Kurt Schindler Email & Phone Number
Professor (Catedrático Asociado) @ Universidad de Puerto Rico
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Kurt Schindler Location
- San Juan, Puerto Rico
Kurt Schindler Work
- Sr. Wealth Advisor @ Mariner Wealth Advisors Puerto Rico (March 2024 - Present)
- Professor (Catedrático Asociado) @ (August 2013 - Present)
- Advisory Board Member, Financial Education Consultant @ (January 2017 - December 2022)
- Past Chairman of the Board of Directors @ Fundación Ricky Martin (January 2005 - December 2019)
- Financial Education Consultant @ (August 2016 - January 2017)
- Volunteer Executive Director @ (February 2014 - January 2017)
- CFP®, Vice President, Manager, Marketing Division @ (March 2005 - August 2016)
- Instructor @ (August 2014 - June 2015)
- Instructor @ (March 2013 - May 2014)
- Owner, President @ Financial Planning Group (July 1992 - February 2005)
- Vice President @ Financial Planning Group (July 1990 - June 1992)
- Personal Financial Planner @ (January 1987 - January 1990)
Kurt Schindler Education
- Kansas State University
Ph.D. (Personal Financial Planning)
2009-2014 - The American College of Financial Services
MS (Financial Services (Planning))
1992-1997 - College for Financial Planning
CFP® (Financial Planning)
1987-1990 - State University of New York at Oswego
BA, Concentration (Spanish, Economics)
1980-1984
Kurt Schindler Skills
- Leadership
- Estate Planning
- Financial Advisory
- Banking
- Financial Planners
- Public Speaking
- Fixed Annuities
- Cash Flow
- Insurance
- Retirement Planning
- Financial Planning
- Teaching
- Portfolio Management
- Investments
- Finance
- Investment Advisory
- Strategic Planning
- Wealth Management
- Life Insurance
- Mutual Funds
- Business Planning
- Strategic Financial Planning
- High Net Worth Individuals
- Budgeting
- Microsoft Office
- Marketing
- Risk Management
- Asset Management
- Rico
- Credit
- Training
- Certified Financial Planner
- Disability Insurance
- Financial Analysis
- Succession Planning
- Budgets
- Personal Finance
- Financial Education
- Research
- Retail Banking
- Tao
- Retirement
- Loans
- Employee Benefits
- Securities
- Investment Management
- Management
- Sales
- Higher Education
- Microsoft Excel
- Business Strategy
Kurt Schindler Summary
- Kurt Schindler, based in San Juan, Puerto Rico, is currently a Professor (Catedrático Asociado) at University of Puerto Rico. Kurt Schindler brings experience from previous roles at Mariner Wealth Advisors Puerto Rico, EverFi, Fundación Ricky Martin and Banco Popular de Puerto Rico. Kurt Schindler holds a 2009 - 2014 Ph.D. in Personal Financial Planning @ Kansas State University. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, Banking, Financial Planners and more. Kurt Schindler has 3 emails and 1 mobile phone numbers on RocketReach.
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