Siegfried Koschel

Siegfried Koschel is the Sales Director at Altruist, a position he has held since January 2022. He is based in San Clemente, California, and has extensive experience in sales and leadership roles within the financial services industry.

Professional Background

• Current Role: Sales Director at Altruist (since January 2022)
• Previous Roles:
  • Regional Director of Sales at Altruist (January 2022 - Present)
  • Regional Director of Sales at SEI (April 2020 - November 2021)
  • Vice President of Institutional Sales at TDAmeritrade Institutional (March 2019 - April 2020)
  • Vice President, Technology Consulting at TD Ameritrade (November 2012 - April 2020)
  • Other roles include Vice President at CharityMax and Aptus Marketing Group, and Regional Vice President positions at AXA Equitable, Transamerica Capital, ING, and Equitable Distributors.

Education

Koschel holds a Bachelor of Science in Organizational Leadership and Business Management from Chapman University, which he completed between 2001 and 2003.

Skills and Expertise

He specializes in solution-based selling and has a proven track record as a top sales professional. He is also fluent in Spanish, which enhances his ability to connect with a diverse clientele.

Koschel's career reflects a strong focus on helping Registered Investment Advisors (RIAs) improve their business efficiency through advanced technology and management solutions.12