Guy Penn Location
- O'Fallon, MO, US
Guy Penn Work
- 2010 - now building @ @
- 2015 - 2019 Single Family Office
- 2008 - 2010 Analyst @ MML Investor Services
- 2006 - 2008 Global Wealth and Investment Management @
- 2000 - 2006 Smith Barney Sales and Operations @
Guy Penn Education
- University of Missouri-Columbia
(Finance and Art)
- Webster University
Masters (Finance)
Guy Penn Skills
- Financial Planning
- Investment Advisory
- Fiduciary
- Wealth Management
- Estate Planning
- Strategic Financial Planning
- Managerial Finance
- Family Office
- Saving for Education
- Retirement Savings
- Financial Management
Guy Penn Summary
- Guy Penn, based in O'Fallon, MO, US, is currently a building @ at core planning. Guy Penn brings experience from previous roles at private, MML Investor Services, Bank of America Merrill Lynch and Citi. Guy Penn holds a University of Missouri-Columbia. With a robust skill set that includes Financial Planning, Investment Advisory, Fiduciary, Wealth Management, Estate Planning and more. Guy Penn has 2 emails and 2 mobile phone numbers on RocketReach.
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