Lcore
Cfp and Senior V.p of Investments
Lcore Wealth Management, Llc
Cfp and Senior V.p of Investments
Massmutual Financial Group Apr 2004 - Apr 2006
Certified Financial Planner
Education:
Oglethorpe University 2002 - 2004
Georgia Institute of Technology 1985 - 1990
Georgia Institute of Technology Scheller College of Business 1985 - 1990
Bachelors, Bachelor of Science, Management, Finance
Skills:
Wealth Management Investments Series 7 Estate Planning Mutual Funds Insurance Alternative Investments Financial Planning Securities Asset Management Portfolio Management Retirement Planning Strategic Planning Asset Allocation Financial Analysis Private Equity Equities Business Strategy Clu Cltc Cdfa Funding Investment Banking Annuities Long Term Care Bonds Asset Stocks Small Business Management Consulting Budgeting
Interests:
Family Wealth Manangement Church Golf Anything Out Doors Racquet Ball
Oglethorpe University 2000 - 2003
Georgia Institute of Technology 1985 - 1990
Bachelors, Bachelor of Business Administration, Financial Management, Finance
Skills:
Investment Education Equities Business Planning Cdfa Cltc Clu Iar Retirement Planning Mutual Funds College Savings Plans Life Insurance Alternative Investments Wealth Management Financial Planning Portfolio Management
Senior Vice President of Investments-Robert L. Omohundro, CFP, CLU, CDFA...Robert Omohundro's Public Profile on Plaxo. Plaxo helps members like Robert Omohundro keep in touch with the people who really matter, helping them to ...