Wealth Management
Wealth Management Alumni Videos
PROFESSIONAL | CURRENT TITLE | CURRENT COMPANY | PAST COMPANIES | VIDEO LINK | |
Katie Duckworth | Financial Analyst | J.P. Morgan Private Bank | Olympus Wealth Management, Simplify, & CI Corient Private Wealth | ||
Landon Thompson | Vice President | Lido Advisors | Freightwire & Olympus Wealth Management LLC | ||
Nick Olsen | Analyst | ICONIQ | AlphaSights, Seven Canyons Advisors, & Everspire | ||
Josh Hawkins | Senior Vice President | PIMCO | PIMCO | ||
Austin Lee | Associate | J.P. Morgan Private Bank | Northwestern Mutual & Petersen Wealth Advisor |