Greg Prokop
Gestionnaire de Portefeuille-Actions chez Accredited Investors, Inc.
Profil
Mr. Greg Prokop is a Wealth Manager at Accredited Investors, Inc. He is a member of Accredited’s Wealth Management group, he is responsible for developing and directing client planning strategies.
He serves as an internal resource for Accredited’s analytical planning tools, with a focus on financial independence and life insurance planning.
His background in the IT consulting industry has helped in the design and implementation of systems and processes aimed at delivering a high quality and consistent client experience.
He received his undergraduate degree from the University of Notre Dame.
Postes actifs de Greg Prokop
| Sociétés | Poste | Début |
|---|---|---|
Accredited Investors, Inc.
 Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | Gestionnaire de Portefeuille-Actions | 01/02/2014 |
Formation de Greg Prokop
| University of Notre Dame | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Accredited Investors, Inc.
Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | Finance |
