David Koehler, Cfp® Email and Phone Number
David Koehler, Cfp® work email
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David Koehler, Cfp® personal email
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Eagle Wealth Strategies is a registered investment advisor. Eagle Wealth Strategies provides investment advisory and related services for clients nationally. Eagle Wealth Strategies will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at www.eaglewealthstrategies.com
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Wealth AdvisorEagle Wealth Strategies Jul 2021 - Present
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Board MemberSouth Jersey Young Professionals Association (Sjypa) Apr 2018 - PresentHaddonfield, Nj, Us -
Branch Operations ManagerJanney Montgomery Scott Llc Nov 2015 - Jul 2021Philadelphia, UsBRANCH OPERATIONS MANAGER (November 2018-July 2021)FINANCIAL ADVISOR (November 2015-October 2018)About Janney: With roots dating to 1832, Janney Montgomery Scott LLC is a full-service financial services firm, providing comprehensive financial advice and superior service to individual, corporate and institutional investors. At Janney, our mission is to be the highest standard of success in financial relationships.Services include (but are not limited to): financial planning, retirement planning, investment management, investment research, education funding, and insurance strategies. -
Director Of Groups & Special EventsCamden Riversharks Mar 2012 - Oct 2015DIRECTOR OF GROUPS & SPECIAL EVENTS (November 2014 - October 2015)• Assisted in the coordination and implementation of all group ticketing/event sales efforts, including analyzing and developing budgets/goals, pricing strategies, marketing collateral development, and financial reporting• Managed and oversaw group sales employees and all non-game day eventsGROUP ACCOUNT MANAGER (January 2013 - October 2014)GROUP SALES ASSISTANT (March 2012 - December 2012)
David Koehler, Cfp® Skills
David Koehler, Cfp® Education Details
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Towson UniversityBusiness -
Sterling High School
Frequently Asked Questions about David Koehler, Cfp®
What company does David Koehler, Cfp® work for?
David Koehler, Cfp® works for South Jersey Young Professionals Association (Sjypa)
What is David Koehler, Cfp®'s role at the current company?
David Koehler, Cfp®'s current role is Wealth Advisor at Eagle Wealth Strategies.
What is David Koehler, Cfp®'s email address?
David Koehler, Cfp®'s email address is da****@****ies.com
What schools did David Koehler, Cfp® attend?
David Koehler, Cfp® attended Towson University, Sterling High School.
What skills is David Koehler, Cfp® known for?
David Koehler, Cfp® has skills like Sales, Marketing, Customer Service, Event Planning, Event Management, Sports, Marketing Strategy, Networking, Customer Retention, Account Management, New Business Development, Public Speaking.
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