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
- Managing Director, Client Operations at Wealthspire Advisors @ (March 2022 - Present)
- Senior Vice President, Client Administration @ (September 2019 - March 2022)
- Chief Operating Officer @ (February 2016 - June 2019)
- Consultant - Director of Client Operations and Compliance @ (June 2015 - February 2016)
- Director of Operations @ (March 2014 - March 2015)
- Director of Operations and Corporate Solution Group @ Convergent Wealth Advisors (April 2006 - March 2014)
- Operations Manager and Registered Representative @ Ing Financial Partners/DCS (October 2003 - April 2006)
- Senior Investment Representative and Manager @ (February 2000 - October 2002)
- Registered Representative and Personal Financial Advisor @ Amex Financial Advisors Ids Life Insurance (January 1999 - January 2000)
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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