Lee Kalotta
Landmark Wealth Group a private wealth advisory practice of Ameriprise Financial Services, LLC.
- Role
- Financial Advisor- Managing Director at Landmark Wealth Group
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Financial Advisor- Managing Director
May 2022 — Present
Education
Quinlan School of Business, Loyola University Chicago
MBA, Finance / Risk Management
2008 — 2009
Indiana University Bloomington
Public Finance, Finance
1996 — 2000
Skills
- Financial Risk
- Valuation
- Financial Analysis
- Investments
- Investment Banking
- Wealth Management
- Financial Modeling
- Corporate Finance
- Risk Management
- Portfolio Management
- Loans
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