Resumes
Resumes
Senior Wealth Manager
View pageLocation:
Chicago, IL
Industry:
Financial Services
Work:
Leonetti & Associates, Inc.
Financial Advisor
Financial Advisor
Education:
University of Illinois at Urbana-Champaign - College of Business 1987 - 1991
Skills:
Wealth Management
Strategic Financial Planning
Income Tax
Asset Allocation
Investment Strategies
Investment Advisory
Moneyguidepro
Naviplan Extended
Morningstar Workstation
Bna Income Tax Planner
Microsoft Excel and Word
Budgeting and Cash Flow
Retirement Planning
Financial Advisory
Retirement Income Strategies
Estate Planning
Sustainable Investing
Retirement Savings
College Education Planning
Strategic Financial Planning
Income Tax
Asset Allocation
Investment Strategies
Investment Advisory
Moneyguidepro
Naviplan Extended
Morningstar Workstation
Bna Income Tax Planner
Microsoft Excel and Word
Budgeting and Cash Flow
Retirement Planning
Financial Advisory
Retirement Income Strategies
Estate Planning
Sustainable Investing
Retirement Savings
College Education Planning
Certifications:
Chartered Financial Analyst (Cfa) Charterholder
Certified Financial Planner™ Certification
Chartered Financial Analyst® Designation
Certified Financial Planner™ Certification
Chartered Financial Analyst® Designation