Resumes
Resumes
![Kurt Gutman Photo 1 Kurt Gutman Photo 1](/img/not-found.png)
Financial Consultant At Compass
View pageLocation:
127w Berry St, Fort Wayne, IN 46802
Industry:
Financial Services
Work:
Compass Financial Advisors - Fort Wayne, Indiana Area since Jun 2009
Financial Consultant
Hilliard Lyons Jan 2000 - Jan 2009
Financial Consultant
Waterfield Insurance Jan 1998 - Jan 2000
Sales Representative
Financial Consultant
Hilliard Lyons Jan 2000 - Jan 2009
Financial Consultant
Waterfield Insurance Jan 1998 - Jan 2000
Sales Representative
Education:
Indiana University-Purdue University at Fort Wayne 1988 - 1993
BS, SPEA Indiana University
B.S., School, Public; Environmental Affairs Michigan State University
BS, SPEA Indiana University
B.S., School, Public; Environmental Affairs Michigan State University
Skills:
Retirement Planning
Estate Planning
401K
Investments
Retirement
Portfolio Management
Finance
Insurance
Asset Allocation
Employee Benefits
Wealth
Succession Planning
Strategy
Series 7
Tax
Mutual Funds
Wealth Management
Fixed Annuities
Strategic Financial Planning
Series 63
Financial Advisory
Strategic Planning
Financial Services
Wealth Management Services
Investment Management
Customer Service
Estate Planning
401K
Investments
Retirement
Portfolio Management
Finance
Insurance
Asset Allocation
Employee Benefits
Wealth
Succession Planning
Strategy
Series 7
Tax
Mutual Funds
Wealth Management
Fixed Annuities
Strategic Financial Planning
Series 63
Financial Advisory
Strategic Planning
Financial Services
Wealth Management Services
Investment Management
Customer Service