Tom Lenkiewicz Email & Phone Number
Senior Wealth Strategist and Head of Retirement @ JPMorgan Chase & Co.
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Tom Lenkiewicz Location
- Milwaukee, WI, US
Tom Lenkiewicz Work
- Senior Wealth Strategist and Head of Retirement @ (February 2021 - Present)
- Sr. Wealth Planning Consultant @ (July 2015 - January 2021)
- Associate Wealth Advisor @ (August 2012 - July 2015)
- Financial Planner @ (January 2008 - August 2012)
- Licensed Banker @ (October 2007 - November 2008)
- Small Business Retirement Specialist @ (October 2004 - August 2006)
Tom Lenkiewicz Education
- Jagiellonian University
M.A. (European Studies)
2006-2007 - Arizona State University
B.A. (History)
2000-2004
Tom Lenkiewicz Skills
- Estate Planning
- 1031 Exchanges
- Profit Sharing
- Retirement Planning
- 401k
- Financial Planners
- IRAs
- Wealth Management
- Investments
- Retirement
- Insurance
- Strategic Financial Planning
- Investment Strategies
- Fixed Annuities
Tom Lenkiewicz Summary
- Tom Lenkiewicz, based in Milwaukee, WI, US, is currently a Senior Wealth Strategist and Head of Retirement at JPMorgan Chase & Co.. Tom Lenkiewicz brings experience from previous roles at BMO Wealth Management - U.S., Northern Trust Corporation, ComPsych and Washington Mutual, Inc.. Tom Lenkiewicz holds a 2006 - 2007 M.A. in European Studies @ Jagiellonian University. With a robust skill set that includes Estate Planning, 1031 Exchanges, Profit Sharing, Retirement Planning, 401k and more. Tom Lenkiewicz has 4 emails and 4 mobile phone numbers on RocketReach.
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