Jeff Kohl Email and Phone Number
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I am a registered representative of ALPS Distributors, Inc., which is the distributor for Heartland Funds.
Heartland Advisors, Inc.
View- Website:
- heartlandadvisors.com
- Employees:
- 25
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Relationship ManagerHeartland Advisors, Inc. Sep 2019 - PresentGreater Milwaukee AreaPartnering with our clients to provide the best solutions. Spreading the word about the long term benefits of active value investing and Heartland's 10 Principles of Value investing.
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National Advisory Sales ExecutiveFenimore Asset Management Nov 2015 - Oct 2018Greater Milwaukee AreaManaged and guided business development and client service with registered investment advisors for boutique equity investment manager. Worked closely with investment management and marketing to create relevant and compelling marketing materials for financial advisors. Marketed and sold separately managed accounts to high net worth retail investors. Trained associates in attribution and contribution analysis for performance reviews with financial advisors.● Worked closely with the Marketing team to create relevant and compelling advisor communications that would tell the Fenimore story and generate new business. ● Organized and executed onsite due diligence events with investment management resulting in new business and stronger relationships with financial advisors.● Attended and exhibited at industry conferences and regional events to promote brand and raise product awareness. -
Vice President, Ria Sales And Relationship ManagerHeartland Advisors, Inc. Apr 1996 - Jun 2015Oversaw and facilitated business development and client service within RIA channel for boutique small/micro-cap value equity investment manager. Closed new business, retained assets, and grew wallet share. Managed territory covering lower 48 states, with frequent travels. Oversaw client and prospect segmentation for strategic focus and efficient time/territory management. Attended industry conferences, including Schwab Impact, Morningstar, TD Ameritrade, NAPA 401(k), and FPA regional events to promote brand and raise product awareness. Led efforts in organizing, structuring, and executing annual advisor/analyst due diligence events and RIA advisory council sessions. Hired, trained, and managed RIA sales associate to increase distribution.● Recognized as top sales producer, resulting in $2,000,000,000 in gross sales.● Worked closely with portfolio managers to coordinate and moderate quarterly conference calls with financial advisors.● Served as a product specialist for several mutual funds, providing attribution/contribution analysis during performance reviews.● Leveraged relationships with various custodians (Schwab, TD, and Fidelity) for introductions to new advisors.
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Financial ConsultantMorgan Stanley Smith Barney Feb 1993 - Mar 1996Provided financial consulting to individuals, families, and small businesses. Assisted clients with investment management, retirement planning, college education funding, tax reduction strategies, insurance needs analysis, charitable giving solutions, and retirement income distribution strategies. Developed and managed client base through various methods of business development, including cold calling, networking, referrals, and seminars and educational events, growing business to more than $25,000,000 in assets under management.
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Frequently Asked Questions about Jeff Kohl
What company does Jeff Kohl work for?
Jeff Kohl works for Heartland Advisors, Inc.
What is Jeff Kohl's role at the current company?
Jeff Kohl's current role is Relationship Manager at Heartland Advisors, Inc..
What is Jeff Kohl's email address?
Jeff Kohl's email address is jk****@****nds.com
What is Jeff Kohl's direct phone number?
Jeff Kohl's direct phone number is +141434*****
What schools did Jeff Kohl attend?
Jeff Kohl attended University Of Wisconsin-Whitewater, University Of Wisconsin-Whitewater.
What are some of Jeff Kohl's interests?
Jeff Kohl has interest in Outdoorsman, Hunting, Fishing, Sports Enthusiast.
What skills is Jeff Kohl known for?
Jeff Kohl has skills like Mutual Funds, Investments, Asset Allocation, Equities, Wealth Management, Series 63, Investment Management, Portfolio Management, Securities, Series 7, Series 65, Relationship Management.
Who are Jeff Kohl's colleagues?
Jeff Kohl's colleagues are Michael Warecki, Colin Mcwey, Darian Rasmann, Linda Lorenz, Kevin Clark, Brian Backe, Andrew Fleming, Cfa.
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