Ian Acosta is a skilled expert, who works in Scottrade main office of which is in 100. as a Investment Consultant from 2017. This person gained professional experience in more than six positions at various companies. Ian Acosta went to the University of Illinois at Urbana - Champaign and was studying there from 2012 to 2016. This person has such qualifications as Series 7, Series 66, and Completed Level I of the Cfa Program. Dixmoor, Illinois is the city, where the professional was known to settle. The professional's e-mail and phone are easily accessed through SoftwareOfficial by request.
Name variants:
Ian Acosta
Last updated May 21, 2024
Contact Information
Workplace
Colleagues
Work History
Investment Consultant
Saint Louis, MO
Reach out to clients on daily basis to develop and strengthen relationship with firm. Check-in on portfolios, investment goals, investment strategy, and overall level of satisfaction. Offer ...
May 2017 — Mar 2018
Investment Analyst
141 west Jackson Blvd SUITE 3540, Chicago, IL 60604
from Mar 2018
Financial Advisor
1880 John F Kennedy Blvd SUITE 1600, Philadelphia, PA 19103
Specialize in comprehensive planning which factors in professional, personal, and financial aspects of clients' situation. Build customized financial plans tailored to client specific situat...
Aug 2016 — May 2017
Student Supervisor
601 east John St, Champaign, IL 61820
Student supervisor at campus' largest dining hall. Oversee anywhere from 10 to 30 student workers during a given shift to ensure quality control and excellent service. Delegate appropriate r...
Aug 2014 — May 2016
Staff Writer
12115 Segrest Dr, Houston, TX 77047
Contribute one to two weekly articles on the Chicago White Sox from a fan's perspective. Engage with readers on discussion and analysis of team's recent performance. Combine personal opinion...
Apr 2015 — Mar 2016
Education
2012 — 2016
2008 — 2012
Occupations
Financial Broker
Investment Analyst
Counselor
Accountant
Finance and Accounting Specialist
Puchasing and Estimating Manager
Financial Manager
Advisor
Accounting Bookkeeper
Bookkeeper
Skills
Microsoft Office
Microsoft Excel
Time Management
Leadership
Public Speaking
Microsoft Powerpoint
Microsoft Word
R
Sas
Financial Modeling
Research
Stata
Portfolio Management
FAQs about Ian Acosta
What is the profession of Ian Acosta?
This professional's job is Investment Analyst
What jobs is Ian a professional at?
Ian Acosta is proficient at Financial Broker and Investment Analyst jobs.
Where does Ian Acosta currently live?
Dixmoor, Illinois is the place where Ian Acosta currently lives
What is the expert's email?
Ian Acosta's email is ia**@vsolvit.com.
How many companies did Ian Acosta work at?
The professional worked at six jobs.
Where has Ian Acosta studied?
Ian studied at the University of Illinois at Urbana - Champaign from 2012 to 2016.
Are there any certifications, that Ian Acosta has?
The professional received the following certifications: Series 7, Series 66, Completed Level I of the Cfa Program, and Completed Level Ii of the Cfa Program.
Are there any industries, that Ian Acosta works in?
Ian works in Financial Services industry.