Kenneth Quiat

Instructor for Life & Health, Continuing Education, and Investment Licensing @A.D. Banker & Company

San Francisco, CA, US
MOBILE NUMBERS
+15•••••••89

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WORK HISTORY

Dec 2011 — Present

Instructor for Life & Health, Continuing Education, and Investment Licensing @A.D. Banker & Company

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EDUCATION

1986

University of Wyoming College of Business

B.S, Business Administration; Finance & Accounting

SKILLS

Strategic PlanningSmall BusinessInsuranceFinancial AnalysisForecastingFinancial PlanningBenefitsLeadershipMicrosoft OfficeSalesConsultingFundraisingAccountingFundingMarketingRoyaltiesPortfolio ManagementStart-UpsInvestmentsAuditingRetirement PlanningFinancial ReportingBusiness StrategyBankingRisk ManagementTeam BuildingManagementSqlSystem MigrationStrategic Financial PlanningSapFinancial ServicesLife InsuranceFinanceFinancial AccountingAuditProcess ImprovementNon-ProfitsFinancial AdvisoryCustomer Service

ABOUT KENNETH QUIAT

Kenneth (Ken) Quiat wears many hats. Ken is the founder and Managing Partner of Direct Lenders\' Insurance Services (DLIS). DLIS\' focus is helping Private Lenders throughout the U.S.A. by preserving lender and investor capital. Typical insurance solutions do not go far enough to really protect the lender/investor from borrowers bad behaviors. To solve this dilemma, DLIS creates proprietary Joint Ventures with each lender and offers custom designed insurance solutions. The specialized nature of DLIS\' insurance solutions are available only through Belpointe\'s Specialty Insurance Partners Group (SIPG). Recognizing the need to support the Private Lending community, Ken became a founding member of the National Private Lender Association, the industry\'s only organization providing representation at the national and state levels. Ken also provides wealth and risk management to select private clients. Ken is a Senior Wealth Advisor/Investment Advisor Representative with Belpointe Wealth Management, LLC. Investment Advice is offered through Belpointe Asset Management, LLC. Past performance is no guarantee of future returns. Insurance products are offered through Belpointe Insurance, LLC and Belpointe Specialty Insurance, LLC. It is important to read our email disclosures available at this link: https://belpointeasset.com/disclosure/

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Kenneth Quiat — Email, Phone Number & Contact Info | Unifers