Kortney J. Christensen

Kortney J. Christensen

Nessuna posizione attualmente

Consumer Services
Finance

Profilo

Ms. Kortney J.
Christensen
is Vice President at Benjamin F.
Edwards & Co., Inc. Before joining Benjamin F.
Edwards & Co. she served as a senior vice president and director of life event services in the Key Client Solutions Group for Wachovia Securities (now Wells Fargo Advisors).
Previously, she served as a vice president and manager of the financial planning team in the Private Client Services Department at A.G.
Edwards.
In that capacity, she was responsible for training the firm’s financial consultants and staff members on topics such as asset allocation, concentrated equity positions, tax matters, and general financial planning issues.
She also organized and assembled teams of the firm’s market and planning experts to meet with and develop comprehensive investment plans for the firm’s high net worth clients.
She is a Certified Financial Planner.
Prior to joining A.G.
Edwards in 1997, Ms. Christensen was a Certified Public Accountant and worked as a senior accountant at Deloitte Touche.
Ms. Christensen earned her Bachelor of Arts degree in Business Administration from Rhodes College and a Master of Business Administration from Washington University in St. Louis.

Precedenti posizioni note di Kortney J. Christensen

SocietàPosizioneFine
Corporate Officer/Principal -
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Formazione di Kortney J. Christensen

Rhodes College Undergraduate Degree
University of Washington Masters Business Admin

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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