Vice President Wealth Management@ Red Oak Advisors
New Berlin, Wisconsin, United States
Jennifer Szeklinski (Koch)
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University of Wisconsin-Milwaukee
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Tell me more about Jennifer Szeklinski (Koch)?
FlashIntel GPTJennifer Szeklinski (Koch) is an experienced Investment Advisor with 21.8 years of work experience. She has a strong background in banking, equities, investments, leadership, and portfolio management. Based in the United States, Jennifer is currently working at Cambridge Investment Research Advisors, Inc. as the Vice President of Wealth Management. She is a registered representative securities offered through Cambridge Investment Research, Inc., a broker-dealer, and member of FINRA/SIPC. Jennifer's expertise and extensive work experience make her a valuable asset in the financial services industry.
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About
* Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Red Oak Advisors are not affiliated. ** Registered Representative Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Red Oak Advisors are not affiliated.
Work Experience
Vice President Wealth Management
Business Consulting and Services
Jennifer Szeklinski (Koch)'s Professional Milestones
- Vice President Wealth Management (2002-01-01~): Revitalized the wealth management landscape, driving profits through strategic venture investments, investment investments, and sustainable growth.
Education
Skill
Banking
Equities
Investments
Leadership
Portfolio Management
Risk Management
Strategic Planning
Certification
Colleagues
William French
Chief Executive Officer | Inestment Advisor
Other Named Jennifer Szeklinski (Koch)
Frequently asked questions
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Jennifer Szeklinski (Koch) works for Red Oak Advisors
Jennifer Szeklinski (Koch)'s role in Red Oak Advisors is Vice President Wealth Management
Jennifer Szeklinski (Koch) works in the industry of Business Consulting and Services
Jennifer Szeklinski (Koch)'s colleagues are William French
Jennifer Szeklinski (Koch)'s latest job experience is Vice President Wealth Management at Red Oak Advisors
Jennifer Szeklinski (Koch)'s latest education in University of Wisconsin-Milwaukee
