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
- Vice President, Senior ETF Sales Specialist @ (February 2022 - Present)
- Senior Vice President, Sector | ETF Strategist Sales Manager @ (September 2013 - December 2021)
- Senior Vice President, Wealth Advisor Services Group @ (May 2010 - September 2013)
- National Sales Director @ (March 2003 - January 2010)
- Vice President, Regional Consultant @ (October 1998 - March 2003)
- Vice President @ (July 1996 - September 1998)
- Marketing Representative @ (June 1992 - July 1996)
Richard Koerner Education
- Carnegie Mellon University
B.S. (Industrial Management)
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 B.S. in Industrial Management @ Carnegie Mellon University. With a robust skill set that includes Mutual Funds, Series 7, Separately Managed Accounts, ETFs, 401k and more. Richard Koerner has 3 emails and 3 mobile phone numbers on RocketReach.
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