Neil J. Hyneman, CFP®, CIMA®, CRPS®
Vice President - Investment Consultant - North Carolina/ Southern Virginia at Calamos Investments- Claim this Profile
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Bio
Credentials
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UniFi by CAIA™ Private Debt Microcredential
CAIA AssociationMay, 2023- Nov, 2024 -
CRPS® - Chartered Retirement Plans Specialist(SM)
College For Financial PlanningNov, 2016- Nov, 2024 -
CIMA® - Certified Investment Management Analyst®
Investment Management Consultants AssociationSep, 2013- Nov, 2024 -
CFP® - CERTIFIED FINANCIAL PLANNER™
CFP BoardNov, 2011- Nov, 2024
Experience
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Calamos Investments
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United States
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Financial Services
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200 - 300 Employee
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Vice President - Investment Consultant - North Carolina/ Southern Virginia
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Jan 2017 - Present
As a Vice President - Investment Consultant with Calamos Investments, I, along with my partner Ben Shklyar, work with and support financial advisors, wealth managers and financial planners in North Carolina, Southern Virginia (64 South), West Virginia and Upstate South Carolina.Cover the wire house, independent and RIA channels and provide these advisors with up to date information regarding the Calamos global economic outlook, open end funds, closed end funds, separately managed accounts and UCITS. Based on the conversations we have with an advisor, we help them identify the Calamos investment strategy that best aligns with what they and their clients were looking to accomplish. We also deliver Calamos Value Add resources - portfolio construction consultation, social media prospecting, practice management, investment analysis reports, etc....* 2020 Investment Consultant of the Year* 2020 Gold Circle Email: nhyneman@calamos.comWork Cell: 630-864-9594 Show less
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DCIO Director - Western United States
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Jun 2014 - Dec 2016
As the DCIO Director for Western United States at Calamos Investments, I partned with the defined contribution industry's top retirement plan advisors/ consultants and provide up to date information on our firm, investment strategies, global economic outlook and suite of value add services. I also worked with our platform partners (home office and sales teams), TPA firms and other industry professionals in an effort to build long term relationships. Last but not least, I partnered with our intermediary external and internal sales teams, produced retirement related value add materials, and collaborated across departments to complete a wide variety of tasks.States Covered: AK, AZ, CA, CO, HI, NV, NM, OR, UT & WA Show less
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Investment Consultant
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Jul 2011 - May 2014
As an Investment Consultant with Calamos Investments I worked with and supported financial advisors in the NY Metro and South Florida sales territories. I covered the wire house, independent and RIA channels and provided these advisors with up to date information regarding the Calamos global economic outlook, open end funds, closed end funds, separately managed accounts and UCITS. Based on the conversations I had with an advisor I helped them identify the Calamos investment strategy that best aligns with what they and their clients were looking to accomplish. Show less
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Client Service Associate
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Jan 2011 - Jun 2011
As a client service associate I primarily handled inbound telephone calls on the Calamos 800 line and assisted individual clients and financial advisors with information regarding the Calamos investment strategies and assisted them in completing transactions. In addition, I supported two sales territories by making proactive outbound calls, assisting in collecting advisor intelligence, and completing various administrative tasks.
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MetLife
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United States
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Insurance
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700 & Above Employee
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Investment Advisor Representative
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Jan 2008 - Dec 2010
At The Premier Wealth Group, an office of MetLife, I worked with individuals to help them identify and achieve financial goals for the reasons that are important to them. Areas include investment and asset allocation strategy creation and implementation, retirement and college savings, estate planning, and insurance/ risk analysis (life, disability, and long term care). At The Premier Wealth Group, an office of MetLife, I worked with individuals to help them identify and achieve financial goals for the reasons that are important to them. Areas include investment and asset allocation strategy creation and implementation, retirement and college savings, estate planning, and insurance/ risk analysis (life, disability, and long term care).
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Education
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2004 - 2006
Columbia College Chicago
Bachelor of Arts (B.A.), Arts, Entertainment, and Media Management -
2001 - 2003
College of DuPage
Associate of Arts (A.A.)
Community
