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Kirk Porter Location
Scottsdale, AZ, US
Kirk Porter Work
Financial Planner @ (December 2020 - Present)
Investment Advisor @ (August 2020 - December 2020)
Financial Advisor @ (October 2019 - April 2020)
Sr. Activation Specialist and Financial Planning Consultant @ (January 2018 - January 2019)
Financial Planner @ (January 2014 - January 2018)
Registered Representative @ First Investors Corporation (January 2013 - January 2014)
Vice President of Operations @ RJP Farms (January 2008 - January 2013)
Fund Accountant @ (January 2012 - January 2012)
Kirk Porter Education
Hastings College
(Business Administration and Management, General)
Iowa State University - College of Business
(Business Administration and Management, General)
Kirk Porter Skills
Account Reconciliation
Accounting
Sales
Bloomberg
General Ledger
Financial Services
Investments
Financial Reporting
Finance
Series 65
Equities
Leadership
Financial Planning
Customer Service
Asset Allocation
Salesforce.com
Microsoft SQL Server
Mutual Funds
Securities
Fund Accounting
Kirk Porter Summary
Kirk Porter, based in Scottsdale, AZ, US, is currently a Financial Planner at Northstar. Kirk Porter brings experience from previous roles at Edelman Financial Engines, Brightside, Northwestern Mutual and LearnVest, Inc.. Kirk Porter holds a Hastings College. With a robust skill set that includes Account Reconciliation, Accounting, Sales, Bloomberg, General Ledger and more. Kirk Porter has 3 emails and 2 mobile phone numbers on RocketReach.
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