vice President @ Wealthspire Advisors
- Senior Banker @ J.P. Morgan
- Market Manager @ J.P. Morgan
- Senior Vice President and Regional Trust Manager @ Associated Bank, National Association
- Vice President and Personal Trust Manager @ Associated Bank, National Association
- Vice President and Regional Manager @ Wells Fargo
- Assistant Vice President and Business Development Officer @ First Interstate
- Assistant Vice President @ Norwest Bank, AZ
- Trust Officer @ Citi
Kevin Kosgard's Education
- University of Iowa
Bachelor of Business Administration (B.B.A.) (Finance)
1981 - 1985
Kevin Kosgard's Skills
- Leadership
- Series 63
- Public Speaking
- Sales
- Wealth Management Services
- Series 53
- Business Development
- Investments
- Trust Management
- Investment Advisory
Kevin Kosgard's Summary
Kevin Kosgard, based in Appleton, WI, US, is currently a Senior Vice President at Wealthspire Advisors, bringing experience from previous roles at J.P. Morgan and Associated Bank, National Association. Kevin Kosgard holds a 1981 - 1985 Bachelor of Business Administration (B.B.A.) in Finance @ University of Iowa. With a robust skill set that includes Leadership, Series 63, Public Speaking, Sales, Wealth Management Services and more, Kevin Kosgard contributes valuable insights to the industry. Kevin Kosgard has 4 emails on RocketReach.
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