Kiefer Bolton

Kiefer Bolton

VP - Financial Consultant
Seattle, Washington, United States

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Work Experience

Charles Schwab

VP - Financial Consultant

2021-12-01 - Present

JPMorgan Chase Bank, N.A.

Private Client Advisor

2020-08-01 - 2021-12-01

Waddell & Reed

Financial Advisor

2018-09-01 - 2019-04-01

Skills

finance brokers brokerage banking financial consulting financial products & services portfolio management advisor services retirement plan services specialty brokerage services mutual fund clearing services banks & credit unions financial advising financial services investing

Languages

English