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Rhonda Robbins, Cfa profile image

Rhonda Robbins, Cfa

Paraplanner at JMC Wealth Management
Intro Book
Experienced financial planner and portfolio manager with 30+ years of experience.
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Location
Greater Chicago Area, US
Skills
  • Financial Planning
  • Retirement Planning
  • Cash Flow Forecasting
  • Investments
  • Portfolio Management
  • Show all
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Bio

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Rhonda Robbins, CFA, is a seasoned financial professional with expertise in financial planning, retirement planning, and portfolio management. She has over 30 years of experience in the industry, with a strong background in investments, research, and project management. Rhonda holds a Bachelor's degree in Economics from the University of Michigan and an MBA in Accounting and Finance from Indiana University Bloomington.

Experience

  • JMC Wealth Management
    • Greater Chicago Area
    • Paraplanner
      • Mar 2016 - Aug 2018
      • Greater Chicago Area

      I perform various tasks, including portfolio reviews and preparing financial projections using financial planning software.

  • Liebman Associates Inc
    • Financial Planning Analyst
      • Aug 2005 - Dec 2015

      Performed portfolio analysis for clients and recommended appropriate asset mix following risk profile assessment. Researched equity and fixed income mutual funds for client portfolios. Prepared cash flow analysis for retirement planning. Experience using Family Law software for divorce clients. A...

  • Washington National Insurance Company
    • Director of Fixed Income Investments
      • May 1984 - Mar 1998

      Director of Public Bond Investments for Washington National Insurance Company: March 1992-May 1998- Direct responsibility for the management of the publicly traded bond portfolio totaling approximately $1 billion. Responsible for the selection, trading and monitoring of bond investments. The majo...

Education

  • University of Michigan
  • Indiana University Bloomington

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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