Leigh Harter has been a Managing Director at Pinnacle Financial Group since 2012. Moreover, this expert has professional experience at more than six companies using similar skills. Leigh has a total work experience of 24+ years. Leigh Harter studied at the Depaul University from 1982 to 1984. This professional learned English and Spanish. This expert has the following certificates: Cfp, Tep, Chfc, License 176157, and Cfp Board, License 176157. Now Leigh Harter lives in Northbrook, Illinois region. You can find this expert's current phone number and email with SoftwareOfficial search.
Name variants:
Lee Harter,
Leah Harter
Last updated Jun 02, 2024
Contact Information
Last Update
Jul 10, 2022
Email
lh**@idc-llc.com, lh**@schwartzbrothers.com
Location
Northbrook, IL
Company
Workplace
Managing Director
Southborough, MA
Industry
Insurance, Insurance Agencies & Brokerages
Colleagues
Work History
Managing Director
144 Turnpike Rd SUITE 110, Southborough, MA 01772
Disclosure: http://ht.ly/i9kG2
Aug 2012 — Mar 2014
Cfpâ , Chfc, Author, Speaker, Educator, Managing Director
500 west Madison St, Chicago, IL 60661
Succession Planning and transition planning for closely held business owners, family offices and high net worth individuals. I change the odds for families and closely held businesses.
from Mar 2014
Managing Director
Manage the Case Design Department, Create Intellectual Capital and travel the country building the IDC presence as an industry thought leader
Sep 2004 — Jun 2012
Executive Vice President
Manage the company, provide solutions to estate and succession planning problems, work with insurance companies to arrange for best in class underwriting decisions and create intellectual ca...
2001 — 2012
Case Design Manager
Doing absolutely everything except cleaning the office...
Sep 2000 — Jul 2001
Case Designer
5 Revere Dr SUITE 130, Northbrook, IL 60062
Responsible for life, COLI and disability case design, unwinding and refinancing split dollar plans and some advisor and client service.
Aug 1998 — Sep 2000
Education
1982 — 1984
1980 — 1982
1981 — 1982
Occupations
Financial Broker
Certified Financial Planner
Writer
Author
Speaker
Professor
Educator
Executive
Chief Executive Officer
Puchasing and Estimating Manager
Financial Manager
Spokesperson
Representative
Education Professional
Instructor
Corporate Executive
Chief Executive
Skills
Insurance
Estate Planning
Wealth Management
Estate Tax Planning
Retirement
Employee Benefits
High Net Worth Individuals
Disability Insurance
Retirement Planning
Captives
Investments
Underwriting
Strategic Financial Planning
Succession Planning
Trust Services
Family Office
Life Insurance
Financial Planners
Fixed Annuities
Wealth
401K
Long Term Care
Finance
Financial Services
Management
Leadership
FAQs about Leigh Harter
What's the main profession of Leigh Harter?
This professional's job is Cfpâ, Chfc, Author, Speaker, Educator, Managing Director
What jobs is Leigh proficient at at?
The expert is proficient at such jobs as Financial Broker and Certified Financial Planner.
Where is Leigh Harter currently located?
Leigh is located in Northbrook, Illinois.
What is the professional's email?
Leigh's email is lh**@idc-llc.com and lh**@schwartzbrothers.com.
Where did Leigh Harter work?
This expert worked at Pinnacle Financial Group, Nfp Insurance Solutions.
Where has Leigh Harter studied?
Leigh studied at the Depaul University from 1982 to 1984.
What are the certifications of Leigh Harter?
This professional received the following certifications: Cfp, Tep, Chfc, License 176157, Cfp Board, License 176157, and Step.
What languages does Leigh Harter speak?
Leigh Harter speaks English and Spanish.