Inessa Mischenko Email & Phone Number
Managing Director, Client Operations at Wealthspire Advisors @ Wealthspire Advisors
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Inessa Mischenko Location
- Pikesville, MD, US
Inessa Mischenko Work
- 2022 -now Managing Director, Client Operations at Wealthspire Advisors @
- 2019 -2022 Senior Vice President, Client Administration @
- 2016 -2019 Chief Operating Officer @
- 2015 -2016 Consultant - Director of Client Operations and Compliance @
- 2014 -2015 Director of Operations @
- 2006 -2014 Director of Operations and Corporate Solution Group @ Convergent Wealth Advisors
- 2003 -2006 Operations Manager and Registered Representative @ Ing Financial Partners/DCS
- 2000 -2002 Senior Investment Representative and Manager @
- 1999 -2000 Registered Representative and Personal Financial Advisor @ Amex Financial Advisors Ids Life Insurance
Inessa Mischenko Education
- New York Institute of Finance 2018-2018
- Cannon Financial Institute 2012-2014
- The University of Chicago Booth School of Business 2012-2012
- Tashkent Economy University 1990-1991
-
Master of Arts (Education, Art)
1982-1987 - The Tashkent University Of Fine Art
Master of Arts
Inessa Mischenko Skills
- Analytical Skills
- Mergers & Acquisitions (M&A)
- Series 65
- Alternative Investments
- Wealth Management
- Mutual Funds
- Investments
- Investment Advisory
- Hedge Funds
- Asset Managment
- Strategic Financial Planning
- Financial Advisory
- Securities
- Portfolio Management
- Investment Management
- Strategy
- Investment Strategies
- Asset Allocation
- Asset Management
- Financial Services
- Finance
- Fixed Income
- Bloomberg
- Bonds
- Derivatives
- CRM
- Wealth
- Retirement Planning
- Financial Modeling
- Capital Markets
- Financial Markets
- Equities
- Trading
- Financial Planning
- Risk Management
- Analysis
- Series 63
- Public Speaking
- Compliance
- Operations
- Customer Service
- Management
- Strategic Financial
- Series 7
Inessa Mischenko Summary
- Inessa Mischenko, based in Pikesville, MD, US, is currently a Managing Director, Client Operations at Wealthspire Advisors at Wealthspire Advisors. Inessa Mischenko brings experience from previous roles at Wealthspire Advisors, Mycio Wealth Partners, Threshold Group and Parentebeard Wealth Management. Inessa Mischenko holds a 2018 - 2018 New York Institute of Finance. With a robust skill set that includes Analytical Skills, Mergers & Acquisitions (M&A), Series 65, Alternative Investments, Wealth Management and more. Inessa Mischenko has 2 emails and 1 mobile phone numbers on RocketReach.
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