Kurtis Fluck Email & Phone Number
Portfolio Administrator @ Taiber Kosmala and Associates, LLC
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Kurtis Fluck Location
- Wheaton, IL, US
Kurtis Fluck Work
- Portfolio Administrator @
- Trading Specialist @ (October 2024 - Present)
- Trading Associate @ (October 2024 - Present)
- Portfolio Operations Associate @ (June 2024 - October 2024)
- Operations Associate @ The Lerner Group (June 2024 - October 2024)
- Senior Vice President @ (January 2022 - March 2024)
- Senior Vice President Investment @ (July 2020 - March 2024)
- Senior Associate @ (July 2020 - January 2022)
- Operations Manager @ (May 2018 - May 2019)
- Investment Operations Analyst @ (March 2015 - May 2019)
- Operations Analyst @ (March 2015 - May 2018)
- Security Processing @ (July 2014 - January 2015)
- Processing Specialist @ (July 2014 - January 2015)
- Administrative Assitant @ (October 2012 - August 2013)
- Operations Assistant @ (October 2012 - August 2013)
- Operations and Correspondence Representative @ (September 2011 - July 2012)
- Operations Representative @ (September 2011 - July 2012)
- Student Employee @ University of Arizona Financial Services Office (June 2010 - May 2011)
Kurtis Fluck Education
- Northern Illinois University
Master of Business Administration (MBA) (Finance, General)
2014-2016 - University of Arizona, Eller College of Management
Bachelor of Science (BS) (Finance)
2006-2011 - University of Arizona
Bachelor's degree (Finance, General)
2006-2011 - Rochelle Township Highschool
- University of Arizona
Bachelor of Science (Finance, General)
2011 - Northern Illinois University 2016
Kurtis Fluck Skills
- Trading
- Asset Management
- Financial Analysis
- Microsoft Excel
- Outlook
- PowerPoint
- Microsoft Office
- Access
- Customer Service
- Series 6
- Microsoft Word
- Event Planning
- Research
- Mutual Funds
- Time Management
- Account Reconciliation
- Bloomberg Terminal
- Alternative Investment Strategies
- Cashiering
- Client Correspondence
- Client Rapport
- Commodity Markets
- Coordinate Meetings
- Database Maintenance
- Electronic Trading Systems
- Financial Education
- Fixed-Income Investing
- Fund Administration
- High Performance Teams
- Investing
- Investments
- Managed Markets
- Market Updates
- Model Portfolios
- Portfolio Risk Management
- Program Trading
- Quarterly Reporting
- Reconciling Reports
- Tactical Asset Allocation
- Trade Settlements
- Trading Operations
- Transaction Monitoring
- Transactional Quality
- Wrap Accounts
Kurtis Fluck Summary
- Kurtis Fluck, based in Wheaton, IL, US, is currently a Portfolio Administrator at Taiber Kosmala and Associates, LLC. Kurtis Fluck brings experience from previous roles at Brookstone Capital Management, The Lerner Group at Hightower and The Lerner Group. Kurtis Fluck holds a 2014 - 2016 Master of Business Administration (MBA) in Finance, General @ Northern Illinois University. With a robust skill set that includes Trading, Asset Management, Financial Analysis, Microsoft Excel, Outlook and more. Kurtis Fluck has 2 emails and 2 mobile phone numbers on RocketReach.
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