Joel Blumenschein
Executive Director of Strategic Devolopment at KCD Financial
- Role
- Executive Director of Strategic Devolopment at Kcd Financial
- Location
- Brookfield, WI, US
- LinkedIn followers
- 500 followers
About Joel Blumenschein
If Large national firms where you are a number and not a name are not for you I encourage you to contact me. Simply put, our Corporate mission is to provide Advisers/Reps the tools needed to provide their clients the necessary opportunities to meet or exceed their financial goals. Our platforms allow for independent Brokers, Advisers, and Agents to run their business while maintaining the highest compliance possible. As your costs rise we offer a solution to the onerous overhead and difficult environment to compete while giving you the independence to run your business as you always have. We understand that You the Financial professional are our client.
Experience
Executive Director of Strategic Devolopment
Apr 2010 — Present · Green Bay, WI, US
Education
Illinois State University
Microbiology, General
Lubar College of Business
BBA, Finance
2000 — 2005
Skills
- Wealth Management
- Advisory Boards
- Brokerage
- Mergers & Acquisitions
- Financial Markets
- Portfolio Management
- Due Diligence
- Financial Advisory
- Equities
- Financial Services
- Insurance
- Investment Banking
- Regulatory Requirements
- Alternative Investments
- Emerging Markets
- Asset Management
- Investment Advisory
- Venture Capital
- Board Governance
- Securities Regulation
- Board of Directors
- Financial Planning
- Investment Management
- Regulatory Affairs
- Mutual Funds
- Securities
- Investor Relations
- Trading
- Asset Managment
- Private Equity
- Funding
- Investments
- Series 7
- Mergers
- Corporate Finance
- Financial Structuring
- Public Speaking
- Series 24
- Capital Markets
- Strategic Financial Planning
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.