Siegfried Koschel is a highly qualified professional, working in Sei main office of which is in 3564. as a Regional Director of Sales from 2020. Siegfried gained professional experience in more than 14 positions at different companies. Siegfried Koschel went to the Chapman University and received education there from 2001 to 2003. Santa Ana, California is the city, where this person was lastly known to be located. Siegfried Koschel's phone number and email can be easily accessed through this website by request.
Name variants:
Siegfried Koschel
Last updated Jun 16, 2024
Contact Information
Last Update
Jan 29, 2016
Email
si**@tdameritrade.com, ko**@gmail.com
Location
Santa Ana, CA
Company
Workplace
Colleagues
Work History
Vice President-Institutional Sales
135 Greene St, Jersey City, NJ 07302
from Mar 2019
Vice President, Technology Consulting
200 south 108Th Avenue Cir, Omaha, NE 68164
Assisting Registered Investment Advisors to transform their RIA practices into more efficient businesses by implementing TDAmeritrade's practice management solutions, state-of-the-art techno...
from Nov 2012
Software Sales
807 Park View Dr north SUITE 150, El Segundo, CA 90245
Advisor365 is an intelligent, customizable CRM solution built on the strength of Microsoft Dynamics specifically developed for RIAs and Independent Broker/Dealers.
May 2009 — Nov 2012
Vice President
Aptus Marketing Group is a Brokerage General Agency responsible for wholesaling best in class fixed annuities, index annuities, SPIA, group variable annuity/401k, MoneyGuard LTC hybrid, LTC,...
May 2009 — May 2011
Regional Vice President
Laid off as part of a massive company restructuring
Aug 2007 — Jan 2009
Regional Vice President
1290 Avenue Of The Americas, New York, NY 10018
Laid off as part of a massive company restructuring
Aug 2007 — Jan 2009
Education
2001 — 2003
upto
Occupations
Counselor
Executive
Vice President
Accountant
Finance and Accounting Specialist
Advisor
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Fixed Annuities
Series 7
Alternative Investments
Mutual Funds
Term Life Insurance
Series 63
401k
Crm
Strategy
Sales
401K
Asset Allocation
Financial Services
Retirement
Relationship Management
Investments
Portfolio Management
Retirement Planning
Securities
Financial Advisory
Marketing
Asset Management
Public Speaking
Public Relations