Peter J Wielocha from 2937 N Damen Ave, Chicago, IL 60618, age 39

Peter Wielocha Phones & Addresses

2937 N Damen Ave, Chicago, IL 60618
Downers Grove, IL
Nashville, TN
Champaign, IL
Homer Glen, IL

Work

Company:

J.p. morgan
Feb 2019
Position:

Client advisor

Education

Degree:

Master of Business Administration, Masters
School / High School:

Vanderbilt University - Owen Graduate School of Management
2012 to 2014
Specialities:

Management, Finance

Skills

Business Owner Planning • Financial Advisory • Investment Planning • Investment Strategies • Taxefficient Strategies • Wealth Preservation Planning • Investment Management • Business Succession • Estate Planning • Financial Planning • Private Banking • Charitable Giving Strategy

Languages

English • Polish

Ranks

Certificate:

Cpa - Currently Not Practicing

Industries

Financial Services

Resumes

Client Advisor

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Location:

2937 north Damen Ave, Chicago, IL 60618

Industry:

Financial Services

Work:

J.p. Morgan
Client Advisor
Wells Fargo Advisors Feb 2016 - Feb 2019
Associate Vice President - Investments
Credit Suisse Aug 2014 - Feb 2016
Private Banking Usa
Credit Suisse 2013 - 2013
Summer Associate
Mcgovern & Greene Llp Aug 2009 - Jul 2012
Senior Associate

Education:

Vanderbilt University - Owen Graduate School of Management 2012 - 2014
Master of Business Administration, Masters, Management, Finance University of Illinois at Urbana - Champaign May 2009
Masters Gies College of Business - University of Illinois Urbana - Champaign 2004 - 2008
Bachelors, Accountancy

Skills:

Business Owner Planning
Financial Advisory
Investment Planning
Investment Strategies
Taxefficient Strategies
Wealth Preservation Planning
Investment Management
Business Succession
Estate Planning
Financial Planning
Private Banking
Charitable Giving Strategy

Languages:

English
Polish

Certifications:

Cpa - Currently Not Practicing
Cpa

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