Jon Kotecki Mba, Cfp® Email and Phone Number
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Jon Kotecki Mba, Cfp® personal email
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Experienced Financial Advisor knowledgeable in investments and insurance. I have exerience in portfolio management and alternative investments, retirement and college planning, estate planning including trusts, tax planning, life insurance, long term care, and disability insurance.Strong business acumenManagerial experienceExperience in large, medium and small businessesExperience in IT
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Sr. Vp - Portfolio ManagerFrost BankSan Antonio, Tx, Us
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Sr. Vp - Portfolio ManagerFrost Bank Oct 2018 - PresentSan Antonio, Texas, Us -
Vice President Sr. Financial AdvisorCiti Mar 2012 - Oct 2018New York, New York, UsStarting August 2016, there was a change in the way the company decided to operate. I was given a book of 1600 clients with ~$100MM in assets to manage and we moved to a salary + revenue based payout rather than the previous salary + bonus. Initial revenue was ~$18k/month and in Jan 2016 generated $26k in revenue. Total revenue for 8/16-1/17 was $136k.Managed a book consisting of 450 clients with AUM of $250MM+. Lead financial planner for 19 advisors. Head advisor for VIP and high net worth individuals. Primary resource for alternative investments and complex cases. Responsible for advice, maintenance and service for CitiTrust accounts. I have also assisted with hiring and training new advsiors. Brought in $18MM+ in new assets for 2013, $16MM+ in 2014, $19MM in 2015, $12MM in first half of 2016. -
Financial AdvisorUsaa Nov 2007 - Mar 2012San Antonio, Texas, UsHelped members with financial and life advice. Required a quick case evaluation to identify weaknesses in their financial plan and provide solutions to close those gaps. Would provide a basic road map for clients that was easy to understand with specific actionable advice. Consistently ranked in the top 15% of advisors. -
Financial Planner/AdvisorIng Jul 2006 - Mar 2007Amsterdam, North Holland, NlFinancial Planner specializing in Tax planning, Retirement Planning, Asset Allocation, Estate planning and Education planning. -
Financial Planner/AdvisorAmeriprise Financial May 2005 - Jul 2006Minneapolis, Mn, UsFinancial Planner specializing in Tax planning, Retirement Planning, Asset Allocation, Estate planning and Education planning. -
Project ManagerRfg General Contractors Mar 2004 - May 2005Manage renovations of luxury homes, including carpenters and subcontractors. Also dealt with estimating and budgets.
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ConsultantProudfoot Consulting Sep 2001 - Aug 2002London, Uk, GbIntranet Development/Project Planning· Planned, designed and developed the knowledge management portion of project· Optimized website as part of a team by analyzing usage statistics and consultant interviews and executing strategy usage increased over 60% and user satisfaction increased dramatically -
Technical ConsultantStadtech, Inc. Jan 2000 - May 2001Internet consultant - developing websites and other business applications. Helped build websites for Walgreens, Chicago Board of Trade, and Hyatt Gold passport among many others. Helped company develop strategy to move from a sales augmentation company to a project based company.
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It SpecialistIbm Global Services May 1998 - Dec 1999Armonk, New York, Ny, UsQuality Assurance Lucent Technologies · Managed a team of twelve members based around the world as the project leader of new Ticket Tracking software· System tester of ERP software used in Lucents factories - specialized in Sales Orders section
Jon Kotecki Mba, Cfp® Skills
Jon Kotecki Mba, Cfp® Education Details
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Hec ParisConsulting -
Wheaton CollegeComp Sci.
Frequently Asked Questions about Jon Kotecki Mba, Cfp®
What company does Jon Kotecki Mba, Cfp® work for?
Jon Kotecki Mba, Cfp® works for Frost Bank
What is Jon Kotecki Mba, Cfp®'s role at the current company?
Jon Kotecki Mba, Cfp®'s current role is Sr. VP - Portfolio Manager.
What is Jon Kotecki Mba, Cfp®'s email address?
Jon Kotecki Mba, Cfp®'s email address is jo****@****ank.com
What is Jon Kotecki Mba, Cfp®'s direct phone number?
Jon Kotecki Mba, Cfp®'s direct phone number is (800) 426*****
What schools did Jon Kotecki Mba, Cfp® attend?
Jon Kotecki Mba, Cfp® attended Hec Paris, Wheaton College.
What are some of Jon Kotecki Mba, Cfp®'s interests?
Jon Kotecki Mba, Cfp® has interest in Environment, Children, Education, Economic Empowerment.
What skills is Jon Kotecki Mba, Cfp® known for?
Jon Kotecki Mba, Cfp® has skills like Strategic Financial Planning, Retirement Planning, Asset Allocation, Long Term Care, Strategy, Financial Planning, Finance, Retirement, Tax, Alternative Investments, Mutual Funds, Portfolio Management.
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