Kevin Piotrowicz

Client Advisor

We found the following information about Kevin Piotrowicz at Legacy Advisors, where this expert has worked as a Client Advisor since 2018. Kevin's total work experience is over seven years, during which time this expert had at least four jobs at different companies to develop skills. Kevin Piotrowicz studied at the Wake Forest University from 2011 to 2015. They learned English and Spanish. This expert has the following certificates: Series 7, Series 63, Series 65, and Chartered Financial Analyst (Cfa). Kevin can be found in Denver, Colorado – where this professional is currently located. Find Kevin Piotrowicz's current email address and number through SoftwareOfficial search.
Name variants:
Kev Piotrowicz
Last updated May 27, 2024

Contact Information

Last Update
Jul 6, 2022
Email
kp**@legacyadvice.com, ke**@jpmorgan.com
Location
Denver, CO
Company

Workplace

Legacy Advisors
Client Advisor

Plymouth Meeting, PA

Industry

Financial Services, Investment Advice

Work History

Client Advisor

401 Plymouth Rd SUITE 150, Plymouth Meeting, PA 19462
Responsible for providing the long-term vision to help crystallize objectives and direct relationships within Legacy on a client's behalf.
from Apr 2018

Private Banking Analyst

270 Park Ave, New York, NY 10010
J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been he...
Jul 2015 — Mar 2018

Men's Basketball Student Manager

1834 Wake Forest Rd, Winston Salem, NC 27109
As Head Student Manager of the Wake Forest Men's basketball team I worked an average of 30-40 hours weekly including practices, games, meetings, and team travel. I was in constant contact wi...
Dec 2011 — Mar 2015

Summer Analyst

200 West St, New York, NY 10006
During my time at Goldman Sachs I was a Member of a five person team which included two Private Wealth Advisors, one Wealth Management Professional, and one Financial Analyst. I assisted in ...
Jun 2014 — Aug 2014

Education

Occupations

Advisor
Accountant
Finance and Accounting Specialist
Analyst
Leader
Accounting Bookkeeper
Bookkeeper
Analysts
Managers

Skills

Microsoft Office
Microsoft Excel
Powerpoint
Microsoft Word
Public Speaking
Management
Leadership
Critical Thinking
Customer Service
Data Analysis
Social Media
Teamwork
Spanish
Problem Solving

FAQs about Kevin Piotrowicz

What's the main profession of Kevin Piotrowicz?

Kevin Piotrowicz is a Client Advisor.

What jobs is Kevin Piotrowicz proficient at at?

Kevin is a professional Advisor jobs.

Where does Kevin Piotrowicz currently live?

The expert lives in Denver, Colorado.

Does the expert have the email address?

kp**@legacyadvice.com and ke**@jpmorgan.com is The expert's email address.

Where did Kevin Piotrowicz work?

The expert worked at Legacy Advisors, J.p. Morgan.

What education does Kevin Piotrowicz have?

Kevin studied at the Wake Forest University from 2011 to 2015.

Are there any professional certifications Kevin Piotrowicz has?

Kevin Piotrowicz received the following certifications: Series 7, Series 63, Series 65, and Chartered Financial Analyst (Cfa).

What languages does Kevin Piotrowicz speak?

Kevin Piotrowicz speaks English and Spanish.
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