Resumes
Resumes
Co-Founder, Financial Advisor
View pageLocation:
39w267 Warner Ln, Geneva, IL 60134
Industry:
Financial Services
Work:
Lenity Financial, Inc.
Co-Founder, Financial Advisor
Guggenheim Partners Jul 2012 - Sep 2015
Manager, Etf Specialist - Head of Etf Knowledge Center
Guggenheim Partners Jan 2012 - Jun 2012
Regional Vice President - Uit Channel
Guggenheim Partners May 2010 - Dec 2011
Regional Vice President - Ria Channel, East Coast
Guggenheim Partners Mar 2009 - May 2010
Senior Regional Sales Associate
Co-Founder, Financial Advisor
Guggenheim Partners Jul 2012 - Sep 2015
Manager, Etf Specialist - Head of Etf Knowledge Center
Guggenheim Partners Jan 2012 - Jun 2012
Regional Vice President - Uit Channel
Guggenheim Partners May 2010 - Dec 2011
Regional Vice President - Ria Channel, East Coast
Guggenheim Partners Mar 2009 - May 2010
Senior Regional Sales Associate
Education:
The University of Chicago Booth School of Business 2013
Depaul University 2000 - 2002
Depaul University 1995 - 1998
Bachelors, Bachelor of Science, Commerce
Depaul University 2000 - 2002
Depaul University 1995 - 1998
Bachelors, Bachelor of Science, Commerce
Skills:
Series 7
Series 66
Asset Management
Investments
Mutual Funds
Financial Planning
Portfolio Management
Asset Allocation
Credit
Insurance
Risk Management
Banking
Etfs
Financial Analysis
Budgeting
Accounting
Trading
Estate Planning
Public Speaking
Wealth Management
Investment Advisory
Alternative Investments
Investment Strategies
Securities
Options
Cash Management
Marketing Strategy
Customer Service
Private Banking
Series 24
Zephyr
Salesforce.com
Finance
Uniform Combined State Law
Strategic Financial Planning
Finra
Financial Services
Series 66
Asset Management
Investments
Mutual Funds
Financial Planning
Portfolio Management
Asset Allocation
Credit
Insurance
Risk Management
Banking
Etfs
Financial Analysis
Budgeting
Accounting
Trading
Estate Planning
Public Speaking
Wealth Management
Investment Advisory
Alternative Investments
Investment Strategies
Securities
Options
Cash Management
Marketing Strategy
Customer Service
Private Banking
Series 24
Zephyr
Salesforce.com
Finance
Uniform Combined State Law
Strategic Financial Planning
Finra
Financial Services
Interests:
Family
Teaching
Writing
Cooking
Coaching
Leading
Learning
Reading
Running
Presenting
Service
Friends
Teaching
Writing
Cooking
Coaching
Leading
Learning
Reading
Running
Presenting
Service
Friends
Certifications:
License 81890
License 126086
Certified Financial Planner™
Certified Investment Management Analyst™
Cfp Board, License 81890
Investment Management Consultants Association, License 126086
Cfa® Level I
Certified Financial Planner™ Professional
2020 Annual Filing Season Program
License 126086
Certified Financial Planner™
Certified Investment Management Analyst™
Cfp Board, License 81890
Investment Management Consultants Association, License 126086
Cfa® Level I
Certified Financial Planner™ Professional
2020 Annual Filing Season Program
Financial Adviser, Chief Investment Officer, Co-Founder
View pageLocation:
Geneva, IL
Work:
Lenity Financial
Financial Adviser, Chief Investment Officer, Co-Founder
Financial Adviser, Chief Investment Officer, Co-Founder
Education:
The University of Chicago Booth School of Business 2013