Bob Westrick

Partner @Private Vista Llc

Chicago, IL, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 1993 — Present

Partner @Private Vista Llc

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Hinsdale, IL, US

Here at Private Vista, our team of trusted advisors works closely with clients to not only build their financial resources, but to align those resources with their life goals. Through our unique process, we help define their Private Vista – a clear view of how they want to invest not just their money, but also their time and energy to achieve their definition of an enriched and fulfilling life. As a partner, my role at Private Vista is to provide the resources and guidance to help our clients live more enriched and fulfilling lives. By bridging the gap between financial decisions and life goals, I am able to help clients live out their Private Vista.

EDUCATION

N/A

University of Chicago

MBA

N/A

University of Notre Dame

BBA

SKILLS

Registered Investment AdvisorEstate PlanningWealth ManagementFinancial PlanningInvestment Advisory

ABOUT BOB WESTRICK

MY FINANCIAL SERVICES CAREER BEGAN IN 1983 In 1983, I left a “Big Eight” public…

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