Richard Koll's Location
Sloatsburg, NY, US
Richard Koll's Work
- SVP Client Experience @ Osaic
- SVP Client Experience, Osaic Institutions @ Osaic
- Investment Professional @ Osaic
- First Vice President Wealth Management @ Apple Bank
- Senior Vice President Wealth Management and Insurance @ Investors Bank
- EVP, National Sales Manager @ Navian Capital
- National Sales Manager @ Essex National Securities, LLC
- SVP @ INVEST Financial Corporation
- President @ IFMG Securities
Richard Koll's Education
- Manhattan College
BS (Finance and Marketing)
1983 - 1987 - Iona University
MBA (Managerial Finance)
2001 - 2004
Richard Koll's Skills
- Series 7
- Mutual Funds
- Wealth Management
- Retirement Planning
- Investments
- Securities
- Financial Services
- Fixed Annuities
- Relationship Management
- Strategic Financial Planning
Richard Koll's Summary
Richard Koll, based in Sloatsburg, NY, US, is currently a SVP Client Experience at Osaic Institutions, bringing experience from previous roles at Osaic Institutions, Apple Bank and Investors Bank. Richard Koll holds a 1983 - 1987 BS in Finance and Marketing @ Manhattan College. With a robust skill set that includes Series 7, Mutual Funds, Wealth Management, Retirement Planning, Investments and more, Richard Koll contributes valuable insights to the industry. Richard Koll has 1 email and 1 mobile phone number on RocketReach.
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