Client Account Specialist
CurrentPrepare client information for their meetings with advisors. Maintain paperwork and customer relationship management software. As well as doing any other tasks that are assigned.
Please complete the CAPTCHA to continue
A concise factual answer block for searchers comparing this professional profile.
Devin Goetsch is listed as Client Account Specialist/Student at Winch Financial, a company with 14 employees, based in Greater Milwaukee, United States, United States. AeroLeads shows a matched LinkedIn profile for Devin Goetsch.
Devin Goetsch previously worked as Client Account Specialist at Winch Financial and Coach at Sconnie Lacrosse Inc. Devin Goetsch holds B.S. In Finance And Economics, Finance, General from Concordia University-Wisconsin.
This section adds company-level context without repeating Devin Goetsch's masked contact details.
Review company-level records connected to Devin Goetsch before choosing the right outreach path.
Dedicated hardworking leader with a passion for the investment and finance industry.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Appleton, Wisconsin, United States
Prepare client information for their meetings with advisors. Maintain paperwork and customer relationship management software. As well as doing any other tasks that are assigned.
Coach youth and high school lacrosse players to bring out their highest potential.
Help customers find the right gear and apparel for both hockey and lacrosse.
Other employees you can reach at winchfinancial.com. View company contacts for 14 employees →
Katelynn Shultz
Colleague at Winch Financial
Appleton, Wisconsin, United States, United States
View →
DG
Daisy Gilbert
Colleague at Winch Financial
Appleton, Wisconsin, United States, United States
View →
DM
Donna Mullen
Colleague at Winch Financial
Appleton, Wisconsin, United States, United States
View →
CW
Christina Winch
Colleague at Winch Financial
Appleton, Wisconsin, United States, United States
View →
MW
Matt Weyers
Colleague at Winch Financial
Greenville, Wisconsin, United States, United States
View →
JN
John Nienhaus
Colleague at Winch Financial
Appleton, Wisconsin, United States, United States
View →
TW
Tanya Winch
Colleague at Winch Financial
Austin, Texas Metropolitan Area, United States
View →
SA
Sandy Abitz Shultz
Colleague at Winch Financial
Appleton, Wisconsin, United States, United States
View →
LB
Laura Biskupic
Colleague at Winch Financial
Appleton, Wisconsin, United States, United States
View →
HP
Helen Pavon
Colleague at Winch Financial
Houston, Texas, United States, United States
View →
Activities and Societies: Lacrosse Team and Investment Club
Activities and Societies: Lacrosse club
Quick answers generated from the profile data available on this page.
Devin Goetsch works for Winch Financial.
Devin Goetsch is listed as Client Account Specialist/Student at Winch Financial.
Devin Goetsch is based in Greater Milwaukee, United States, United States while working with Winch Financial.
Devin Goetsch has worked for Winch Financial, Sconnie Lacrosse Inc, and Sconnie Athletic Co.
Devin Goetsch's colleagues at Winch Financial include Katelynn Shultz, Daisy Gilbert, Donna Mullen, Christina Winch, and Matt Weyers.
You can use AeroLeads to view verified contact signals for Devin Goetsch at Winch Financial, including work email, phone, and LinkedIn data when available.
Devin Goetsch holds B.S. In Finance And Economics, Finance, General from Concordia University-Wisconsin.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Devin Goetsch you were looking for.