Spencer Kockerbeck Email & Phone Number
Portfolio Manager @ Desmos
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Spencer Kockerbeck Location
- Scottsdale, AZ, US
Spencer Kockerbeck Work
- Portfolio Manager @ (August 2017 - Present)
- Financial Solutions Advisor - Premier, Assistant Vice President @ (December 2015 - August 2017)
- Financial Solutions Advisor - Premier, Assistant Vice President @ (August 2011 - January 2014)
- Registered Representative - Broker @ (August 2007 - August 2010)
Spencer Kockerbeck Education
- Arizona State University
BS (Economics, Economics)
2002-2007
Spencer Kockerbeck Skills
- Banking
- Building Strategic Relationships
- Customer Relationship Management (CRM)
- Customer Service
- Employee Training
- Financial Needs Analysis
- Financial Planning
- Financial Services
- Industry Knowledge
- Investments
- Market & Economic Analysis
- Market Research
- Mutual Funds
- Policy Review
- Portfolio Management
- Project Management
- Retirement Planning
- Sales Performance
- Sales Prospecting
- Sales Strategy
- Wealth Management
Spencer Kockerbeck Summary
- Spencer Kockerbeck, based in Scottsdale, AZ, US, is currently a Portfolio Manager at DESMOS CAPITAL MANAGEMENT. Spencer Kockerbeck brings experience from previous roles at Merrill Edge and Charles Schwab. Spencer Kockerbeck holds a 2002 - 2007 BS in Economics, Economics @ Arizona State University. With a robust skill set that includes Banking, Building Strategic Relationships, Customer Relationship Management (CRM), Customer Service, Employee Training and more. Spencer Kockerbeck has 1 emails and 1 mobile phone numbers on RocketReach.
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