Kurtis Fluck Email & Phone Number

Portfolio Administrator @ Taiber Kosmala and Associates, LLC

5 free lookup(s).

Kurtis Fluck Location

Wheaton, IL, US

Kurtis Fluck Work

Portfolio Administrator @ Taiber Kosmala and Associates, LLC
2024 - now Trading Specialist @ Brookstone Capital Management
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2024 - now Trading Associate @ Brookstone Capital Management
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2024 - 2024 Portfolio Operations Associate @ The Lerner Group at Hightower
2024 - 2024 Operations Associate @ The Lerner Group
2022 - 2024 Senior Vice President @ Taiber Kosmala and Associates, LLC
2020 - 2024 Senior Vice President Investment @ Taiber Kosmala and Associates, LLC
2020 - 2022 Senior Associate @ Taiber Kosmala and Associates, LLC
2018 - 2019 Operations Manager @ Strategic Wealth Partners
2015 - 2019 Investment Operations Analyst @ Strategic Wealth Partners (SWP)
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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

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Kurtis Fluck Skills

Trading
Asset Management
Financial Analysis

Microsoft Excel
Outlook
PowerPoint
Microsoft Office
Access
Customer Service
Series 6

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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.

Kurtis Fluck Emails

Found 2 emails

Kurtis Fluck Phone Numbers

Found 4 phone numbers

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Others Named Kurtis Fluck

Kurtis Fluck

Portfolio Administrator at Taiber Kosmala and Associates, LLC

Wheaton, IL, US
2
- gmail.com
- brookstonecm.com
4
- 815562XXXX
- 224632XXXX
- 815751XXXX
- 224632XXXX

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Joseph Taiber

Chief Executive Officer at Taiber Kosmala and Associates, LLC

Chicago, IL, US
4
- yahoo.com
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Phil Kosmala

Managing Director at Taiber Kosmala and Associates, LLC

Chicago, IL, US
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Dan Pazar

Executive Vice President at Taiber Kosmala and Associates, LLC

Chicago, IL, US
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Chris Horvath

Managing Director at Taiber Kosmala and Associates, LLC

United States
4
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Robert Grifhorst

Vice President at Taiber Kosmala and Associates, LLC

Chicago, IL, US
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- taiberkosmala.com
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Ian Acosta

Vice President at Taiber Kosmala and Associates, LLC

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Colleen McKenna

Chief Operating Officer at Taiber Kosmala and Associates, LLC

Park Ridge, IL, US
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- 989859XXXX
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Mark Knipfer Jr.

Executive Vice President Business Development at Taiber Kosmala and Associates, LLC

Madison, WI, US
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- gmail.com
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- 608831XXXX
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Matt Mauser

Vice President at Taiber Kosmala and Associates, LLC

Chicago, IL, US
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- taiberkosmala.com
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Kurtis Fluck

Portfolio Administrator at Taiber Kosmala and Associates, LLC

Wheaton, IL, US
2
- gmail.com
- brookstonecm.com
4
- 815562XXXX
- 224632XXXX
- 815751XXXX
- 224632XXXX
Tommy Conlon

Senior Associate at Taiber Kosmala and Associates, LLC

Chicago, IL, US
2
- taiberkosmala.com
- gmail.com
1
- 708422XXXX
Juan Albizu

Platform Specialist at Taiber Kosmala and Associates, LLC

Los Angeles, CA, US
2
- gmail.com
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Aimee Jeffers

Client Operations Specialist at Taiber Kosmala and Associates, LLC

Palos Park, IL, US
2
- gmail.com
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Lauran Detterline

Business Operations Manager I Project Manager at Taiber Kosmala and Associates, LLC

Chicago, IL, US
1
- taiberkosmala.com
2
- 219922XXXX
- 312767XXXX

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