Ed K. Email & Phone Number
Founder - Managing Director @ Elite Wealth Partners, Inc
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Ed K. Location
- Chicago, IL, US
Ed K. Work
- Founder - Managing Director @ (January 2015 - Present)
- Private Wealth Advisor @ (January 2024 - Present)
- Managing Director @ (January 2015 - January 2024)
- Managing Director and VP- Wealth Management - Retirement Plans @ (January 2009 - January 2015)
- Principal @ The Business Development Group, Inc. (January 2000 - January 2008)
- Owner and Senior Vice President @ American Chartered Bank (January 1992 - January 2000)
- Managing Director @ Lehman Brothers (January 1987 - January 1992)
- Vice President @ American National Bank (January 1982 - January 1987)
- Senior Tax Analyst @ Beatrice Companies, Inc (January 1980 - January 1982)
- Senior Tax Accountant @ Arthur Young & Company (January 1977 - January 1980)
Ed K. Education
- DePaul University
MBA (Fiinance)
- Indiana University - Kelley School of Business
BS - Accounting (Accounting)
Ed K. Skills
- 401k
- Alternative Investments
- Annuities
- Asset Management
- Banking
- Commercial Banking
- Estate Planning
- Financial Planning
- High Net Worth Individuals
- Insurance
- Investment Advisory
- Investments
- Private Banking
- Retirement
- Retirement Planning
- Wealth Management
Ed K. Summary
- Ed K., based in Chicago, IL, US, is currently a Founder - Managing Director at Elite Wealth Partners, Inc. Ed K. brings experience from previous roles at FourStar Wealth Advisors LLC, Strategic Retirement Partners, First Midwest Bank/The Bensman Group and The Business Development Group, Inc.. Ed K. holds a MBA in Fiinance @ DePaul University. With a robust skill set that includes 401k, Alternative Investments, Annuities, Asset Management, Banking and more. Ed K. has 3 emails and 1 mobile phone numbers on RocketReach.
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Ed K.
Founder - Managing Director
Chicago, IL, US
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