Bob Leonardo

Bob Leonardo Email and Phone Number

Financial Services Executive @ Hoopis Group
Naperville, IL, US
Bob Leonardo's Location
Naperville, Illinois, United States, United States
Bob Leonardo's Contact Details

Bob Leonardo personal email

n/a

Bob Leonardo phone numbers

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.

Bob Leonardo's Current Company Details
Hoopis Group

Hoopis Group

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Financial Services Executive
Naperville, IL, US
Bob Leonardo Work Experience Details
  • Hoopis Group
    Financial Services Executive
    Hoopis Group
    Naperville, Il, Us
  • Wwm Investments
    Financial Services Executive
    Wwm Investments Jan 2020 - Present
    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 affiliated companies.
  • Hoopis Group
    Financial Services Executive
    Hoopis Group Nov 2012 - Present
    Chicago, Illinois, Us
  • Hoopis Group
    Managing Director
    Hoopis Group Nov 2012 - Jan 2020
    Chicago, Illinois, Us
  • The Premier Wealth Group
    Financial Services Representative At The Premier Wealth Group, An Office Of Metlife
    The Premier Wealth Group Jul 2011 - Nov 2012
  • Northwestern Mutual Financial Network
    Financial Representative
    Northwestern Mutual Financial Network Dec 2008 - Jul 2011
    Milwaukee, Wi, Us
    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.
  • The Chase Manhattan Bank
    Loan Officer
    The Chase Manhattan Bank Jun 2007 - Oct 2008
    New York, Ny, Us
    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 line contact with clients to ensure a smooth transaction while asking for referral business.
  • Neumark Mortgage Llc
    Loan Officer
    Neumark Mortgage Llc Dec 2004 - May 2007
    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 line contact with customers to deepen relationships.
  • Midwest Home Funding
    Loan Officer
    Midwest Home Funding Nov 2002 - Dec 2004
    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 relationships. Committed to deliver premier customer service in the home loan industry.

Bob Leonardo Skills

Finance Portfolio Management Mortgage Lending Sales Financial Services Loans Life Insurance Investments Banking Fixed Annuities Insurance Management Financial Analysis Securities Wealth Management Financial Planning Underwriting Disability Insurance Retirement Planning Financial Advisory Employee Benefits Strategic Financial Planning Long Term Care Insurance Mutual Funds Financial Planners Customer Service Leadership Microsoft Office Team Building Public Speaking

Bob Leonardo Education Details

  • Villanova University
    Villanova University
    Economics
  • St Patricks
    St Patricks
  • St. Constance
    St. Constance

Frequently Asked Questions about Bob Leonardo

What company does Bob Leonardo work for?

Bob Leonardo works for Hoopis Group

What is Bob Leonardo's role at the current company?

Bob Leonardo's current role is Financial Services Executive.

What is Bob Leonardo's email address?

Bob Leonardo's email address is ro****@****ase.com

What is Bob Leonardo's direct phone number?

Bob Leonardo's direct phone number is (312) 347*****

What schools did Bob Leonardo attend?

Bob Leonardo attended Villanova University, St Patricks, St. Constance.

What are some of Bob Leonardo's interests?

Bob Leonardo has interest in Children, Economic Empowerment, Education, Environment, Health.

What skills is Bob Leonardo known for?

Bob Leonardo has skills like Finance, Portfolio Management, Mortgage Lending, Sales, Financial Services, Loans, Life Insurance, Investments, Banking, Fixed Annuities, Insurance, Management.

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