Marcin Szczepaniak
MBA | Series 7, 66, and 24
- Role
- Associate Wealth Management Advisor at Kai Volatility Advisors
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Marcin Szczepaniak
Results-oriented financial services professional with 7+ years of experience optimizing…
Experience
Associate Wealth Management Advisor
May 2025 — Present · Lombard, IL, US
Education
Gies College of Business - University of Illinois Urbana-Champaign
Master of Business Administration - MBA, Finance & Investments, Strategic Management, and Entrepreneurship
2017 — 2019
University of Illinois Urbana-Champaign
Bachelor of Arts - BA, Economics and Political Science
2013 — 2016
Skills
- Customer Service
- Policy
- Economics
- Microsoft Powerpoint
- Digital Strategy
- Private Equity
- Business Development
- Cold Calling
- Management Consulting
- Disability Insurance
- Venture Capital
- Financial Modeling
- Financial Planning
- Project Management
- Microsoft Excel
- Startups
- Marketing Strategy
- Market Entry
- Time Management
- Positivity
- Entrepreneurship
- Leadership
- International Relations
- Lead Generation
- Behavioral Science
- Organizational Culture
- Retirement Planning
- Polish
- Business Strategy
- Life Insurance
- Performance Management
- Dcf Valuation
- Recruiting
- Risk Management
- Health and Wellness
- Hoovers
- Sales
- Deal Sourcing
- Investments
- Pitch Books
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