Brooke Snyder Email & Phone Number
Founding Principal and President
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Brooke Snyder Location
- Indianapolis, IN, US
Brooke Snyder Work
- Founding Principal and President @ InvestPlan Financial Management, LLC (November 2018 - Present)
- Executive Director @ Column Capital Advisors, LLC (April 2013 - November 2018)
- Vice President-Director, Investments @ BMO Private Bank (January 2009 - January 2013)
- Director of Public Equities @ Indiana Public Employees' Retirement Fund (January 2006 - January 2009)
- VP-Investment Officer @ First Merchants Trust Company (January 2005 - January 2006)
- AVP-Investment Officer @ Old National Trust Company (January 2001 - January 2005)
- Investment Specialist @ Charles Schwab (January 1995 - January 2001)
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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