Wes Karsten Email & Phone Number
AVP, Relationship Manager @ PTMA Financial Solutions
5 free lookup(s).
Wes Karsten Location
- Chicago, IL, US
Wes Karsten Work
- 2024 -now AVP, Relationship Manager @
- 2023 -now AVP, Relationship Manager @
- 2023 -2023 Senior Institutional Investment Specialist @
- 2021 -2023 Partner Program Manager @
- 2021 -2021 Manager, Analytics @
- 2020 -2021 Team Manager @
- 2019 -2020 Senior Relationship Manager and Team Leader @
- 2015 -2019 Relationship Manager @
- 2015 -2015 Investment Consultant - RIA Consulting Group @
- 2012 -2014 Investment Consultant @
- 2010 -2012 Client Support Associate @
- 2009 -2010 Bookstore Associate @
- 2009 -2009 Intern @
- 2008 -2009 Intern @
- 2008 -2008 Counselor @
- 2007 -2007 Sales Advisor @
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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Wes Karsten
AVP, Relationship Manager
Chicago, IL, US
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