Richard Schechter

Richard Schechter Email and Phone Number

Estate Planning Life Insurance Solutions Specialist @ OLOM Financial Inc.
Richard Schechter's Location
Greater Chicago Area, United States
About Richard Schechter

Accomplished investment and relationship manager; team leader with extensive experience in wealth management, private banking, estate planning, investment strategies, and working with legal and accounting professionals. Proven track record in managing commercial relationships with emphasis on navigating relevant trends through proactive client management. Committed to maintaining a client-centric approach while navigating the evolving landscape of estate planning, asset protection and legacy creation.CA Insurance License 4399410Securities offered through The Leaders Group, Inc., Member FINRA/SIPC, 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120. (303) 797-9080

Richard Schechter's Current Company Details
OLOM Financial Inc.

Olom Financial Inc.

View
Estate Planning Life Insurance Solutions Specialist
Richard Schechter Work Experience Details
  • Olom Financial Inc.
    Estate Planning Life Insurance Specialist
    Olom Financial Inc. Nov 2023 - Present
    Greater Chicago Area
    View
  • Private Single Family Office
    Executive Vice President
    Private Single Family Office Jan 2006 - Dec 2023
    Chicago, Illinois, United States
  • A.G. Edwards & Sons, Inc.
    Investment Advisor
    A.G. Edwards & Sons, Inc. Mar 2003 - Dec 2005
    Lake Forest, Illinois, United States
    ● Implemented estate tax reduction strategies for families through policy reviews of estate planning life insurance products. Broad experience with ILITs and IDGTs.● Recognized for fostering fiscal literacy and long-term financial planning across multiple generations, contributing to the sustained wealth building and protection for clients’ families.
    View

Richard Schechter Education Details

Frequently Asked Questions about Richard Schechter

What company does Richard Schechter work for?

Richard Schechter works for Olom Financial Inc.

What is Richard Schechter's role at the current company?

Richard Schechter's current role is Estate Planning Life Insurance Solutions Specialist.

What schools did Richard Schechter attend?

Richard Schechter attended Lake Forest College.

Not the Richard Schechter you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.