Ben Klundt

About Ben Klundt

Dad, husband, business partner, finance nerd, Gonzaga Alumni, raised by business owners and passionate about helping them grow their business, trying to learn to wake surf, accounting graduate, Certified Exit Planner (CEPA), Certified Financial Planner (CFP), Investor, Volunteer, and focused on efficiency. The best way to reach me is by email at b•••@tencapital.com. For additional information and disclosures please visit: tencapital.com

Experience

1. Principal & Financial Advisor

   Ten Capital Wealth Advisors

   Jul 2014 — Present · Spokane, WA, US

   As a Financial Advisor at Ten Capital I am responsible for working with clients using our unique investment approach to create a portfolio suitable to their risk level. Ten Capital adopts a team based approach to insure that clients are always taken care of. Ten has individuals specializing in Financial Planning, Insurance, Clients Services, and Financial Advising. As an investment advisor I am able to trade on multiple trading platforms and give my clients many investment options so they are able to get in the investment most appropriate for them.

Education

• Gonzaga University

  BBA, accounting

  2007 — 2011

• Boston Institute of Finance

  CFP Education , Accounting, Finance, Legal, Insurance

Skills

• Teamwork
• Strategic Planning
• Problem Solving
• Accounts Payable
• Investments
• Customer Service
• Financial Analysis
• Business Development
• Time Management
• Entrepreneurship
• Event Planning
• Management
• Nonprofits
• Microsoft Excel
• Powerpoint
• Forecasting
• Data Analysis
• Access
• Quickbooks
• Account Reconciliation
• Marketing
• Team Leadership
• Budgets
• Small Business
• Finance
• Public Speaking
• Leadership
• General Ledger
• Customer Satisfaction
• Accounting
• Microsoft Office
• Financial Reporting