Lynn Landau is a highly qualified expert, who works in Tittmann & Rusch as a Financial Planning since 2013. This expert has earned professional experience in more than eight positions at various companies. Lynn Landau went to the The Wharton School and was studying from 1983 to 1987. This professional has these professional qualifications: License 133249, Cfp Certificant, and Chartered Financial Analyst. Cheshire, Connecticut is the city, where the professional was known to be located. The person's email address and number can be easily accessed through SoftwareOfficial on demand.
Name variants:
Lynne Landau
Last updated Jun 04, 2024
Contact Information
Last Update
Jul 13, 2022
Email
ly**@gmail.com, di**@aol.com, ly**@gateway.net
Location
Cheshire, CT
Company
Tittmann & Rusch
Workplace
Financial Planning
Work History
Financial Planning
Prepared comprehensive financial plans, including executive benefits for senior executives. - Included defined contribution plans, executive benefits, pension plans, and retirement/estate fo...
Sep 2013 — Aug 2016
Treasurer
Treasurer of Temple responsible for overall finances of non-profit organization. Member of Executive Board.
Responsibilities including budgeting, payroll, generating income and balance she...
from Jul 2012
Investment Advisor, Director of Investment Research
1 Bradley Rd SUITE 902, Woodbridge, CT 06525
Developed asset allocation plans that included stocks, mutual funds, bonds, and annuitities, customized for clients' financial goals and risk tolerance.
Built structured models for small p...
Jan 2012 — Jun 2012
Financial Consultant
New York, NY
Built retirement plans using insurance and annuity products.
Cross-sold insurance and annuity products to existing company clients and prospected new clients.
Jul 2011 — Jan 2012
Equity Analyst - Vice President
Buy-side analyst following retail industry. Performed detailed financial, industry and economic/market analysis.
Apr 2003 — Jun 2007
Equity Analyst - Vice President
Buy-side analyst following retail and consumer discretionary stocks. Perform detailed financial, industry, and economic/market analysis.
Aug 2000 — May 2003
Consultant
111 east Wacker Dr, Chicago, IL 60601
Consultant to executive company management for structuring corporate story, crisis communication plans, and communicating with investment community.
Feb 1996 — Oct 1999
Equity Analyst
Conducted financial, industry and economic analysis to forecast future income statements, cash flow and balance sheets on a quarterly and annual basis.
Wrote and published reports on indus...
Jan 1993 — Mar 1995
Education
Occupations
Executive
Treasurer
Accountant
Finance and Accounting Specialist
Non-Profit
Auditor
Manager
Financial Officer
Financial Manager
Accounting Bookkeeper
Bookkeeper
Operations Manager
Skills
Quickbooks
Bookkeeping
Nonprofits
Budgeting
Financial Analysis
Equities
Investments
Mutual Funds
Portfolio Management
Asset Allocation
Equity Research
Investment Strategies
Finance
Retirement Planning
Series 7
Financial Advisory
Securities
Financial Services
Equity Valuation
Bonds
Fixed Income
Financial Modeling
Series 63
Investment Management
Asset Managment
Capital Markets
Insurance
Investment Advisory
Valuation
Strategic Financial Planning
401K
Investment Banking