J

John Michael Klopfenstein's
email & phone

Current Position:

Associate Director, Wealth Advisor at Cresset

Experience:

8 years

Location:

West Palm Beach, Florida, United States

How to contact John Michael Klopfenstein

emailj****m@cressetcapital.com
phone+1-***-***-5278
YouTube
Instagram

Work Experience

Associate Director, Wealth Advisor at Cresset

Apr 2024 - Current

Associate, Wealth Advisor at Cresset

Apr 2023 - Mar 2024

Associate, Client Portfolio Manager at Cresset

Apr 2022 - Mar 2023

CMAAS Senior Associate at PwC

Jul 2021 - Apr 2022

CMAAS Associate at PwC

Sep 2019 - Jun 2021

CMAAS Intern at PwC

Jun 2018 - Aug 2018

Intern - Supervisor to Junior Staff at Sea Island Company

May 2017 - Aug 2017

John Michael Klopfenstein started working in 2017, then the employee has changed 2 companies and 6 jobs. On average, John Michael Klopfenstein works for one company for 11 months.

Education

Bachelor's degree at University of Georgia - Terry College of Business, Honors College

Bachelor's degree at University of Georgia - J.M. Tull School of Accounting

Bachelor's degree at University of Georgia - Terry College of Business

Current Company Information Cresset

Name: Cresset

Location: Chicago, IL, United States

Employees: 200-500

Description: Cresset is a Boutique Family Office and Private Wealth Management firm serving CEO Founders, Entrepreneurs...

Frequently Asked Questions

What is John Michael Klopfenstein's minimum period of employment in the companies?

John Michael Klopfenstein's minimum period of employment in various companies is 2 months.

What is John Michael Klopfenstein's average duration of employment for different companies?

On average, John Michael Klopfenstein works for one company for 10 months

What industries has John Michael Klopfenstein worked in?

John Michael Klopfenstein works in the Financial Services. Previously, John Michael Klopfenstein worked in the Information Technology and Services, and Hospitality.

What positions has John Michael Klopfenstein held before?

Previously, John Michael Klopfenstein worked as a Associate, Wealth Advisor, and Associate, Client Portfolio Manager, and CMAAS Senior Associate, and CMAAS Associate, and CMAAS Intern.

How do I contact John Michael Klopfenstein?

John Michael Klopfenstein's email address is j****m@cressetcapital.com, phone number is +1-***-***-5278. Sign up to get contact details.

Who is the President/CEO/Director of the Cresset?

The President/CEO/Director of the Cresset is Darci Hawkins

Who are John Michael Klopfenstein's peers at other companies?

John Michael Klopfenstein's peers at other companies are John Wattles and Kathryn Senn and John Michael Sarabia
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