TRK ENTERPRISES

With over 25 years of experience in the financial services industry and my MBA in strategic management, how can I assist your firm with my consulting services? Is your firm an RIA looking to make changes to your tech stack? Is your firm looking to add new technology services? Are you looking to have someone review your current vendor agreements from a pricing perspective? Does your firm need someone to review your marketing materials or website? Maybe your firm is looking for guidance for your growth plans or add to staff. Having sold or worked with many different wealth management software products, desktop and SaaS, maybe I can assist you in your firms journey? Please feel free to reach out to me at 917-533-0870 or tkoetzne@gmail.

Also known as: TRK Enterprises LLC

Primary location: Malverne United States