Justin Koehler

Director of Sales @Fusion Capital Management

Omaha, NE, US

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

Jan 2018 — Present

Director of Sales @Fusion Capital Management

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Dallas-Fort Worth, TX, US

Fusion Capital Management is a technology based advisor services firm that provides end to end support for IARs and RIAs. Fusion has over 75 direct advisors and institutional clients (RIAs) with more than 300 advisors and over 2500 agents totaling over $1.7B AUA. The Fusion technology allows advisors to increase their Operational Edge! This allows advisors more time to grow their practice and spend time with their clients!

SKILLS

Social Media MarketingRetirement PlanningBusiness StrategyDirect MarketingSmall BusinessForecastingCold CallingMutual FundsDirect SalesSalesforce.comCustomer ServiceLead GenerationInvestmentsSales ManagementManagement ConsultingFinancial AdvisoryBusiness PlanningMarketing StrategyRetirementStrategic Financial PlanningMarketingStrategyCrmFixed AnnuitiesSalesStrategic PlanningTeam BuildingLeadership DevelopmentCustomer Relationship Management (Crm)Public SpeakingTrainingNew Business DevelopmentAccount ManagementCoachingFinancial PlanningBusiness DevelopmentLeadershipWealth ManagementTeam LeadershipFinance

ABOUT JUSTIN KOEHLER

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