Wes Karsten

AVP, Relationship Manager @Pma

Chicago, IL, US
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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