Mohini McCormick Email & Phone Number
Partner, Senior Wealth Advisor @ Curi Capital
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Mohini McCormick Location
- Chicago, IL, US
Mohini McCormick Work
- 2024 -now Partner, Senior Wealth Advisor @
- 2019 -2024 Senior Vice President, Wealth Advisor @
- 2018 -2019 Vice President, Wealth Advisor @
- 2013 -2018 Vice President, Senior Wealth Advisor @
- 2009 -2013 Vice President, Wealth Management Advisor @ Fifth Third Private Bank
- 2006 -2009 Vice President @
- 1991 -2006 Private Client Services @ Lehman Brothers
Mohini McCormick Education
- DePaul Driehaus College of Business
MBA (Finance)
1995-1997 - Purdue University
BS (Finance)
1987-1991
Mohini McCormick Skills
- Wealth Management
- Asset Allocation
- Investments
- Mortgage Lending
- Strategic Financial Planning
- Finance
- Series 7
- Portfolio Management
- Fixed Income
- Asset Managment
- Retirement Planning
- Alternative Investments
- Loans
- Wealth Management Services
- Insurance
- Trading
- Commercial Lending
- Equities
- Financial Services
- Banking
Mohini McCormick Summary
- Mohini McCormick, based in Chicago, IL, US, is currently a Partner, Senior Wealth Advisor at Curi Capital. Mohini McCormick brings experience from previous roles at RMB Capital, Calamos Wealth Management and Fifth Third Private Bank. Mohini McCormick holds a 1995 - 1997 MBA in Finance @ DePaul Driehaus College of Business. With a robust skill set that includes Wealth Management, Asset Allocation, Investments, Mortgage Lending, Strategic Financial Planning and more. Mohini McCormick has 1 emails and 2 mobile phone numbers on RocketReach.
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