Pete Kubat Email & Phone Number
Client Service Manager @ Advyzon Investment Management, LLC. (AIM)
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Pete Kubat Location
- Denver, CO, US
Pete Kubat Work
- Client Service Manager @ (July 2025 - Present)
- Associate Vice President, Client Experience Service Manager @ (December 2018 - September 2023)
- Associate Vice President, Enterprise Consultant @ (September 2016 - December 2018)
- Associate Vice President, Institutional Client Services Manager @ (November 2013 - September 2016)
- Associate Vice President, Institutional Client Services Supervisor @ (March 2011 - November 2013)
- Technical Lead, Institutional Client Services @ (July 2009 - March 2011)
- Senior, Institutional Client Services @ (May 2007 - July 2009)
- Supervisor, Portfolio Administration @ (October 2005 - May 2007)
- Senior Portfolio Administrator @ (September 2004 - October 2005)
- Supervisor, Managed Account Services @ (April 2003 - September 2004)
- Senior Client Account Specialist @ (April 2002 - April 2003)
- Client Account Specialist @ (August 2000 - April 2002)
- Dividend Associate and Dividend Specialist @ Fiserv Investment Support Svc (First Trust Corporation) (January 1999 - April 2000)
Pete Kubat Education
- University of Northern Colorado
Bachelor of Science (Finance, General)
1994-1998 - Conestoga High School 1990-1994
Pete Kubat Skills
- Mutual Funds
- Investments
- Wealth Management
- Asset Management
- Securities
- Financial Services
- Portfolio Management
- Equities
- Bloomberg
- Cash Flow
- Management
- Fixed Income
- Financial Analysis
- Asset Allocation
- Investment Advisory
- Microsoft Office
- Security APL (Checkfree Services)
- Pershing Net Exchange
- Streetscape
- Advisor Channel
- Separately Managed Accounts
- Unified Managed Accounts
- Fund strategist portfolios
- Product Management
- UMP
- Account Reconciliation
- Global Meet Web Conferencing
- Wheelhouse reporting
- Capital Markets
- Security Apl Checkfree Services
- Security Apl
Pete Kubat Summary
- Pete Kubat, based in Denver, CO, US, is currently a Client Service Manager at Advyzon Investment Management, LLC. (AIM). Pete Kubat brings experience from previous roles at Envestnet, Inc. Pete Kubat holds a 1994 - 1998 Bachelor of Science in Finance, General @ University of Northern Colorado. With a robust skill set that includes Mutual Funds, Investments, Wealth Management, Asset Management, Securities and more. Pete Kubat has 1 emails and 3 mobile phone numbers on RocketReach.
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