Jesse Winterer
Vice President, ETFs & SMAs at First Trust
- Role
- Vice President, Etfs & Smas at First Trust
- Location
- Charleston County, SC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Vice President, Etfs & Smas
Aug 2020 — Present
Education
Kenyon College
BA History
2002 — 2006
Skills
- 401k
- Investments
- Financial Services
- Series 63
- Retirement
- Friendly Personality
- Retirement Planning
- Finra
- Wealth Management
- 529 Plans
- Business Excellence
- Series 6
- Securities
- Asset Management
- Finance
- Alternative Investments
- Asset Allocation
- Mutual Funds
- Sales Presentations
- Series 7
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