Carl Reisen
Ascent Advisors Llc, President, Senior Performance Coach, and Strategy Consultant @Oechsli
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WORK HISTORY
Ascent Advisors Llc, President, Senior Performance Coach, and Strategy Consultant @Oechsli
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
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
Shaler Area High School
Academic
Harvard University
Business Strategy Course
Michigan State University
Chartered Wealth Advisor®-Certificate, Estate and Wealth Strategies Institute
SKILLS
ABOUT CARL REISEN
Senior Performance Coach | Advisor Growth | Practice Enterprise Value | Oechsli…
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