KHC Wealth Management
KHC Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at KHC Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
KHC Wealth Management Salaries. You can even request information on how much does KHC Wealth Management pay if you want to. Learn about salaries, pros and cons of working for KHC Wealth Management directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
11 KHC Wealth Management employees in database. Find out everything there's to know about KHC Wealth Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
KHC Wealth Management Employees
KHC Wealth Management September 2013 - Present
Financial Planning Association (FPA) of Oregon & SW Washington January 2013 - September 2013
Key Private Bank December 2008 - August 2013
Key Private Bank April 2007 - December 2008
Saunders & Associates, Financial Management January 2005 - January 2007
Education
Kansas State University 2000 — 2004
Bachelor of Science (B.S.), Personal Financial Planning
Bank of Kansas City May 2014 - Present
Bank of Kansas City February 2011 - May 2014
Blue Ridge Bank & Trust Co September 2006 - January 2011
Northland Weath Advisors, LLC February 2002 - October 2006
KHC Wealth Management 1998 - 2002
DST Systems 1994 - 1998
Skills
Wealth Management, Investments, Estate Planning, Portfolio Management, Asset Allocation, Insurance, Banking, Strategic Financial..., Mutual Funds, Asset Management, Retirement, Securities, Trust Services, Retirement Planning, Investment Advisory, Financial Services, Employee Benefits, Commercial Banking, Life Insurance, Long Term Care Insurance, Disability Insurance, Fixed Annuities
Education
Rockhurst University 1992 — 1994
Master of Business Administration (MBA), Business Administration and Management, General
Central Missouri State University 1987 — 1990
Bachelor of Science (BS), Finance, General
Creative Planning Inc. November 2013 - Present
KHC Wealth Management September 2012 - November 2013
Education
University of Missouri-Kansas City - Bloch School of Management
MBA, Finance and Leadership
University of Missouri-Kansas City
BBA, Business Administration
KHC Wealth Management February 2014 - Present
Sojern September 2012 - February 2014
Tributary Capital Management January 2011 - September 2012
Bank of the West August 2008 - January 2011
Skills
Equity Research Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, First Call, Bloomberg, Salesforce.com, Account Management, Data Analysis, Thomson One Analytics, Portfolio Performance..., Sales, Advertising, Marketing Strategy
Education
Creighton University 2011 — 2013
Masters Degree, Security Analysis and Portfolio Management
University of Nebraska at Omaha
Bachelor of Science (BS), Finance and Banking, Investment Science, and Portfolio Management
KHC Wealth Management October 2006 - Present
Northwest Airlines January 1990 - September 2006
Education
College for Financial Planning 2007 — 2008
Registered Paraplanner, Financial Planning and Services
The University of North Dakota 1985 — 1989
BSAS, Aviation
KHC Wealth Management April 2015 - Present
UMB Bank March 2013 - April 2015
UMB Bank October 2011 - March 2013
UMSU's Digital Copy Centre Winnipeg December 2009 - June 2011
Self employed April 2009 - December 2009
JamesHyatt Studio September 2008 - April 2009
DTJ DesignInc January 2004 - September 2008
Education
University of Manitoba 2010 — 2011
MBA, Finance
Kansas State University 2000 — 2005
BLA, Landscape Architecture
KHC Wealth Management November 1996 - Present
Creative Planning, Inc. August 1988 - November 1996
Koesten & Company June 1984 - August 1988
Education
The American College 1986 — 1988
MS, Financial Services
Louisiana Tech University 1969 — 1971
BS, Professional Aviation
KHC Wealth Management January 2012 - Present
KHC Wealth Management January 2008 - December 2011
KHC Wealth Management Services August 2002 - December 2007
Koesten Hirschmann & Crabtree, Inc. November 1997 - December 2001
Education
The American College 2003 — 2004
MS, Financial Services
Fort Hays State University 1994 — 1998
BBA, Finance, Personal Finance
KHC Wealth Management December 2013 - Present
KHC Wealth Management June 2008 - Present
Education
The American College 2011 — 2012
Masters of Science in Financial Services
Kansas State University 2004 — 2008
Financial Planning