Ann Koerner
Manager, Financial Planner at Charles Schwab
- Role
- Senior Financial Planner at Charles Schwab
- Location
- Englewood, CO, US
- LinkedIn followers
- 500 followers
About Ann Koerner
Ann Koerner is a financial planning leader with over three years formally in the Financial Services area and another ten plus years experice managing a large trust.Clients and colleagues know Ann as a highly collaborative partner with strengths in strategic thinking, communication, problem solving and process improvement. Ann has been noted for her ability to process disparate information from multiple sources into content easily understood by clients of all abilities. Ann has an MBA from Thunderbird School of Global Management, a BSEE in Electrical Engineering from the University Iowa, is a Certified Executive Coach and a Silver Certified Toastmaster. She holds FINRA Series 7, 63 and 66 licenses, and is a Certified Financial Planner ™.Prior to her financial career, Ann was a marketing leader with 15+ years of experience in product and channel marketing, marketing campaign management, business intelligence, business storytelling, and strategic planning. She has worked with Technology, Software, Professional Services, Non-Profit, Energy and Telecom organizations. Ann has led teams for both small and Fortune 500 companies including General Electric, Hewlett Packard, Xcel Energy and CenturyLink Communications.Giving back to society, Ann is an international host for World Denver, avidly supports organizations that back pediatric cancer research and animal welfare.Outside of work Ann’s passions range from Zen to adrenaline. She is a self proclaimed yoga junkie who loves to ski in the Colorado Rockies. Ann currently consults while pursuing new opportunities and can be reached either through this profile, at a••••••••@yahoo.com or by phone at
Experience
Senior Financial Planner
Nov 2023 — Present · US
Education
University of Iowa
BSEE
Thunderbird School of Global Management
MBA
Skills
- Business Storytelling
- Mobile Marketing
- Negotiation
- Sales
- Telecommunications Management
- Marketing Strategy
- Strategy
- E-Commerce
- Strategic Sourcing
- Leadership
- Channel Marketing
- Lead Generation
- Customer Acquisition
- International Marketing
- Management
- Business Development
- Strategic Partnerships
- Account Management
- B2b
- Business Intelligence
- New Business Development
- Sales Management
- Project Management
- Affiliate Marketing
- Reclamation
- Business Strategy
- Marketing
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