David Sokolovsky Email & Phone Number
Managing Director, Partner @ The Lerner Group at Hightower
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David Sokolovsky Location
- Northbrook, IL, US
David Sokolovsky Work
- Managing Director, Partner @ (September 2022 - Present)
- Wealth Advisor and Head Of Financial Planning @ (September 2019 - September 2022)
- AVP - Strategy @ (January 2018 - January 2019)
- Strategy Manager @ (January 2017 - January 2018)
- Director - Advanced Analytics @ (January 2016 - January 2017)
- Senior Business Consultant @ (January 2014 - January 2016)
- Financial Advisor @ Hightower Advisors (January 2012 - January 2014)
- Financial Advisor and Financial Planning Specialist @ (January 2011 - January 2012)
- Consulting Group Analyst and Financial Planning Associate @ (January 2009 - January 2011)
- Client Service Associate @ (January 2007 - January 2009)
David Sokolovsky Education
- Northwestern University - Kellogg School of Management
Master of Business Administration (MBA) (Management & Strategy, Entrepreneurship & Innovation)
- DePaul University
Bachelor's (Finance)
David Sokolovsky Skills
- Analytics
- Asset Allocation
- Business Innovation
- Business Process Improvement
- Distribution Strategy
- Equities
- Finance
- Financial Analysis
- Financial Modeling
- Financial Planning
- Financial Services
- Fixed Income
- Investments
- Leadership
- Management Consulting
- Marketing
- Microsoft Excel
- Operating Model Design
- Portfolio Management
- Property & Casualty Insurance
- Risk Management
- Securities
- Series 7
- Strategic Consulting
- Strategic Financial Planning
- Strategy
- Tableau
- Valuation
- Wealth Management Services
David Sokolovsky Summary
- David Sokolovsky, based in Northbrook, IL, US, is currently a Managing Director, Partner at The Lerner Group at Hightower. David Sokolovsky brings experience from previous roles at The Lerner Group at Hightower, Zurich North America, Accenture and Liberty Mutual Insurance. David Sokolovsky holds a Master of Business Administration (MBA) in Management & Strategy, Entrepreneurship & Innovation @ Northwestern University - Kellogg School of Management. With a robust skill set that includes Analytics, Asset Allocation, Business Innovation, Business Process Improvement, Distribution Strategy and more. David Sokolovsky has 2 emails and 1 mobile phone numbers on RocketReach.
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