Andy Klausner Email and Phone Number
Andy Klausner work email
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Andy Klausner personal email
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Over 35 years of experience in various positions in the Wealth Management and fee-based businesses. Have built and managed products and platforms, led sales and marketing organizations; also good working knowledge of the operational, compliance and legal aspects of the business.Specialties: Management; Product and Platform Development; Sales and Marketing; Strategy
Ak Advisory Partners
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Founder And PrincipalAk Advisory Partners May 2007 - PresentDallas, TxAK Advisory Partners is a consultancy to the financial services industry, providing advice and training to firms and individuals operating in the fee-based, investment management and wealth management areas. We also provide Executive Search services for the financial services industry.AK Advisory Partners offers a suite of consultative and training solutions designed to address your business challenges and unlock real value along three distinct, but complementary, service… Show more AK Advisory Partners is a consultancy to the financial services industry, providing advice and training to firms and individuals operating in the fee-based, investment management and wealth management areas. We also provide Executive Search services for the financial services industry.AK Advisory Partners offers a suite of consultative and training solutions designed to address your business challenges and unlock real value along three distinct, but complementary, service lines:Strategy:Branding/Corporate IdentityWebsite/Marketing Collateral DevelopmentProduct + Platform DevelopmentMarketing + Prospecting + Distribution StrategiesStrategic Planning and Competitive Positioning Structure:Merger IntegrationBusiness EvaluationProcess ImprovementChange ManagementTraining:Corporate Training (Individuals + Groups)Referral ProgramsProspecting and Marketing ProgramsExecutive CoachingWhile these services can be delivered separately, the service lines have been designed to complement and build upon one another. To optimize this synergy, we can help you select, customize and combine our services to address your particular business. Show less
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Co-FounderYour Hiring Partners Nov 2016 - PresentDallas, TxYour Hiring Partners helps clients recruit, hire and train the right talent that fits into their culture and core values, and is a natural extension of the consulting work that we do at AK Advisory Partners. What sets YHP apart from the competition is the assurance that every candidate we introduce passes our proprietary grading system and is a good fit for their firm. A great deal of upfront work is done before we present ONLY qualified candidates to our clients.
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Svp - Director Of Wealth DevelopmentCco Investment Services 2006 - 2007National sales manager and Director of Wealth Management Services. -
Svp - Director, Wealth ManagementJanney Montgomery Scott Jan 2005 - Jan 2006Managed 60+person Wealth Management Division; led transformation from product orienetation to consultative sales orientation. -
Managing Director - Director, Investment Management Consulting GroupMorgan Keegan Aug 1997 - Jan 2005Built and managed fee-based platform. Led transformation to Wealth Management concept. Build industry first UMA product.
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DmacUbs 1993 - 1996
Andy Klausner Skills
Andy Klausner Education Details
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Finance -
Economics And Political Science
Frequently Asked Questions about Andy Klausner
What company does Andy Klausner work for?
Andy Klausner works for Ak Advisory Partners
What is Andy Klausner's role at the current company?
Andy Klausner's current role is Founder and Principal at AK Advisory Partners:Financial Services Consulting and Executive Search.
What is Andy Klausner's email address?
Andy Klausner's email address is cr****@****ell.net
What is Andy Klausner's direct phone number?
Andy Klausner's direct phone number is +161799*****
What schools did Andy Klausner attend?
Andy Klausner attended Nyu Stern School Of Business, University Of Michigan.
What skills is Andy Klausner known for?
Andy Klausner has skills like Wealth Management, Investment Advisory, Financial Advisory, Asset Management, Wealth, Banking, Alternative Investments, Brokerage, Asset Managment.
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