Ivan Illán

Founder & Chief Investment Officer at Aligne Wealth Advisors Investment Management (AWAIM®)
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Los Angeles Metropolitan Area
Languages
  • Spanish -
  • Mandarin -

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Accredited Investment Fiduciary® (AIF®)
    Fi360
    May, 2019
    - Oct, 2024
  • Certified Fund Specialist® (CFS®)
    Institute of Business & Finance
    Dec, 2008
    - Oct, 2024
  • Series 7, 24, 53, 63, 65
    Financial Industry Regulatory Authority (FINRA)
    Jul, 1997
    - Oct, 2024
  • Passed Level I of Chartered Financial Analyst (CFA) Program
    CFA Institute

Experience

  • Aligne Wealth Advisors Investment Management (AWAIM®)
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Founder & Chief Investment Officer
      • Jan 2005 - Present
  • Forbes Finance Council
    • United States
    • Civic and Social Organizations
    • 1 - 100 Employee
    • Official Member
      • Apr 2016 - Present
  • Fisher Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President
      • Jul 2004 - Jan 2005

      HNW client acquisition, Southeastern US focus HNW client acquisition, Southeastern US focus

  • MingConsulting Group, Inc.
    • Founder & Managing Director
      • Apr 2000 - Jul 2004

      Institutional investment banking consultancy specialized on fund IPOs and secondary market growth strategies. Institutional investment banking consultancy specialized on fund IPOs and secondary market growth strategies.

  • Nuveen
    • United States
    • Regional Consultant
      • Sep 1996 - Apr 2000

      Started Chicago HQ, then transferred to California HQ Started Chicago HQ, then transferred to California HQ

Education

  • Boston College
    Bachelor of Science (B.S.), Finance
    1992 - 1996
  • Boston College
    Bachelor of Arts (B.A.), Philosophy
    1992 - 1996
  • Harvard University
    Summer Program

Community

You need to have a working account to view this content. Click here to join now