Kenneth Reese is a qualified professional, who works in Black Diamond Financial Solutions on the position of Wealth Manager since 2017. This person gained professional experience in more than four positions at various companies. Kenneth Reese went to the The American College of Financial Services and received education there from 2018 to 2020. This professional has these qualifications: Finra, Cfp Board, and Internal Revenue Service. Lewes, Delaware is the city, where this expert was lastly known to be located. Kenneth's email address and phone number can be accessed through SoftwareOfficial on demand.
Name variants:
Ken Reese,
Kenny Reese
Last updated May 31, 2024
Contact Information
Last Update
Jul 13, 2022
Email
kr**@firstfinancialgroup.com
Location
Lewes, DE
Company
Black Diamond Financial Solutions
Workplace
Wealth Manager
Work History
Wealth Manager
All of my previous duties. Simply with a new custodian.
from Jul 2017
Wealth Manager
4707 Executive Dr, San Diego, CA 92121
A continuation of all of my previous duties with the addition of more advanced and comprehensive asset management.
Nov 2014 — Jul 2017
Financial Advisor
10 Hudson Yards, New York, NY
I monitor cash-flow to evaluate an individual's annual budget surplus or deficit. I promote the creation of tax diversified balance sheets. I create and monitor client's asset allocations an...
Jul 2011 — Nov 2014
Personal Financial Specialist
570 Lausch Ln, Lancaster, PA 17601
Evaluated individuals current financial positions from both a net worth standpoint, and cash-flow standpoint. Facilitated the creation of more efficient debt and capital structure for these ...
Sep 2008 — Jun 2011
Education
2018 — 2020
2017 — 2018
2013 — 2016
2011 — 2012
2003 — 2008
Occupations
Executive
Manager
Custodian
Accountant
Finance and Accounting Specialist
Operations Manager
Custodial Worker
Cleaners
Accounting Bookkeeper
Bookkeeper
Skills
Investments
Retirement Planning
Risk Management
Wealth Management
Financial Analysis
Estate Planning
Life Insurance
Insurance
Small Business
Disability Insurance
Portfolio Management
Certified Financial Planner
Credit
Fixed Annuities
Asset Allocation
Financial Modeling
FAQs about Kenneth Reese
What's the main profession of Kenneth Reese?
This professional's job is Lewes, Delaware
What jobs is Kenneth Reese proficient at at?
Kenneth Reese is proficient at such jobs as Executive and Manager.
Where does Kenneth Reese currently live?
Lewes, Delaware is the place where Kenneth Reese lives
What is Kenneth Reese's email?
Kenneth Reese's email is kr**@firstfinancialgroup.com.
How many companies did Kenneth Reese work at?
Kenneth Reese worked at four jobs.
What education does Kenneth Reese have?
Kenneth studied at the American College of Financial Services from 2018 to 2020.
What are the certifications of Kenneth Reese?
The expert received the following certifications: Finra, Cfp Board, Internal Revenue Service, The American College of Financial Services, and Series 7-Through Lpl Financial.
Are there any industries, that Kenneth Reese works in?
This professional works in Financial Services industry.