Kurt Koehler Email & Phone Number
Senior Vice President @ Bank of America Private Bank
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Kurt Koehler Location
- New York, NY, US
Kurt Koehler Work
- Senior Vice President @ (April 2022 - Present)
- Director @ (November 2015 - April 2022)
- Senior Vice President @ (April 2010 - August 2015)
- SVP, Market Trust Director @ (June 2009 - April 2010)
- Vice President, Senior Trust Officer @ (September 2003 - June 2009)
- Attorney @ Ivey, Barnum & O'Mara (January 2000 - January 2003)
- Attorney @ Gallagher, Gallagher & Calistro (January 1994 - January 1999)
Kurt Koehler Education
- University of Miami School of Law
LL.M. (Estate Planning)
1999-2000 - Quinnipiac University School of Law
J.D. (Law)
1990-1993 - University of Colorado Boulder
B.A. (Philosophy)
1985-1989 - Hamden Hall Country Day School
High School (High School/Secondary Diplomas and Certificates)
1980-1985
Kurt Koehler Skills
- Estate Planning
- Financial Modeling
- Trust Management
- Intergenerational Wealth Transfer
- Wealth Preservation Planning
- Referral Network
- Financial Structuring
- Trust Services
- High Net Worth Individuals
- Philanthropy
- Asset Protection
- Dynasty Trusts
- Relationship Management
- Team Management
- Alternative Investments
- Investments
- Wealth Management
- Wealth Management Services
- Trusts
- Strategic Financial Planning
- Asset Management
- Financial Planning
- Financial Services
- Securities
- Asset Allocation
- Mutual Funds
- Management
- Hedge Funds
- Risk Management
- Strategy
- Financial Advisory
- Business Development
- Sales
- Team Building
- Personal Trust Administration
- Trustee
- Special Needs Trusts
- Trust Operations
- Estate Tax Planning
- Marketing
- Marketing Strategy
- Sales & Marketing
- Legal Consulting
- Training & Development
- Training Delivery
- Key Client Relationships
- Banking
- High Net Worth
- Strategic Financial
- Microsoft Office
- Attorney
- Leadership
- Project Management
- Customer Service
- Wealth Preservation
- Intergenerational
- Legal Research
Kurt Koehler Summary
- Kurt Koehler, based in New York, NY, US, is currently a Senior Vice President at Bank of America Private Bank. Kurt Koehler brings experience from previous roles at National Advisors Trust Company, FSB, Northern Trust and U.S. Trust, Bank of America Private Wealth Management. Kurt Koehler holds a 1999 - 2000 LL.M. in Estate Planning @ University of Miami School of Law. With a robust skill set that includes Estate Planning, Financial Modeling, Trust Management, Intergenerational Wealth Transfer, Wealth Preservation Planning and more. Kurt Koehler has 2 emails and 2 mobile phone numbers on RocketReach.
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