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Robert Koster Email & Phone Number

Wealth Management Client Associate at D.A. Davidson Companies
Location: Orange County, California, United States 7 work roles 1 school
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
Role
Wealth Management Client Associate
Location
Orange County, California, United States
Company size

Who is Robert Koster? Overview

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Quick answer

Robert Koster is listed as Wealth Management Client Associate at D.A. Davidson Companies, a with 976 employees, based in Orange County, California, United States. AeroLeads shows a matched LinkedIn profile for Robert Koster.

Robert Koster previously worked as Specialty Accounts Team Banker / Branch Support Specialist at Western Alliance Bank and Customer Service Representative at Western Alliance Bank. Robert Koster holds Ba Political Science, Communications, International Relations from Saint Louis University Madrid Campus.

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D.A. Davidson Companies

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Profile bio

About Robert Koster

Robert Koster is a Wealth Management Client Associate at D.A. Davidson Companies. He is proficient in English and Spanish.

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Robert Koster's current company

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D.A. Davidson Companies
D.A. Davidson Companies
Wealth Management Client Associate
great falls, montana, united states
Employees
976
AeroLeads page
7 roles

Robert Koster work experience

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Wealth Management Client Associate

Current

Colorado Springs, Colorado, United States

Oct 2021 - Present

Specialty Accounts Team Banker / Branch Support Specialist

Joined a newly formed team of three bankers tasked handling a variety of complex customer and bank-controlled accounts, creating procedures and writing policy for how the team is to operate in the future. After measurable success, The Specialty Accounts Team has grown considerably and is now comprised of twenty-six bankers across five bank divisions. As one of the teams founding members, I am also responsible for training new bankers that join our team. Currently I am the point person at the bank for all public fund investments, captive reinsurance, and health savings accounts and creating the procedures for security-based lending accounts, which SAT has recently taken on. In addition to my role on the Specialty Accounts Team, I also assist with daily branch operations during the Covid-19 Pandemic.

Oct 2018 - Oct 2021

Customer Service Representative

Phoenix, Arizona Area

Responsible for branch operations and customer relations. Regular responsibilities included the processing of large cash transactions, performing account maintenance, and pulling reports for all account activity performed

Mar 2018 - Oct 2018

Event Coordinator / Marketing Associate

One By Gabana

Madrid, Spain

Employed as a cultural advisor, event planner, and marketing team leader for a marketing company in Madrid, Spain with a focus on nightlife and entertainment. Specializing in event planning for nightclubs in the Spanish Capitol, I facilitated the scheduling of musicians, photographers, and general venue operators as well as spearheading marketing campaigns through social and print media.

Sep 2011 - May 2015

Barista

Laguna Beach, California

I worked as a barista in a coffee shop in Laguna Beach. My responsibilities included making coffee, sandwiches, and pastries, maintaining a clean and organized workplace, organizing stock, as well as providing creative ideas to make the shop run more efficiently. As a small local business, we maintained close relationships with our clients, as many were regulars who came in daily; however, being situated in Laguna Beach, I was often required to act as a tourist information center for wayward travelers.

May 2013 - Jan 2014

Volunteer

Kenya

I worked with a small group of volunteers as well as local residents of the city of Kisii in Kenya to build homes for families in severe poverty. My responsibilities began months in advance of the trip as i was required to fundraise for building tools and materials, as well as my food, flight, and lodging. The days were long and hot as my team and I worked on building the homes while the afternoons were full of cross-cultural interactions that would benefit the community as well as myself.

Jul 2012 - Aug 2012
Team & coworkers

Colleagues at D.A. Davidson Companies

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1 education record

Robert Koster education

  • Saint Louis University Madrid Campus
    Saint Louis University Madrid Campus
    International Relations
FAQ

Frequently asked questions about Robert Koster

Quick answers generated from the profile data available on this page.

What company does Robert Koster work for?

Robert Koster works for D.A. Davidson Companies.

What is Robert Koster's role at D.A. Davidson Companies?

Robert Koster is listed as Wealth Management Client Associate at D.A. Davidson Companies.

Where is Robert Koster based?

Robert Koster is based in Orange County, California, United States while working with D.A. Davidson Companies.

What companies has Robert Koster worked for?

Robert Koster has worked for D.A. Davidson Companies, Western Alliance Bank, Saint Louis University, One By Gabana, and Laguna Coffee Co Inc.

Who are Robert Koster's colleagues at D.A. Davidson Companies?

Robert Koster's colleagues at D.A. Davidson Companies include Beverly Coop, Lyn Cameron, Nikko Gronhovd, Cfp®, Brendan Kerr, and David Lausa.

How can I contact Robert Koster?

You can use AeroLeads to view verified contact signals for Robert Koster at D.A. Davidson Companies, including work email, phone, and LinkedIn data when available.

What schools did Robert Koster attend?

Robert Koster holds Ba Political Science, Communications, International Relations from Saint Louis University Madrid Campus.

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