Top Wealth Management Associates in Greater Chicago Area
Larissa Zando, MATD
VP, Learning Consultant II
Greater Chicago Area
VP, Learning Consultant II
USCG Licensed Captain and Sailing Instructor
Instructional Design Consultant
Instructional Designer
Board of Directors - Professional Development Networks (PDNs)
Graduate Assistant - Training and Development Department
Full-Time Graduate Student
2013 Summer Design Team Intern, US TL&D
Internal Wholesaler
Financial Consultant
Wealth Management Associate-(Internal Wholesaler)
Internal Wholesaler
Internal Sales Consultant
Roosevelt University
University of Southern Maine - School of Business
Recommendations: 3
Mutual Funds
Investments
Training
Financial Services
Series 7
Asset Allocation
Fixed Annuities
Territory Management
r****[email protected]
Gordon Cacioppo
Wealth Management Associate
Greater Chicago Area
Wealth Management Associate
Internal Audit Intern
Accounting Intern
Document Services: Workflow Coordinator
DePaul University
DePaul University
Recommendations: 2
g****[email protected]
Michael Bernhard
Wealth Management Associate
Greater Chicago Area
Wealth Management Associate
Registered Associate
Financial Advisor
Intern
Bag Room Manager
Olivet Nazarene University
Lincoln Way Central High School
Recommendations: 1
Equities
Investments
Retirement Planning
Mutual Funds
m****[email protected]
Therese Dolezal
Wealth Management Associate
Greater Chicago Area
Wealth Management Associate
Senior Registered Associate
Registered Associate
Licensed Client Service Associate
Business Development Director, Assistant Vice President
University of Florida
Recommendations: 0
Series 63
Series 7
Wealth Management
t****[email protected]
Susan Dong
Private Wealth Management Associate
Greater Chicago Area
Private Wealth Management Associate
Data Management, Student Outreach Liaison and Student Advisory Board member
Operations Summer Analyst
Office of the President Intern
Student Caller
Student Volunteer
SAT Teacher
Northwestern University
Troy High School
Recommendations: 0
Tutoring
Teaching
Public Speaking
PowerPoint
Microsoft Office
Research
Microsoft Word
Microsoft Excel
s****[email protected]
Kristine Warner
Dynamic Advisory Investment Associate
Greater Chicago Area
Dynamic Advisory Investment Associate
Wealth Management Associate
Internal Sales Manager
Regional Sales Consultant - Broker Dealer
Sales Associate - Broker Dealer
Sales Associate
Sales Assistant
Lake Forest College
Recommendations: 0
k****[email protected]
Stefanie Blank
Wealth Management Associate
Greater Chicago Area
Wealth Management Associate
Customer Service Manager
Assistant Branch Manager
Purdue University
Michigan City High School
Recommendations: 0
Banking
Consumer Lending
Retail Banking
Loans
Small Business Lending
Mortgage Lending
Customer Service
Sales Management
s****[email protected]
James MBA
Sr. Director - Global Enterprise Sales
Greater Chicago Area
Sr. Director - Global Enterprise Sales
Sr Enterprise Manager
Sr Manager - Enterprise Client Engagement
Director, Enterprise Client Operations (IRMS)
Wealth Management Associate - Alternative Energy
Senior Director - Global Sales and Business Partnerships
Senior Account Manager
Oakland University
Oakland University
Loyola University Chicago
Recommendations: 0
Financial Accounting
Cost Accounting
Financial Analysis
Financial Reporting
Microsoft Excel
IT Solutions
Sales Operations
Sales
j****[email protected]
Carla Taylor, CFP®
Wealth Management Associate
Greater Chicago Area
Wealth Management Associate
Associate
Analyst
The University of Chicago Booth School of Business
Northwestern University
Washington and Lee University
Recommendations: 0
Financial Modeling
Financial Analysis
Investments
Due Diligence
Alternative Investments
Equities
Asset Management
Capital Markets
c****[email protected]
Glen Franchi
Account Manager
Greater Chicago Area
Account Manager
Account Manager
Financial Services Representative
Wealth Management Associate
Investment Analyst
Small Business Consultant
Financial Analyst/Advisor
Inventory Controller/Distributor
Inventory Controller
Northern Illinois University
Northern Illinois University
St. Francis
St. Michaels
Recommendations: 0
f****[email protected]
Angkan Chaiart
Investment Analyst
Greater Chicago Area
Investment Analyst
Wealth Management Associate
Wealth Management Intern
DePaul University
College of Commerce
Recommendations: 0
Series 7
SQL
Bloomberg Terminal
Morningstar
Thomson One
Thompson One
Moxy
Advent
a****[email protected]
Marla Scalise
Client Service Associate
Greater Chicago Area
Client Service Associate
Case Manager
Compliance Analyst
Private Wealth Management Associate
Executive Assistant to the President & CEO
Legal & Compliance Associate
Purdue University Krannert School of Management
Recommendations: 0
m****[email protected]
Anna Fedus
Assistant Vice President
Greater Chicago Area
Assistant Vice President
Private Wealth Management Associate
Private Client Service Associate
University of Illinois at Chicago
Recommendations: 0
Series 7
Series 63
Financial Services
Banking
Relationship Management
Risk Management
Wealth Management Services
Private Banking
a****[email protected]
a****[email protected]
