Kortney J. Christensen
No más puestos en curso
Perfil
Ms. Kortney J.
Christensen is Vice President at Benjamin F.
Edwards & Co., Inc. Before joining Benjamin F.
Edwards & Co. she served as a senior vice president and director of life event services in the Key Client Solutions Group for Wachovia Securities (now Wells Fargo Advisors).
Previously, she served as a vice president and manager of the financial planning team in the Private Client Services Department at A.G.
Edwards.
In that capacity, she was responsible for training the firm’s financial consultants and staff members on topics such as asset allocation, concentrated equity positions, tax matters, and general financial planning issues.
She also organized and assembled teams of the firm’s market and planning experts to meet with and develop comprehensive investment plans for the firm’s high net worth clients.
She is a Certified Financial Planner.
Prior to joining A.G.
Edwards in 1997, Ms. Christensen was a Certified Public Accountant and worked as a senior accountant at Deloitte Touche.
Ms. Christensen earned her Bachelor of Arts degree in Business Administration from Rhodes College and a Master of Business Administration from Washington University in St. Louis.
Antiguos cargos conocidos de Kortney J. Christensen.
Empresas | Cargo | Fin |
---|---|---|
A.G. Edwards, Inc.
A.G. Edwards, Inc. Investment Banks/BrokersFinance A.G. Edwards, Inc. operate as a securities broker-dealer in the United States. It provides investment products and financial services including annuities, bonds, futures & commodities, mutual funds, banking and business services, education funding, and retirement planning. The company was founded by Albert Gallatin Edwards in 1887 and is headquartered in St. Louis, MO. | Corporate Officer/Principal | - |
Formación de Kortney J. Christensen.
Rhodes College | Undergraduate Degree |
University of Washington | Masters Business Admin |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 1 |
---|---|
A.G. Edwards, Inc.
A.G. Edwards, Inc. Investment Banks/BrokersFinance A.G. Edwards, Inc. operate as a securities broker-dealer in the United States. It provides investment products and financial services including annuities, bonds, futures & commodities, mutual funds, banking and business services, education funding, and retirement planning. The company was founded by Albert Gallatin Edwards in 1887 and is headquartered in St. Louis, MO. | Finance |
- Bolsa de valores
- Insiders
- Kortney J. Christensen