Richard Koerner Email & Phone Number
Vice President, Senior ETF Sales Specialist @ Touchstone Investments
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Richard Koerner Location
- Texas, United States
Richard Koerner Work
- 2022 -now Vice President, Senior ETF Sales Specialist @
- 2013 -2021 Senior Vice President, Sector | ETF Strategist Sales Manager @
- 2010 -2013 Senior Vice President, Wealth Advisor Services Group @
- 2003 -2010 National Sales Director @
- 1998 -2003 Vice President, Regional Consultant @
- 1996 -1998 Vice President @
- 1992 -1996 Marketing Representative @
Richard Koerner Education
- Carnegie Mellon University
Richard Koerner Skills
- Mutual Funds
- Series 7
- Separately Managed Accounts
- ETFs
- 401k
- Series 63
- Series 24
- Project Management
- Services
- Sales Management
- Investments
- Customer Service
- Microsoft Office
- Sales Manager
- Sales
Richard Koerner Summary
- Richard Koerner, based in Texas, United States, is currently a Vice President, Senior ETF Sales Specialist at Touchstone Investments. Richard Koerner brings experience from previous roles at Fidelity Investments, SSgA and Delaware Investments, a member of the Macquarie Group. Richard Koerner holds a Carnegie Mellon University. With a robust skill set that includes Mutual Funds, Series 7, Separately Managed Accounts, ETFs, 401k and more. Richard Koerner has 4 emails and 3 mobile phone numbers on RocketReach.
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