Phillip Miodowski Email & Phone Number
@merceradvisors.com
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Who is Phillip Miodowski? Overview
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Phillip Miodowski is listed as Portfolio Construction Specialist at Calamos Wealth Management at Calamos Wealth Management, a company with 31 employees, based in Chicago, Illinois, United States. AeroLeads shows a work email signal at merceradvisors.com and a matched LinkedIn profile for Phillip Miodowski.
Phillip Miodowski previously worked as Portfolio Construction Specialist at Calamos Wealth Management and Portfolio Consultant at Mercer Advisors. Phillip Miodowski holds Bachelor Of Arts - Ba, Finance, General, 3.3/4.0 from Depaul University.
Email format at Calamos Wealth Management
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AeroLeads found 1 current-domain work email signal for Phillip Miodowski. Compare company email patterns before reaching out.
About Phillip Miodowski
My name is Phillip Miodowski, and I was born and raised in the Chicago-land area. I graduated with a Bachelor's degree in finance and minor in psychology from DePaul University. However, a Bachelor's degree is just the beginning for me. I plan on pursuing an MBA degree as well as the CFA designation. I am a June 2020 CFA Level II Candidate.My career so far has been mainly in private wealth management. I am passionate about helping people manage their wealth and plan for the future. I am very active; I love going to the gym and playing sports. I enjoy watching sports as well, particularly soccer. I am also an avid fan of basketball, football, and tennis. I love learning about new things, whether it's by reading books, watching documentaries, or having meaningful conversations with other people."Success is no accident. It is hard work, perseverance, learning, studying, sacrifice and most of all, love of what you are doing or learning to do." - Pele
Phillip Miodowski's current company
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Phillip Miodowski work experience
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Portfolio Consultant
Portfolio Analyst
Client Associate
Client Analyst
Financial Analyst
Ensured projects are completed on time while assisting the account manager in developing comprehensive financial plans resulting in an increase in revenue. Proactively collaborated on projecting taxes, creating estate plans, devising asset allocations, and more. Analyzed the financial situations of clients which consisted of high net worth individuals.
Investment Specialist
Consistently exceeded expectations when applying knowledge of investments and financial markets to client’s needs. Conducted detailed analysis of financial data and accurately executed trade orders and security transactions. Delivered the highest degree of courtesy and professional service when responding to client inquiries. Assisted clients with.
Colleagues at Calamos Wealth Management
Other employees you can reach at calamoswealthmanagement.com. View company contacts for 31 employees →
Eddie Sordo, Cfp®
Colleague at Calamos Wealth ManagementGreater Chicago Area, United States
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MS
Michael Sund, Cfa®
Colleague at Calamos Wealth ManagementGreater Chicago Area, United States
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RD
Riva Dupuis
Colleague at Calamos Wealth ManagementGreater Chicago Area, United States
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WS
William Smith
Colleague at Calamos Wealth ManagementChicago, Illinois, United States, United States
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SS
Sydney Smith
Colleague at Calamos Wealth ManagementChicago, Illinois, United States, United States
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CM
Christina Mittlestaedt, Aif®
Colleague at Calamos Wealth ManagementUnited States, United States
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CG
Christopher Gruchacz
Colleague at Calamos Wealth ManagementPompano Beach, Florida, United States, United States
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JV
Joshua Vance
Colleague at Calamos Wealth ManagementChicago, Illinois, United States, United States
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RF
Renée Field
Colleague at Calamos Wealth ManagementChicago, Illinois, United States, United States
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JC
John Campbell, Jd, Clu
Colleague at Calamos Wealth ManagementGreater Chicago Area, United States
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Phillip Miodowski education
Frequently asked questions about Phillip Miodowski
Quick answers generated from the profile data available on this page.
What company does Phillip Miodowski work for?
Phillip Miodowski works for Calamos Wealth Management.
What is Phillip Miodowski's role at Calamos Wealth Management?
Phillip Miodowski is listed as Portfolio Construction Specialist at Calamos Wealth Management at Calamos Wealth Management.
What is Phillip Miodowski's email address?
AeroLeads has found 1 work email signal at @merceradvisors.com for Phillip Miodowski at Calamos Wealth Management.
Where is Phillip Miodowski based?
Phillip Miodowski is based in Chicago, Illinois, United States while working with Calamos Wealth Management.
What companies has Phillip Miodowski worked for?
Phillip Miodowski has worked for Calamos Wealth Management, Mercer Advisors, Cibc Atlantic Trust Private Wealth Management, Ayco, A Goldman Sachs Company, and Merrill Edge.
Who are Phillip Miodowski's colleagues at Calamos Wealth Management?
Phillip Miodowski's colleagues at Calamos Wealth Management include Eddie Sordo, Cfp®, Michael Sund, Cfa®, Riva Dupuis, William Smith, and Sydney Smith.
How can I contact Phillip Miodowski?
You can use AeroLeads to view verified contact signals for Phillip Miodowski at Calamos Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Phillip Miodowski attend?
Phillip Miodowski holds Bachelor Of Arts - Ba, Finance, General, 3.3/4.0 from Depaul University.
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