Jim Platania

Wealth Management Advisor @Platania Financial, Inc

Chicago, IL, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Dec 2015 — Present

Wealth Management Advisor @Platania Financial, Inc

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Helps clients pursue their financial goals and align their money with their values.

EDUCATION

2008 — 2012

University of Illinois at Urbana-Champaign - College of Business

Bachelor of Science (B.S.)

SKILLS

Data AnalysisFinancial ReportingAuditingRisk ManagementCorporate FinanceMicrosoft ExcelFinancial AnalysisAccountingFinancial ModelingFinanceMicrosoft WordAnalysisMicrosoft OfficeLeadershipPowerpoint

ABOUT JIM PLATANIA

Financial planning has been a part of my life for as long as I can remember. As a…

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Jim Platania — Wealth Management Advisor at Platania Financial, Inc in Chicago, IL, US | Unifers