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Sari Kvasnik Phones & Addresses

  • Chicago, IL
  • Plymouth, MN
  • Lawrence, KS
  • 11625 48Th Ave N, Minneapolis, MN 55442 (763) 559-7347

Work

Company: Morgan stanley smith barney May 2011 Position: Registered client services associate

Education

School / High School: University of Kansas- Lawrence, KS Dec 2005 Specialities: Bachelor of Science in Sports Science

Skills

Series 7 • Financial Services • Portfolio Management • Finance • Series 63 • Microsoft Crm • Crm Software • Mutual Funds • Asset Allocation • Securities • Wealth Management • Options • Bloomberg • Relationship Management • Fixed Income

Industries

Financial Services

Resumes

Resumes

Sari Kvasnik Photo 1

Client Services Associate

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Industry:
Financial Services
Work:
Private Company
Client Services Associate

Stevard
Client Services Associate

Matrix Capital Advisors Llc Jul 2016 - Jul 2019
Client Service Associate

Gofen & Glossberg Sep 2014 - Jul 2016
Client Service Associate

Dolan Mceniry Capital Management Jan 2013 - Jul 2014
Client Service
Education:
The University of Kansas 2001 - 2005
Bachelors, Bachelor of Science, Management, Sports Management
Skills:
Series 7
Financial Services
Portfolio Management
Finance
Series 63
Microsoft Crm
Crm Software
Mutual Funds
Asset Allocation
Securities
Wealth Management
Options
Bloomberg
Relationship Management
Fixed Income
Sari Kvasnik Photo 2

Sari Kvasnik Chicago, IL

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Work:
Morgan Stanley Smith Barney

May 2011 to Present
Registered Client Services Associate

Skender Construction
Chicago, IL
Aug 2009 to May 2011
Project Coordinator

Man Investments Inc
Chicago, IL
Nov 2006 to Jun 2009
Registered Administrative Sales Assistant

Education:
University of Kansas
Lawrence, KS
Dec 2005
Bachelor of Science in Sports Science

Sari R Kvasnik from Chicago, IL, age ~39 Get Report