Henry Conlon

Gestionnaire de Portefeuille-Actions chez Creative Planning LLC

Profil

Mr. Henry P.
Conlon is a Wealth Manager & Partner at Creative Planning LLC.
Prior to joining Creative Planning, Henry worked at a major national financial services firm in a variety of capacities.
In his most recent Vice President Branch Office Manager role, he worked with clients serving their investment and financial needs.
He also has vast experience serving as the Regional Vice President of Insurance and Regional Planning Consultant, where his responsibilities included serving as a subject matter expert to advisors on insurance and financial planning topics, developing financial plans for high-net-worth clients, shaping advanced financial concepts training and delivering presentations on various investment themes.
He received his undergraduate degree from the University College Dublin.

Postes actifs de Henry Conlon

Sociétés	Poste	Début
Creative Planning LLC	Gestionnaire de Portefeuille-Actions	01/07/2014

Formation de Henry Conlon

University College Dublin

Undergraduate Degree