AeroLeads people directory · profile
Kevin Pietrzyk, Cmt, Cfte Email & Phone Number
Trading Analyst
at
Wealth Enhancement
1 work email found
@marcumwealth.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Trading Analyst
Location
Greater Cleveland, United States, United States
Who is Kevin Pietrzyk, Cmt, Cfte? Overview
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Quick answer
Kevin Pietrzyk, Cmt, Cfte is listed as Trading Analyst at Wealth Enhancement, based in Greater Cleveland, United States, United States. AeroLeads shows a work email signal at marcumwealth.com and a matched LinkedIn profile for Kevin Pietrzyk, Cmt, Cfte.
Kevin Pietrzyk, Cmt, Cfte previously worked as Trading Specialist at Marcum Wealth and Senior Operations Associate at Strategic Wealth Partners. Kevin Pietrzyk, Cmt, Cfte holds Bachelor Of Science - Bs, Finance, General from The University Of Akron.
Company email context
Email format at Wealth Enhancement
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*@marcumwealth.com
68% confidence
AeroLeads found 1 current-domain work email signal for Kevin Pietrzyk, Cmt, Cfte. Compare company email patterns before reaching out.
Profile bio
About Kevin Pietrzyk, Cmt, Cfte
I am an accomplished investment professional with 10+ years of investment experience, including stocks, bonds, mutual funds, and foreign currencies.I always bring 100% to the work that I do with client investments. My goal as an investment professional is to build strong, long-term, mutually-beneficial relationships with our clients through prudent investment strategy and building wealth.Outside of my work, I'm an avid outdoor sportsman, including distance running, cycling, and snowmobiling. I'm passionate about building strong relationships with my network, and helping them find solutions to their needs, whatever they may be.Disclosure: https://tinyurl.com/y74uxgco
Listed skills include Investments, Mutual Funds, Relationship Management, Qualified Retirement Plans, and 2 others.
Current workplace
Kevin Pietrzyk, Cmt, Cfte's current company
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8 roles · 11 years
Kevin Pietrzyk, Cmt, Cfte work experience
A career timeline built from the work history available for this profile.
Trading Specialist
Current
Aug 2021 - Present
Senior Operations Associate
Jun 2019 - Aug 2021
*
Working internally with MGO advisors, and externally with MGO retirement plan and personal wealth clients to manage their investments. Daily workflow includes:- Processing new client accounts in line with industry regulations,- Completing transfers in and out,- Monitoring and clearing all trades including failed trades,- Completing thorough compliance and.
2015 - 2017
~2 yrs
Asset Maintenance Specialist
- Update daily fund changes for plans- Process retirement plans trades and audits- Review morning team assignments
Apr 2008 - 2016
Retirement Plan Operations Specialist
As a Retirement Plan Operations Specialist, I processed retirement plan payroll files, including plan participant contributions and loan repayments, processed plan participant distribution and loan origination requests, and submitted disbursement details via custodian website. I assisted with special projects as needed and identified process improvements.
Aug 2006 - Apr 2008
Lead Mortgage Opeations Assistant
Ohio Savings Bank/Amtrust
- Mentor new employees and provide ongoing education to operations team.- Provided sale support to investors for record delivery.- Responsible for file inventory and production reports.
Nov 2002 - Jul 2006
Teller
- Development of customer relationships by providing account information to clients.- Maintain customer accounts by handling deposits, withdrawals, and deposits.- Review payment history to resolve account discrepancies.
Sep 1997 - May 2002
1 education record
Kevin Pietrzyk, Cmt, Cfte education
FAQ
Frequently asked questions about Kevin Pietrzyk, Cmt, Cfte
Quick answers generated from the profile data available on this page.
What company does Kevin Pietrzyk, Cmt, Cfte work for?
Kevin Pietrzyk, Cmt, Cfte works for Wealth Enhancement.
What is Kevin Pietrzyk, Cmt, Cfte's role at Wealth Enhancement?
Kevin Pietrzyk, Cmt, Cfte is listed as Trading Analyst at Wealth Enhancement.
What is Kevin Pietrzyk, Cmt, Cfte's email address?
AeroLeads has found 1 work email signal at @marcumwealth.com for Kevin Pietrzyk, Cmt, Cfte at Wealth Enhancement.
Where is Kevin Pietrzyk, Cmt, Cfte based?
Kevin Pietrzyk, Cmt, Cfte is based in Greater Cleveland, United States, United States while working with Wealth Enhancement.
What companies has Kevin Pietrzyk, Cmt, Cfte worked for?
Kevin Pietrzyk, Cmt, Cfte has worked for Wealth Enhancement, Marcum Wealth, Strategic Wealth Partners, Mgo Inc., and Charles Schwab.
How can I contact Kevin Pietrzyk, Cmt, Cfte?
You can use AeroLeads to view verified contact signals for Kevin Pietrzyk, Cmt, Cfte at Wealth Enhancement, including work email, phone, and LinkedIn data when available.
What schools did Kevin Pietrzyk, Cmt, Cfte attend?
Kevin Pietrzyk, Cmt, Cfte holds Bachelor Of Science - Bs, Finance, General from The University Of Akron.
What skills is Kevin Pietrzyk, Cmt, Cfte known for?
Kevin Pietrzyk, Cmt, Cfte is listed with skills including Investments, Mutual Funds, Relationship Management, Qualified Retirement Plans, Wealth Management, and Trading.
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