Melissa Considine Email & Phone Number
Director, Financial Planning @ Estate & Trust Advisors
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Melissa Considine Location
- Chicago, IL, US
Melissa Considine Work
- Director, Financial Planning @ (January 2015 - Present)
- Financial Advisor @ (October 2011 - January 2015)
- Financial Representative @ (May 2011 - October 2011)
- Advertising and Sales @ Wall Street Journal Office Network (May 2010 - May 2011)
Melissa Considine Education
- Miami University
BS Business (Finance)
2007-2011 - Adlai E. Stevenson High School 2003-2007
- IES Abroad - Barcelona
Liberal Arts & Business
2010
Melissa Considine Skills
- 401(k) Retirement Savings Plans
- Asset Management
- Business Analysis
- Business Development
- Client Relationship Strengthening
- Communication
- Data Analysis
- Estate Planning
- Finance
- Financial Advisory
- Financial Analysis
- Financial Modeling
- Financial Planning
- Financial Planning Software
- Financial Services
- Fixed Annuities
- Forecasting
- Helping Clients
- High Net Worth Individuals
- Individual Retirement Accounts (IRA)
- Investment Management
- Investment Strategies
- Investments
- Life Insurance
- Marketing
- Microsoft Office
- Planning Software
- Portfolio Management
- Qualified Retirement Plans
- Retirement Benefits
- Retirement Income Strategies
- Retirement Planning
- Retirement Solutions
- Risk Management
- Series 63
- Series 65
- Series 7
- Strategic Financial Planning
- Strategic Planning
- Tax Planning
- Teamwork
- Wealth Management
- Wealth Transfer
Melissa Considine Summary
- Melissa Considine, based in Chicago, IL, US, is currently a Director, Financial Planning at Estate & Trust Advisors. Melissa Considine brings experience from previous roles at Estate & Trust Advisors, The Heartland Group and Wall Street Journal Office Network. Melissa Considine holds a 2007 - 2011 BS Business in Finance @ Miami University. With a robust skill set that includes 401(k) Retirement Savings Plans, Asset Management, Business Analysis, Business Development, Client Relationship Strengthening and more. Melissa Considine has 1 emails and 1 mobile phone numbers on RocketReach.
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