Wes Karsten
AVP, Relationship Manager @Pma
Chicago, IL, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Sep 2023 — Present
AVP, Relationship Manager @Pma
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Naperville, IL, US
EDUCATION
N/A
The University of Chicago Booth School of Business
Certified Investment Management Analyst Program
N/A
Wheaton College
Bachelor of Arts (BA)
SKILLS
Financial AdvisorySales PresentationsSalesSeries 6Portfolio ManagementAsset ManagementInvestment AdvisoryRetirement PlanningSeries 63InvestmentsEmail MarketingAsset AllocationMutual FundsCommunication SkillsSeries 7Financial ServicesCrmInvestment StrategiesAlternative InvestmentsWealth ManagementFinance
ABOUT WES KARSTEN
Relationship Manager at PTMA Financial Solutions
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