In addition to guiding new clients through the account opening process, these services include executing investment portfolio updates, disbursing funds, processing trades and wire transfers, providing online reporting tutorials, and distributing performance and tax data reports.
Prior to joining Treasury Partners, Mr. Krumme held a client service role with Siebert Financial.
Mr. Krumme is a graduate of the University of Miami Herbert Business School where he played on the Men’s Lacrosse Team.
He holds Series 7 and 63 licenses.
Mr. Krumme enjoys the outdoors, skiing and music in his spare time.