senior vice president investments at the mutual fund store@ The Mutual Fund Store
Santa Clara, California, United States
Walt Kasianchuk, CMFC®, MBA
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Saint Mary's College
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Tell me more about Walt Kasianchuk, CMFC®, MBA?
FlashIntel GPTWalt Kasianchuk, CMFC(r), MBA is a highly experienced investment management professional with 28.8 years of work experience. Based in the United States, he specializes in alternative investments, asset management, and IRIS. Walt is dedicated to helping families and individuals manage their finances to achieve personal goals. He brings extensive life experience and credentialed investment management skills to his clients, ensuring that each client is unique and creative. With a strong focus on client retention and referrals, Walt is a valuable asset to any organization.
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About
I am dedicated to listening and helping families and individuals manage their finances to achieve personal goals. I bring extensive life experience as well as credentialed investment management skills as resources to my clients. Each client is very unique and I pride myself on being creative and adaptive in finding solid investment strategies. Client retention and client referrals are my best measure of success.
Work Experience
senior vice president investments at the mutual fund store
Walt Kasianchuk, CMFC®, MBA's Professional Milestones
- President Thermal Division (1999-03-01~2002-05-01): Implementing strategic initiatives to optimize thermal efficiency and drive sustainable development of new thermal technologies.
- senior vice president investments at the mutual fund store (2005-01-01~): Implementing strategic investment initiatives to drive company effectiveness and maximize revenue growth.
Education
Financial Management,
Finance,
Master Of Business Administration,
Masters
1978-1979Skill
Investment Management
Finance
Alternative Investments
Asset Management
Iras
Bonds
Fixed Income
Financial Services
Equities
Estate Planning
Fixed Annuities
Etfs
Financial Modeling
Cash Flow Planning For Retirement
Investment Portfolio Development
Asset Allocation Planning
Series 7
Options
Mutual Fund Analysis
Series 65
Downsizing Strategies
Certification
Colleagues
Gary Bussing
sr vice president - financial planning at financial engines
Steve Krol
Founder | Chief Executive Officer
Chris Ishida
chief of staff for office of the ceo head of client experience at the mutual fund store
Dominic Chavez
Chief Compliance Officer
Maria Santiago
Vice President - Investments
Other Named Walt Kasianchuk, CMFC®, MBA
Frequently asked questions
We found 2 Walt Kasianchuk, CMFC®, MBA's phone numbers
Walt Kasianchuk, CMFC®, MBA's social media include: Linkedin,
Walt Kasianchuk, CMFC®, MBA works for The Mutual Fund Store
Walt Kasianchuk, CMFC®, MBA's role in The Mutual Fund Store is senior vice president investments at the mutual fund store
Walt Kasianchuk, CMFC®, MBA's colleagues are Gary Bussing,Steve Krol,Chris Ishida
Walt Kasianchuk, CMFC®, MBA's latest job experience is senior vice president investments at the mutual fund store at The Mutual Fund Store
Walt Kasianchuk, CMFC®, MBA's latest education in Saint Mary's College
