Ben Walter Email and Phone Number
Ben Walter work email
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Ben Walter personal email
Hey there!I’m a recent graduate from Western Colorado University in the beautiful heart of the Colorado Rockies, Gunnison.As a student at Western I wore many hats from marketeering as the Student Brand Manager for Red Bull North America, 3 semesters as a communications teaching assistant, running a small handyman business, and interning at Pulliam Family Office while still finding time to be an avid freeskier!The last two years I have been a sales and marketing intern for Pulliam Family Office, this experience has guided my path towards Financial Advising. During my time at PFO I have built models of investment planning strategies for marketing/sales purposes on excel, used Salesforce to build a quote tool for the various fee structures and retainer options (garnering an entry level fluidity with using Salesforce as well as some skills for setting up the Salesforce itself or at least problem solve)and performed over 500 unregistered cold calls as an intern. Eventually realizing how my traits fit the business development pillar I have discovered my favorite part of the financial industry, providing our services to clients and giving them a chance at potentially greater opportunities and livelihood!I am very excited to announce that I passed the Series 7 and SIE in late January this year, and I will be working as a Financial Advisor in the paradise of Crested Butte at Pulliam Family Office! I am currently studying for my Series 66 and plan on continuing to obtain certifications like the Series 3 and annuities licensing.
Pulliam Family Office
View- Website:
- pulliamfamilyoffice.com
- Employees:
- 2
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Financial AdvisorPulliam Family Office Feb 2021 - PresentCrested Butte, Colorado, United StatesSeries 7, SIE certified with Series 66 in process. Handling responsibilities of business development and prospect relationship management.Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Services Advisors, Inc. Pulliam Family Office is not a registered broker/dealer and is independent of Raymond James Financial Services. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. -
Sales And Marketing InternPulliam Family Office May 2019 - Feb 2021Crested Butte, CoWhile interning during the launch of Pulliam Family Office, I came to understand the various processes involved with not only launching a business but more specifically transitioning prior business into the boutique financial institution. Gaining industry and organizational knowledge through daily business interactions and performing market research, I applied the knowledge to help develop investment model visualizations in excel and quotes on Salesforce.com to be used as tools for business development. Eventually, I found my strengths resided in the application of these tools in the prospecting flow, which I am excited to be currently be helping develop and streamline. -
Student Brand MarketeerRed Bull Aug 2018 - Dec 2020Gunnnison, CoAs the Red Bull Student Brand Manager at WCU, I assisted in orchestrating 2 very successful events with over 30 contestants and 700 attendees each, coordinating marketing, sponsorship, physical set-up and acquiring the particular contracts and permissions. The opportunities provided for project management and developing new methods of marketing while fostering a strong web of connections on campus made the remote position an effective practice for “real world” applications. I am grateful for the skills I learned and friends that I have made through THE BEST STUDENT JOB IN THE WORLD! -
Teaching AssistantWestern Colorado University Jan 2017 - May 2018Gunnison, Colorado, United StatesAssisted in tutoring of students with supplemental instruction hours outside of class as well as graded papers, specifically in the frame-case format. Helping to adjust the writing ability of many student and create a better understanding of the written word and practices of effective writers.Along with the frame case format I helped teach MLA and APA citations as well as document formatting and presentation skills. -
Ski ValetPark Hyatt Beaver Creek Resort & Spa Dec 2014 - Feb 2017Beaver Creek, Colorado
Ben Walter Education Details
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Business/Managerial Economics
Frequently Asked Questions about Ben Walter
What company does Ben Walter work for?
Ben Walter works for Pulliam Family Office
What is Ben Walter's role at the current company?
Ben Walter's current role is Financial Advisor at Pulliam Family Office.
What is Ben Walter's email address?
Ben Walter's email address is be****@****ice.com
What schools did Ben Walter attend?
Ben Walter attended Western Colorado University.
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Ben Walter
New York City Metropolitan Area8hotmail.com, hiscox.com, coair.com, kellogg.northwestern.edu, barclaysglobal.com, hiscoxgroup.com, chase.com, jpmorganchase.com3 +144127XXXXX
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Ben Walter
Greater Minneapolis-St. Paul Area63m.com, gmail.com, mmm.com, 3m.com, mmm.com, vmware.com3 +165173XXXXX
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1imgworld.com
2 +156137XXXXX
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Ben Walter
San Francisco Bay Area2hellopocketed.io, postpilot.com
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