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Richard Koerner
Richard Koerner
Vice President, Senior ETF Sales Specialist | Touchstone Investments
Allen, Texas, United States
Richard Koerner
Summary
Richard Koerner is a seasoned Distribution Sales Leader with extensive experience in the financial services sector, particularly in ETF sales and distribution. He currently serves as the Vice President and Senior ETF Sales Specialist at Touchstone Investments, where he drives revenue and builds relationships across various distribution channels. With a strong background in marketing and sales, Richard has successfully led high-performance teams and contributed to significant organizational growth. His previous roles at Fidelity Investments and State Street have equipped him with a robust understanding of the financial landscape, allowing him to effectively educate advisors and enhance client relationships. Richard's academic foundation in Industrial Management from Carnegie Mellon University complements his professional expertise, positioning him as a strategic leader in his field. Outside of work, he is passionate about mentoring emerging talent in finance and exploring innovative investment strategies.
Richard Koerner
Work Experience
Vice President, Senior ETF Sales Specialist at
Touchstone Investments
February 2022 - Present
Senior Vice President, Sector | ETF Strategist Sales Manager at
Fidelity Investments
September 2013 - December 2021
Senior Vice President, Wealth Advisor Services Group at
Fidelity Investments
May 2010 - September 2013
National Sales Director at
State Street
March 2003 - January 2010
Vice President, Regional Consultant at
Macquarie Group
October 1998 - March 2003
Vice President at
Fidelity Investments
July 1996 - September 1998
Marketing Representative at
Federated Hermes
June 1992 - July 1996
Richard Koerner
Education
Frequently Asked Questions about Richard Koerner
What is Richard Koerner email address?
Richard Koerner's primary email address is ***************@westernsouthern.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Richard Koerner work for?
Richard Koerner is a Vice President, Senior ETF Sales Specialist at Touchstone Investments, a company specializing in Monetary Authorities-Central Bank.
Where Richard Koerner graduated from?
Richard Koerner holds a degree in Industrial Management from Carnegie Mellon University.
How can I directly contact Richard Koerner?
To contact Richard Koerner directly, you can use the email address ***************@westernsouthern.com. Complete contact information is available upon registration with Muraena.
Who is Richard Koerner?
Richard Koerner is a seasoned Distribution Sales Leader with extensive experience in the financial services sector, particularly in ETF sales and distribution. He currently serves as the Vice President and Senior ETF Sales Specialist at Touchstone Investments, where he drives revenue and builds relationships across various distribution channels. With a strong background in marketing and sales, Richard has successfully led high-performance teams and contributed to significant organizational growth. His previous roles at Fidelity Investments and State Street have equipped him with a robust understanding of the financial landscape, allowing him to effectively educate advisors and enhance client relationships. Richard's academic foundation in Industrial Management from Carnegie Mellon University complements his professional expertise, positioning him as a strategic leader in his field. Outside of work, he is passionate about mentoring emerging talent in finance and exploring innovative investment strategies.
Richard`s contact details
***************@westernsouthern.com
***************@touchstoneinvestments.com
Colleagues
Regional Vice President - Mountain Region
Divisional Vice President
Regional Vice President
VP - Institutional Business Development at Touchstone Investments
SVP Chief Administration Officer within the Office of the Chief Marketing Officer
Divisional Vice President
Managing Director - Head of Institutional Business Development
VP - Institutional Business Development
Regional Vice President
Regional Vice President