Please complete the CAPTCHA to continue
@raymondjames.com
✓
1 phone found area 520
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Keith Kolomichuk, Cpfa, Aams is listed as Financial Advisor at Kolo Capital at Kolo Capital, based in Tucson, Arizona, United States. AeroLeads shows a work email signal at raymondjames.com, phone signal with area code 520, and a matched LinkedIn profile for Keith Kolomichuk, Cpfa, Aams.
Keith Kolomichuk, Cpfa, Aams previously worked as Founder at Kolo Capital and Financial Advisor at Raymond James. Keith Kolomichuk, Cpfa, Aams holds Bachelor'S Degree from University Of Arizona.
This section adds company-level context without repeating Keith Kolomichuk, Cpfa, Aams's masked contact details.
AeroLeads found 1 current-domain work email signal for Keith Kolomichuk, Cpfa, Aams. Compare company email patterns before reaching out.
As a Tucson based financial advisor, with a focus on financial planning, I help people in different life stages understand how complex financial decisions impact their future. I do this through a planning and investment process that focuses on hearing and understanding what’s important and tailoring a plan for each unique circumstance.I started my career in finance over 12 years ago in the mortgage industry. I spent the years during the great recession traveling the country and helping people find a way forward when their whole world had changed in a moment. During this experience, I saw firsthand how each decision influences a person’s financial future. I impact my client’s lives by helping them understand the decisions they are making and providing a roadmap for the journey.
Listed skills include Customer Service, Microsoft Office, Public Speaking, Team Building, and 23 others.
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.
As a Tucson based financial advisor, with a focus on financial planning, I help people in different life stages understand how complex financial decisions impact their future. I do this through a planning and investment process that focuses on hearing and understanding what’s important and tailoring a plan for each unique circumstance.
St. Petersburg, Florida, Us
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., member New York Stock Exchange/SIPC
San Francisco, California, Us
As a Regional Private Banker, I manage a portfolio of our high-net-worth clients striving to deepen and strengthen the relationship between my client and Wells Fargo. Using holistic strategies, I proactively approach my client's financial needs through a wide range of highly tailored wealth management, banking, credit and cash management solutions. We work with clients to establish comprehensive financial goals, help identify obstacles, and then leverage the expertise of partners within Wells Fargo to help implement strategies that achieve these goals.-Profile and cultivate affluent client relationships-Monitor client's personal and financial circumstances-Establish a team of specialists to meet the client's individual needs-Manage client communications-Coordinate the relationship team in the ongoing servicing of the client
San Francisco, California, Us
Managed full-service banking relationships with upper mass affluent community banking customers. Consulted with customers regarding financial needs, recommended products and financial services including community banking products plus private banking deposit and consumer credit products. Prepared loan packages for credit review and underwriting, opening and servicing accounts within authorized limits. Identified full balance sheet opportunities for client and effectively coordinated with partners to evaluate those opportunities. Monitored changing needs and recommended strategies that utilize company products and services. Developed new business through interaction with external resources
San Francisco, California, Us
Intuitive understanding of best ways to connect customers with bank products Exceeded sales goal on average 20% Establish new client relationships and handle outbound outreach. Manage sales activities in order to meet personal goals and those set by the bank. Stay in constant touch with clients in order to keep them abreast of new products and services. Passed all exams to receive FINRA license 6 and 63
New York, New York, Us
Developed leads in 38 states based on outbound dialing list and face to face events Handled over 2 million in loan volume Exceeded sales expectations on average by 30% Represents Citi Mortgage at public housing events nationwide. Independently assesses workflow issues and redirects work as necessary to ensure operating schedules are met. Interprets data and makes travel recommendations. Integrates established disciplinary knowledge in outreach events with an understanding of related industry practices.Underwrote second mortgages and made risk decisions based on loan modifications. Analyzed database of loss mitigation statistics and handled over 75,000 accounts. Collaborated with management to create an Incentive program, which resulted in employees hitting specified metrics for 6 months. Worked with Operations Manager on multiple projects resulting in even file counts and smoother workflows. Analyzed employees’ incentives and calculated over $600,000 in incentives paid. Received Quality Excellence award 2nd Qtr 2010.
Quick answers generated from the profile data available on this page.
Keith Kolomichuk, Cpfa, Aams works for Kolo Capital.
Keith Kolomichuk, Cpfa, Aams is listed as Financial Advisor at Kolo Capital at Kolo Capital.
AeroLeads has found 1 work email signal at @raymondjames.com for Keith Kolomichuk, Cpfa, Aams at Kolo Capital.
AeroLeads has found 1 phone signal(s) with area code 520 for Keith Kolomichuk, Cpfa, Aams at Kolo Capital.
Keith Kolomichuk, Cpfa, Aams is based in Tucson, Arizona, United States while working with Kolo Capital.
Keith Kolomichuk, Cpfa, Aams has worked for Kolo Capital, Raymond James, Wells Fargo, Citi, and Desert Toyota.
You can use AeroLeads to view verified contact signals for Keith Kolomichuk, Cpfa, Aams at Kolo Capital, including work email, phone, and LinkedIn data when available.
Keith Kolomichuk, Cpfa, Aams holds Bachelor'S Degree from University Of Arizona.
Keith Kolomichuk, Cpfa, Aams is listed with skills including Customer Service, Microsoft Office, Public Speaking, Team Building, Social Media, Marketing, Social Networking, and Microsoft Excel.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts