Rand Lionberger

Risk & Wealth Management | Business & Personal Planning | Executive Comp/ Retention Strategies & Employee Benefits | Legacy Planning (by design not default)

Role
Financial Advisor at Northwestern Mutual
Location
Houston, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Rand Lionberger

A portfolio is not a plan. Further, a portfolio that is not in line with a plan, is just a form of speculation. Time to be more intentional.I’m here to build lasting relationships by offering expert advice for your financial security. Let’s work together to identify your needs and achieve your goals, whether personal, family, or business-related. Reach out to secure your financial future.

Experience

  1. Financial Advisor

    Northwestern Mutual

    Oct 2017 — Present · Houston, TX, US

    I am committed to developing enduring relationships with my clients by providing expert guidance for a lifetime of financial security. I work with clients to identify their financial security needs and then focuses on solutions that can help make those financial goals a reality. We help our clients find the right solutions for personal, family or business needs. Let\'s find a few minutes to see if my team and I are a good fit (no promises haha).

Education

  • South Texas College of Law Houston

    Doctor of Jurisprudence

    2007 — 2010

  • Baylor University - Hankamer School of Business

    BBA, Entrepreneurship, Mathematics

    2007

Skills

  • Contract Negotiation
  • Export Control Compliance
  • Due Diligence
  • Legal Compliance
  • Legal Advice
  • Mediation
  • Negotiation
  • Corporate Law
  • Mergers & Acquisitions
  • Legal Writing
  • Fcpa
  • Oil & Gas Law
  • Legal Research
  • Corporate Governance
  • Contract Management

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Rand Lionberger — Financial Advisor at Northwestern Mutual in Houston, TX, US | Unifers