McKenna Galante
Wealth Manager at Creative Planning LLC
- Role
- Wealth Manager at Creative Planning
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About McKenna Galante
Creative Planning provides comprehensive wealth management services including investment…
Experience
Wealth Manager
Oct 2022 — Present · Milwaukee, WI, US
Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.
Education
Marquette University
Bachelor of Business Administration - BBA, Finance and Marketing
2013 — 2017
Skills
- Microsoft Word
- Nonprofits
- Event Planning
- Volunteering
- Powerpoint
- Microsoft Excel
- Microsoft Office
- Recruitment Training
- Teamwork
- Leadership
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