Larry Lonis Email & Phone Number
Senior Vice President @ U.S. Trust
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Larry Lonis Location
- Chicago, IL, US
Larry Lonis Work
- Senior Vice President @ (March 2005 - Present)
- Client and Business Management Executive @ (March 2005 - Present)
- Client and Business Management Executive @ (March 2005 - Present)
- Senior Vice President @ (March 2005 - March 2008)
- Senior Vice President @ (January 2005 - Present)
- Client and Business Management Executive @ US Trust, Bank of America (January 2005 - Present)
- Senior Vice President @ (January 2005 - January 2008)
- Portfolio Manager and Equity Analyst @ (January 1999 - January 2005)
- Senior Portfolio Manager @ (January 1999 - January 2005)
- Adjunct Professor @ (September 1992 - Present)
- Assistant Vice President @ First National Bank of Chicago (January 1983 - January 2005)
Larry Lonis Education
- AICPA
Chartered Global Management Accountant (Management Accounting)
2012 - CFA Institute
CFA (Finance/Investment Management)
1985-1990 - University of Illinois at Urbana-Champaign
CPA (Accounting)
1976-1977 - Northern Illinois University
BS, MBA (Marketing and MBA)
1967-1975
Larry Lonis Skills
- Portfolio Management
- Investments
- Equities
- Alternative Investments
- Asset Managment
- Financial Analysis
- Fixed Income
- Capital Markets
- Asset Allocation
- Asset Management
- Private Equity
- Strategy
- Due Diligence
- Mergers & Acquisitions
- Investment Management
- Equity Research
- Finance
- Financial Modeling
- Wealth Management
- Valuation
- Hedge Funds
- Sales
- Teaching
- Strategic Planning
- Microsoft Office
- Business Management
- Mergers and Acquisitions
- Financial Statement
Larry Lonis Summary
- Larry Lonis, based in Chicago, IL, US, is currently a Senior Vice President at USTrust. Larry Lonis brings experience from previous roles at US Trust, USTrust and Bank of America. Larry Lonis holds a Chartered Global Management Accountant in Management Accounting @ AICPA. With a robust skill set that includes Portfolio Management, Investments, Equities, Alternative Investments, Asset Managment and more. Larry Lonis has 1 emails on RocketReach.
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