Wes Karsten Email & Phone Number
AVP, Relationship Manager @ PTMA Financial Solutions
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Wes Karsten Location
- Chicago, IL, US
Wes Karsten Work
- AVP, Relationship Manager @ (October 2024 - Present)
- AVP, Relationship Manager @ (September 2023 - Present)
- Senior Institutional Investment Specialist @ (January 2023 - September 2023)
- Partner Program Manager @ (December 2021 - January 2023)
- Manager, Analytics @ (May 2021 - November 2021)
- Team Manager @ (January 2020 - May 2021)
- Senior Relationship Manager and Team Leader @ (January 2019 - January 2020)
- Relationship Manager @ (December 2015 - January 2019)
- Investment Consultant - RIA Consulting Group @ (January 2015 - November 2015)
- Investment Consultant @ (July 2012 - December 2014)
- Client Support Associate @ (August 2010 - June 2012)
- Bookstore Associate @ (August 2009 - June 2010)
- Intern @ (May 2009 - August 2009)
- Intern @ (June 2008 - April 2009)
- Counselor @ (June 2008 - July 2008)
- Sales Advisor @ (May 2007 - August 2007)
Wes Karsten Education
- Wheaton College
Bachelor of Arts (BA) (Business/Economics)
- The University of Chicago Booth School of Business
Certified Investment Management Analyst Program
Wes Karsten Skills
- Portfolio Management
- Mutual Funds
- Financial Services
- Asset Allocation
- Series 63
- Alternative Investments
- Sales
- Financial Advisory
- CRM
- Investment Advisory
- Investments
- Asset Management
- Series 6
- Investment Strategies
- Email Marketing
- Wealth Management
- Finance
- Retirement Planning
- Sales Presentations
- Series 7
- Communication Skills
- Small Business Management
- Customer Service
- Public Speaking
- Microsoft Excel
- Spreadsheets
- Career Management
- Leadership
- Data Analytics
- Servant Leadership
- Performance Management
- Team Management
- Team Motivation
- Data Analysis
- Strategic Partnerships
- Change Management
- Microsoft Outlook
- Time Management
- Active Listening
- Social Media
- PowerPoint
Wes Karsten Summary
- Wes Karsten, based in Chicago, IL, US, is currently a AVP, Relationship Manager at PTMA Financial Solutions. Wes Karsten brings experience from previous roles at PMA and Frontline Education. Wes Karsten holds a Bachelor of Arts (BA) in Business/Economics @ Wheaton College. With a robust skill set that includes Portfolio Management, Mutual Funds, Financial Services, Asset Allocation, Series 63 and more. Wes Karsten has 2 emails and 2 mobile phone numbers on RocketReach.
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