Mike Kwon Email & Phone Number
Principal and Wealth Manager and Financial Planning and Investment Services @ Steward Advisors, LLC/ Financial Planning and Investment Services
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Mike Kwon Location
- Schaumburg, IL, US
Mike Kwon Work
- Principal and Wealth Manager and Financial Planning and Investment Services @ (February 2013 - Present)
- Partner, Wealth Management Advisor @ (January 2008 - January 2012)
- Director, Wealth Relationship Manager @ Harris Private Bank (January 2005 - January 2008)
- Regional Director, Institutional Investments @ (January 2002 - January 2005)
- Regional Director, Institutional Investments @ Banc One Investment Advisors (January 1995 - January 2002)
Mike Kwon Education
- Illinois State University
BS (Business Administration. Concentration in Finance & Minor in Economics)
1976-1980 - Elk Grove High School 1972-1976
Mike Kwon Skills
- Wealth Management
- Investments
- Retirement Planning
- Asset Allocation
- Retirement
- Portfolio Management
- Finance
- Asset Management
- Strategic Financial Planning
- Pensions
- Small Business
- Business Development
- Private Banking
- Financial Advisory
- Employee Benefits
- Financial Planners
- High Net Worth Individuals
- Wealth Management Services
- Wealth
- Banking
- Mutual Funds
- Investment Management
- Investment Advisory
- Series 7
- Estate Planning
- High Net Worth
- Strategic Financial
- Sales
- Unbiased
- Public Speaking
- Financial Analysis
- Leadership
- Project Management
- Tax
- Customer Service
- Management
- Retail
- Business Strategy
- Sales Management
- Customer Retention
- Customer Acquisition
- Employee Relations
- Recruiting
- Customer Service Management
- Color Consulting
- Protective Coatings
- Automotive Aftermarket
- Team Building
Mike Kwon Summary
- Mike Kwon, based in Schaumburg, IL, US, is currently a Principal and Wealth Manager and Financial Planning and Investment Services at Steward Advisors. Mike Kwon brings experience from previous roles at Trust Company of Illinois, Harris Private Bank, Fifth Third Investment Advisors and Banc One Investment Advisors. Mike Kwon holds a 1976 - 1980 BS in Business Administration. Concentration in Finance & Minor in Economics @ Illinois State University. With a robust skill set that includes Wealth Management, Investments, Retirement Planning, Asset Allocation, Retirement and more. Mike Kwon has 2 emails and 5 mobile phone numbers on RocketReach.
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