Joel Kugler is a high-skilled professional, that works in Actively Seeking New Career Opportunities! as a Business Development and Client Services since 2019. Joel Kugler gained professional experience in more than 14 positions at different companies. Joel Kugler went to the South Shore Hs and received education. This professional has such qualifications as Series 7, Series 55, and Series 63. Old Bridge, New Jersey is the city, where the professional was lastly known to be situated. Joel's email address and number are accessed through this website by request.
Name variants:
Joe Kugler
Last updated May 25, 2024
Contact Information
Last Update
Jul 14, 2022
Email
jk**@iaenglander.com, jo**@aol.com, jo**@optimum.net
Location
Old Bridge, NJ
Company
Actively Seeking New Career Opportunities!
Workplace
Business Development and Client Services
Work History
Corporate and Business Development Director
200 White Rd SUITE 215, Little Silver, NJ 07739
Jul 2018 — Jul 2019
Marketing Director For David Chepauskas Cfpâ
4 Campus Dr, Parsippany, NJ 07054
Summit Financial Resources, Inc. was founded by a team of senior financial services professionals in 1982. Since then, it has grown from 4 original partners to over 250 professionals and sup...
Feb 2016 — Jul 2018
Financial Services Representative | Registered Representative | Client Services
200 Park Ave, New York, NY 10016
Financial Services Professional- responsible for generating new business. I was part of 5 person team.
May 2014 — Nov 2015
Financial Professional
New York, NY
Financial Services Professional. Generated new sales
Jul 2013 — Jan 2014
Senior Vice President
185 Hudson St SUITE 1410, Jersey City, NJ 07302
Key Accomplishments: Co-authored end of day note, recapping that days risk arbitrage and special situations option trades and events. Covered risk arbitrage special situation, volatility, an...
Apr 2011 — Nov 2012
Managing Director
New York
Senior Institutional Options/Equity Salesperson
Jul 2008 — Feb 2011
Director
I. A. Englander was founded in 1977 as a partnership on the American Stock Exchange (AMEX) and a floor brokerage "boutique." Today, Englander's core options execution business represents a s...
May 2007 — Jun 2008
Director, Equity Derivatives
405 Lexington Ave, New York, NY 10174
Institutional Options Sales Trader
2006 — 2007
Vice President
Successfully marketed Cathay Financial as a full service broker/dealer with analyst coverage in six sectors, including merger arbitrage and special situations.
1999 — 2006
Vice President
Listed options trader/Listed options Sales Trader/Supervisor options clearance group 1984 Perfect Attendance Award
1981 — 1994
Occupations
Executive
Marketing Director
Accountant
Finance and Accounting Specialist
Development Director
Chief Executive
Accounting Bookkeeper
Bookkeeper
HR Manager
Skills
Client Development
Wealth Management
Retirement Planning
Social Media Marketing
Marketing Strategy
Life Insurance
Health Insurance
Property and Casualty Insurance
Securities
Investments
Series 63
Equities
Financial Risk
Mutual Funds
Alternative Investments
Capital Markets
Asset Management
Financial Markets
Options
Trading
Hedge Funds
Equity Derivatives
Financial Services
Marketing Communications
Marketing
Derivatives
Trading Systems
Building Relationships
Team Building
Client Relations
Client Services
Customer Oriented
Social Networking
Series 7
Series 55
Networking
Volatility
Special Situations
Client Rapport
Options Strategies
Risk Arbitrage
Annuity Sales
Finra
Linkedin Marketing
Wealth Management Services