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John Christensen
Plus aucun poste en cours
Profil
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.
Postes actifs de John Christensen
| Sociétés | Poste | Début |
|---|
Anciens postes connus de John Christensen
| Sociétés | Poste | Fin |
|---|---|---|
National Advisors Trust Co.
 National Advisors Trust Co. Major BanksFinance Operates as a nationally chartered commercial bank | Corporate Officer/Principal | - |
Newton, O'Connor, Turner & Ketchum PC
 Newton, O'Connor, Turner & Ketchum PC Miscellaneous Commercial ServicesCommercial Services Newton, O'Connor, Turner & Ketchum PC is a private company based in Tulsa, OK. | Corporate Officer/Principal | 31/12/2004 |
Enterprise Bank & Trust Co. (Lowell, Massachusetts)
 Enterprise Bank & Trust Co. (Lowell, Massachusetts) Regional BanksFinance Operates as a state chartered commercial bank | Corporate Officer/Principal | 31/03/2011 |
Keel Point LLC
 Keel Point LLC Investment ManagersFinance Keel Point uses a team-driven fundamental and quantitative process to create diversified long-term and tactical portfolios which meet clients' personal investment goals and objectives within the constraints of their risk tolerance, liquidity needs, time horizons, tax situations and investment restrictions. They develop strategic and tactical asset allocations for clients based on analysis of short-term and strategic macro and microeconomic themes. | Gestionnaire de Portefeuille-Actions | - |
Formation de John Christensen
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
27
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Enterprise Bank & Trust Co. (Lowell, Massachusetts)
Enterprise Bank & Trust Co. (Lowell, Massachusetts) Regional BanksFinance Operates as a state chartered commercial bank | Finance |
Keel Point LLC
Keel Point LLC Investment ManagersFinance Keel Point uses a team-driven fundamental and quantitative process to create diversified long-term and tactical portfolios which meet clients' personal investment goals and objectives within the constraints of their risk tolerance, liquidity needs, time horizons, tax situations and investment restrictions. They develop strategic and tactical asset allocations for clients based on analysis of short-term and strategic macro and microeconomic themes. | Finance |
Hastings College
 Hastings College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Tulsa
 The University of Tulsa Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Newton, O'Connor, Turner & Ketchum PC
Newton, O'Connor, Turner & Ketchum PC Miscellaneous Commercial ServicesCommercial Services Newton, O'Connor, Turner & Ketchum PC is a private company based in Tulsa, OK. | Commercial Services |
National Advisors Trust Co.
National Advisors Trust Co. Major BanksFinance Operates as a nationally chartered commercial bank | Finance |
