Carl Reisen
Growth Leader ✔ Oechsli Senior Performance Coach ✔ Strategy Consultant to Financial Services Professionals ✔ Business Development Specialist ✔.
- Role
- Ascent Advisors Llc, President, Senior Performance Coach, and Strategy Consultant at Oechsli
- Location
- Olde West Chester, OH, US
- LinkedIn followers
- 500 followers
About Carl Reisen
Senior Performance Coach | Advisor Growth | Practice Enterprise Value | Oechsli…
Experience
Ascent Advisors Llc, President, Senior Performance Coach, and Strategy Consultant
Jun 2008 — Present · West Chester, OH, US
My firm is a national practice in alliance with The Oechsli Institute offering research-based performance coaching and social media consulting services to financial services professionals and registered investment advisers (RIAs). Advisers and firms retained for coaching services include Merrill Lynch, Morgan Stanley, UBS, Wells Fargo, Edward Jones, Raymond James, and several independent registered investment advisers. Additionally I provide consulting on such matters as sourcing and acquisition of professionals and firms, overall strategy and planning, business development, relationship management, and practice management.
Education
RPI Lally School of Management
Master of Business Administration (MBA), Business Administration and Management
1975 — 1976
University of Pittsburgh
Bachelor of Arts (B.A.), Political Science and Government
The Wharton School
2 Certificates, 1) Securities Industry Institute and, 2) the SIA Branch Management Leadership Institute
1999 — 2006
Shaler Area High School
Academic
Harvard University
Business Strategy Course
Michigan State University
Chartered Wealth Advisor®-Certificate, Estate and Wealth Strategies Institute
2005 — 2006
Skills
- Mergers & Acquisitions
- Public Speaking
- P&L Management
- Business Analysis
- Strategy
- Portfolio Management
- Marketing Strategy
- Training
- New Business Development
- Executive Coaching
- Business Planning
- Marketing
- Consulting
- Business Development
- Retirement Planning
- Insurance
- Mutual Funds
- Business Strategy
- Wealth Management
- Organizational Development
- Coaching
- Sales
- Financial Planning
- Leadership
- Finance
- Financial Advisory
- Strategic Planning
- Business Process Improvement
- Leadership Development
- Social Media Marketing
- Investments
- Financial Services
- Management
- Team Building
- Asset Management
- Management Consulting
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