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Bob Leonardo Email & Phone Number
Financial Services Executive
at
Hoopis Group
1 work email found
@chase.com
1 phone found area 312
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Financial Services Executive
Location
Naperville, Illinois, United States
Who is Bob Leonardo? Overview
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Quick answer
Bob Leonardo is listed as Financial Services Executive at Hoopis Group, based in Naperville, Illinois, United States. AeroLeads shows a work email signal at chase.com, phone signal with area code 312, and a matched LinkedIn profile for Bob Leonardo.
Bob Leonardo previously worked as Financial Services Executive at Wwm Investments and Managing Director at Hoopis Group. Bob Leonardo holds Boa, Economics from Villanova University.
Company email context
Email format at Hoopis Group
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*@chase.com
68% confidence
AeroLeads found 1 current-domain work email signal for Bob Leonardo. Compare company email patterns before reaching out.
Profile bio
About Bob Leonardo
Bob Leonardo is a Financial Services Executive of WWM Investments, LLC in Chicago, a firm with $500 million in assets under advisement. In his role, Bob provides families and business owners with comprehensive financial planning, wealth management solutions and risk management plan design. Bob specializes in working with divorced individuals, helping them transform challenging life transitions into opportunities for growth and change. Utilizing an open and transparent process, Bob manages each client’s unique financial needs, providing protection planning and investment advisory services tailored to their objectives.Bob has worked as a financial representative since 2003, providing personalized service to clients and businesses nationally. Prior to joining WWM, Bob was ¬a Managing Director of Hoopis Group, where he was recognized as a top advisor for twelve consecutive years. Each year since 2010, Bob has been a member of the Million Dollar Round Table, which recognizes top financial services industry producers and leaders. Bob is committed to giving back to his community serving as a member of the Naperville Area Chamber of Commerce, St. Charles Chamber and Oswego Chamber. Bob received his bachelor’s degree in Economics from Villanova University. He is a Registered Representative and member of the National Association of Insurance and Financial Advisors. Bob resides in Naperville with his wife Colleen, his daughter and his two sons.
Listed skills include Finance, Portfolio Management, Mortgage Lending, Sales, and 26 others.
Current workplace
Bob Leonardo's current company
Company context helps verify the profile and gives searchers a useful next step.
9 roles
Bob Leonardo work experience
A career timeline built from the work history available for this profile.
Financial Services Executive
Current
Wwm Investments
I am licensed to sell insurance in IL, MI, PA, FL, TX, CO, GA, MD, & NC.I am a registered representative of and offer securities through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory Address: 30 S. Wacker Dr. Suite 2700, Chicago, IL. 60606 WWM Investments is not a subsidiary or affiliate of MML Investors Services LLC or its.
Jan 2020 - Present
Financial Services Executive
Current
Nov 2012 - Present
Managing Director
Nov 2012 - Jan 2020
Financial Services Representative At The Premier Wealth Group, An Office Of Metlife
The Premier Wealth Group
Jul 2011 - Nov 2012
Financial Representative
I not only relied on my own knowledge and experience, but also on the expertise of a team of specialists available through the network. Together, we provided innovative solutions and professional direction to help clients accomplish their objectives.
Dec 2008 - Jul 2011
Loan Officer
The primary objective was to service the bank branches. Managed, educated, and trained the mortgage side of banking to sixteen personal bankers at four different bank branch locations. While servicing the branch, continue to develop referral references with realtors, builders, and othersources for the purpose of originating residential loans. Remain front.
Jun 2007 - Oct 2008
Loan Officer
Neumark Mortgage Llc
The primary objective was to service builder accounts. Trained and educated new home sales advisors on residential finance. Provided one on one and group training exercises in regards to creative finance. Produced large volumes of application intake from over twenty eight builder sites. Covered over 110 miles of new construction territory. Remain front.
Dec 2004 - May 2007
Loan Officer
Midwest Home Funding
Develop referral references with realtors, contractors, and other sources for the purpose of originating residential loans through ongoing sales efforts. Take mortgage applications using updated technology, conduct preliminary underwriting reviews, and submit loan applications to processing. Remain front line contact with customers and realtors to deepen.
Nov 2002 - Dec 2004
3 education records
Bob Leonardo education
Boa, Economics
Villanova University
Education record
St Patricks
Education record
St. Constance
FAQ
Frequently asked questions about Bob Leonardo
Quick answers generated from the profile data available on this page.
What company does Bob Leonardo work for?
Bob Leonardo works for Hoopis Group.
What is Bob Leonardo's role at Hoopis Group?
Bob Leonardo is listed as Financial Services Executive at Hoopis Group.
What is Bob Leonardo's email address?
AeroLeads has found 1 work email signal at @chase.com for Bob Leonardo at Hoopis Group.
What is Bob Leonardo's phone number?
AeroLeads has found 1 phone signal(s) with area code 312 for Bob Leonardo at Hoopis Group.
Where is Bob Leonardo based?
Bob Leonardo is based in Naperville, Illinois, United States while working with Hoopis Group.
What companies has Bob Leonardo worked for?
Bob Leonardo has worked for Hoopis Group, Wwm Investments, The Premier Wealth Group, Northwestern Mutual Financial Network, and The Chase Manhattan Bank.
How can I contact Bob Leonardo?
You can use AeroLeads to view verified contact signals for Bob Leonardo at Hoopis Group, including work email, phone, and LinkedIn data when available.
What schools did Bob Leonardo attend?
Bob Leonardo holds Boa, Economics from Villanova University.
What skills is Bob Leonardo known for?
Bob Leonardo is listed with skills including Finance, Portfolio Management, Mortgage Lending, Sales, Financial Services, Loans, Life Insurance, and Investments.
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