Rick Rosenthal
- Role
- Senior Vice President, Senior Wealth Manager at Lido Advisors
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Senior Vice President, Senior Wealth Manager
May 2024 — Present · Chicago, IL, US
Skills
- Private Banking
- Quantitative Analytics
- Hedge Funds
- Bloomberg
- Securities
- Portfolio Management
- Series 7
- Asset Managment
- Financial Services
- Asset Management
- Investment Management
- Trading
- Wealth Management Services
- Investment Strategies
- Alternative Investments
- Asset Allocation
- Mutual Funds
- Financial Advisory
- Equities
- Relationship Management
- Bonds
- Fixed Income
- Wealth Management
- Investment Advisory
- Investments
- High Net Worth Individuals
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