Neil Moscicki Email & Phone Number
Senior Vice President, Financial Advisor @ Wintrust Wealth Management
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Neil Moscicki Location
- Chicago, IL, US
Neil Moscicki Work
- Senior Vice President, Financial Advisor @ (August 2015 - Present)
- Senior Financial Advisor, VP @ (July 2002 - July 2015)
- Advisor @ Morgan Stanley (January 1999 - January 2002)
Neil Moscicki Education
- DePaul University
CFP® (Certified Financial Planner)
2002-2004 - Northern Illinois University
Finance (General)
1996-1999 - University of Chicago Booth School of Business Executive Education
Certified Private Wealth Advisor® Program
2019
Neil Moscicki Skills
- Investments
- Wealth Management
- Mutual Funds
- Portfolio Management
- Retirement Planning
- Investment Advisory
- Banking
- Series 7
- Asset Allocation
- Securities
- Asset Management
- Strategic Financial Planning
- Series 63
- Investment Strategies
- Estate Planning
- Loans
- Financial Advisory
- Strategic Planning
- Retirement
- Equities
- Management
- Budgets
- Business Analysis
- Strategic Financial
- Financial Reporting
- Microsoft Excel
- Public Speaking
Neil Moscicki Summary
- Neil Moscicki, based in Chicago, IL, US, is currently a Senior Vice President, Financial Advisor at Wintrust Wealth Management. Neil Moscicki brings experience from previous roles at BMO Harris Financial Advisors and Morgan Stanley. Neil Moscicki holds a 2002 - 2004 CFP® in Certified Financial Planner @ DePaul University. With a robust skill set that includes Investments, Wealth Management, Mutual Funds, Portfolio Management, Retirement Planning and more. Neil Moscicki has 3 emails and 1 mobile phone numbers on RocketReach.
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