Resumes
Resumes
Financial Planner At Map Wealth Management
View pageLocation:
Chicago, IL
Industry:
Investment Management
Work:
Map Wealth Management
Financial Planner at Map Wealth Management
Iht Wealth Management Feb 2015 - Dec 2018
Wealth Manager
Map Wealth Managers Apr 2012 - Feb 2015
Owner
Lpl Financial 1998 - 2014
Wealth Manager
Porrey Leslie & Assoc Jan 2004 - May 2012
Owner
Financial Planner at Map Wealth Management
Iht Wealth Management Feb 2015 - Dec 2018
Wealth Manager
Map Wealth Managers Apr 2012 - Feb 2015
Owner
Lpl Financial 1998 - 2014
Wealth Manager
Porrey Leslie & Assoc Jan 2004 - May 2012
Owner
Education:
Depaul University - Charles H. Kellstadt Graduate School of Business 2002 - 2006
Master of Business Administration, Masters, Finance Illinois State University 1995 - 1998
Bachelors, Bachelor of Science, Marketing, Finance
Master of Business Administration, Masters, Finance Illinois State University 1995 - 1998
Bachelors, Bachelor of Science, Marketing, Finance
Skills:
Investments
Estate Planning
Retirement
Wealth Management
Strategic Financial Planning
Portfolio Management
Retirement Planning
Financial Planners
Asset Allocation
Mutual Funds
Investment Strategies
Investment Management
Real Estate
Tax
Asset Managment
Estate Planning
Retirement
Wealth Management
Strategic Financial Planning
Portfolio Management
Retirement Planning
Financial Planners
Asset Allocation
Mutual Funds
Investment Strategies
Investment Management
Real Estate
Tax
Asset Managment