Candice Monroe Email & Phone Number
Financial Strategist @ Life Loyal Advisors
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Candice Monroe Location
- Chicago, IL, US
Candice Monroe Work
- Financial Strategist @ (October 2021 - Present)
- Wealth Advisor @ (September 2019 - July 2021)
- Wealth Management Associate Advisor @ (February 2018 - September 2019)
- Financial Advisor @ (June 2017 - February 2018)
- Business Professional @ (March 2012 - July 2017)
- Field Assistant @ FOLLETT HIGHER EDUCATION (January 2011 - March 2012)
- Account Administrator and Client Services @ (September 2009 - December 2010)
- Client Service @ (July 2008 - January 2009)
- Registered Sales Assistant 2003 to @ MORGAN KEEGAN & COMPANY, INC (September 2003 - May 2008)
Candice Monroe Education
- Northwestern University
(Financial Planning and Services)
2019 - Sullivan University
Bachelor of Science (Finance)
2005-2007 - Spencerian College
Associate of Science (Accounting)
1995-1998
Candice Monroe Skills
- Investments
- Financial Services
- Risk Management
- Financial Analysis
- Investment Advisory
- Investment Strategies
- Relationship Building
- Financial Advisory
- Retirement Planning
- Wealth Management
- Financial Planning
- Education Planning
- Investment Management
- Risk Assessment
- Wealth Preservation Planning
- Portfolio Performance Analysis
- Portfolio construction
- Asset Allocation
- Risk Analysis
- Financial Structuring
- Strategic Planning
Candice Monroe Summary
- Candice Monroe, based in Chicago, IL, US, is currently a Financial Strategist at Life Loyal Advisors. Candice Monroe brings experience from previous roles at Riverstone Wealth Partners LLC, Morgan Stanley and Morgan Stanley Smith Barney. Candice Monroe holds a Northwestern University. With a robust skill set that includes Investments, Financial Services, Risk Management, Financial Analysis, Investment Advisory and more. Candice Monroe has 4 emails and 2 mobile phone numbers on RocketReach.
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