Shiv Mittal, CRPC™, APMA™

Vice President / Financial Advisor at Lionheart Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
New York City Metropolitan Area
Languages
  • English Native or bilingual proficiency
  • Hindi Native or bilingual proficiency
Skills

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Credentials

  • Life, Accident, and Health
    New Jersey State Department of Banking and Insurance
  • Series 66
    FINRA
  • Series 7
    FINRA

Experience

  • Lionheart Wealth Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Vice President / Financial Advisor
      • Aug 2021 - Present

      Lionheart Wealth Management, A financial advisory practice of Ameriprise Financial Services, LLC Lionheart Wealth Management, A financial advisory practice of Ameriprise Financial Services, LLC

  • Office BCP
    • New York City Metropolitan Area
    • Managing Director - Strategy & Launch
      • Sep 2021 - Present

  • NoCodeApp Center
    • United States
    • Software Development
    • 1 - 100 Employee
    • Managing Director - Strategy & Launch
      • Jul 2022 - Present

  • Ameriprise Financial Services, LLC
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President / Financial Advisor
      • Aug 2021 - Present

  • Equitable Advisors
    • Financial Services
    • 700 & Above Employee
    • Vice President / Financial Advisor
      • Mar 2018 - Jul 2021

    • Talent Acquisition Executive
      • Mar 2017 - May 2018

  • Marketology
    • Greater New York City Area
    • Business Development Executive
      • Sep 2015 - Mar 2017

  • Various Companies
    • United States
    • 700 & Above Employee
    • Technology Consulting Executive
      • Jun 2013 - Sep 2015

Education

  • College for Financial Planning
    Chartered Retirement Planning Counselor™, CRPC™
  • College for Financial Planning
    Accredited Portfolio Management Advisor™, APMA™
  • Rutgers University
    Bachelor's, Economics and Business Administration, Concentration: Computer Science

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