Stephen Sperling Email & Phone Number
Senior Vice President of Investments
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Stephen Sperling Location
- Palatine, IL, US
Stephen Sperling Work
- 2012 -now Senior Vice President of Investments @ Wintrust Wealth Management
- 2007 -2012 Vice President of Investments @ Wintrust Wealth Management
- 2000 -2007 Sales Assistant @ ABN AMRO Investment Services, INC.
- 1998 -2000 Investment Representative @
Stephen Sperling Education
- Northern Illinois University 1994-1996
- Harper College 1991-1994
Stephen Sperling Skills
- Series 7
- Wealth Management
- Mutual Funds
- Asset Allocation
- Retirement Planning
- Portfolio Management
- Securities
- Series 63
- Asset Management
- Financial Planning
- Strategic Planning
- Series 65
- Variable Life and Health Insurance
- Banking
- Investments
- Change Management
- Fixed Income
- Sales
- Equities
Stephen Sperling Summary
- Stephen Sperling, based in Palatine, IL, US, is currently a Senior Vice President of Investments at Wintrust Wealth Management. Stephen Sperling brings experience from previous roles at Wintrust Wealth Management, ABN AMRO Investment Services, INC. and BMO Harris Bank. Stephen Sperling holds a 1994 - 1996 Northern Illinois University. With a robust skill set that includes Series 7, Wealth Management, Mutual Funds, Asset Allocation, Retirement Planning and more. Stephen Sperling has 6 emails on RocketReach.
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