Kirt Douglas Rezek

Directeur Financier/CFO chez Professional Financial Management, Inc.

Profil

Mr. Kirt D.
Rezek is a Partner & Director of Financial Planning at Professional Financial Management, Inc. He assists clients in documenting their personal, professional, and financial goals and objectives and then develops a personalized strategy to assist in achieving those goals and objectives.
He oversees the firm’s Financial Planning Committee.
He is also responsible for developing and maintaining the firm’s financial planning spreadsheets and ensuring that all clients receive the same quality of financial planning service.
He also serves as the Chief Compliance Officer and is responsible for developing and monitoring the firm's compliance program, ensuring that all activities of the firm meet regulatory requirements and acting as a liaison with legal and regulatory bodies on compliance-related issues.
Since 2000, he has dedicated his career to financial planning and assisting clients in achieving their financial goals.
Mr. Rezek was previously employed as a Financial Advisor by Raymond James Financial Services, Inc. and a Financial Advisor by Wealth Management LLC.
He graduated from the University of Wisconsin Oshkosh with a BBA in Finance in 1999.
He earned his CERTIFIED FINANCIAL PLANNER certification in 2006 and is a member of the National Association of Personal Financial Advisors.

Postes actifs de Kirt Douglas Rezek

Sociétés	Poste	Début
Professional Financial Management, Inc.	Directeur Financier/CFO	01/07/2010

Anciens postes connus de Kirt Douglas Rezek

Sociétés	Poste	Fin
Raymond James Financial Services, Inc.	Corporate Officer/Principal	01/07/2010
Wealth Management LLC	Corporate Officer/Principal	30/06/2009

Formation de Kirt Douglas Rezek

University of Wisconsin

Undergraduate Degree