Joseph Koehler, Cfp®
About Joseph Koehler, Cfp®
Joseph Koehler, CFP®, serves as the Vice President of Sales and Business Development at Eton Solutions LP, bringing over 15 years of experience in private wealth management and sales across various financial sectors.
Current Role at ETON Solutions
Joseph Koehler serves as the Vice President of Sales and Business Development at Eton Solutions LP since 2022. In this role, he focuses on enhancing the company's sales support structure to ensure efficiency and cost-effectiveness. His responsibilities include liaising with senior leadership, teams, and stakeholders to drive sales initiatives and optimize processes. Koehler utilizes a consultative approach to improve accuracy and reduce risk associated with family office software.
Previous Experience in Financial Services
Joseph Koehler has over 15 years of experience in the financial services sector, specifically in Private Wealth Management, Outside Sales, SaaS, and FinTech sales. He has held various positions, including Planning and Investment Specialist at JPMorgan Chase, Internal Sales Consultant at FS Investments, and Southeast Business Development Advisor at Lido Advisors, LLC. His career also includes roles at Capstone Affluent Strategies and RJL Wealth Management, where he developed expertise in building sales pipelines and closing large enterprise deals.
Educational Background
Joseph Koehler studied at Western Michigan University, where he earned a Bachelor of Business Administration (BBA) with a focus on Personal Financial Planning from 2002 to 2006. Prior to that, he attended Royal Oak Dondero from 1998 to 2002. His educational background has provided a solid foundation for his career in financial services and business development.
Sales Achievements and Recognition
Throughout his career, Joseph Koehler has been recognized for consistently exceeding sales and performance goals. He is known for developing and presenting compelling value propositions and sales decks that effectively convert leads into customers. His ability to offer superior solutions has contributed to delivering profitable results on time and under budget.
Expertise in Family Office Solutions
Joseph Koehler has significant experience working with Family Offices, Investment Managers, Trust Companies, and Multi-Family Offices/Registered Investment Advisors (MFO/RIAs). His expertise includes utilizing family office software to enhance operational efficiency and mitigate risks. Koehler's consultative approach allows him to optimize processes and improve the accuracy of financial solutions.