Kurt Kuhn is a high-level expert, that works in Wells Fargo Advisors main office of which is in 104. as a Director- High Net Worth Consulting Group since 2014. This person gained professional experience in more than ten positions at various companies. Kurt Kuhn went to the Washington University In St. Louis and was studying from 2003 to 2005. This professional has such professional qualifications as Certified Investment Management Analyst (Cima). Greensburg, Pennsylvania is the area, where this professional was lastly known to be settled. Kurt Kuhn's email address and number are easily accessed through this website on demand.
Name variants:
Curt Kuhn
Last updated Jun 02, 2024
Contact Information
Last Update
Jul 13, 2022
Email
ku**@wellsfargoadvisors.com, ku**@gmail.com
Location
Greensburg, PA
Company
Workplace
Director- High Net Worth Consulting Group
Saint Louis, MO
Industry
Financial Services
Colleagues
Work History
Director- High Net Worth Consulting Group
1 north Jefferson Ave St, Louis, MO
from Jun 1, 2014
Vice President, Private Wealth Management
New York, NY
Provide highly personalized investment consulting and family-office services as member of Next Capital Management, a New York City-based private wealth advisory boutique. Participate as part...
2013 — Jun 2014
Vice President, Kr Investment Consulting Group
Led investment consulting and portfolio management activities of KR Wealth Advisory Group at RBC Wealth Management, specializing in providing concierge private client banking and institution...
2012 — 2013
Vp, Private Client Services
Built and managed a team of 4 as part of this pilot program to meet needs of ultra high net-worth investors with assets between $2M and $25M with a focus on coverage of offshore accounts. Co...
2011 — 2012
Vice President, Private Banking, Global Investment Specialist
270 Park Ave, New York, NY 10010
Contributed to a pilot project focused on attracting and retaining high net-worth clients for the private bank. Ran a $70M portfolio and successfully transitioned what was an exclusive priva...
2009 — 2011
Vice President - International Sales Director, Global Wealth Management Division
New York, NY
Leveraged sales expertise to spearhead new business development and process optimization strategies for the International Private Banking Division. Pioneered Merrill Lynch Latin America Fina...
Mar 2004 — May 2009
Vice President- Sales Manager
Promoted alternative and structured investment product sales, increasing client penetration by 100% in 2006. Constructed equity and fixed income portfolios for U.S.-based private clients.
2004 — 2008
Account Executive, Fixed Income Sales
Constructed equity and fixed income portfolios for U.S.-based private clients. Managed derivative portfolios for ultra high net-worth clients. Provided institutional sales coverage to state ...
2002 — 2004
Second Vice President
1585 Broadway, New York, NY 10003
Provided wealth management services for high net-worth Investors in the Greater St. Louis area.
2001 — 2002
Financial Advisor
1585 Broadway, New York, NY 10003
Distinguished with national sales award in 2000 for top ranking out of 300 other advisors.
1999 — 2001
Education
2003 — 2005
Occupations
Executive
Vice President
Chief Executive
Skills
Portfolio Management
Wealth Management
Alternative Investments
Wealth Management Services
Financial Advisory
Derivatives
Banking
Investments
Private Banking
Wealth
Asset Allocation
Equities
Fixed Income
Factset
Bloomberg
Morningstar
Finance
Investment Management
FAQs about Kurt Kuhn
What is the main profession of Kurt Kuhn?
Kurt Kuhn is a Director- High Net Worth Consulting Group.
What are the profession of Kurt?
These person's professions are Executive and Vice President
Where does Kurt Kuhn live?
Greensburg, Pennsylvania is the place where Kurt Kuhn lives
Does the expert have the email address?
ku**@wellsfargoadvisors.com and ku**@gmail.com is The expert's email address.
How many companies did Kurt Kuhn work at?
Kurt Kuhn worked at ten jobs.
Where has Kurt Kuhn studied?
Kurt studied at the Washington University In St. Louis from 2003 to 2005.
What are the certifications of Kurt Kuhn?
The professional received the following certifications: Certified Investment Management Analyst (Cima).
What is professional industry that Kurt Kuhn worked in?
Kurt Kuhn works in Investment Management industry.