Kurt Muller Email & Phone Number
Senior Portfolio Specialist @ Stifel Financial Corp.
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Kurt Muller Location
- New York, NY, US
Kurt Muller Work
- Senior Portfolio Specialist @ (April 2019 - Present)
- Senior Institutional Consultant @ NobleBridge Wealth Management Services (March 2017 - April 2019)
- Director, North America Investment Lab @ (April 2012 - August 2015)
- Investment Counselor @ (July 2010 - April 2012)
- Director @ (March 2005 - June 2010)
- Investment Consultant @ (April 1998 - February 2005)
- Program Director @ Massachusetts Educational Finance Authority (May 1994 - February 1998)
Kurt Muller Education
- Wharton School, University of Pennsylvania
bachelor of science (accounting & decision science)
- dover-sherborn high school
Kurt Muller Skills
- Alternative Investments
- Financial Advisory
- Series 63
- Advisory Services
- Investment Policy
- Fixed Income
- Retirement Planning
- Portfolio Management
- Investments
- Advisory
- Asset Allocation
- Investment Advisory
- Financial Services
- Asset Managment
- Equities
- Wealth Management
- Mutual Funds
- High Net Worth Individuals
- Investment Strategies
- Asset Management
- Series 24
- Services
- Series 7
- Securities
- Hedge Funds
- Investment Management
Kurt Muller Summary
- Kurt Muller, based in New York, NY, US, is currently a Senior Portfolio Specialist at Stifel Financial Corp.. Kurt Muller brings experience from previous roles at NobleBridge Wealth Management Services, Citi Private Bank and Merrill Lynch. Kurt Muller holds a bachelor of science in accounting & decision science @ Wharton School, University of Pennsylvania. With a robust skill set that includes Alternative Investments, Financial Advisory, Series 63, Advisory Services, Investment Policy and more. Kurt Muller has 3 emails and 1 mobile phone numbers on RocketReach.
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