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
- 2022 -now Senior Vice President @
- 2015 -2022 Director @
- 2010 -2015 Senior Vice President @
- 2009 -2010 SVP, Market Trust Director @
- 2003 -2009 Vice President, Senior Trust Officer @
- now Attorney @
- 1994 -1999 Attorney @ Gallagher, Gallagher & Calistro
Kurt Koehler Education
- University of Miami School of Law 1999-2000
- Quinnipiac University School of Law 1990-1993
- University of Colorado Boulder 1985-1989
- Hamden Hall Country Day School 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 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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