Jim Koliatsis's Location
Skokie, IL, US
Jim Koliatsis's Work
- Managing Partner @ KMG Wealth Management
- Financial Consultant @ Guaranteed Rate Affinity
- Financial Consultant @ Merrill Lynch
Jim Koliatsis's Education
- DePaul University
(Financial Planning and Services)
2005 - 2006
Jim Koliatsis's Skills
- Estate Planning
- Asset Allocation
- Insurance
- Retirement Planning
- Financial Planning
Jim Koliatsis's Summary
Jim Koliatsis, based in Skokie, IL, US, is currently a Managing Partner at KMG Wealth Management, bringing experience from previous roles at LaSalle Financial Services and Merrill Lynch. Jim Koliatsis holds a 2005 - 2006 DePaul University. With a robust skill set that includes Estate Planning, Asset Allocation, Insurance, Retirement Planning, Financial Planning and more, Jim Koliatsis contributes valuable insights to the industry. Jim Koliatsis has 2 emails on RocketReach.
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