Umar A. Email
Wealth Management Associate @ Wealth Planning Network
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Umar A. Location
- Chicago, IL, US
Umar A. Work
- Wealth Management Associate @ (June 2025 - Present)
- Associate Advisor @ (November 2022 - April 2025)
- Investment Advisor @ (April 2022 - August 2022)
- Investment Associate @ (July 2020 - January 2022)
- Associate @ (May 2017 - May 2020)
- Associate @ (November 2016 - May 2020)
- Accounting Intern @ (June 2018 - August 2018)
- Grader @ (August 2015 - August 2016)
Umar A. Education
- Penn State University
Bachelor's degree (Economics)
2016-2020 - North Allegheny High School 2012-2016
Umar A. Summary
- Umar A., based in Chicago, IL, US, is currently a Wealth Management Associate at Wealth Planning Network. Umar A. brings experience from previous roles at Private Vista LLC, Edelman Financial Engines, Vanguard and EXPRESS. Umar A. holds a 2016 - 2020 Bachelor's degree in Economics @ Penn State University. Umar A. has 1 emails on RocketReach.
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