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
- 2025 -now Client Service Manager @
- 2018 -2023 Associate Vice President, Client Experience Service Manager @
- 2016 -2018 Associate Vice President, Enterprise Consultant @
- 2013 -2016 Associate Vice President, Institutional Client Services Manager @
- 2011 -2013 Associate Vice President, Institutional Client Services Supervisor @
- 2009 -2011 Technical Lead, Institutional Client Services @
- 2007 -2009 Senior, Institutional Client Services @
- 2005 -2007 Supervisor, Portfolio Administration @
- 2004 -2005 Senior Portfolio Administrator @
- 2003 -2004 Supervisor, Managed Account Services @
- 2002 -2003 Senior Client Account Specialist @
- 2000 -2002 Client Account Specialist @
- 1999 -2000 Dividend Associate and Dividend Specialist @ Fiserv Investment Support Svc (First Trust Corporation)
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 3 emails and 3 mobile phone numbers on RocketReach.
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