Richard Koll

Senior Vice President, Head of Wealth Management @Alma Bank

Middletown, NY, US
EMAILS
r••••@almabank.com
MOBILE NUMBERS
+18•••••••74

Signup · Get unlimited contacts

WORK HISTORY

Jun 2025 — Present

Senior Vice President, Head of Wealth Management @Alma Bank

View department →

EDUCATION

2001 — 2004

Iona University

MBA, Managerial Finance

1983 — 1987

Manhattan University

BS, Finance and Marketing

SKILLS

SecuritiesSeries 7Mutual FundsWealth ManagementRetirementStrategic Financial PlanningRelationship ManagementInsuranceSeries 24InvestmentsRetirement PlanningFixed AnnuitiesFinancial Services

ABOUT RICHARD KOLL

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC.(“Infinex”). Member FINRA / SIPC. ABS Associates is a wholly owned subsidiary of Apple Bank. Infinex is not affiliated with either entity. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Richard Koll — Email, Phone Number & Contact Info | Unifers