Gina Ricciotti
Financial Services Associate @Wintrust Wealth Management
Palatine, IL, US
EMAILS
g••••••••@wintrustwealth.com
MOBILE NUMBERS
+14•••••••11
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WORK HISTORY
Aug 2024 — Present
Financial Services Associate @Wintrust Wealth Management
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Arlington Heights, IL, US
Wealth Management, Investments, Insurance, Trust Planning, Estate Planning, Retirement Planning, Education Planning, Portfolio Management, Annuities, and Investment Planning.
EDUCATION
2014 — 2016
Harper College
Associate's degree
SKILLS
InsuranceTerm Life InsurancePersonal FinanceSoftware DocumentationSocial Media401kMarketingRetirementPortfolio ManagementSocial Media MarketingFinancial AdvisoryTeam BuildingManagementMicrosoft ExcelAsset AllocationMutual FundsAccountingCustomer RetentionCustomer ServiceEmployee BenefitsLeadershipPublic SpeakingHealth InsuranceStrategic PlanningUnderwritingFixed AnnuitiesLong Term Care InsuranceCold CallingDisability InsuranceInvestment StrategiesLong-Term CareEvent PlanningLife InsuranceFinanceInvestmentsMicrosoft OfficeSalesSales ManagementIrasWhole Life
ABOUT GINA RICCIOTTI
A motivated, versatile and skilled executive associate professional with 18+ years of…
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