Laina Mills
Institutional & Private Wealth Investment Professional
- Role
- Director, Family Advisor at RDV Corporation
- Location
- Grand Rapids, MI, US
- LinkedIn followers
- 500 followers
About Laina Mills
Investment professional with twenty years of experience in institutional asset management…
Experience
Director, Family Advisor
Sep 2023 — Present · Grand Rapids, MI, US
Leads the coordination of financial services to provide a seamless delivery of client experiences and outcomes. Responsible for advising clients to help them meet their financial goals and objectives, as well as educating and enabling them to make informed financial and investment decisions.
Education
Rollins College
B.A., Biology
1999 — 2003
Skills
- High Net Worth Individuals
- Leadership
- Financial Modeling
- Asset Allocation
- Mutual Funds
- Securities
- Strategy
- Financial Advisory
- Financial Analysis
- Investment Management
- Portfolio Management
- Wealth Management
- Investment Advisory
- Investments
- Asset Management
- Retirement Planning
- Investment Strategies
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