Will Lundstrom
Director of Operations & Shareholder, Truepoint Wealth Counsel
- Role
- Manager, Investment Advisory Services at Truepoint Wealth Counsel
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Will Lundstrom
I strive to ensure that Truepoint’s internal procedures support the best possible client…
Experience
Manager, Investment Advisory Services
Dec 2012 — Present · Blue Ash, OH, US
Education
Hanover College
Bachelor of Arts
2001 — 2005
Skills
- Problem Solving
- Operations Management
- Customer Service
- Mutual Funds
- Customer Relations
- Process Improvement
- Requirements Gathering
- Data Entry
- Supervisory Skills
- Microsoft Office
- Business Analysis
- Visio
- Trading
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