Kirk Wolf Email & Phone Number
Area Senior Vice President @ Gallagher Insurance
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Kirk Wolf Location
- Riverside, CA, US
Kirk Wolf Work
- Area Senior Vice President @ (March 2023 - Present)
- Vice President, Financial Strategies @ (March 2022 - February 2023)
- Regional Vice President | 409A and Executive Compensation Consulting | Nonqualified Plans @ (April 2008 - November 2021)
- Regional Vice President @ (January 1996 - February 2008)
- Financal Consultant @ (September 1993 - January 1996)
Kirk Wolf Education
- CFA Institute
Chartered Financial Analyst (Finance, General)
2003-2006 - Washington State University
BA (Anthropology)
1985-1990
Kirk Wolf Skills
- 401k
- Alternative Investments
- Asset Allocation
- Asset Management
- Business Development
- Cold Calling
- Compensation & Benefit
- Cross-Selling
- Deferred Compensation
- Defined Benefit
- Direct Sales
- Employee Benefits
- Employee Benefits Design
- Equities
- Estate Planning
- Executive Pay
- Finance
- Financial Advisory
- Financial Planning
- Financial Services
- Fixed Annuities
- IRAs
- Insurance
- Interpersonal Relationships
- Interpersonal Skills
- Investment Advisory
- Investment Strategies
- Investments
- Key Client Relationships
- Life Insurance
- Management
- Marketing
- Mutual Funds
- Negotiation
- New Business Development
- Pensions
- Portfolio Management
- Retirement
- Retirement Planning
- Sales
- Sales Management
- Sales Presentations
- Sales Process Implementation
- Sales Processes
- Sales Prospecting
- Securities
- Series 6
- Series 63
- Series 65
- Series 7
- Wealth
- Wealth Management
Kirk Wolf Summary
- Kirk Wolf, based in Riverside, CA, US, is currently a Area Senior Vice President at Gallagher. Kirk Wolf brings experience from previous roles at The VisionLink Advisory Group, Principal, ICMA Retirement Corporation and Merrill Lynch. Kirk Wolf holds a 2003 - 2006 Chartered Financial Analyst in Finance, General @ CFA Institute. With a robust skill set that includes 401k, Alternative Investments, Asset Allocation, Asset Management, Business Development and more. Kirk Wolf has 1 emails and 2 mobile phone numbers on RocketReach.
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