David Koehler, Cfp®

David Koehler, Cfp® Email and Phone Number

Wealth Advisor at Eagle Wealth Strategies @ South Jersey Young Professionals Association (SJYPA)
David Koehler, Cfp®'s Location
Greater Philadelphia, United States, United States
David Koehler, Cfp®'s Contact Details

David Koehler, Cfp® work email

David Koehler, Cfp® personal email

About David Koehler, Cfp®

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

David Koehler, Cfp®'s Current Company Details
South Jersey Young Professionals Association (SJYPA)

South Jersey Young Professionals Association (Sjypa)

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Wealth Advisor at Eagle Wealth Strategies
David Koehler, Cfp® Work Experience Details
  • Eagle Wealth Strategies
    Wealth Advisor
    Eagle Wealth Strategies Jul 2021 - Present
  • South Jersey Young Professionals Association (Sjypa)
    Board Member
    South Jersey Young Professionals Association (Sjypa) Apr 2018 - Present
    Haddonfield, Nj, Us
  • Janney Montgomery Scott Llc
    Branch Operations Manager
    Janney Montgomery Scott Llc Nov 2015 - Jul 2021
    Philadelphia, Us
    BRANCH 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.
  • Camden Riversharks
    Director Of Groups & Special Events
    Camden Riversharks Mar 2012 - Oct 2015
    DIRECTOR 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

Sales Marketing Customer Service Event Planning Event Management Sports Marketing Strategy Networking Customer Retention Account Management New Business Development Public Speaking Relationship Building

David Koehler, Cfp® Education Details

  • Towson University
    Towson University
    Business
  • Sterling High School
    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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