Anthony Halpin Email & Phone Number
Founding Partner and CFO @ Chicago Partners Wealth Advisors
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Anthony Halpin Location
- Chicago, IL, US
Anthony Halpin Work
- 2024 -now Founding Partner and CFO @
- 2019 -2024 Founding Partner and COO @
- 2009 -2019 Partner @
- 2007 -2008 Advisor @ The Mosaic Financial Group
- 2004 -2007 Senior Associate @
Anthony Halpin Education
- Texas A&M University
MS (Finance)
2002-2003 - Texas A&M University
BBA (Accounting)
1998-2002
Anthony Halpin Skills
- Investments
- Financial Modeling
- Due Diligence
- SEC filings
- Private Equity
- Business Valuation
- Valuation
- Customer Service
- Management
- Sales
- Microsoft Office
- Strategic Planning
- Sales Management
- Negotiation
- Microsoft Excel
- Project Management
- Marketing
Anthony Halpin Summary
- Anthony Halpin, based in Chicago, IL, US, is currently a Founding Partner and CFO at Chicago Partners Wealth Advisors. Anthony Halpin brings experience from previous roles at Chicago Partners Wealth Advisors, Chicago Partners Investment Group, The Mosaic Financial Group and PwC. Anthony Halpin holds a 2002 - 2003 MS in Finance @ Texas A&M University. With a robust skill set that includes Investments, Financial Modeling, Due Diligence, SEC filings, Private Equity and more. Anthony Halpin has 2 emails and 2 mobile phone numbers on RocketReach.
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