Neil Kvasnak
Senior Vice President, Private Wealth Advisor, Corporate Finance & Financial Planning at Rockefeller Capital Management | Greater Burlington Area
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Senior Vice President, Private Wealth Advisor, Corporate Finance & Financial Planning at Rockefeller Capital Management in July 2022 to Present
Senior Financial Advisor, Vice President at Merrill Lynch Wealth Management in March 2017 to July 2022
Account Vice President, Financial Advisor, Portfolio Manager at UBS in May 2010 to March 2017
Senior Vice President at Private Banking at Key Corporate & Commercial Bank in January 2006 to May 2010
Portfolio Manager at Vermont Economic Development Authority (VEDA) in July 2005 to December 2005
Market President at Vectra Bank Colorado in July 2004 to May 2005
National Product Sales Manager/Underwriter at Chubb Insurance in August 2001 to June 2004
SVP Commercial Real Estate at Wachovia Bank in January 1992 to July 2001
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Middlebury College, Bachelor's Degree, January 1972 to January 1975
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Investment Management
Financial Planning
Values Based and ESG Investing
Investment Management Consulting
Family Business Management
Generational Wealth Transfer
Corporate Finance
Estate Planning Services
Wealth Planning
Family Business Ownership
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Discover more about Rockefeller Capital ManagementWhat is Neil Kvasnak email address?
Email Neil Kvasnak at [email protected]. This email is the most updated Neil Kvasnak's email found in 2026.
What is Neil Kvasnak phone number?
Neil Kvasnak phone number is 802-660-1016.
How to contact Neil Kvasnak?
To contact Neil Kvasnak send an email to [email protected]. If you want to call Neil Kvasnak try calling on 802-660-1016.
What company does Neil Kvasnak work for?
Neil Kvasnak works for Rockefeller Capital Management
What is Neil Kvasnak's role at Rockefeller Capital Management?
Neil Kvasnak is Senior Vice President, Private Wealth Advisor, Corporate Finance & Financial Planning
What industry does Neil Kvasnak work in?
Neil Kvasnak works in the Banking industry.
Neil Kvasnak Email Addresses
Neil Kvasnak Phone Numbers
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