Jim Wenzler is a highly qualified professional, who works in Broadview Advisors on the position of Director of Marketing from 2006. Jim Wenzler gained professional experience in more than four positions at different companies. Jim Wenzler went to the University of Wisconsin-Milwaukee - School of Business Administration and received education from 1976 to 1980. This person has professional qualifications: Chartered Financial Analyst (Cfa) and James Wenzler. Milwaukee, Wisconsin is the city, where this professional was known to be situated. Jim's email address and number are easily accessed through SoftwareOfficial on demand.
Name variants:
James Wenzler
Last updated May 25, 2024
Contact Information
Last Update
Jun 25, 2022
Email
jw**@broadviewadvisors.com
Location
Milwaukee, WI
Company
Broadview Advisors, LLC
Workplace
Director of Marketing
Work History
Founder
High level training courses designed specifically for the discretionary portfolio management programs within the retail brokerage industry.
Apr 1993 — Jan 2000
Education
Occupations
Executive
Director
Marketing Director
Senior Advisor
Operations Manager
Chief Executive
Advisor
Skills
Mutual Funds
Investment Strategies
Portfolio Management
Asset Management
New Business Development
Marketing Strategy
Customer Relations
Brand Developement
Investment Management
Asset Allocation
Alternative Investments
Hedge Funds
Equities
Management
Investments
Financial Analysis
Financial Modeling
Marketing
Strategic Planning
Retirement Planning
Due Diligence
Private Equity
Investment Advisory
Wealth Management
Capital Markets
Public Speaking
Cio