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. Witterschein worked as an Account Executive at Netsurit.
Mr. Witterschein is a graduate of the University of Delaware.
He holds his series 66 license.
Mr. Witterschein enjoys playing the guitar, skiing, travel and classic rock.