Maria Kutscher is a highly qualified expert, who works in Ubs as a Executive Director, Divisional Business Development Manager, Western Division since 2019. Maria Kutscher gained professional experience in more than ten positions at different companies. Maria Kutscher went to the California State University, Long Beach and received education. Maria Kutscher has such qualifications as Chartered Financial Analyst (Cfa), Certified Financial Planner (Cfp), and Chartered Retirement Planning Counselor (Crpc). Newport Beach, California is the city, where this professional was known to settle. Their phone number and email are easily accessed through SoftwareOfficial on demand.
Name variants:
Mary Kutscher
Contact Information
Workplace
Executive Director, Divisional Business Development Manager, Western Division
New York, NY
Industry
Security Broker/Dealer
Colleagues
Work History
Professor, Cfa Test Prep Program - Risk Management, Portfolio Management, Ethics and Fintech
110 east 42Nd St, New York, NY 10017
from Jul 2019
Instructor, Investment Planning, Cfp and Pmp Certification Program
from Jun 2019
Senior Vice President, Institutional and Private Client Advisor
New York, NY
2016 — Jun 2019
Vp, Institutional Business Development and Consultant Relations and Wealth Management Consultant
4500 Main St, Kansas City, MO 64105
2008 — 2013
Managing Director
Brands included Loomis Sayles, AEW, Hansberger, Vaughan Nelson, AlphaSimplex
2006 — 2008
Senior National Accounts Manager and Regional Director
1555 Peachtree St, Atlanta, GA 30309
2000 — 2006
Occupations
Executive
Chief Executive Officer
Business Development Manager
Accountant
Finance and Accounting Specialist
Professor
Corporate Executive
Chief Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Business Development
Investment Management
Relationship Building
Asset Allocation
Alternative Investments
Investments
Financial Services
Hedge Funds
Business Strategy
Capital Markets
Sales
Strategic Planning
Retirement Planning
Wholesale
Financial Analysis
Customer Relationship Management
Sales and Marketing
Microsoft Office
Microsoft Word
Microsoft Excel
Salesforce
Microsoft Powerpoint
Microsoft Outlook
Strategic Partnerships
Public Speaking
Leadership
Communication
Teamwork
Written Communication
Presentations
Customer Service
Management
Rias
Territory Management
Institutional Sales
Foundations
Separately Managed Accounts
Broker Dealer
Group Presentations
Esg Investing
Morningstar Principia
Zephyr Style Advisor
Defined Contribution
Holds Series 7
Distribution
Etfs
Personal Financial Planning
High Net Worth Individuals
Wealth Transfer
Estate Planning