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Richard Koerner

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Richard Koerner

Marketing Representative | Touchstone Investments

Dallas-Fort Worth Metroplex United States, United States

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Richard Koerner

Summary

Richard Koerner is a seasoned professional in the investment management industry, currently serving as Vice President and Senior ETF Sales Specialist at Touchstone Investments. With a strong background in driving revenue and managing territories, he has excelled in sales roles across various financial products including ETFs, mutual funds, and separately managed accounts. Richard has a proven track record of building and leading high-performance sales teams, and he is adept at fostering relationships with major financial institutions. His career spans over two decades, during which he has held significant positions at esteemed firms such as Fidelity Investments and State Street. He is known for his strategic approach to sales and marketing, leveraging his extensive experience to develop innovative solutions for clients. Richard's commitment to professional growth is evident in his continuous career advancement and his ability to adapt to the evolving financial landscape.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Richard Koerner

Work Experience

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Vice President, Senior ETF Sales Specialist at

Touchstone Investments

February 2022 - Present

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Richard Koerner

Education

Carnegie Mellon University, B.S., Industrial Management

Frequently Asked Questions about Richard Koerner

What is Richard Koerner email address?

Richard Koerner's primary email address is ***************@fidelity.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 Marketing Representative at Touchstone Investments.

Where Richard Koerner graduated from?

Richard Koerner holds a degree in null from Carnegie Mellon University.

How can I directly contact Richard Koerner?

To contact Richard Koerner directly, you can use the email address ***************@fidelity.com. Complete contact information is available upon registration with Muraena.

Who is Richard Koerner?

Richard Koerner is a seasoned professional in the investment management industry, currently serving as Vice President and Senior ETF Sales Specialist at Touchstone Investments. With a strong background in driving revenue and managing territories, he has excelled in sales roles across various financial products including ETFs, mutual funds, and separately managed accounts. Richard has a proven track record of building and leading high-performance sales teams, and he is adept at fostering relationships with major financial institutions. His career spans over two decades, during which he has held significant positions at esteemed firms such as Fidelity Investments and State Street. He is known for his strategic approach to sales and marketing, leveraging his extensive experience to develop innovative solutions for clients. Richard's commitment to professional growth is evident in his continuous career advancement and his ability to adapt to the evolving financial landscape.

Richard`s contact details

mail

***************@fidelity.com

***************@touchstoneinvestments.com

***************@westernsouthern.com

Colleagues

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Tim Paulin

Financial Consultant

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Julie Smith

Administrative Assistant/Cash Control Associate

Daniel Mcginley

Senior Vice President Western Division Sales Manager

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Benjamin Alge

Leadership Development Associate

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Chas Lynam

Sales Coordinator

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Julie Morse

Marketing Coordinator

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Todd Nuss

Financial Advisor

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Natalie Mcdonald

National Account Specialist

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Brian Kirst

Accounting Intern

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Sharon Karp

Marketing Manager

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