Neil J. Hyneman
- Role
- Vice President - Investment Consultant - North Carolina Southern Virginia at Calamos Investments
- Location
- Greensboro, NC, US
- LinkedIn followers
- 500 followers
About Neil J. Hyneman
I use my fifteen-plus years of experience in the financial services industry, along with…
Experience
Vice President - Investment Consultant - North Carolina Southern Virginia
Jan 2017 — Present
As a Vice President - Investment Consultant with Calamos Investments, I, along with my partner Ben Shklyar, work with and support financial advisors, wealth managers and financial planners in North Carolina, Southern Virginia (64 South), West Virginia and Upstate South Carolina. Cover the wire house, independent and RIA channels and provide these advisors with up to date information regarding the Calamos global economic outlook, open end funds, closed end funds, separately managed accounts and UCITS. Based on the conversations we have with an advisor, we help them identify the Calamos investment strategy that best aligns with what they and their clients were looking to accomplish. We also deliver Calamos Value Add resources - portfolio construction consultation, social media prospecting, practice management, investment analysis reports, etc.* 2020 Investment Consultant of the Year * 2020 Gold Circle Email: n•••••••@calamos.com Work Cell: 63••••••94
Skills
- Investments
- Wealth Management
- Asset Allocation
- Separately Managed Accounts
- Uniform Combined State Law
- Mutual Funds
- Retirement
- Financial Advisory
- Alternative Investments
- Series 7
- Series 6
- Investment Advisory
- Series 63
- Series 65
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