Brooke Snyder Email & Phone Number
Founding Principal and President
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Brooke Snyder Location
- Indianapolis, IN, US
Brooke Snyder Work
- 2018 -now Founding Principal and President @ InvestPlan Financial Management, LLC
- 2013 -2018 Executive Director @ Column Capital Advisors, LLC
- 2009 -2013 Vice President-Director, Investments @ BMO Private Bank
- 2006 -2009 Director of Public Equities @ Indiana Public Employees' Retirement Fund
- 2005 -2006 VP-Investment Officer @ First Merchants Trust Company
- 2001 -2005 AVP-Investment Officer @ Old National Trust Company
- 1995 -2001 Investment Specialist @ Charles Schwab
Brooke Snyder Education
- Indiana University Bloomington
Bachelor of Science - BS (Kelley School of Business)
1988-1993 - Frankfort Senior High School
Brooke Snyder Skills
- Portfolio Management
- Strategic Financial Planning
- Investments
- Financial Analysis
- Retirement Planning
- Equities
Brooke Snyder Summary
- Brooke Snyder, based in Indianapolis, IN, US, is currently a Founding Principal and President at InvestPlan Financial Management, LLC. Brooke Snyder brings experience from previous roles at Column Capital Advisors, LLC, BMO Private Bank, Indiana Public Employees' Retirement Fund and First Merchants Trust Company. Brooke Snyder holds a 1988 - 1993 Bachelor of Science - BS in Kelley School of Business @ Indiana University Bloomington. With a robust skill set that includes Portfolio Management, Strategic Financial Planning, Investments, Financial Analysis, Retirement Planning and more. Brooke Snyder has 2 emails and 1 mobile phone numbers on RocketReach.
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