Will Lundstrom Email & Phone Number
Manager, Investment Advisory Services @ Truepoint Wealth Counsel
5 free lookup(s).
Will Lundstrom Location
- Cincinnati, OH, US
Will Lundstrom Work
- 2012 - now Manager, Investment Advisory Services @
- 2012 - 2012 Conversion Manager @ Vantiv
- 2005 - 2012 Operations Manager, Financial Services @
- 2008 - 2010 Operations Supervisor @
- 2007 - 2008 Business Analyst @
Will Lundstrom Education
- Hanover College
Bachelor of Arts (Communication)
2001 - 2005
Will Lundstrom Skills
- Supervisory Skills
- Data Entry
- Microsoft Office
- Process Improvement
- Problem Solving
- Mutual Funds
- Trading
- Customer Relations
- Business Analysis
- Requirements Gathering
- Operations Management
- Customer Service
- Visio
- Finance
- Legal Writing
- Leadership
- Training
- Microsoft Excel
Will Lundstrom Summary
- Will Lundstrom, based in Cincinnati, OH, US, is currently a Manager, Investment Advisory Services at Truepoint Wealth Counsel. Will Lundstrom brings experience from previous roles at Vantiv and J.P. Morgan. Will Lundstrom holds a 2001 - 2005 Bachelor of Arts in Communication @ Hanover College. With a robust skill set that includes Supervisory Skills, Data Entry, Microsoft Office, Process Improvement, Problem Solving and more. Will Lundstrom has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Truepoint Wealth Counsel Employees
Steve Condon
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Eric Chaimowitz
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Katie Newman
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Scott Keller
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Alexandra Ollinger
Sr. Wealth Advisor and Shareholder
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Hillary Mitchell
Marketing Manager
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Josh Kommer
Sr. Portfolio Manager
Cincinnati, OH, US
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