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Milton Lefton Location
Chicago, IL, US
Milton Lefton Work
President and Board Member @ A N & Pearl G Barnett Family Foundation (January 2009 - Present)
Board Member @ Jewish Child & Family Services (January 2006 - December 2012)
Managing Director of Financial Planning Services @ (January 2007 - Present)
President @ Asset Financial Services, Inc. (January 1980 - December 2007)
President @ Business Ventures, Inc. (January 1985 - December 1990)
Milton Lefton Education
University of Illinois and College of Financial Planning
Certified Financial Planner (Investments and Securities)
2015-2019
Tucson Senior High School 1944-1949
Milton Lefton Skills
Investments
Financial Services
Investment Management
Finance
Small Business
Financial Planning
Asset Management
Retirement Planning
Financial Advisory
Management
Portfolio Management
Business Strategy
Microsoft Word
Business Development
Microsoft Excel
Strategy
Financial Reporting
Research
Customer Service
Milton Lefton Summary
Milton Lefton, based in Chicago, IL, US, is currently a Managing Director of Financial Planning Services at North Star Investment Management Corp. Milton Lefton brings experience from previous roles at A N & Pearl G Barnett Family Foundation, Jewish Child & Family Services, Asset Financial Services, Inc. and Business Ventures, Inc.. Milton Lefton holds a 2015 - 2019 Certified Financial Planner in Investments and Securities @ University of Illinois and College of Financial Planning. With a robust skill set that includes Investments, Financial Services, Investment Management, Finance, Small Business and more. Milton Lefton has 1 emails and 1 mobile phone numbers on RocketReach.
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