John Christensen

John Christensen

Geen lopende functies
Finance
Consumer Services
Commercial Services

Profiel

Mr. John A. Christensen is a Chief Executive Officer & Family Wealth Director at StoryOne LLC.
He is a co-founder of StoryOne LLC.
He specializes in designing and implementing sophisticated financial plans that encompass a wide range of areas, including succession planning, estate planning, life insurance and risk management, retirement planning, investment management, and charitable giving.
Mr. Christensen gained valuable experience as a Trust Administrator at National Advisors Trust Company FSB, where he cultivated relationships, administered trusts, and reviewed trust agreements.
He also served as Vice President of the Trust Advisory Group at Enterprise Bank & Trust, where he successfully onboarded large clients, deepened client relationships, managed assets for clients with substantial net worth, and earned his CERTIFIED FINANCIAL PLANNERTM (CFP®) designation.
Mr. Christensen then became an independent financial advisor and joined Keel Point in 2011 as a Senior Family Wealth Director, spearheading the establishment of the Kansas City office, where he served as a trusted advisor to families and business owners, providing comprehensive financial planning solutions.
He received his undergraduate degree from Hastings College and a graduate degree from The University of Tulsa.

Actieve functies van John Christensen

BedrijvenFunctieBegin

Eerdere bekende functies van John Christensen

BedrijvenFunctieEinde
Corporate Officer/Principal -
Corporate Officer/Principal 31-12-2004
Corporate Officer/Principal 31-03-2011
Portefeuillebeheerder-Aandelen -
Ervaring van John Christensen in detail bekijken

Opleiding van John Christensen

Ervaring
Beklede functies

Actief

Inactief

Beursgenoteerde bedrijven

Bedrijven in privébezit

Connecties

27

Eerstegraads connecties

6

Bedrijven verbonden in de eerste graad

Man

Vrouw

Besturend

Uitvoerend

Verwante bedrijven

Bedrijven in privébezit6

Finance

Finance

Consumer Services

Consumer Services

Commercial Services

Finance

  1. Beurs
  2. Insiders
  3. John Christensen