Daniel von Koschembahr — Mentor profile, Title: Wealth Advisor and Investment Strategist, Company: Main Street Wealth Advisors, Industry: Financial Services | Wealth Advisor, Mentor Type: Albers

Background

Job Description

Investing and financial planning for families and individuals,

Company Description

We focus on tactically active portfolio management using Nasdaq Dorsey Wright research and comprehensive financial planning.

Employment History

Financial Advisor, Main Street Wealth Advisors 2010 - Present
Financial Advisor, Morgan Stanley Smith Barney (WA) March 2004 – 2010
Service Manager, Kuhlman Technologies (WA June 2000 - February 2004
Educational Consultant, WA Grolier Publishing (WA) May 1998 - May 2000
District Service Manager, Eastman Kodak Company (WA) June 1989 - November 1997
Service Engineer, Minilabs Worldwide Eastman Kodak Company (NY) December 1985 - May 1989
High School Biology Instructor, Bryan Station High School (KY) August 1974 – June 1980

Additional:
Calligraphy Instructor (adult ed)
TV Station (engineering)
Civil Engineer (drafting)
Voice-overs

Education

Transylvania University - Bachelor of Arts in Biology
University of Kentucky - Bachelor of Science in Electrical Engineering
University of Kentucky - Master of Science in Education

No civic involvement entered

Mentoring Objectives & Scope

Work with students to provide real world experience when answering their questions, ask students thought-provoking questions about their goals, examine the importance of work/life balance, networking the right way, where would you like to be in 5, 10, 15 years?…and more. 

As a mentor, I can support students in the following: 

- Resume review, interview prep, LinkedIn branding
- Career exploration, matching interests and talents with professions and industries
- Student transition from college to first professional role
- Building technical or subject matter expertise (hard skills)
- Improved communication and interpersonal skills
- Development of leadership skills, confidence, and executive presence
- Expanding a network, building connection, navigating an organization
- Career Pivot - transition to new role, career, and industry

When and where do you hold meetings with your students?

100% virtual

Additional Information

Mentor sessions focus on areas of interest to students and real world situations.