Ben Walter Email & Phone Number

Crested Butte, Colorado, United States

Series 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.

Crested Butte, Co

While 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.

Gunnnison, Co

As 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!

Gunnison, Colorado, United States

Assisted 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.

Beaver Creek, Colorado