Jonathan W. Russell
Chief Operating Officer at LJI Wealth Management
- Role
- Chief Operating Officer at Lji Wealth Management
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
Experience
Chief Operating Officer
Sep 2020 — Present · Indianapolis, IN, US
Education
Purdue University Daniels School of Business
M.B.A., Executive Management
2007 — 2009
Purdue University Daniels School of Business
Management, Economics & Marketing
1999 — 2003
Skills
- Banking
- Risk Management
- Long Term Care Insurance
- Retirement Planning
- Residential Mortgages
- Social Security Strategies
- Wealth Management
- Cash Flow Forecasting
- Credit Analysis
- Charitable Gift Planning
- Comprehensive Financial Planning
- Estate Planning
- 401(K) Consulting
- Plan Implementation
- College Education Planning
- Investment Management
- Life Insurance
- Disability Insurance
- Budget Analysis
- Business & Succession Planning
- Retirement Distribution Planning
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