Charlie Heekin is a high-level expert, that works in Millennial Wealth Advisors main office of which is in 226. on the position of Managing Partner from 2015. This expert gained professional experience in more than nine positions at various companies. Charlie Heekin went to the Boston College and got education there from 1984 to 1988. Chicago, Illinois is the city, where this expert was known to be settled. The person's phone number and email can be easily accessed through SoftwareOfficial by request.
Name variants:
Charles Heekin,
Charlene Heekin,
Charlotte Heekin
Last updated Jul 02, 2024
Contact Information
Last Update
Jul 10, 2022
Email
cl**@yahoo.com
Location
Chicago, IL
Company
Millennial Wealth Advisors
Workplace
Managing Partner
Work History
Managing Partner
625 north Michigan Ave SUITE 1270, Chicago, IL 60611
Managing Partner at Millennial Wealth Advisors
from Mar 2015
President
Comprehensive, Conflict Free Wealth Management
Jan 2013 — Jan 2015
Managing Director
11711 north Meridian St, Carmel, IN 46032
Client relationship manager for high net worth investment advisory and finical planning firm. Focused on building market share and client service experience for Chicago office as team leader...
May 2008 — May 2012
Manager
Private investment company focused on Venture Capital in the technology industry and private real estate opportunities.
Oct 2002 — Jul 2008
Institutional Equity Sales
Covered large institutional equity investors providing fundamental and quantitative investment research and new and secondary equity issuance. Territory included Illinois, Ohio, Wisconsin, M...
Aug 2000 — Mar 2002
Education
1984 — 1988
1980 — 1984
Occupations
Executive
Managing Partner
Accountant
Finance and Accounting Specialist
Chairperson
Partner
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Investments
Equities
Wealth Management
Investment Advisory
Alternative Investments
High Net Worth Individuals
Portfolio Management
Asset Allocation
Financial Services
Hedge Funds
Asset Management
Capital Markets
Private Equity
Trading
Asset Managment
Financial Analysis
New Business Development
Risk Management
Project Planning