Jodi Email & Phone Number
Managing Director, Head of Private Wealth Strategic Partnerships @ LaSalle Investment Management
5 free lookup(s).
Jodi Location
- Chicago, IL, US
Jodi Work
- 2012 - now Managing Director, Head of Private Wealth Strategic Partnerships @
- 2007 - 2012 National Account Manager @
- 2004 - 2006 AVP, National Sales @
Jodi Education
- Northwestern University - Kellogg School of Management
Master of Business Administration (MBA)
2007 - 2010 - Alma College
Bachelor of Arts (B.A.) (Business Administration & Economics)
2000 - 2004
Jodi Skills
- Series 63
- Separately Managed Accounts
- Portfolio Management
- Equities
- Retirement Planning
- Series 7
- Investment Strategies
- Investments
- Asset Allocation
- Process Improvement
- Securities
- Microsoft Office
- Series 24
- Alternative Investments
- Wealth Management
- Management
- Finra Series 7 and 66
- New Business Development
- Business Development
- Investment Management
- Securities Regulation
- Trading
- FINRA
- Investment Advisory
- Leadership
- Financial Services
- ETFs
- Asset Management
- Customer Service
- Hedge Funds
- National Accounts
- Mutual Funds
- Real Estate
- Series 65
- 401k
Jodi Summary
- Jodi, based in Chicago, IL, US, is currently a Managing Director, Head of Private Wealth Strategic Partnerships at LaSalle Investment Management. Jodi brings experience from previous roles at Henderson Global Investors and Managers Investment Group. Jodi holds a 2007 - 2010 Master of Business Administration (MBA) @ Northwestern University - Kellogg School of Management. With a robust skill set that includes Series 63, Separately Managed Accounts, Portfolio Management, Equities, Retirement Planning and more. Jodi has 2 emails and 1 mobile phone numbers on RocketReach.
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Others Named Jodi
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Diane Wild
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Demetri Rackos
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Chadwick Cunningham
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Jeff Shuster
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Allan Marques
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Allison McFaul
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Timothy Kessler
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